Part 2.C of the Learning Flow series will allow you to create the Quote Line Items and Update the Quote. To start, open the Quote Line Item Flow.
From the Palette, click 0n Fast Create and drag it to the right of the aQRU Assignment Element. Enter the Name and Unique Name as fcQLI, for Fast Create Line Item, and set the Variable as socvQLI.
Click OK. Connect the aQRU Assignment Element to the fcQLI Fast Create Element. Continue reading →
Welcome to part 2.B of the Learning Flow series where you’ll learn how to loop through a collection variable and create a roll up summary. As part of the Learning Flow series, this post adds on to 2.A taking you through the Quote Line Item part of a Flow to help your Users build a Quote.
For this section, the business has requested that the Quote store the total number of items purchased. You have two products, one that is sold in cases, with 12 items per case, and one that is sold in packs, with 3 items per pack. A typical role up summary isn’t available since the quantity doesn’t include the number of units and the number of units doesn’t include the quantity calculation. Here is a mathematical view.
Product X – Sold by the case – 12 Items per case
Product Y – Sold by the pack – 3 Items per pack
Order A: quantity 5 of Product X, quantity 3 of Product Y
A roll up summary of Quantity would be 8 and Items would be 15. Now, you could create a new field on the Product Line Item, total units, and have that roll up to the Quote in another field, total units. Although that’s possible, imagine that the company is out of Roll Up fields for the Quote object. Flows to the rescue!
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This is the first post in the second part of the Learning Flow series. In this part of the Learning Flow series, you’ll learn how to add Line Items using Pricebooks. Although this will eventually tie to Quotes as part of the Learning Flow series, it also applies to Opportunity Products (Line Items) and Order Products (Line Items). You’ve already shown the Pricebooks to your Users in the Quote Entry Flow, so now you’ll need to display the Products in the Pricebook for your Users to select.
There are a few things you need to do before creating the Quote Line Item Flow. Go to the Setup menu, then in the search bar enter Critical Updates and click on Critical Updates. There are two Critical Updates that you need to Activate. The first is the one that says Flow Creators Receive Email for Each Unhandled Fault (so you get notified on faults!) and the second is Behavior Change for Default Values in Flow Screen Fields. The behavior change is very important as you’ll see later. Click Activate next to both of them.
Now, it’s time to create the Quote Line Item Flow! First, go to Setup, Flows, create a New Flow. Click on Resources, then double click SObject Variable. Enter the Unique Name as sovQuote, Input/Output Type as Input and Output, and Object Type as Quote. This SOject Variable allows you to pass the information from the Quote Entry Flow (you’ll set it up later) as well as update Quote fields as needed.
Continue reading →