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Flow Message Template

Available on version 1.8.0.
All price tiers available at the moment.

Now you can add Salesforce Flows into Evm Advanced Message!

The Flow Message Template allows you add any Salesforce Screen Flow inside of Advanced Message. This would allow you to show your Flow as Popup or as Inline / Banner.

This feature is different than the Evm Advanced Flow Component, which you can open any alert(Evm Templates) from your Salesforce Screen Flow.


Here is how the Flow Message looks like into the Builder. In order for you to see this you need to go to EvoluteMessage Dashboard and click to add a new Message and choose the Flow Message Template.
 

As we can see above the modal display show the same options that we have for Modal Message. Except that we don't support Data Source Prefill, but we do support Data Source into the Filters.

To add a new Flow, double click on the Flow Field, and we would see the Flow Field Settings.

Flow Field Settings
This is where we can choose our flow and set the behavior of the flow on start and finish.

Choose your flow:
This option will show all the Active Flows that are Screen Flow.

When Flow Starts
Send Current Page Id
This option will get the current Record Page Id(Record Detail) and send the Id to the Flow. The Id that we are sending to the Flow is called evmCurrentRecordPageId , so if you need the Id from the Page that your End-user is, you will need to set this to On, and in your Flow you need to create a variable called evmCurrentRecordPageId and set that to be an InputVariable. Then your flow will allow you to receive the evmCurrentRecordPageId and when you enable this option into the Flow Field Settings, we will be sending that to your flow every time the flow starts.

Scenario:
- This is in case you need to update or create records that are linked with the current record page id that the end-user is accessing.


When Flow finishes
When flow finishes what do do?
We can do two things: Close Message or Leave the message Open

Leave Message Open
This option would as the name says, leave the message open when the Flow finishes.
We wouldn't close the message, and the user would need to click outside of the message or click on the close button.

Scenario: This is in case you have a flow that you want allow the user to create many records as they want without closing the popup.

Close Message
This option would close the message, and we have two more options when the message close which are Stay in the Same Page or Redirect to another Page.

Stay in the same Page
As the name says, it stays in the same page and we don't do nothing, we just close the message.

Redirect To
This option will redirect to another page when the flow finishes and the popup closes. We use the Navigate To Url aura component from salesforce to Redirect, so we have to respect all the logic there, you can read more about here. Another article that will help to setup the url is this one: Customize a Flow URL to Control Finish Behavior. 
Both article helps you to understand how the element works to redirect to another page or open a new page.
Although I will add some tips here:
- If you want to open in a new window, set the whole URL path like https://www.evolutemessage.com/{!myNewlyCreatedRecordId}, because we have the https the component would open in a new window.
- If you want to redirect to another page, just add /{!myNewlyCreatedRecordId}, this would redirect to the Record Detail from that Id.

As we can see above, we can also add variables into the URL, and those variables we get from your flow, when you set the flow to have a variable and enable that as Output variables. This option would allow you to redirect to any page and set as many variables you want.


Features compatible with Flow Message
- Filter by Data Source or Events
- Inline Message
- Modal option for Header, Bottom
- Style


Limitations
1. We don't support Data Source Prefill.


Permissions
We follow the same permission as Salesforce has to its Flow Component, the only extra permission is that you need to add our Evm Show Messsage, because the component is the Advanced Message, and we need this permission when we use this component.

Some tutorials

Youtube - Flow Playlist

Add Salesforce Flow as Popup when Account has no Contact(video)
Display 2 Flows into a Popup when Field change and Redirect on Submit(video)
Show a popup into Salesforce when specific value is changed(video)
Salesforce Flow as a Popup into Digital Experience Cloud/Community Sites(video)
Add Dynamic Buttons to call a Flow in Salesforce(Digital Experience Site or Lightning Pages)
 

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