Can a form generated by Flow Builder allow draft state? - Answers - Salesforce Trailblazer Community
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Dave GelinasDave Gelinas 

Can a form generated by Flow Builder allow draft state?

I'm trying to decide the best approach for building out a form that will updated multiple objects in Salesforce both custom and standard. I'm looking at using Flow Builder or Process builder and am new to both. These are the requirements of the form: 
  1. There will be about 20 questions with values in various forms such as free text, radio buttons and checkboxes. (priority 1)
  2. The answers for some questions should be able to  populated based on available values from an Object field. (priority 1)
  3. Ability to add an attachment. 
  4. Ability to have draft state where form is not submitted but a user can return to it and fill out addiitonal information. (priority 1)
  5. If a form is submitted it can be later re-opened to update information and be resubmitted. (priority 2)
  6. The form can be broken out into segments with either pagination or BACK/NEXT buttons to navigate between questions. (priority 3)
  7. One more more users can access the form in draft state to work on updating form information. If it locks, that is ok. (priority 3)
Based on the above, it looks like Flow Builder may be a good choice but I'm not sure if Flow Builder supports options 4-6. Any help or direction is appreciated! 
Best Answer chosen by Dave Gelinas
Nick SauerNick Sauer
Hi Dave - is this form itself a custom object that holds status such as 'Draft', 'Completed', etc.?  It's a bit confusing from your question, but I don't see how such an object wouldn't be required.  For example, I'm struggling to see how Flow would work here on points 4 and 6 specifically.  You can pause flows in process, but once it's done it's done, and whatever you've done with the flow has to be completed.  Also, you won't be able to have a bunch of people in the same flow updating common entries.  Things become possible when you save a Form record and then only push the updates to the connected areas when status is Completed.  Then if someone wants to reopen, work on existing, etc., this is all possible.

All Answers

Nick SauerNick Sauer
Hi Dave - is this form itself a custom object that holds status such as 'Draft', 'Completed', etc.?  It's a bit confusing from your question, but I don't see how such an object wouldn't be required.  For example, I'm struggling to see how Flow would work here on points 4 and 6 specifically.  You can pause flows in process, but once it's done it's done, and whatever you've done with the flow has to be completed.  Also, you won't be able to have a bunch of people in the same flow updating common entries.  Things become possible when you save a Form record and then only push the updates to the connected areas when status is Completed.  Then if someone wants to reopen, work on existing, etc., this is all possible.
This was selected as the best answer
sakshi nagpalsakshi nagpal
Considering your requirement, you should definitely check out flows. Flows are very powerful. 
To get started with flows, I suggested you go through this trailhead module:
https://trailhead.salesforce.com/en/modules/business_process_automation
https://trailhead.salesforce.com/trails/automate_business_processes/modules/screen_flow_distribution
sakshi nagpalsakshi nagpal
Multi select picklists are available in flow-:
http://www.sfdcr.com/automation/go-salesforce-flow-using-multi-select-picklists/
 And single select picklist as well-:
https://help.salesforce.com/articleView?id=flow_ref_resources_picklistchoice.htm&type=5

 Thanks,
Sakshi
Dave GelinasDave Gelinas
Thank you both.

Nick, I'm still in the initinal planning the approach, but yea am thinking I may need a custom object potentially. Thanks for pointing out that I can pause a flow. Sounds like if I wanted to make changes I would then have to initiate a new flow and update with any changes. I'll take a look at the flow module lessons.