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Dynamic Forms for Flow (beta)

Join this group to get the latest on the Dynamic Forms for Flow Beta (Summer '21), ask questions, and provide your feedback directly to the Product Management team.
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Tom Bassett (Solutions Architect at Vera Solutions) Forum Ambassador
1 comment
  1. May 17, 2024, 2:26 PM

    Thanks Tom - I responded to your Idea to provide my thoughts / reasons for the inconsistency.

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Dynamic forms for Flow don't currently support certain filed types including Currency and Time. Are there any plans to make these available and if so when? 

 

And how about Rich Text with an editor?

 

Whilst I'm on the subject, Time variables generally are almost impossible to work with in flows. Are there any plans to change that? When?

 

Thanks.

Sean

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Hi, in Spring 23, we can Easily add Lookup fields to flow screens and create a record directly from the Lookup field with Dynamic Forms for Flow. However, it does not give me the option even as an admin to create a new record. I can search for records but not create a new one inside the lookup. 

6 answers
  1. Jul 3, 2023, 1:42 PM

    Thanks Tom.  Salesforce support helped me and they said that the option to create a new record within a dynamic form lookup field exists only when invoking from an action or page layout. It does not show up in debugging or when clicking run from the screen flow itself. 

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We have a form for a Grant Process  that has several conditional sections (one: if Grant Term Length is 2 years, only show two of the Grant sections.) We have pushed to Production and the conditional filtering didn't come. Is there something to do besides build all that over again??

Thanks

3 answers
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    Jun 24, 2023, 9:03 PM

    Did you manage to get this deployment type issue resolved?

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I'm attempting to use record fields on a screen flow for the first time, and even though mailing address (Contact object) is an option for me to choose, it's not recognising that I'm populating the field. 

 

After the screen I have a decision that asks if the mailing address is null, and I get the following error message when debugging the flow:

 

The flow failed because the "varContact.MailingAddress" variable was set with an incompatible data type. Make sure that assignments to this variable use only compatible data types".

 

Any idea? I'm struggling to find anything online that can help.

1 answer
  1. Jun 22, 2023, 12:42 PM

    Hi @Amy Brooke

     

    Your Mailing Address is most likely a Compound field, made up of street, city, state, etc. And compound fields are not supported by dynamic forms. 

     

    Two possible solutions:

    • Easy way: Use the individual fields instead of a compound field. 
    • Harder Way: use a custom component that can handle compound fields. 

    Check out: 

    Good Luck

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I've loved the addition of the record fields into screenflow, it has massively helped overcome one issue I found in the dependent picklists being only 3 tiers and me needing 5 for Case creation.

 

But, I cannot see a standard object 'Activity' in the list of objects when I create the variable to use for the record.  Why is this, am I doing something incorrect or is this object not supported?

5 answers
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We previously were having difficulty with how conditional fields rendered. The solution to the problem was that we needed to do the condition by the field, not the section. I now have a much larger group of fields that I would like to condition by section. Twenty rows of five fields each. This would require hundreds of separate field condition filters. 

Do we know why not, or if i can do the conditions by section. It allows me to do the filters by section. But do they work?

Thanks!

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 13, 2023, 10:02 PM

    Hello @Patricia Boyce, this option does not exist as for now. Could be a good idea.

    Nevertheless, Salesforce in their best practices tends to lower the number of custom fields on objects. So I am not really sure that it is an idea that would be tackled by product teams ;)

    BR

    Eric

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Loving dynamic forms for flow! From my testing, it respects FLS which is great. Does it also support language localisation? I'm assuming (hoping) the answer is yes. I'm talking about Flow Improvements in Summer 21 at the London Admins user group next week and want to make sure I get my story straight. Thanks :)

4 comments
  1. Jan 16, 2023, 4:32 PM

    Hi. I know this is an old thread but hoping someone can point me in the direction of a Trailhead for dynamic forms for flow?

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