- Learning Salesforce Visual Workflow and Process Builder(Second Edition)
- Rakesh Gupta
- 419字
- 2021-07-09 20:57:40
Hands on 3 - displaying a feedback form based on conditions
Let's start with an example: Sara Bareilles is working as a system administrator for Universal Containers. She has received a requirement from her customer success manager to develop a feedback form (containing name, e-mail address, and a rating radio button). Her manager wants to display feedback only when the user's age is greater than 18, and he also wants to expose this visual Flow for unauthenticated access (to people who are not Salesforce users).
To develop this Flow, it's necessary that we first ask for the age as user input, then use the Decision element to check the age; if the age is greater than 18, it will display a feedback form or a sorry message. To develop the Flow, follow these instructions:
- Navigate to Setup | Build | Create | Workflow & Approvals | Flows.
- Click on the New Flow button; it will open the Flow canvas.
- Then navigate to the Palette tab, and drag and drop the Screen element on to the canvas; it will open a Screen element window.
- Enter the Name field as Enter your age; you can also add description. Under the Navigation Options section, select Don't show Previous button from the drop-down. Optionally, you can add Help Text as well.
- The next task is to add a Date field onto the screen to allow your users to enter their date of birth. On the Screen element, navigate to the Add a Field tab and double-click on the Date field, which is available under INPUTS, to add it to the screen. In the Screen overlays preview pane, click on the Date field to configure its settings by filling out the Label, Unique Name, and Default Value fields, and selecting the Required checkbox under the General Info section, as shown in the following screenshot:
- Also, add a validation rule so the user can't enter a future date. To achieve this, use the Date_of_birth < Today() formula.
- Now, we will create a formula field to calculate the age from the date of birth field. To create a formula, navigate to the Resources tab and double-click on Formula, which is available under the CREATE NEW section, and create a formula as shown in the following screenshot:

Here, {!Date_of_birth} is the screen input element that we have created in step 5.
- Once you are done, click on the OK button.
- Now we will use the Decision element to check the age.
- INSTANT Citrix XenDesktop 5 Starter
- 資本的眼睛
- 基于價值增值的治理導向型內(nèi)部審計研究
- 審計學基礎
- 讓財報說話:世界500強CFO帶你輕松讀財報(鮮讀版)
- 注冊會計師全國統(tǒng)一考試專用教材:審計
- Business Intelligence with MicroStrategy Cookbook
- EViews10.0的應用與計量分析
- 非線性經(jīng)濟關系的建模
- 2016年度注冊會計師全國統(tǒng)一考試專用輔導教材(圖解版):審計
- 審計全流程實操從入門到精通
- 陜西國家統(tǒng)計調(diào)查市、縣優(yōu)秀報告集萃(2006—2015)(上下)
- 下一場全球金融危機的到來:明斯基與金融不穩(wěn)定
- 傳習集2
- Oracle E-Business Suite Financials R12:A Functionality Guide