Thursday, July 18, 2024

Look up fields in Salesforce Flow Datatable

How to fetch lookup fields on flow datatable in Salesforce Flows.


Think before you get the solution, this is what one of my colleague(Hans) said to me. Since I am in a complete programming mind set, could not check well what is provided in the configurations of a screen flow.

But if you think slowly and relate every single line and variable assignments of a program, you can do the same thing in flow.


Step1 : Fetching records

Using Get Records, you can fetch all the records (as you all were aware).


Step 2: Looping the records ( the main task)

Step 2.1 : After creating the loop, create a Variable resource ( remember not a collection). It should be the same as the collection record type (i.e..., the records object for what you fetched in the Step 1)

                    Lets name the variable as "individual_variable" in this example.

Step 2.2 : In the looping, Use the individual_variable in the loop and Assign the current Item that is looping.

Step 2.3 : Click on Add assignment button. There select the Lookup object's field Id from the "individual_variable"  and in the value select the Name field of "Current Item from loop"

Step 2.4 : For every variable you want to show it on the data table you assign it to the "individual_variable

Step 2.5 : Create a New Resource, of the same object type and this time it will be the collection.

      "Allows multiple values"  For Example we can name it as (collection_after_iteration)

Step 2.6 : Add the "individual_variable" to the collection we just created.


Step 3 : Pass the collection (collection_after_iteration) to the data table. 

That's all folks, it will be bit tricky to think, but the credit of explaining this to me goes to The Master Johannes (Hans). There is a need to correct some blogs and documentations




Look up fields in Salesforce Flow Datatable

How to fetch lookup fields on flow datatable in Salesforce Flows. Think before you get the solution, this is what one of my colleague(Hans) ...