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Michael Dalton Adding line items to an invoice using flow.
We have been designing a FLOW within a demo org and have hit a brick wall.
We have created a flow using a custom button on an opportunity record that creates a new invoice and drags the amount, account id and some other data into the INV record.
How can I extend its usage by pulling the products into the line items within the invoice using flow? Any idea's?
I started by using an opportunity line item lookup to gather the data and assgined to variables. The problem I face is getting that data to show on the INV record of the specific opportunity.
We have created a flow using a custom button on an opportunity record that creates a new invoice and drags the amount, account id and some other data into the INV record.
How can I extend its usage by pulling the products into the line items within the invoice using flow? Any idea's?
I started by using an opportunity line item lookup to gather the data and assgined to variables. The problem I face is getting that data to show on the INV record of the specific opportunity.
To do that you'll need a fast lookup to get your Opportunity LIne Items.
Then you'll need to Loop through each line item and assign the values to whatever you call your version of Products on the INV record. For simplicity I'll call it INV Products.
During the loop you should have an assignment element that assigns the values from each Product to a INV Record - Then have another Assignment that adds the Sobject INV Products Record to an Sobject Collection of INv Products.
Once the loop is done you can have a fast lookup to create all the Inv Products within your Sobject Collection.
I have an example of using a Loop and Fast Lookups here: http://salesforcewizard.wordpress.com/2014/07/10/letter-to-the-developer-the-date-loop-to-create-records-with-flow/