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Flow Builder is a declarative interface which is used to create individual Flows. It can be used to build code-like logic to automate complex business processes without programming.

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1. To get started, enter "Flows" into the Quick Search Bar and select it from the Process Automation section.

2. Create a new flow and choose the screen flow type.

3. The flow will consist of a text variable and three screen elements: a Welcome Screen, a Billing Run Screen (where the Billing Run Initiator Component will be activated), and the Final Screen.

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Flow Variable

To begin create a new text variable. Follow these steps:

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Here are the steps to create a custom button for the ADvendio Invoice object:

Step 1:

1. Go to Setup > Object Manager.

2. Select the ADvendio Invoice Object.

Step 2:

1. In the Object Manager for ADvendio Invoice, navigate to "Buttons, Links and Actions."

2. Click on "New Button or Link."

Step 3:

1. Fill in the following details for the custom button:

   • Label - Billing Run Test

   • Name - Billing_Run_Test

   • Display Type - Detail Page Button

   • Behavior Behaviour - Display in new window

   • Content Source - URL

2. In the text area below, enter the following URL:

   Code Block
   bashCopy code

   /flow/ADvendio/Billing_Run_Test_Flow?recordId={!ADvendio__Invoice__c.Id}

   • /flow/ADvendio/Billing_Run_Test_Flow is the URL of the flow, which can be found in the flow details. To find these details, go to the list of flows, open the action menu of the flow, and select "View Details and Versions."

   • ?recordId={!ADvendio__Invoice__c.Id} is the ID of the pre-invoice that will be invoiced, and used as a parameter of the flow.

This custom button will trigger the Billing Run Test Flow when clicked on an ADvendio Invoice record.

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Here's how the custom button should look:

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Adding the Custom Button to the Page Layout

To include the custom button on the ADvendio Invoice object's page layout, follow these steps:

1. Go to the Page Layout of the ADvendio Invoice object.

2. Select the "Edit" option for the page layout.

3. In the panel, choose "Mobile and Lightning Experience Actions."

4. Drag and drop the "Billing Run Test" custom button into the "Mobile and Lightning Experience Actions" section.

5. After adding the button, click "Save" to save your changes.

Now, the "Billing Run Test" custom button will be available and accessible on the ADvendio Invoice record's page layout, allowing users to trigger the specified flow.

Run Invoice Generation from an ADvendio Invoice record

Open a Pre-Invoice record and click the Billing Run Test custom button.