Dynamic Picklist List Choices in Flow

You can’t do a user lookup inside a screen element in Flow, so create dynamic record choices instead! No need to hardcode the names of employees who might leave.

Features

  • Dynamic Record Choice – don’t need to hard code the values if they may change!
  • Default Picklist Value
  • Screen element in the flow.

My Specific Use Case

The Account Executive at Optimum Energy chooses an Energy Engineer (custom lookup to user record) on the Quote and launches the Pricing Request Flow with a button. A picklist with dynamic record choices looks for users matching certain criteria and makes a picklist of their names – that way when users change, I don’t have to go back in to a hardcoded flow and adjust. The flow shows the Engineer already selected on the Quote as the default. Why am I doing this at all? I use a Pricing Request Flow to walk users through completing the fields required for a pricing request, which are different from fields required for the quote to save, so I walk my users through answering the right questions and fields in flow screens.

Download detailedHow-To with Pictures Here

 

Published by

JessieRymph

Jessie is Success Content Specialist at Salesforce.org. All opinions expressed on this blog are her own or those of the contributors. For twelve years, she has specialized in CRM, email marketing and fundraising platforms. Jessie co-led the Seattle Salesforce Non-Profit User Group in 2015-2016. She's working on writing her first novel.

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