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Venkateswarlu B I want to create visual workflow to create multiple records for an object like below table.Can Anyone help it is urgent please
I want to create visual workflow to create multiple records for an object like below table.Can Anyone help it is urgent please
open flow designer
step 1 : select a screen element from palette and drag it to canvas. Give the name for the screen element
step 2: In the Add field tab of screen Add the input field for the data you require for Example to create account record you require account name so create a input field to get account name from user .
After you are done with creating fields click oh button to proceed further
step 3. Now from the palette drag the create record element to the canvas
fill the appropiate name you want this element
for object select accounts and for the variable create a new variable you can create variable by clicking in drop down which shows option to create new variable name the variable as accountId
there is option to select the fields of Account to be line name of account fillied which can point to the data filled by user
step 4 creating contact record
Follow the procedure in step 3 and in place of object select contact and to insert to id of account in the contact record
In any issue please let me known
All Answers
Can you please tell you want to create multiple record from process Bulider using flow or you want to create multiple record manually using flow
Thanks
You can do this by creating a drop-down with label "do you want to create more record on Screen and save in a Variable in the flow then based on the value of the variable using decision element you can create again display the record creation screen
And if there is parent-child relationship so to create record of the child object you can fetch the id of parent record using record lookup
If you can give object Structure I can create a working demo
If you face any issues please do let me know
Thanks
Below is the image of flow to create multiple record based on the user selecting where he want to create more record or not
If any issue please do let me know
I will be happy to help you out.
Hi Prateek,
If I irritate you too much I am sorry But could you provide me step by step description for below:
1.Account details we are giving on first screen
2.In second screen we are going to create multiple child contact records as shown in first question for account object in first screen.
3.In 3rd screen get successful message.
Could you explain it briefly..I am not getting with above image.I am completely new to this and client required it today.
Thanks in advance
In step1 you are creating new account or from existing account, you are creating contact record
open flow designer
step 1 : select a screen element from palette and drag it to canvas. Give the name for the screen element
step 2: In the Add field tab of screen Add the input field for the data you require for Example to create account record you require account name so create a input field to get account name from user .
After you are done with creating fields click oh button to proceed further
step 3. Now from the palette drag the create record element to the canvas
fill the appropiate name you want this element
for object select accounts and for the variable create a new variable you can create variable by clicking in drop down which shows option to create new variable name the variable as accountId
there is option to select the fields of Account to be line name of account fillied which can point to the data filled by user
step 4 creating contact record
Follow the procedure in step 3 and in place of object select contact and to insert to id of account in the contact record
In any issue please let me known
i can develop a demo for you
please tell me this is what you want which is shown in video i have shared with you on you email .
Thanks
if any issue let me know
Thanks