MICRO PROJECT : Screen Flow|Record Types|Pick list|Conditional Visibility|List Button|Navigation
Kali, VP of Applications at upquotient.com, a career builder, transformer and an amplifier company, has entrusted you an accomplished Salesforce Admin to build the crucial requirements as outlined below.
Employees of upquotient.com travel very frequently to both domestic and international destinations. Have an intuitive way to capture the details which should include Start Date, End Date, Activity, Trip Description, Destination State and Country.
Build a wizard which first classifies the type of trip and then only show relevant fields and dropdown values.
Place a button on the entity home tab to invoke the wizard.
When the trip details are successfully created the User should be navigated back to the home tab.
Solution::
Upon further probing the requirements and engaging Kali for further details the below solution is finalized.
1. A Custom Object "Travel Approval" will be created with the following Fields.
Trip Start Date (Date)
Trip End Date (Date)
Trip Description (Text Area)
Activity (Picklist with below values)
Domestic - Presentation
Domestic - KT
Domestic - Workshop
International - Lang Translation
International - Functional Workshop
International - Tech Enablement
Destination State (Text)
Country (Text)
2. Create the below Record Types to segment the type of Travel. Configure and assign appropriate Page layouts.
Domestic (Activity Pick list values only starting with Domestic, Country
Field not displayed)
International (Activity Pick list values only starting with International,
Country Field displayed)
3. A Screen flow will be implemented.
The first screen to pull the Record Types and the 2nd screen to
show relevant Fields and Picklist values (hack).
API Name:Activity_Selected_PL_Value (Selected Activity Picklist Value. Picklist Screen Component differ based on Record Type. One for Domestic Record Type and the other for International Record Type.)
IF( {!TA_Record_Type_Name_Selected} == "Domestic", {!Activity_Domestic}, {!Activity_International} )
4. A List Button, placed inside the Travel Approval List View, to invoke the Flow and to navigate the User back to "Travel Approval" home page displaying the Recently Viewed List View. BUtton attributes below.
Display Type = List Button
Behavior = Display in existing window with sidebar
Content Source = URL
In the text box below paste the below URL
[Flow URL]?retURL=[Navigate to Travel Approval List View, Copy the URL after the domain and paste it here]
Sample URL will be as below
/flow/New_Travel_Approval?retURL=/lightning/o/Travel_Approval__c/list?filterName=Recent