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Custom Flow Actions and Screen Components

With the Flow Tool Kit: Form & Table builder, there are no limits to what your team can build. Our Flow components integrate seamlessly with standard and custom flow components and other AppExchange packages.

• Use our Form screen component to weave standard, custom, and form components across multiple objects.
• Display and customize data tables to allow your users to interact with a collection of records with the Form (Table) component.
• Allow users to insert and/or edit multiple records within a single flow screen with the Form (Repeater) component.
• Add Custom Buttons to create guided workflows.
• Pass URL parameters into your Flow with the Form (Get URL Parameters) component. Use the parameters to change or pre-fill your forms dynamically.
• Utilize our Flow Actions to navigate to internal record pages, experience cloud pages, or external websites. Flow Actions can also display custom toast messages and models.

Unleash the power of Flow! With the Flow Tool Kit: Form and Table Builder app!

Form Screen Component

Modular form components, built with the Form Builder interface, can be layered together with standard flow screen components and custom and third-party components to create advanced forms and interfaces. The "Form" screen component is what an administrator uses to add form components to Flow screens. The custom property editor allows admins to assign record type options, hide headers, override the theme, or collapse form sections within accordions.

Users can configure form components added to flow screens to pass record values back and forth. This feature means that another form component can trigger your conditional logic to evaluate, hide and/or show related fields and sections. The "Form" screen component also provides a set of automatic output variables to simplify flow administration.

Form (Table)

Add your Datatable Components to one or more Flow Screens and utilize the power of Flow to retrieve and assign records to your tables. Grant users the ability to add, edit, clone, delete, select, or filter records; see Form (Table) documentation for more details.

Administrators can configure the Form (Table) component to allow end Users to Add, Update, Clone, Delete, and Select record(s). By default, a User can Update, Add or Delete multiple records within the table before sending the changes to the Flow for processing. Alternatively, admins can force any change to force the Flow to process changes one at a time.

Adding or updating records within tables is also very customizable. Admins can allow end Users to update or remove records one at a time or in bulk. Administrators utilize customizable Form Components to determine which fields an end User sees when adding or updating records. For example, administrators can use tables to allow end users to select one or more records for processing. Furthermore, Administrators can allow end Users to search/filter records. When filtering is enabled, a search input field is visible. Search inputs will filter all table columns and return records containing any part of the search input. See the Form (Table) documentation for more information.

Form (Repeater)

The Form (Repeater) component allows users to create and/or edit multiple records within a single flow screen. Admins can pass a form component to the (Repeater) and a collection of records if the component requires a prefilled form. Users can then add more records by clicking a 'New' button. The repeater adds a new record to the screen with the same input fields packaged within the form component. Admins can customize the repeater within flow screens. Configuration options allow users to Create, Clone, Select or Delete records within the repeater.

Form (Get Url Parameters)

Pass parameters from a URL into your Flows using the Form (Get Url Parameters) screen component. Users can drop this component onto a flow screen. When the screen loads, valid URL parameters are retrieved and assigned to output parameters. Users can use these parameters for pre-filling forms and record lookups.