Have you ever been stumped by those weird "Fast Lookup" things? Or do loops and collection variables have you puzzled? This post hopes to explain those concepts while covering some of the basics of using a loop in a flow.
I'm going to cover the basics of using a loop in a flow. To save you the time, here's a link to install the config I'll be using if you'd like to follow along: Basic Flow Loop Config
When you feel good about this, learn how to launch the flow from Process Builder or a Visualforce page in my next post: Launch a Flow From Process Builder or Visualforce.
Variable: v_{name}
Collection Variable: vColl_{name}
SObject Variable: so_{name}
SObject Collection Variable: soColl_{name}
*{name} is the name of the variable
Input Only: Private + its value can be set by something outside of it. Its value cannot be passed to anything else (ie. You *cannot* pass this variable to another Flow and use it there)
Output Only: Private + its value can be passed to something else (ie. You *can* pass this variable to another Flow and use it there)
Input/Output: Private + Input + Output. I use this just about every time
I'm going to cover the basics of using a loop in a flow. To save you the time, here's a link to install the config I'll be using if you'd like to follow along: Basic Flow Loop Config
When you feel good about this, learn how to launch the flow from Process Builder or a Visualforce page in my next post: Launch a Flow From Process Builder or Visualforce.
Highlights from the video
Variable Naming Convention
Make one that works for you, but this is what I use.Variable: v_{name}
Collection Variable: vColl_{name}
SObject Variable: so_{name}
SObject Collection Variable: soColl_{name}
*{name} is the name of the variable
Variable Input/Output Type
Private: Only accessible within the flow. The value cannot be set by something outside of it (Process Builder, another Flow, a Visualforce Page, etc.)Input Only: Private + its value can be set by something outside of it. Its value cannot be passed to anything else (ie. You *cannot* pass this variable to another Flow and use it there)
Output Only: Private + its value can be passed to something else (ie. You *can* pass this variable to another Flow and use it there)
Input/Output: Private + Input + Output. I use this just about every time
HI Brett. Nice Blog thanks. I'm new to flow and want to create some forms. For example, when a person is attending 4 weeks of on-the-job-training, the trainer needs to review his/her performance every day to 5 sets of criteria. Each criteria could hace a score of 1-5 via radio buttons and, at the end of the week and at the end of the course, simply aggregate the scores to give an overall performance profile. So, I was thinking of creating a custom object, Performance Record and via flow, update the record as and when. Maybe even use the new Guided Actions feature to help collecting this. Is Process Builder & Flow the way to go? How can I get help on this? I also want to become more proficient on the entire flow and SOQL thing so, other than Trailhead what help can I get?
ReplyDeleteFrom the info you gave I would suggest going the custom object route you described but make sure it is a child in a master-detail relationship to the parent object. With this relationship you can use a rollup summary field to aggregate the scores.
DeleteTrailhead and other blogs are great resources to use in learning flow. I have a few other posts on it but they are pretty specific. I'd recommend looking for resources that cover the topic more generally and applying those to what you're working on