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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 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:
Under Toolbox, select Manager and click on New Resource.
Input the following details:
Resource Type - Variable
API Name - recordId
Data Type - Text
Allow multiple values (collection) - Uncheck
Available for Input - Check
Click Done.
Creating the Welcome Screen
To set up the Welcome Screen with a link, 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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Here's how the custom button should look:
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Adding the Custom Button to the Page Layout
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