This article will show you how to output documents and update Opportunity from the List View in Salesforce Flow. Office File Creator can be integrated into the Screen Flow.
*This procedure is for Office File Creator Ver.2. If you are using Ver.1, please refer to Output documents and update Opportunity from the List View in Salesforce Flow (for OFC Ver.1) - Office File Creator Advanced -.
Completed Flow
After selecting records from the list view, click the "Mass Output Invoice" button to display the flow execution screen, execute the flow to output files, and update Opportunity.
Demo
Key Points for Flow Creation
- The parameter that receives the record Id selected from the list view in the flow is "ids". Create a text type variable "ids" and a collection variable in the flow with a check on. Other variable names cannot receive the record Id from the list view.
- To output a file in Office File Creator, place the ofcForFlowScreen component in the screen flow. After the ofcFowFlowScreen component finishes processing, it returns the results, including the success Id list, the error Id list, and error messages.
- For details on the parameters and return values of the ofcForFlowScreen component, refer to the Instruction manual.
Flow Process Overview
This is the overall picture of the flow.
1. Record selection judgment
Judge whether or not a record is selected from the list view. If one or more records are selected, go to process 2. If there are no records, go to process 1e.
1e. End Screen (No Record)
Display an exit screen with a message that no record is selected and end the flow.
2. Set Total Ids Count
Sets the total number of records selected from the list view to a variable.
3. Top Screen
Display the confirmation message. Clicking the "Next" button, output the file from the "ofcForFlowScreen" component.
4. Update Bill Output Date
For records with a successful OFC result, update the Bill Output Date with today's date.
5. Completion Screen
Display the completion message. If there are errors in output files, error messages are also displayed.
Create the Flow
Now let's create the flow. Open Flows from Setup and click the "New Flow" button.
Select "Screen Flow" and click the "Create" button.
Create variables
First, the variables to be used in the flow are created first. Here is a list of variables.
| API Name | Description |
| ids | Selected record Id list in list view. |
| varTotalIdsCount | Total record count |
Click the "Toggle Toolbox" button in the upper left corner of the screen, then click the "New Resource" button.
Create ids variable.
Resource Type: Variable
API Name: ids
Description: Selected record Id list in the list view.
Data Type: Text
Allow multiple values (collection): check on
Available for input: check on
Note: The ids is a variable that receives the record Id from the list view. Be sure to use "ids" (All lowercase). Other variable names cannot receive the record Id from the list view.
Create varTotalIdsCount variable.
Resource Type: Variable
API Name: varTotalIdsCount
Description: Total record count
Data Type: Number
Decimal Places: 0
First, save the flow. Click the "Save" button.
Save the Flow under any name. Here it is saved as follows.
Flow Label: Mass Output Invoice Screen Flow
Flow API Name: MassOutputInvoiceScreenFlow
Description: Output invoices from the list view of Opportunity.
If a warning message appears, close it with an "X".
1. Record selection judgment
Click the "+" mark under "Screen Flow".
*Place the cursor over the "○" mark and the "+" mark (add element) will appear.
Select "Decision".
Set the properties.
Label: Records selected or not?
API Name: DecSelectedRecordExists
[OUTCOME DETAILS] section
Label: No
Outcome API Name: decSelectedRecordExists_No
Condition Requirements to Execute Outcome: All Conditions Are Met (AND)
Recourse: {!ids}
Operator: Is Null
Value: {!$GlobalConstant.True}
Note: Select the variable {!ids} from the candidate resources. In the same manner thereafter, settings of the form {!xxx} will be selected from the resources.
Click "Default Outcome" in the left sidebar.
Set the properties.
[OUTCOME DETAILS] section
Label: Yes
1e. Error screen (no record selected)
Click the "+" mark under "No" and select "Screen".
Set the properties.
Label: Error Screen (No Record)
API Name: Error_Screen_No_Record
Set the properties.
Click "Display Text" in the left component and set the properties.
API Name: dispNoRecordMsg
Text:
No records have been selected.
Please select at least one record and then execute.
Click the "+" mark under "Error screen (No Record)" and select "End".
It is branched into two.
2. Set Total ids Count
Click the "+" mark under "Yes" and select "Assignment".
Set the properties.
Label: Set Total Ids Count
API Name: Set_Total_Ids_Count
Variable: {!varTotalIdsCount}
Operator: Equals Count
Value: {!ids}
3. Top Screen
Click the "+" mark under "Set Total Ids Count" and select "Screen".
Set the properties.
Label: Top Screen
API Name: Top_Screen
Show Footer: check off
Click "Display Text" in the left component and set the properties.
API Name: dispConfirmMsg
Text:
Output {!varTotalIdsCount} files.
Are you sure?
Click "ofcForFlowScreen" in the left component and set the properties. After setting, click the "Done" button.
API Name: OFC
recordId List: {!ids}
save: Empty *To save the file, enter "file" or "att".
template: OpportunityInvoice *Enter the Template Api Name of the OFC_Template record.
4. Update Bill Output Date
Click the "+" mark under the "Top Screen" and select "Update Records".
Set the properties.
Label: Update Bill Output Date
API Name: Update_Bill_Output_Date
How to Find Records to Update and Set Their Values: check on "Specify conditions to identify records, and set fields individually"
[Update Records of This Object Type] section
Object: Opportunity
[Filter Opportunity Records] section
Condition Requirements to Update Records: All Conditions Are Met (AND)
Field: Id
Operator: In
Value: {!OFC.successIdList}
[Set Field Values for the Opportunity Records] section
Field: BillOutputDate__c
Value: {!$Flow.CurrentDate}
*A custom fields named Bill Output Date (API Name: BillOutputDate__c) is created in Opportunity.
After setting, close the properties screen by clicking the "X" button in the upper right corner of the screen.
Click the "Save" button as appropriate to save your edits.
5. Completion screen
Click the "+" mark under Update Invoice Output Date and Select "Screen".
Set Screen properties.
Label: Completion Screen
API Name: Completion_Screen
Click "Display Text" in the left component and set the properties. After setting, click the "Done" button.
API Name: dispCompleteMsg
Text:
Completed.
Total Count: {!OFC.totalCount}
Success Count: {!OFC.successCount}
Error Count: {!OFC.errorCount}
Click "Display Text" in the left component and set the properties.
API Name: dispErrorMsg
Text:
Error Occurred.
{!OFC.errorMessages}
*Set text color to red from the color palette.
*Select "errorMessages", not "errorMessage".
Click "Set Component Visibility" and set the conditions.
When to Display Component: All Conditions Are Met (AND)
Resource: {!OFC.errorMessages}
Operator: Does Not Equal
Value: {!$GlobalConstant.EmptyString}
Flow creation is complete.
Click the "Save" button.
Debug the Flow
Click the "Debug" button.
The following is displayed and there is no record Id entry field when debugging. The test will only be conducted with no record selected. First, test that no records are selected. Click the "Run" button.
The error message "No record selected." is displayed.
Next, assign a debug record Id to the ids variable for debugging only. When debugging is complete, delete the assignment. Click the "+" mark under "Screen Flow" and select "Assignment".
*This assignment will be deleted after debugging is completed.
Set the properties.
Label: Set Ids For Debug
API Name: Set_Ids_For_Debug
Variable: {!ids}
Operator: Add
Value: *Set the Opportunity record Id for the test.
In the example, two test Opportunity record Id's are added.
Ensure that "Set Ids for Debug" is added under "Screen Flow".
Click the "Save" button and then the "Debug" button.
Click the "Run" button.
The debug screen will be displayed. Click the "Next" button.
Confirm that the files are output and the dates are set to the Bill Output Date in the Opportunity record screen.
Next, test the case with errors. Return to the flow edit screen, click "Assign Id Set for Debugging" and add non-existent record Id's.
Variable: {!ids}
Operator: Add
Value: *Set the record Id of the Opportunity Id that does not exist.
In the example, 3 error Opportunity record Id's are added.
Click the "Save" button and then the "Debug" button.
Click the "Run" button.
Click the "Next" button.
Three error messages are displayed.
After debugging is complete, click "Set Ids for Debug".
Click "Delete Element".
Confirm that it has been deleted.
Click the "Save" button and then the "Activate" button. Close the flow screen.
Create Custom Button
Create a custom button for outputting files on the List view.
Open the target object from the Object Manager in Setup. Click "Buttons, Links, and Actions" in the left sidebar, then click the "New Button or Link" button.
Set the properties.
Label: Mass Output Invoice
Name: MassOutputInvoiceFlow
Display Type: List Button
Display Checkboxes (for Multi-Record Selection): check on
Behavior: Display in existing window with sidebar
Content Source: URL
URL: /flow/Flow API Name?retURL=/Object Prefix?fcf=filterId
*"retURL" is the URL that transitions to the list view screen after the flow is completed.
*"Object Prefix" is the first three digits of the record Id of the target object.
*"filterId" is the Id after "filterName=" in the URL of the list view screen.
In the example, the following is set.
/flow/MassOutputInvoiceScreenFlow?retURL=/006?fcf=00B5g00000nK3tzEAC 
Click "List View Button Layout" on the left sidebar, then click "▼" and then "Edit".
Select the created button and click "Add", then click the "Save" button.
Run the Flow
From the list view, select a record and click the "Mass Output Invoice" button.
Click the "Next" button.
Files are output sequentially.
Click the "Finish" button to move to the list view.
The Bill Output Date has been updated.
Reference
Using Office File Creator with Flow
