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Fast Flow Form - Getting Record Ids
Fast Flow Form - Getting Record Ids

How to tell Flow Form which record you want to edit, and setup your flow to pass that value.

Updated over 4 years ago

This article is intended for people who have already reviewed the overview video

Flow Form for the Current Record

If you want to edit the record that the flow will run on, then follow these steps. 

In this example, we'll show you a flow for Accounts that walks a sales person through capturing qualification information that will be saved in fields on the Account. 

First, setup a variable in your flow for RecordId. Make sure to check the "Available for input" checkbox. 

Next, when you add the Flow Form to your Screen component, specify the {!recordId} in the recordId attribute. Fill out the rest of the fields based on what Object and Fields you'll be displaying. 

Lastly, when you add the flow to your Lightning Page, make sure to pass the {!Record.Id} into the recordId variable. 

That's it, now you can update the Account from your flow. 

Flow Form for a Related Record

Flow Form can also edit records related to the one that launched the flow. In this example, we'll show a flow that brings up the next open case for an Account for quick customer support. 

First, setup a variable called RecordId and pass in the Account Id, just like we did in the previous section. 

Next, add a Get Records element to your flow and query the records that you want to add. In this one we're going to add filters for the AccountId and whether or not the Case is Closed. 

Then, when you add your screen element and the Flow Form, use the Get Records variable to specify the recordId on the Flow Form.

That's it, now you can edit the Next Case from an Account:

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