Andy in the Cloud

From BBC Basic to Force.com and beyond…

Flow in Winter’17 Lightning Experience

4 Comments

A short blog charting an evening with Flow, Lightning Experience in Winter’17

Flow on Record Detail Pages

Screen Shot 2016-08-30 at 22.11.47Flow makes its presence known in Lightning App Builder this release (in Beta) and with it some new possibilities for customising the Lightning Experience user experience, as well as Salesforce1 Mobile. I decided to focus on the Record Detail Pages as you want to see how it passes the recordId. As you can also see Flow gets an automatic face lift in this context, making them look properly at home!

Screen Shot 2016-08-30 at 22.05.48

This is the Screen element showing the passed information from Lighting App Builder…

Screen Shot 2016-08-30 at 22.08.48.png

By creating an Input variable in your Flow called recordId of type Text (see docs). Lightning App Builder will automatically pass in the record Id. You can also expose other input parameters, e.g. CustomMessage so long as they are Input or Input/Output.

Screen Shot 2016-08-30 at 22.00.19.png Screen Shot 2016-08-30 at 22.09.58.png

These will display in the properties pane in Lightning App Builder. Sadly you cannot bind other field values, but this does give some nice options for making the same Flow configurable for different uses on different pages!

Screen Shot 2016-08-30 at 22.04.27.png

Flow Custom Buttons with Selection List Views

Winter’17 brings with it the ability to select records in List Views. As with Salesforce Classic UI it will show checkboxes next to records in the List View, IF a Custom Button has been added to the List View layout that required multi-selection.

In my past blog Visual Flow with List View and Related List Buttons, prior to Winter’17. I was not able to replicate the very useful ability to pass user selected records to a Flow in Lightning Experience. I am now pleased to report that this works!

FlowListViewSelection.png
FlowOverSelectedRecords.pngThis results in the flow from my previous blog showing the selected records. As you can see, sadly because we are using a Visualforce page the lovely new Flow styling we see when using Flow (Beta) support in Lightning App Builder does not apply. But hey being able to select the records is a good step forward for now!  The setup of the Visualforce page and Custom Button is identical to that in my previous blog.

Screen Shot 2016-08-30 at 21.43.43.png

Summary

Flow continues to get a good level of love and investment in Salesforce releases, which pleases me a lot. Its a great tool, the only downside is with more features comes more complexity and thus a great need to stay on top of its capabilities, a nice problem to have!

 

 

 

4 thoughts on “Flow in Winter’17 Lightning Experience

  1. Any Idea on passing more than just the RecordID into the page for the Lightning flow? I have two variables which I’m passing in, the opp ID (this is the page it’s being launched from) and the AccountID listed on the Opp. Since there is no formula builder I’ve placed {!AccountID} in the parameter and it takes, and the flow runs. However on my debug screens in the flow Account ID is blank.

  2. Hi Andy,

    In your blog image, I see that you have appeared to add the flow component as a “tab” within your lighting screen detail “page”. (you label the tab as “Flow demo”)

    I can see that I can add a flow component to the screen in the lightning design builder, but it’s segregated as it’s own component. I don’t see how I can add it as a tab such as what you’ve done in your example. How would one go about configuring your flow component as a tab within a page screen element such as you have done? Thanks for any help!

    • There is a separate tab component on the left hand side in Lightning app Builder, drag that on then drag the Flow component on

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