Version | 2.125 and up |
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You can now address your invoicing through a Lightning Flow.
Setting up of the Process
Navigate to Setup
Expand the section Process Automation
Click the link Flows
Create a new screen flow
Select the InvoiceWizardAura component Screen Component as part of your flow
For example, you can create a screen flow where users can filter by planned invoice date to call the invoice wizard directly on any page in your Salesforce setup
Create a screen where the user can enter the planned invoice start and end date and directly filter for
and map the input fields to the relevant fields in the InvoiceWizardAura Component
The following filters/fields only are available through a Lightning Flow:
set invoice Date
filter for Agency
filter for planned Invoice date
filter for Advertiser
filter for a Debtor
filter by Campaign Item start
filter by Campaign Item end
Media Campaign start
Media Campaign end
filter for Legal Entity