To store values manually, select manually assign variables (advanced).Īll attributes are available to store inflow variables, but most likely you must store this attribute. When the user navigates to the next screen, the values are assigned to the flow variable. When you add a screen component to flow, the values are automatically stored in a variable. Require – Requires users to enter a value before they can move to the next screen.
You can mention the current record id so that by default the lookup field shows the current record from which the flow is executed. Record id – Record ID value for the lookup. The object where the field API name is present. Object API name – The API name of the source object. Label – Field label of the lookup field which appears on the flow screen.
In my survey object, I have a field by the API name AccountName_c which is a lookup to accounts. In the above screenshot, I have added a lookup field by the name of Account since I want to display the account records in my lookup field.įield API name – Enter the API name of the field which is a lookup field to the object of which you want to show the records. For that, we need to link the survey record to the account record by mentioning a value on the lookup field in the flow. On the account page, I want the users to go through a set of screens and then the flow will create a Survey record and show as a related list on the account page once the flow is executed. In my case, I have a survey object which has a lookup relationship with the account. And once the flow is executed you want to create a record from the user’s inputs and get it related to a parent object. Let’s consider a use case where you need to create a screen flow and want to get some input from the users.
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How to Use the Lookup Screen Component in Salesforce Lightning Flow? Using the lookup screen component users can easily search and define the record in the flow and you can also set the current recordID or default value in the lookup field in the flow so that users don’t have to select the record every time they are running the flow from a record. As the name suggests, this new screen component lets users search for a record in a flow just like a lookup field in Salesforce.īefore this, the only option to select a record in the flow was to use the picklist screen component and each picklist value will denote a separate record of an object. Lookup Screen Component in Salesforce Lightning Flow: Salesforce has released a new screen component – Lookup. Lookup Screen Component in Salesforce Lightning Flow
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