Evm Advanced Flow Message
The Evm Advanced Flow Message is a LWC component that the user can add into any Salesforce Screen Flow. This component can render the EvoluteMessage Templates which could be the Salesforce Button Template, Salesforce Modal Template or the Salesforce Toast Template. This component would render only Templates that have the Target Page set to Screen Flow.
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If you're looking to open a Salesforce Screen Flow in a popup, please refer to this article. Note that this is for a different scenario than the one discussed here.
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This is how the Evm Advanced Flow Message looks like into a Salesforce Screen Flow Builder.​​​
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As we can see above, this component does not render the EvoluteMessage Template selected on the builder. Although if you save and open as a debug or in the page where you render your flow, the template will render.
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Here are the details of each configuration we have for the Evm Advanced Flow Message.
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API Name:
In this field you can add just a random unique id that salesforce requires for the element. I usually put what the template will be like, evmContractPopup, evmFinishContractFlowButton.
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Message Content Code:
In this field you you have to add the evm code to identify which template to load into your screen flow. You should add the template code for only messages that have the Target Page selected as Screen Flow.
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The evm code, you can find this code into 3 places:
- Evm Message Dashboard >> on each Message Tile you would see the evm-####
- Evm Message Dashboard >> edit/create a message >> on the right side menu
- Evm Message Dashboard >> edit/create a message >> Settings >> you should see that in there​
The Target Page, you can find in:
- Evm Message Dashboard >> edit/create a message >> on the right side menu >> Target Page >> Select the Screen Flow
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Action Reload Message:
By default we use the {!$GlobalConstant.True}, which is true, this option would allow the component to be reloaded. If this field changes, Salesforce would try to reload the Evm Advanced Flow Message component again, which would try to open the EvoluteMessage Template that you have configured.
If that is false, when salesforce updates the component we would not load the message.
This parameter does not garentee that we would load the message, but this is one of the gates to load the message.
We still respect the message configuration on showing or not, this option just trigger the message to be reloaded and run all the configuration/rules from the message.
- This field only accepts true or false, you can use formula to set that based on some criteria that you set, as long as you return true or false.
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Dynamic Settings:
You can override some settings that you have set into the message template. We have two settings that you can override:
Code: evmOpenMessage
Values: true or false
Description:
This setting would open an external message in case you are using a button template to open another flow into a popup. Depending on the logic you would have you can set this to true or false.
Check this scenario to understand it better:
Scenario 1 - Open a message only when the user has not agreed and they have clicked on Next.
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Code: evmOpenMessageCode
Value: evm-####
Description:
This would override the message code that the button template should open. By default when you build a button using the Flow Template, the button could open an external evm Message, this settings would override that code you have selected to be the default. Remember that the two messages does needs to be in the page in order for the evm engine to open.
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Prefill Settings:
You can use this settings to send information from your Screen Flow to the Evm Message Template.
You can use formula to getter all the fields you want to send, in the end your formula should return something like this:
evmFlwFirstName[Sophia]evmFlwLastName[Honorio]
In your formula you probably will have something like this:
evmFlwFirstName[{!txtFirstName}]
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Then in the Message Builder, in any text field on the message, add like this:
"Hi {!evmFlwFirstName}, {!evmFlwLastName} ...."
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In the end we would have something like this into the message
"Hi Sophia, Honorio ...... "
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In summary:
txtFirstName - is a variable that is on the screen flow that salesforce would parse that into an actual value.
evmFlwFirstName - is a variable that evm component will set, so you need to set that into your flow on the flow side, using formula field or a variable, that will be the name that we will be sending to evm template.
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Record Id:
If you are using Data Source or Prefill the Message, you can send the record id for the Evm Messate To Prefill the data.
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Response Fields:
This is an advanced feature that when the current message calls another message which contains another flow, and that flow has an output of variables, we can get those output and return to the current flow, so we can use those variables to do something else.
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Scenarios
- Add a simple alert when a field change in your Salesforce screen Flow. .doc, video
- Call a Salesforce Screen Flow as a Popup from another Salesforce Screen Flow. .doc, video
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Limitations:
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1. You are using EvoluteMessage Advanced Component which means yours end-user does need the EvoluteMessage Permission Set. Check here for more info.
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2. If you want to open a flow inside a popup using the Evm Advanced Message Flow Template from your main Salesforce Screen Flow, you’ll need to position the popup flow outside of your main flow. To achieve this, follow these steps:
2.1. On your Salesforce page, add the Main Flow component.
2.2. Next to the Main Flow component, add the Evm Advanced Message component and choose the Flow Template that you build into the Evm Message Dashboard.
This setup allows the flow to be displayed inside a popup when triggered by the advanced message button. Keep in mind that this approach is specifically for cases where you want to show a flow within a popup from within another flow.
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3. The Evm Advanced Screen Flow, does not support the EvoluteMessage Flow Component Template, which is basically the item 2 above. You need to follow those steps to open a flow from another flow. Here is a video.
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4. The EvoluteMessage Button Template that we have so far supports only Next/Finish event, if you want the Previous or Pause button, please send me an e-mail asking to prioritize the Previous/Pause button, so I can start to prioritize that.
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5. This component is new, so far no other limitation but if you find any please let me know, so I can update it in here. :)
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