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Sample for Candidate Presentation: Difference between revisions
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Sample for Candidate Presentation (view source)
Revision as of 07:41, 6 December 2023
, 07:41, 6 December 2023WIP: Created final section
(WIP: Flows) |
(WIP: Created final section) |
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=== Dynamic URL Parameters and Filtering Using Flows === | === Dynamic URL Parameters and Filtering Using Flows === | ||
Screen flows can be used to automate the URL parameter | Screen flows can be used to automate the adding of URL parameter. The SOQL queries used previously will still need to be added to the repeatable sections. | ||
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Add a screen element which will be used to display all the records related to the object that will be filtered. | Add a screen element which will be used to display all of the records related to the object that will be filtered. | ||
Within the screen, add a section component and place a data table within it (This will be used during the flow to select the records that will be filtered): | |||
[[File:Screenshot 2023-12-06 at 13.33.18.png|none|thumb|558x558px|Data table within screen]] | |||
Configure the data source of the data table to come from the previously added get records element 'Education Histories': | Configure the data source of the data table to come from the previously added get records element 'Education Histories': | ||
[[File:Screenshot 2023-12-06 at 13.33.40.png|none|thumb|372x372px|Data Source ]] | |||
[[File:Screenshot 2023-12-06 at 13.34.46.png|none|thumb|368x368px|Data Source]] | |||
Next, create a 'For Each' element within the flow. This will be used to combine the selected records from the previous screen. | Next, create a 'For Each' element within the flow. This will be used to combine the selected records from the previous screen. | ||
[[File:Screenshot 2023-12-06 at 13.48.07.png|none|thumb|489x489px|For Each Element]] | |||
[[File:Screenshot 2023-12-06 at 13.48.39.png|none|thumb|493x493px|For Each Selection]] | |||
A formula will need to be created that formats the record Id so it can be added to a URL: | |||
[[File:Screenshot 2023-12-06 at 14.33.55.png|none|thumb|501x501px|Creating Formula]] | |||
Full formula:<syntaxhighlight> | |||
"'" & {!Selected_Education_Histories.Id} & "'," | |||
</syntaxhighlight>Use this formula in the final part of the for each element: | |||
[[File:Screenshot 2023-12-06 at 14.11.37.png|none|thumb|497x497px|Formatting Collected Records Ids]] | |||
Create a final screen which will be used to display the document link containing the document URL with the custom filter parameter. | |||
First an additional formula will need to be used to remove the trailing comma in the filter. This can then be added to the base URL: | |||
[[File:Screenshot 2023-12-06 at 14.37.32.png|none|thumb|505x505px|Remove Comma Formula]] | |||
<syntaxhighlight> | |||
LEFT({!educationHistoryFilter}, LEN({!educationHistoryFilter}) - 1) | |||
</syntaxhighlight> | |||
The generated url should look similar to this:<syntaxhighlight> | |||
.../onboarding/apex/b3d__Document?templateId=exampleTemplateId&recordId={!Contact.Id}&education-filter={!educationHistoryFilterURL} | |||
</syntaxhighlight> | |||