Create a Custom Screen Flow to populate specific Fields

In this Article we will cover adding a Custom Screen Flow around Lead Safe compliance. The process of checking for Lead Safe work practices (in this example) involves four primary checkbox fields on the Project in this example. Our Screen Flow is added as an element to the Project record page. 

First, be sure you have added all Custom Fields which you plan to use in the Flow. In this example, we had added three custom Checkbox fields to the Project object. 

The completed Screen Flow will look something like this:

First, we will use a Get Records element to store the data from the record where the Flow is being initiated from. This allows us to pass the values from the record and display accurate current data within the Screen Flow Component. This means, if the checkbox is already True, the User will see that value as True. 

We will use a Variable (Text) to store the record ID of the Project which kicks off the Flow. 

Next you will add a Screen element and add Text instructions, telling the User what we want them to do while working in this screen. In my example, we are asking the User to update the values in four (4) checkbox fields related to Lead Safe work practices. 

Note: for each Field you will want to set the Default Value from the record in the Get action, this ensures that the Screen Flow reflects the current state of the data in each field. 

Next, create a Constant (Boolean) Resource with a Value of True. We will use this to compare to values in the Flow. 

After our Screen element, we will update the Project record and set the Values in the fields based on the User selected data. Use the Record ID stored in the record ID Text Variable to choose which Project to update. 

Set each of the Field values based on the value from the Screen component. 

The completed Screen Flow will look something like this: 

Next, you will need to Edit the Lightning Record Page or Clone the Record Page to create a new one and add this Flow Component to the page. 

Navigate to a Project page. Click on the gear icon and click Edit Page. 

In the Components on the lefthand side, locate and drag and drop Flow into the Record Page

Use the lookup to find the Lead Safe Screen Flow we just created.

On the Record Page, after selecting the Flow, be sure to select Pass record ID into this Variable. This ensures that the values from the record will be displayed in the Screen Flow. 

Save the changes to the Record Page. If this is not the Active record page, you should activate it now.