Sample for Candidate Presentation: Difference between revisions

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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 adding of URL parameters. The SOQL queries used previously will still need to be added to the repeatable sections within the document.
Screen flows can be used to automate the adding of URL parameters. The SOQL queries used previously will still need to be added to the repeatable sections within the document.


First create a new 'Screen' flow.
First create a new 'Screen' flow.


==== Records ====
Add 'Get Record' elements for all of the fields you require (i.e. the core object and the fields you will use to filter). In the example below, Contact is the 'Core' object and 'Education Histories' will contain the records that will be used filter.
Add 'Get Record' elements for all of the fields you require (i.e. the core object and the fields you will use to filter). In the example below, Contact is the 'Core' object and 'Education Histories' will contain the records that will be used filter.


[[File:Screenshot 2023-12-06 at 13.21.18.png|none|thumb|Flow containing Get Record elements]]
[[File:Screenshot 2023-12-06 at 13.21.18.png|none|thumb|Flow containing Get Record elements]]


==== First Screen ====
Add a screen element which will be used to display all of the records related to the object that will be filtered.[[File:Screenshot 2023-12-06 at 14.48.32.png|none|thumb|Screen Element]]


Add a screen element which will be used to display all of the records related to the object that will be filtered.
[[File:Screenshot 2023-12-06 at 14.48.32.png|none|thumb|Screen Element]]


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):
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]]
[[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':
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[[File:Screenshot 2023-12-06 at 13.34.46.png|none|thumb|368x368px|Data Source]]
[[File:Screenshot 2023-12-06 at 13.34.46.png|none|thumb|368x368px|Data Source]]


==== For Each ====
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 13.48.07.png|none|thumb|489x489px|For Each Element]]
[[File:Screenshot 2023-12-06 at 13.48.39.png|none|thumb|493x493px|For Each Selection]]
[[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:
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]]
[[File:Screenshot 2023-12-06 at 14.33.55.png|none|thumb|501x501px|Creating Formula]]
Full formula:<syntaxhighlight>
Full formula:<syntaxhighlight>
"'" & {!Selected_Education_Histories.Id} & "',"
"'" & {!Selected_Education_Histories.Id} & "',"
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[[File:Screenshot 2023-12-06 at 14.11.37.png|none|thumb|497x497px|Formatting Collected Records Ids]]
[[File:Screenshot 2023-12-06 at 14.11.37.png|none|thumb|497x497px|Formatting Collected Records Ids]]


==== Final Screen ====
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 created that removes the trailing comma in the filter. This will allow it to be added to the base URL:
[[File:Screenshot 2023-12-06 at 14.37.32.png|none|thumb|505x505px|Remove Comma Formula]]Full Formula:


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 created that removes the trailing comma in the filter. This will allow it to be added to the base URL:
Full Formula:<syntaxhighlight>
[[File:Screenshot 2023-12-06 at 14.37.32.png|none|thumb|505x505px|Remove Comma Formula]]Full Formula:<syntaxhighlight>
LEFT({!educationHistoryFilter}, LEN({!educationHistoryFilter}) - 1)
LEFT({!educationHistoryFilter}, LEN({!educationHistoryFilter}) - 1)
</syntaxhighlight>
</syntaxhighlight>
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