Application Flow -> Types of flow
Types of flow
User can create the following types of flow as needed.
- Record-Triggered flow
- Create record: flow will be triggered only when a record is created.
- Update record: flow will be triggered only when a record is updated.
- Create and Update record: flow will be triggered only when a record is created or updated.
- Update record ignore done: flow will be triggered only when a record is updated and also ignore done steps.
- Delete record: flow will be triggered only when a record is deleted.
- Schedule-Triggered flow: Launches at a specified time and frequency for each record in a batch. This autolaunched flow runs in the background.
- Screen flow: flow will be triggered when end-user manually triggered it.
Tip: user need choose one of the flow types before they can create the flow.
Record-Triggered flow
A record-triggered auto-launched flow makes additional updates to the triggering record before it’s saved to the database.
You can trigger the Flow when.
- A record is created
- A record is updated
- A record is created or updated
- A record is deleted
Schedule-Triggered flow
Schedule-Triggered Flow can be run for a batch of records if the object and the filter conditions are specified.
You build the flow as if it is for one record, but it will run for all the records that match the criteria.
Schedule an autolaunched flow to start at a specific time and set it to run once, daily, or weekly. To have the scheduled flow run for a batch of records,
specify the object and the filter conditions that each record must meet.
Tip: System administrator can also detect the running scheduled flow in the admin console page.
Screen flow
A Screen Flow is called through a button or action, or displayed in the form or the Utility Bar, and appears as a screen to the user to interact with.
This cannot be automatically called.
Tip: user can create a screen flow and bind it to the form.
From the form record contextmenu, user will be able to find the link and trigger it manually.
« Application Flow
Create Flow »