Get Related Records(custom objects - Project) based on Parent(Opportunity) using Screen Flow (display using datatable) #inSalesforce
Get Related Records(custom objects - Project) based on Parent(Opportunity) using Screen Flow (display using datatable) #inSalesforce
Create a screen flow
Create variable - opportunityRecord, record, Opportunity,i/p checked
Create variable - opportunityRecord, record, Opportunity,i/p checked
getRecord(GET)
getRelatedProject
Project, Criteria - Opportunity__c equals opportunityRecord.Id
All Records
getRelatedProject
Project, Criteria - Opportunity__c equals opportunityRecord.Id
All Records
Screen:
Drag drop datatable, relatedProjectsDatatable (Label- Related Projects), Use label.. checked, Source Collection : getRelatedProject, View only Row Selection Mode, Source Field for Column - Name, StartDate and EndDate
Drag drop datatable, relatedProjectsDatatable (Label- Related Projects), Use label.. checked, Source Collection : getRelatedProject, View only Row Selection Mode, Source Field for Column - Name, StartDate and EndDate
Connect, Debug and Test
Visual: https://www.youtube.com/watch?v=QHhvCF-hBAI
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