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Ganta SureshGanta Suresh 

Can any one help me on this -I want you to do full R&D on flows that if we can use flows on approval process and to through custom error? Could you please explain me this statement like any full R&D?

Can anyone help me with this -I want you to do full R&D on flows that if we can use flows on the approval process and we can through custom error ?.

Could you please explain this statement like any full R&D?

I have a requirement like this, can anyone let me know about the same R&D ? Please

Best Answer chosen by Ganta Suresh
SubratSubrat (Salesforce Developers) 
Hello Suresh ,

Certainly! Let's do a full R&D on how we can use flows in an approval process and throw custom errors. Flows are powerful tools in Salesforce that allow you to automate complex business processes and guide users through a series of screens to collect and process data.

Using Flows in an Approval Process:
Traditionally, approval processes in Salesforce are based on a predefined set of steps, actions, and approval/rejection criteria. However, by incorporating flows into the approval process, you can add more flexibility and customization. Here's how you can do it:

a. Pre-Submission Flow: You can create a flow that runs before the approval process is submitted. This flow can collect additional information from the user or perform any required calculations before the record is submitted for approval.

b. Approval Flow: Instead of using the standard approval steps, you can design a flow that acts as the approval process. This flow can include multiple screens with different approval actions, such as "Approve," "Reject," or "Reassign." You can also add custom logic within the flow to determine the outcome of the approval.

c. Post-Approval Flow: After the record is approved or rejected, you can trigger another flow to perform additional actions, such as updating related records, sending notifications, or performing any other post-approval tasks.

Using flows in this manner allows you to have more control over the approval process and customize it according to your specific business needs.

Throwing Custom Errors in Flows:
In flows, you can implement custom error handling to provide more informative and user-friendly error messages. Here's how you can do it:
a. Decision Element: In the flow, you can use a Decision element to evaluate certain conditions. For example, you can check if the user entered valid data or met specific criteria.

b. Assignment Element: You can use an Assignment element to assign values to variables or fields. In the case of an error, you can assign an error message to a variable.

c. Screen Element: When an error occurs, you can display a screen element with a user-friendly error message. For example, you can use a Display Text or Display Rich Text element to show the error message to the user.

d. Record Update Element: If the flow involves updating records, you can use a Record Update element to revert any changes made during the flow's execution in case of an error.

e. Fault Paths: In flows, you can define fault paths to handle exceptions and errors. When a fault occurs, the flow can follow a specific fault path to execute error-handling logic.

Overall, using custom errors in flows allows you to guide users through the flow more effectively, making the user experience smoother and more intuitive.

By combining flows with approval processes and custom errors, you can create robust and customized automation that meets your organization's unique requirements while providing a user-friendly experience to your users.

References :
https://help.salesforce.com/s/articleView?id=000392569&language=en_US&type=1

https://www.youtube.com/watch?v=Q0d1SGYAseI

https://www.youtube.com/watch?v=YDSa-Ygc1xk


Hope this helps !
Thank you.

All Answers

SubratSubrat (Salesforce Developers) 
Hello Suresh ,

Certainly! Let's do a full R&D on how we can use flows in an approval process and throw custom errors. Flows are powerful tools in Salesforce that allow you to automate complex business processes and guide users through a series of screens to collect and process data.

Using Flows in an Approval Process:
Traditionally, approval processes in Salesforce are based on a predefined set of steps, actions, and approval/rejection criteria. However, by incorporating flows into the approval process, you can add more flexibility and customization. Here's how you can do it:

a. Pre-Submission Flow: You can create a flow that runs before the approval process is submitted. This flow can collect additional information from the user or perform any required calculations before the record is submitted for approval.

b. Approval Flow: Instead of using the standard approval steps, you can design a flow that acts as the approval process. This flow can include multiple screens with different approval actions, such as "Approve," "Reject," or "Reassign." You can also add custom logic within the flow to determine the outcome of the approval.

c. Post-Approval Flow: After the record is approved or rejected, you can trigger another flow to perform additional actions, such as updating related records, sending notifications, or performing any other post-approval tasks.

Using flows in this manner allows you to have more control over the approval process and customize it according to your specific business needs.

Throwing Custom Errors in Flows:
In flows, you can implement custom error handling to provide more informative and user-friendly error messages. Here's how you can do it:
a. Decision Element: In the flow, you can use a Decision element to evaluate certain conditions. For example, you can check if the user entered valid data or met specific criteria.

b. Assignment Element: You can use an Assignment element to assign values to variables or fields. In the case of an error, you can assign an error message to a variable.

c. Screen Element: When an error occurs, you can display a screen element with a user-friendly error message. For example, you can use a Display Text or Display Rich Text element to show the error message to the user.

d. Record Update Element: If the flow involves updating records, you can use a Record Update element to revert any changes made during the flow's execution in case of an error.

e. Fault Paths: In flows, you can define fault paths to handle exceptions and errors. When a fault occurs, the flow can follow a specific fault path to execute error-handling logic.

Overall, using custom errors in flows allows you to guide users through the flow more effectively, making the user experience smoother and more intuitive.

By combining flows with approval processes and custom errors, you can create robust and customized automation that meets your organization's unique requirements while providing a user-friendly experience to your users.

References :
https://help.salesforce.com/s/articleView?id=000392569&language=en_US&type=1

https://www.youtube.com/watch?v=Q0d1SGYAseI

https://www.youtube.com/watch?v=YDSa-Ygc1xk


Hope this helps !
Thank you.
This was selected as the best answer
Ganta SureshGanta Suresh
@subrat   Thank you
Ganta SureshGanta Suresh
@subrat   As per R&D can we  ? 
Can anyone help me with this -I want you to do full R&D on flows that if we can use flows on the approval process and we can through custom error ? 
yes or no ?
 
SubratSubrat (Salesforce Developers) 
Hello Suresh ,

No we cannot , If you want to customize the error thrown by approval process , you need to create a custom button for that .

For further reference please follow this discussion:https://salesforce.stackexchange.com/questions/4627/how-to-customize-the-error-message-thrown-by-approval-process

Thank you.
Ganta SureshGanta Suresh
@subrat 

IF -- Using the Approval process, how to throw custom error -- ? let me know any information on this.