Embeddable Screen Flow: Difference between revisions

Jump to navigation Jump to search
no edit summary
No edit summary
No edit summary
Line 10: Line 10:


== Important ==
== Important ==
[[File:Screen Flow in Portal.png|thumb|Screen flow in portal]]
There are a few things that you need to do to make sure that the screen flow renders and operates:
There are a few things that you need to do to make sure that the screen flow renders and operates:


* Ensure that you have configured the flow to run as the System Administrator (under flow -> settings)
* Ensure that you have configured the flow to run as the System Administrator (under flow -> settings)
* Ensure that the flow has a text variable "recordId" that allows inputs
* Ensure that the flow has a text variable "recordId" that allows inputs
* Grant access to the page b3p__FlowEmbeddedComponent to the Digital Experience the portal is running on
* Grant access to the page b3p__FlowEmbeddedComponent to the Site/ Digital Experience the portal is running on
* Running Flows is only possible in Guest User Digital Experiences - you cannot use a Salesforce Site to display flows - you need to create a Digital Experience that is guest user accessible. Make sure to select "Visualforce + Aura" experience as the type.
 
== Security & Access ==
In order for a new Screen Flow to be accessible to 3B Portals, you need to follow these steps:
 
# (Optional) If your Portal is running in a Guest Digital Community, make sure you have selected the "Guest users can see and interact with the site without logging in" option in the Digital Experience builder
# Create a new Screen Flow
# Set the "How to Run the Flow" in the Flow -> Settings to "System Context"
# Go to the Flows list (Setup -> Flows)
# Click on "Edit Access" against your flow
# Click on "Override default behavior and restrict access to enabled profiles or permission sets."
# Add the Guest User Profile(s) to the allowed profiles & Save the flow access settings
# Go to the Site/Digital experience from Setup -> Sites
# Click on Public Access Settings
# Go to "Flow Access" and add your flow to the Guest User's profile
 
Note:
 
* Make sure that the Visualforce Page b3p__FlowEmbeddedComponent is also accessible to the Guest User
* Repeat the above steps for every screen flow
 


[[Category:3B Portals]]
[[Category:3B Portals]]

Navigation menu