This is a continuation of my article Visual Workflow (Flow) tips and tricks, In that, I had discussed various tips and tricks related to Visual Workflow. This article goes a step ahead and explains, how to hide a date picker and how you can apply different font-family to your Flow elements. Let’s start with a business use case

Business Use Case 1: – Rachel Gillett is working as System administrator at Universal Containers. She has created a Student Registration form using Visual Workflow, as shown in the following screenshot

Student Registration Form

She wants to remove date picker from the right of Date of birth field in a flow (i.e. Student Registration Form).

Solution for the above business requirement

1. First of all embed Student Registration Form, Flow into a Visualforce page, as shown in the following code


 

  
    Student Registration Form

It will look like the following screenshot

Student Registration Form – Embedded into the VF Page

Note: – If you want to display Next or Finish button at the bottom or top of the page then use buttonLocation=”bottom” or “top”.

2. The next step is to apply cascading style sheets, to remove the date picker. Use the following style sheet to your Visualforce page.


 

  
    Student Registration Form

Student Registration Form – Without Date Picker

Finally, it will look like the preceding screenshot, after hiding the date picker from Date of birth field.

Business Use Case 2: – Now she wants to apply Color: Green, font-family: Courier New to Date of Birth and Communication Address fields of the existing Student Registration Form Flow.

Solution for the above business requirement

Edit the Visualforce page to incorporate the below mention CSS. Where FlowDate and FlowTextArea are Flow Style Class for Date field label, Text area field label respectively.

.FlowDate {
color: Green;
font-family: Courier New;
}
.FlowTextArea {
color: Green;
font-family: Courier New;
}

once you’re done, reload the Visualforce page, and it will look like the following screenshot

Student Registraion Form - with Font-family

Student Registration Form – with Font-family

Complete Code:-


 

  
    Student Registration Form

Business Use Case

Higher Management in Universal container wants to expand new feature “Add records to Chatter Groups” for their users. Basically, they want a publisher action on Opportunity object that allows their users to add a record to multiple Chatter Groups (Only public Groups).

A solution for the above business requirement

Do you think we have to use Apex code to parse values selected for multi-select choice fields in flow? I think no, this article will help you to understand the way to assign multi-select choice picklist values to a collection variable in a flow or way to parse it.

Design: – when a user clicks on publisher action on Opportunity object it will pop-up a screen, then the user can select multiple Chatter groups, after clicking on Next button it will add Opportunity record to Selected Chatter Groups.

To solve this requirement we will use Visual Workflow, and then we will embed Flow to a Visualforce page to call it from Publisher action. Before proceeding you have to understand CollaborationGroup and CollaborationGroupRecord objects in Salesforce.

A. CollaborationGroup:- This object represents a Chatter group.
B. CollaborationGroupRecord:- This object represents the records associated with Chatter groups. CollaborationGroupId represents Id of Chatter Group and RecordId represents ID of the record associated with Chatter Group.

1. Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows
2. Click on New Flow, it will open flow canvas for you. Create two Text type variable VarTOpportunityID (To pass Opportunity ID from Publisher action) and VarTSelected_Chatter_GroupsID we will use it later on this flow.
3. Next step is allowing users to select multiple Chatter Groups. To do that drag-and-drop a Screen Element ( Give the name Select Chatter Groups) onto the window and add a Dynamic choice Multi-Select Picklist field with below detail

Name	Data Type	Required
Active Chatter Group (Public)	Multi-Select Picklist	Yes

It will look like the below screenshot

Dynamic choice Multi-select picklist

Note:- Don’t save the selected Chatter group IDs, because if you assign the results to a variable here, that variable will only store the first value selected.

4. Next step is to assign ID’s of Selected Chatter Group to Text variable {!VarTSelected_Chatter_GroupsID}, to do that Drag-and-drop Assignment Element ( Give the name Chatter Groups IDs to Variable) onto the window and map the field according to the following screenshot

Assign Selected Chatter Group IDs

5. Next task is to create few Formula fields to calculate the number of chatter groups the user has selected, it’s length, Individual Chatter group ID and for Id’s that remaining to Parse. First, we will create a formula to calculate Lengths of ID’s of Selected Chatter Groups (Length) and Number of Chatter group selected (Counter) as shown in the following screenshot

Formula Fields – Part 1

Now create two formula fields to calculate Parsed ID (Single_Chatter_Group_ID) and Chatter ID’s those are remaining to Parse (Remaining_Chatter_GroupID) as shown in the following screenshot

Formula Fields – Part 2

6. Drag-and-drop a Record Create ( Give the name Add Record to First Chatter Group) onto the window to add a record into chatter groups, if the user has selected only one Chatter group. Please refer to the following screenshot for more details

Add Record to First Chatter Group

7. Now drag-and-drop Decision element to check counter size. If Counter size < = 1 then leave it as it is, else we have to collect the remaining Chatter groups IDs and then add it to a SObject Collection Variable with recordID (To add records to Chatter Groups, in our case it’s variable {!VarTOpportunityID}. Please refer to the following screenshot for more details

To check the counter size

8. As we have already added the record to one Chatter Group then we have to TRIM original length (it means remove selected Chatter group ID from variable {!VarTOpportunityID}. Please refer to the following screenshot for more details

Assign remaining Chatter Groups IDs to Text Variable

9. Next step is to add data into a SObject Variable after parsing it. Drag and Drop Assignment Logic (Give the name Add data for single Chatter Group Record) on the window, to assign {!VarTOpportunityID} and formula {!Single_Chatter_Group_ID} into the SObject Variable (CollaborationGroupRecord Object Type) {!Single_Record_Deatils} as shown in the below screenshot

Add details into SObject Variable

10. Drag-and-drop Assignment Logic (Give the name All in one) on the window and assign a value from SObject variable {!Single_Record_Deatils} to SObject Collection variable {!All_Record_In_One} (CollaborationGroupRecord Object Type) so at the end of the flow will use it inside the Fast Create to add a record to remaining Chatter Groups. Please refer to the following screenshot for more details

Add SObject Variables into a SObject Collection

11. Next step is to check Counter size >= 1. If counter size is greater than 1 then repeat the process (8-10), else we will use Fast Create element add a record to remaining Chatter Groups. To do that drag-and-drop decision element and check the counter size, as shown in the following screenshot

Check Counter Size Greater than 1

12. Finally, drag-and-drop Fast Create (Give the name Add record to remaining Chatter Groups) on the window and map the field according to the below screenshot

Add record to remaining Chatter Groups

13. Finally, our Flow will look like the following screenshot

14. Save the flow with name Add Record to multiple Chatter Group and close the canvas.

It’s time to test this flow

In the next article Call a flow from publisher action I will show you how you can use this flow as Publisher action

1. For time being to test this flow, we will hard code the Opportunity Id into flow variable {!VarTOpportunityID}

Set Default Value to a Variable

2. Click on the Save, button and then click on Run button available on flow canvas. Select as many as Chatter Groups you want, as shown in the following screenshot I have selected 4 Chatter Groups

Selected Chatter Groups

Once done Click on Next button.

3. To see the result, open the Opportunity Detail page and navigate to Groups related list

Final Output

Note:- In the next article Call a flow from publisher action I will show you how you can use this flow as Publisher action. I will suggest you Implement this first on your developer org test it and then move it to Production.

Automation Champion

Tag: Visual Work Flow

Search

Upcoming Trainings

Sponsor #1

Sponsor #2

Salesforce ID Converter Build on Visual Workflow

Buy My Book

Buy My Book

Buy My Book

Recent Posts

Blog Archives

Categories

Information

Top Posts

Social Media

Automation Champion

Tag: Visual Work Flow

Getting Started with Visual Workflow – Part 3 (Hide Date Picker and apply Font-family)

Posted at 2:20 AM by Rakesh Gupta, on February 29, 2016

Share this:

Like this:

Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields (Flow)

Posted at 10:15 PM by Rakesh Gupta, on February 3, 2015

Business Use Case

A solution for the above business requirement

It’s time to test this flow

Share this:

Like this:

Search

Upcoming Trainings

Sponsor #1

Sponsor #2

Salesforce ID Converter Build on Visual Workflow

Buy My Book

Buy My Book

Buy My Book

Recent Posts

Blog Archives

Categories

Information

Top Posts

Social Media