flow returnurl to parent page in partner portal

How to run a child flow from the parent flow?

We will be using when an item is created as the trigger and will also add the Run a Child Flow action to the flow. Select the recently created child flow from the drop down so that it gets called from within the parent flow. On selecting the flow, it provides us with more option to add the parameters that will be passed to the Child Flow.

What is the difference between a partner portal and customer portal?

Note that a Partner Portal is merely a Customer Portal with a different license that enables more features. The screen capture below shows some of what you'll see and that you can do. If instead, you click on Redirect to HTTPS Login Pages for All Portals and it will open an edit page that looks like the one below.

What is the purpose of triggerd in a parent flow?

It also helps in isolating the main logic out of the parent flow so that in case of any changes need to be done, we can do it in only one place. In addition to that it also prevents the flow from becoming large and monolithic. In this article we will create a parent flow that gets triggerd when an item is created in a list called Department A.

How do I make changes to my customer portal?

You can also make changes to a number of basic settings by clicking on the Edit button next to where it says Customer Portal or whatever you've named your portal. Note that a Partner Portal is merely a Customer Portal with a different license that enables more features. The screen capture below shows some of what you'll see and that you can do.

How do I redirect a URL in flow?

To be able to redirect your Flow to a URL, you can use the Redirect Flow – URL Flow Action. You can simply add your URL to the Redirect URL input in the Set Input Values section. This includes redirecting your Flow to a Record or any URL, and using variables from within your Flow to add to the URL.

How do I add a flow to my homepage in Salesforce?

Add Your Flow to a Lightning PageIn the global search bar, enter Edge, and select the Edge Communications account.Click. and select Edit Page.Drag a Flow component to the top of the right column in the canvas.For Flow, select the flow we created earlier: Sample Flow.Save and activate your changes.

How do you add a flow to your community page?

Add a Flow to an Experience Builder SiteOpen a site in the Experience Builder, then navigate to the page that you want to add the flow to.From the Components panel, drag the Flow component onto the page.In the property editor, configure the component. Flow. Only active screen flows are available. ... Save your page.

How do I add flow action to page layout?

Create a Flow ActionFrom Setup, click the Object Manager tab. Click Contact, then click Buttons, Links, and Actions.Click New Action and set these values. Field. Value. ... Save the action.Just like any other action, creating a flow action only gets you halfway there. Don't forget to add it to the appropriate page layout.

How do I add a screen flow?

1:1720:36Build a Simple Screen Flow with Salesforce Flow Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo we're going to go to setup. And go to flows. And we'll click new flow.MoreSo we're going to go to setup. And go to flows. And we'll click new flow.

How do I add a screen flow button?

Create a Custom ButtonFrom Setup, enter Flows in the Quick Find box, and then select Flows.Click the down arrow in the Calculate Discounts row, then click View Details and Versions.Copy the flow's URL from the Flow Detail page.Create the custom button. ... Configure the custom button's display properties.More items...

Which community page types support the flow component?

Aditya. Add the Flow component to a page in your Lightning community. Flows in Lightning communities are supported through the Flow and Suggested Actions components.

What is the difference between flow and process builder?

The biggest difference? Flow Builder can launch a series of flows depending on the results of the previous one. Process Builder can trigger a flow, but it is less powerful and can't launch a process based on another process.

How do I link a flow element in Salesforce?

Open Flow Builder. From Setup, in the Quick Find box, enter Flows , select Flows, and then click New Flow.Select the flow type, then click Next.Add the elements that you want to use to the canvas.If building in free-form, connect the elements to determine their order of execution. ... Save your flow.

How do you create an action in flow?

3:044:56Create a Custom Flow Action | Developer Quick Takes - YouTubeYouTubeStart of suggested clipEnd of suggested clipAction this example was very basic. But having access to flow actions lets you run custom logic andMoreAction this example was very basic. But having access to flow actions lets you run custom logic and allows you to call third-party. Systems invokable actions can also be used in process builder.

When you add a flow to an app's utility bar it's available?

Add a flow component to your app's utility bar, and with a click of a button, it's available to users no matter which page in the app they're on. Of course, this means you should be triply sure of how frequently users need to run your flow.

How do I enable Run flows?

Add Run Flows PermissionsIn Setup, enter Permission Sets in the Quick Find box. Select Permission Sets.Select a permission set to add to.Click System Permissions | Edit.Enable Run Flows.Click Save.

When you add a flow to an app's utility bar it's available?

Add a flow component to your app's utility bar, and with a click of a button, it's available to users no matter which page in the app they're on. Of course, this means you should be triply sure of how frequently users need to run your flow.

How do I find the flow URL in Salesforce?

These steps assume you're using a relative URL in your org to direct users to the flow.From Setup, enter Flows in the Quick Find box, then select Flows.Click. for the flow you want to customize and select View Details and Versions.Copy the URL for the flow.At the end of the flow URL, append ?

How do I add a button to my screen flow in Salesforce?

First, go to Setup > Object Manager and locate the object you want to add the button to. That's the Opportunity object in our case. On the left side of the screen, select "Buttons, Links and Actions" and then click "New Action".

How do I use flows in Salesforce?

How do I create a flow in Salesforce?Open Flow Builder. ... Select the Flow Type, then click Create.Drag the elements you want to use onto the canvas. ... Connect the elements to determine the order in which they're executed at run time. ... Save your flow.

Introduction

Calling a nested flow is one of common requirements in process automation. Previously there was no inherent action to call child flows and we had to make use of HTTP Request received action to simulate the Child Flows which involved manually construction of request and response messages using JSON

Create the Child Flow

We will be creating the child flow within the Solutions tab. To create a new Solution, click on Solutions from the left navigation. Provide a Display Name, Name, Publisher and Version and click on Create.

Create Parent Flow

Now lets create the parent flow in the same Solution that we have created. We will be using when an item is created as the trigger and will also add the Run a Child Flow action to the flow.

Test the implementation

Now lets test the Parent – Child Flow invocation by creating a record in the Department A list and fill in the values for Title, Total Sales and Auditor. Ideally on creation, it would call the child flow and create the same record in the Master List.

Summary

Thus we saw how to set up a Parent – Child flow and invoke them to automate the business process in SharePoint Online

What is cloud flow?

Cloud flows are used in Microsoft Return to school to send portal notifications, appointment confirmation emails, portal invitations and for other tasks. Before the flows can be used, you will have to perform some configuration.

Can you turn on flow after Microsoft Return to School?

After you deploy Microsoft Return to school, the flows aren't turned on by default. You will have to manually turn on the flow; this is just a one-time task after deployment.

Introduction

Create The Child Flow

Create Parent Flow

• Now lets create the parent flow in the same Solution that we have created. We will be using when an item is created as the trigger and will also add the Run a Child Flow action to the flow. Select the recently created child flow from the drop down so that it gets called from within the parent flow. On selecting the flow, it provides us with more op...

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Test The Implementation

Summary