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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.
How to Execute a Flow Using a Button
Buttons, links, and actions are standard features available in all Orgs and can be easily customized by an and can be customized by an administrator without the need for any coding. Custom buttons and links can be used to direct a user to a URL or to trigger OnClickJavaScript or Visualforce actions.
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url_flow(?optional_parameters) |
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How to Use Billing Run Initiator with a Custom Invoice URL Button
You will see how to trigger invoice generation for a Pre-Invoice record using a button.
Learn how you can generate an Invoice for a Pre-Invoice Record with a Custom URL Button: You will see how to create a button that triggers the generation of an invoice for a pre-invoice record.
Creating the Screen Flow
To get started, enter "Flows" into the Quick Search Bar and select it from the Process Automation section.
Create a new flow and choose the screen flow type.
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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This will allow users to access the Pre-Invoice associated with this flow by clicking on the link provided in the Welcome Screen.
Setting Up the Billing Run Screen
To create the Billing Run Screen with the Billing Run Initiator Component, follow these steps:
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This configuration will ensure that the Billing Run Initiator works with the Pre-Invoice associated with the recordId variable.
Creating the Final Screen
To set up the Final Screen and provide a link to the invoiced Invoice, follow these steps:
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Billing_Run_Test_Flow. |
Creating a Custom Button for ADvendio Invoice Object
Here are the steps to create a custom button for the ADvendio Invoice object:
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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:
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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
Here are step-by-step instructions for using the Billing Run Initiator via a Custom Invoice URL Button:
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