Create Lookup with Dynamic Kinds for Circulate

Final Up to date on December 9, 2022 by Rakesh Gupta

Huge Concept or Enduring Query:

  • How do you add lookup discipline from the thing with lookup filter utilized to it?

Up to now we now have mentioned varied use for utilizing completely different lookup element fields:

  1. What? Use Lookup Field into a Flow Screen Element?!!.
  2. Select Multiple Records in the Lookup Component
  3. Create Filtered Lookup with Choice Lookup

This text goes a step forward and explains the way to configure the lookup discipline out of your object that will have a lookup filter.


After studying this weblog, you’ll be capable of:  

  • Create a Display Circulate and add a Display ingredient to it.
  • Add a lookup supported with file fields
  • Deliver lookup filter that you just’ve utilized on the supply discipline instantly in display movement
  • And way more

Edward Backhouse is working as a System Administrator at Gurukul on Cloud (GoC). he has acquired the next requirement from the administration:

  1. Add a display movement on the house web page that permits customers to pick an account when creating alternative. 
  2. Apply similar lookup filter to display movement lookup element that utilized to account lookup on alternative object.

Automation Champion Strategy (I-do):

With the Spring’23 launch, it’s now attainable so as to add your object’s lookup fields instantly onto display movement.

Use the chart offered by Salesforce to grasp when to make use of which lookup element.

Earlier than discussing the answer, let me present you a diagram of a Course of Circulate at a excessive degree. Please spend a couple of minutes going by means of the next Circulate diagram and understanding it.  

Let’s start constructing this automation course of.

Guided Observe (We-do):

There are Four steps to resolve Edward’s enterprise requirement utilizing Display Circulate. We should: 

  1. Set Up Restrictions with Filters for Account Lookup on Alternative
  2. Outline movement properties for display movement
  3. Add a file variable of sort alternative to see out there fields
  4. Add a Display ingredient
    1. Populate the file variable so as to add file fields to display
    2. Add the Account ID discipline onto the display

Step 1: Set Up Restrictions with Filters for Account Lookup on Alternative

The GoC gross sales supervisor requested Edward to prohibit customers after they’re choosing a associated account for a chance. Arrange the filter on account lookup, so customers can solely select accounts that begin with A. 

  1. Click on Setup | Object Supervisor.
  2. Within the Fast Discover field, sort Alternative.
  3. Choose Fields & Relationships, then click on on the Account Title.
  4. Click on on Edit and configure the filter as proven within the following screenshot:
  5. Click on Save.

Step 2: Outline Circulate Properties

  1. Click on Setup.
  2. Within the Fast Discover field, sort Flows.
  3. Choose Flows, then click on on the New Circulate.
  4. Choose the Display Circulate possibility and click on on Create and configure the movement.
  5. It’s going to open the movement designer for you.

Step 3: Add a Report Variable of Sort Alternative

  1. Underneath Toolbox, choose Supervisor, then click on New Useful resource to create a file variable of sort alternative to see out there fields
  2. Enter the next data: 
    1. Useful resource Sort: Variable
    2. API Title: varR_Opportunity
    3. Information Sort: Report
    4. Object: Alternative
    5. Verify Out there for Enter
    6. Verify Out there for Output
  3. Click on Accomplished.

Step 4: Add a Display Factor 

  1. On Circulate Designer, click on on the +icon and choose the Display ingredient.
  2. Enter the next data:
    1. Enter Label the API Title will auto-populate.
  3. Click on Accomplished

Step 4.1: Populate the Report Variable to Add Report Fields to Display

  1. Underneath Fields part on Display Factor.
  2. Enter the next data:
    1. Report Variable: {!varR_Opportunity}

Step 4.2: Add the Account ID Discipline onto the Display

  1. Underneath Fields part on Display Factor.
  2. Drag and drop Account ID onto the display. 
  3. Click on Accomplished.

In the long run, Edward’s Circulate will seem like the next screenshot:

As soon as every thing appears to be like good, carry out the steps under:

  1. Click on Save.
  2. Enter the Circulate Label the API Title will auto-populate.
  3. Click on Present Superior.
  4. API Model for Working the Circulate: 57
  5. Interview Label: Lookup – Dynamic Type for Circulate {!$Circulate.CurrentDateTime}
  6. Click on Save.

Virtually there! As soon as every thing appears to be like good, click on the Activate button.

Proof of Idea

Formative Evaluation:

I wish to hear from you!

What’s one factor you realized from this put up? How do you envision making use of this new information in the true world? Be happy to share within the feedback under.

Source link

Thanks for Reading

Enjoyed this post? Share it with your networks.

Leave a Feedback!