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How are dependent picklists used in a screen flow?
(Note: This blog posts only covers how you configure a dependent picklist for use in a screen flow and how to reference the picklist values selected by the user, and not all the steps to complete the flow.) With Winter ’20, Salesforce introduced a standard dependent picklist component for use in a screen flow.
How to filter picklist values based on record type?
There is a lot of field cross-over on these record types but picklist values are different based on the record type. Would be great if I could define that in the flow. As of now, I have to create custom intake fields with the specific values for that record type and then, if there are changes, be sure to updat the flow as well.
Where can I find the flow screen component?
The process is fairly simple. For the ease of setting it up, I created a unmanaged package that you can install directly in your org. Find the source code here: https://github.com/forcePanda/Flow-Repo/tree/master/Screen%20Components/Picklist%20Component%20with%20Default%20Value%20support
How to use the lookup screen component in Salesforce Lightning flow?
Using the lookup screen component users can easily search and define the record in the flow and you can also set the current recordID or default value in the lookup field in the flow so that users don’t have to select the record every time they are running the flow from a record. How to Use the Lookup Screen Component in Salesforce Lightning Flow?
What is Salesforce Lightning component for dependent picklists?
In winter’19 release, Salesforce released a lightning component, flowruntime:dependentPicklists , to display the dependent picklists on the flow screens. Pretty cool right! But here is a food for thought, what if your organization is using record types?
How to make a default picklist in flow tether?
Simply click “New Resource” and select Formula. Again, I call this “defaultFieldName” as it makes it easier to find. In a large screen flow with 200+ fields you will have a lot of picklists so this can save you a lot of headache if you do it from the beginning!
Which is the default picklist value in Salesforce?
“Form of Transport” is a basic picklist with values such as Bus, Train or Car. The issue is when you create a picklist choice set in Salesforce, you can’t select that as a default value. For anybody unsure how to create a picklist choice set, I have included the setup for it in the image below.
How to create a custom picklist in Lightning?
Create a custom picklist field (Status). Create a custom picklist field (Open for Offers) and set Status as its controlling picklist. 1. Let’s create the flow. In Setup, for Classic, go to Create | Workflows & Approvals | Flows. In Lightning Experience, it is found under Process Automation | Flows.
How to create custom picklist in Salesforce flow?
Setting up Custom metadata type is fairly simple and almost equivalent to List custom setting. In this blog, we will create dependent picklist of three level. “Country” will be selected and on basis of it, “State” would be displayed and on basis of “state”, “city” would be displayed.
How to name custom metadata type dependent picklist?
For this example, we will name custom metadata type as “Dependent Picklist” with following custom fields: Object Name for Dependent Picklist (Created on which object) Controlling field API Name (API name of controlling field) Controlling field Value (Value which will control values in dependent field)