Slaesforce FAQ

how to pause flow based on field update salesforce

by Velma Zboncak DVM Published 2 years ago Updated 2 years ago
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After you embed a flow in a Visualforce page with the <flow:interview > component, consider whether you want to let users pause flows from that page. Set the allowShowPause attribute to false to prevent users from pausing. Whether the Pause button appears depends on three settings.

Full Answer

How to create a record-flow in Salesforce?

Click on the 'Create' button. Double click on the 'Start' element and define as follows: Under the 'What Launches the Flow' option, select 'New or updated record-flow makes fast field updates'. Under the 'When to Start the Flow' option, select 'A record is created or updated'.

What are the flow core actions in Salesforce?

Flow Core Action for Salesforce Anywhere: Add a Message to a... Flow Core Action for Order Management: Cancel Order Item Summaries... Flow Core Actions for Slack: Get Information About Slack...

How do I create a new or updated record flow?

Double click on the 'Start' element and define as follows: Under the 'What Launches the Flow' option, select 'New or updated record-flow makes fast field updates'. Under the 'When to Start the Flow' option, select 'A record is created or updated'. Under the 'Object' option, select 'Agreement'.

How to create a Validation rule in Salesforce?

Under the 'Agreement' custom object, create a new Validation Rule and define the following information: A. Provide it with a suitable name B. Activate the Validation Rule by selecting the 'Active' checkbox C. Provide it with a suitable Description D. In the formula canvas, write: Overlapping_Dates__c = TRUE

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How do I pause a flow in Salesforce?

From Setup, enter Automation in the Quick Find box, then select Process Automation Settings.Select Let users pause flows.Click Save.

How do you pause a flow interview in Salesforce?

If your administrator has configured a given flow to do so, you can pause its interviews. Pausing is useful, for example, when a call with a customer drops or the customer can't find their account number and plans to call you back....In an open flow interview, click Pause.Explain why you had to pause the flow. ... Click OK.

How do you pause an element in flow?

Before you add a Pause element to your flow, understand the special behavior and limitations....For the first resume event that occurs, the flow resumes and executes the connector for the associated pause configuration.Flow Pause Conditions. ... Flow Resume Events. ... Sample Flows That Wait for Events.

How do I add a wait element to a flow in Salesforce?

You can find the Wait element under the LOGIC section of the Palette.If you remember back to a Decision element, we have the ability to add additional Events to this Wait element. ... Lets determine the type of Event we want. ... We want to utilize the Waiting Conditions or the filter criteria for this Event.More items...•

Where are paused flow interviews in Salesforce?

Give your users an instant view of their paused flow interviews by customizing the Home page or Salesforce mobile app navigation menu. From a record page, display a list of all paused flow interviews that are associated with that record with this custom Aura component.

Can paused interview flows be shown at the home page in lightning experience?

Required Editions Add the Paused Flow Interviews component to the appropriate Home pages. This component is available only for Home pages in the Lightning App Builder. It displays paused interviews that the user has read access to.

How do I resume a paused flow in Salesforce?

To resume a paused flow, click the Resume Paused Actions tab, and select a flow from the list. The resumed flow opens, and the list of steps updates. If the flow was started from the top or bottom pinned region, we add it to the end of that region.

How do you pause lightning flow?

In pause element go to resume event section and add base time as formulae field created above. Keep offset number as 0 and offset units as Hours. This will make the flow to wait for the time mentioned in resumetime variable once flow reaches the pause element.

What is Autolaunched flow in Salesforce?

Autolaunched Flow with a Record Trigger. Makes before-save updates to the new or changed record that launches the flow. Only these elements are supported: Assignment, Decision, Get Records, and Loop. A record-triggered flow runs only when a record is created or updated.

1. Creating a Checkbox field

Under the 'Agreement' custom object, create a new Checkbox field called 'Overlapping Dates' (or any other suitable name). Define 'Unchecked' as the default value.

2. Creating a Validation Rule

Under the 'Agreement' custom object, create a new Validation Rule and define the following information:

The process is ready!

Make sure you test the process in your sandbox environment before deploying it to your production environment.

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