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Anthony SkinnerAnthony Skinner 

Displaying a Record Choice Set picklist value outside of a Flow

Question around selecting Record Choice Set picklist value. I am just getting used to flows and have yet to find a resource that would help me. So in this instance, I store a "User" (Record Choice Set) that is selected in a picklist by whoever is using the Flow. They are selected at the beginning of the Flow and then will be responsible for specific manual tasks (as opposed to automated) in later Screens. Ultimately I am hoping to be able to accomplish a few things:

  1. Assign a selected "User" to a variable that can be displayed outside of the flow while the flow is on "Pause" in something like a report
  2. Send alerts to that User that they are assigned to that Flow
So here are a few questions:
  1. Can a "Paused" flow output data?
    1. I foresee this Flow taking place over several weeks but needing to output data daily saying who is assigned
  2. What kind of variable do I store the selected Record Choice Set in so that it can be displayed in something like a report?

Please forgive my ignorance on this topic. I only started working with Flows last week. I went through all the trailhead courses and have been combing through the documentation but I still don't know everything. If you could shoot me some helpful resources on this topic (youtube, sf docs, 3 party websites), I'd greatly appreciate it.

Thanks,
Anthony

Best Answer chosen by Anthony Skinner
Micah PerryMicah Perry
You'll want to create a custom object of some sort and have the flow create a record that can store your user and their assignment. Then you can build a report around your custom object.

Pausing the flow won't matter much, just have the flow create your custom object record before pausing.

1. Create custom object called "User Assignment" (or whatever you want to call it)
2. Create a User Lookup field on the object called User
3. Create a text field on the object called "Tasks"
4. In your flow, create a Record Variable called newUserAssignmentRecord for the User Assignment object and check the "available for input" box.
5. after your Screen element, where the user is selected from your Record Choice Set, add an assignment element and assign the picklist field (which holds the User Id that was selected) to {!newUserAssignmentRecord.User__c}
6. Later in the flow, assign any tasks to the {!newUserAssignmentRecord.Tasks__c} field.
7. Eventually, add a Create Records element to your flow and create the {!newUserAssignmentRecord} record variable.
8. Build a report on your User Assignment object.

You're probably looking for something more robust to store the tasks in than just a text field, but this should get you started.

All Answers

Micah PerryMicah Perry
You'll want to create a custom object of some sort and have the flow create a record that can store your user and their assignment. Then you can build a report around your custom object.

Pausing the flow won't matter much, just have the flow create your custom object record before pausing.

1. Create custom object called "User Assignment" (or whatever you want to call it)
2. Create a User Lookup field on the object called User
3. Create a text field on the object called "Tasks"
4. In your flow, create a Record Variable called newUserAssignmentRecord for the User Assignment object and check the "available for input" box.
5. after your Screen element, where the user is selected from your Record Choice Set, add an assignment element and assign the picklist field (which holds the User Id that was selected) to {!newUserAssignmentRecord.User__c}
6. Later in the flow, assign any tasks to the {!newUserAssignmentRecord.Tasks__c} field.
7. Eventually, add a Create Records element to your flow and create the {!newUserAssignmentRecord} record variable.
8. Build a report on your User Assignment object.

You're probably looking for something more robust to store the tasks in than just a text field, but this should get you started.
This was selected as the best answer
Anthony SkinnerAnthony Skinner
Thanks for the help Micah, you are super active in the community and it is greatly appreciated! I'm probably putting the cart in front of the horse with my questions, I'm still trying to fully implement your previous answers to my questions!