In my previous post SFDC Flows: Add Flow Variables, we learn the first step for creating flows and add flow variables. This post is the extension of previous post here we see how to add a Form screen for flow and configure fields in our form.
Add a Form Screen
A screen can use form-style fields to gather data—in this case, line item information—from the flow user.
1. From the Palette tab, drag the Screen onto the canvas.
The Screen overlay opens with the General Info tab selected.
2. For the Name, enter Get Line Item Info From User.
The Unique Name is automatically populated based on this entry.
3. Add a field for the Line Item Number.
a. From the Add a Field tab, double-click Textbox.
A textbox field appears in the preview pane on the right side of the
Screen overlay.
b. Click [Textbox] in the preview pane.
c. On the Field Settings tab, configure the field as follows.
Label Line Item Number
The Unique Name is automatically populated based
on this entry
Default Value 1
4. Add a field for the Merchandise.
a. From the Add a Field tab, double-click Dropdown List.
A drop-down list field appears in the preview pane.
b. Click [Dropdown List] in the preview pane.
c. On the Field Settings tab, configure the field as follows.
Field Value
Label Merchandise
The Unique Name is automatically populated based
on this entry.
Value Data Type Text
d. In the Choice Settings section, click the drop-down arrow then
CREATE NEW > Dynamic Choice.
The Dynamic Choice overlay appears.
5. Create the dynamic choice resource, which at runtime dynamically populates the Merchandise field with choice options, each of which represents a Merchandise record in the database.
a. Enter the following values.
Field Value
Unique Name dcMerchandise
Value Data Type Text
Create a choice for each Merchandise__c
b. Set the filter criteria so that the dynamic choice returns only the merchandise that have items in stock.
Field Value
Field Quantity__c
Operator greater than
Value 0
Field Value
Choice Label Name
Choice Stored Value Id
Sort Name by Name
Ascending
d. Save the quantity in stock from the user-selected merchandise record to the flow variable we already created.
Field Value
Field Quantity__c
Variable {!vQuantityAvailable}
e. Click OK.
The Dynamic Choice overlay closes, and the Screen overlay appears.
6. Add a field to capture the quantity ordered in the line item.
a. From the Add a Field tab, double-click Number.
A number field appears in the preview pane on the right side of the
Screen overlay.
b. Click [Number] in the preview pane.
c. On the Field Settings tab, configure the field as follows.
Field Value
Label Quantity Ordered
The Unique Name is automatically populated based on
this entry.
Scale 0
7. Add a field to capture the unit price of the merchandise.
a. From the Add a Field tab, double-click Currency.
b. Click [Currency] in the preview pane.
c. On the Field Settings tab, configure the field as follows.
Field Value
Label Unit Price
The Unique Name is automatically populated based on
this entry.
Scale 2
The preview pane on the Screen overlay should now include four fields.
8. Click OK.
9. Save the flow.
a. Click Save.
b. Ignore the activation warnings for now.
c. Click OK.
After this next step is to Add the record create element in the flow. We see this in my next post.
**This document is referred from salesforce help tutorials
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