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.
This blog post was originally called, “Add in a Price Book selection in the input Screen”. That title doesn’t do justice for Dynamic Choices, so the title has been updated to, “Find Related Records and Have Users Select Them in a Screen”. The goal with this post is to understand how Flows can be related to different records and be able to select records through a pick list of dynamic choices. This means that you are able to connect and update records beyond the record the User is working on as well as let Users pick which records they want to associate or update. That is powerful stuff! You’ll learn more about the full power of Flows and updating related records as you continue to learn through the Learning Flow series, but this post will be focused on finding those related records and allowing Users to select them. Time to get started!
Open up the Flow that you created in Create an Input Screen for Users, Assign Variables, and Create a Quote – Learning Flow 1.A. The business liked your original Flow but would like for users to be able to add a Contact from the Account into the Quote so the business knows who the Quote is for as well as have Users select a Price Book based on security restrictions. To start, you’ll need to find the Account Id. With your Flow open, drag a Fast Lookup element onto the Canvas to the right above the Quote Entry Screen. Name this Fast Lookup element flOpportunity, which stands for Fast Lookup Opportunity, for both the Name and Unique Name. In the Filters and Assignments section below, Look up Opportunity. When you do, that, you’ll see more fields pop up for you to fill out.
In the Look up section for Opportunity, under field, find Id. Set the Operator to equals and the Value to vOId, the variable of Opportunity Id that you created previously. Continue reading