Screen black screens screenflow1/12/2024 Note: The footer is hidden so that users do not click the “Next” or “Previous” button while officeFileCreatorForFlow is running.ĭrag and drop ″ officeFileCreatorForFlow″ from Components and set the properties. Resource: Ĭlick the “+” mark under ″ Top Screen″ and select “Screen”. Outcome API Name: decEmailSendingConditions_NGĬondition Requirements to Execute Outcome: Any Condition Is Met (OR) How to Store Record Data: Automatically store all fieldsĬlick the “+” mark under ″ Get Opportunit圜ontactRole″ and select “Decision”.ĪPI Name: Email_Sending_Conditions_Decision How to Store Record Data: Choose fields and let Salesforce do the restĬlick the “+” mark under ″ Get Opportunity″ and select “Get Records”. How Many Records to Store: Only the first record If a warning message appears, close it with an “X”.Ĭlick the “+” mark under ″ Screen Flow″ and select “Get Records”.Ĭondition Requirements: All Conditions Are Met (AND) Click the “Save” button.įlow API Name: SendEmailWithInvoiceScreenFlowĭescription: Create an invoice from the Opportunity record screen and send an email with the invoice to the primary contact. The text will be set later, so we will leave it as ″ TBD″ for now.įirst, save the flow. Other variable names cannot receive the record Id.Īllow multiple values (collection): check on Be sure to use “recordId” (only “I” is capitalized). Note: recordId is a variable that receives the record Id from the record screen. Record Id received from the record screenĬlick the “Toggle Toolbox” button in the upper left corner of the screen, then click the “New Resource” button.ĭescription: Record Id received from the record screen Select “Screen Flow” and click the “Create” button.įirst, the variables to be used in the flow are created first. Open Flows from Setup and click the “New Flow” button. Update the Invoice Send Email Data in Opportunity. In case of error, go to process 9e.ĭisplays an error message and end the flow. Send an email with an invoice to the Contact by calling SendEmailWithAttachment Apex class.ĭecide the success or error of sending an email. In case of error, process 6e is executed.Īssign the file Id saved by OFC to the collection variable. In case of success, process 7 is executed. Office File Creator will create a PDF file and save it to File.ĭecide the success or error of the output result. Place the officeFileCreatorForFlow component in the screen flow. Error Screen (Email Sending Conditions)ĭisplay an error message and end the flow. It is NG if the Invoice Email Send Date is not blank, or the Amount is less than 0, or the Email of the contact is blank. Retrieve the contact whose primary is checked on from the Opportunity Contact Role record related to the Opportunity.ĭecide the OK or NG of the email sending conditions. The Name is used for the subject of the email. The Invoice Email Send Date and Amount are used to check the email sending conditions. Gets the Invoice Email Send Date, Amount, and Name. Sending an email attachment calls the Apex class created in Apex class to send an email with attachments callable in Salesforce flow.It returns the result of creating the files (success or failure) and returns an error message in case of failure. To output a file in Office File Creator, place the officeFileCreatorForFlow component in the screen flow.No other variable name can receive the record Id. Create a text type variable ″ recordId″ in the flow.
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