Page Comparison

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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

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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.

To activate a flow, you can use a custom URL button in an object and fill the button's text field with the URL of the flow.

url_flow(?optional_parameters)

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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

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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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:

1. Navigate to the Pre-Invoice record in your system's menu.

2. On the Pre-Invoice record, you should see the invoice status listed as "Created."

3. At the top right corner of the Pre-Invoice record, click the "Billing Run Test" custom button that you added earlier.

4. After clicking the button, wait for an option that says "Return to the Pre-Invoice" and click on it.

5. The system will ask you whether you want to start the Billing Run. Press "Yes" to confirm.

6. Wait for the process to complete. You should see a message indicating that it's Done.

7. Now, press the option Return to the Pre-Invoice record, you should see that the invoice status has changed to "Invoiced."

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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 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.

To activate a flow, you can use a custom URL button in an object and fill the button's text field with the URL of the flow.

url_flow(?optional_parameters)

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