Create a ScreenFlow to ask queries, and based on the entries create a note and relate it to the record #inSalesforce
Create a ScreenFlow to ask queries, and based on the entries create a note and relate it to the record #inSalesforce
Note: Suppose you want to capture some data but you do not want to dedicate custom fields for that, go for notes.
Note can be related to multiple object records
Create a screen flow.
Create a new resource, recordId, text, i/p checked
Add screen:
Queries -
Long Text Area - Mention the issue.
and add more as needed
Create:
Create Note-
One, Use separate..
Note object
Title - Sample Note
Content - Text Template - Note Template - select the screen component value
Create: Relate Note to Account
Create ContentDocumentLink record
One, Use separate..
ContentDocumentId equals createNote (Create Step)
LinkedEntityId equals record.Id
Save, Debug and Activate
Test it - You will see that the answer you gave is added as a note to the Account record
Try embedding this in record page
Edit lightning page, drag drop the flow component and select the above flow. From here you can enter the details and the same will be added as a note to the record
Visual: https://www.youtube.com/watch?v=sJdgACU65z0
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