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Merge pull request #28 from SFDO-Community/feature-base-flows
#118 Feature Two Screen Flow and One List View Button independent fro…
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unpackaged-base-flows/config/base-samples/flows/Case_Load_Migration_Flow.flow-meta.xml
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,341 @@ | ||
| <?xml version="1.0" encoding="UTF-8"?> | ||
| <Flow xmlns="http://soap.sforce.com/2006/04/metadata"> | ||
| <apiVersion>57.0</apiVersion> | ||
| <assignments> | ||
| <name>Clone_Relationships_To_Update</name> | ||
| <label>Clone Relationships To Update</label> | ||
| <locationX>490</locationX> | ||
| <locationY>674</locationY> | ||
| <assignmentItems> | ||
| <assignToReference>RelationshipsToCopy</assignToReference> | ||
| <operator>Add</operator> | ||
| <value> | ||
| <elementReference>NewRelationship</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <connector> | ||
| <targetReference>Create_New_Relationships</targetReference> | ||
| </connector> | ||
| </assignments> | ||
| <assignments> | ||
| <name>Create_Relationship</name> | ||
| <label>Create Relationship</label> | ||
| <locationX>490</locationX> | ||
| <locationY>566</locationY> | ||
| <assignmentItems> | ||
| <assignToReference>NewRelationship.GRMS__Client__c</assignToReference> | ||
| <operator>Assign</operator> | ||
| <value> | ||
| <elementReference>Create_New_Relationships.GRMS__Client__r.Id</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <assignmentItems> | ||
| <assignToReference>NewRelationship.GRMS__FieldWorker__c</assignToReference> | ||
| <operator>Assign</operator> | ||
| <value> | ||
| <elementReference>Which_field_worker_do_you_want_to_move_the_case_load_to</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <assignmentItems> | ||
| <assignToReference>NewRelationship.GRMS__Type__c</assignToReference> | ||
| <operator>Assign</operator> | ||
| <value> | ||
| <elementReference>Create_New_Relationships.GRMS__Type__c</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <connector> | ||
| <targetReference>Clone_Relationships_To_Update</targetReference> | ||
| </connector> | ||
| </assignments> | ||
| <assignments> | ||
| <name>Relationships_To_Update</name> | ||
| <label>Relationships To Update</label> | ||
| <locationX>138</locationX> | ||
| <locationY>674</locationY> | ||
| <assignmentItems> | ||
| <assignToReference>RelationshipsToUpdate</assignToReference> | ||
| <operator>Add</operator> | ||
| <value> | ||
| <elementReference>Re_assign_Relationships</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <connector> | ||
| <targetReference>Re_assign_Relationships</targetReference> | ||
| </connector> | ||
| </assignments> | ||
| <assignments> | ||
| <description>Update the Field Worker Id to the new Field Worker selected in the selection screen</description> | ||
| <name>Update_Field_Worker_Id</name> | ||
| <label>Update Field Worker Id</label> | ||
| <locationX>138</locationX> | ||
| <locationY>566</locationY> | ||
| <assignmentItems> | ||
| <assignToReference>Re_assign_Relationships.GRMS__FieldWorker__c</assignToReference> | ||
| <operator>Assign</operator> | ||
| <value> | ||
| <elementReference>Which_field_worker_do_you_want_to_move_the_case_load_to</elementReference> | ||
| </value> | ||
| </assignmentItems> | ||
| <connector> | ||
| <targetReference>Relationships_To_Update</targetReference> | ||
| </connector> | ||
| </assignments> | ||
| <choices> | ||
| <name>Copy</name> | ||
| <choiceText>Copy</choiceText> | ||
| <dataType>String</dataType> | ||
| <value> | ||
| <stringValue>Copy</stringValue> | ||
| </value> | ||
| </choices> | ||
| <choices> | ||
| <name>Migrate</name> | ||
| <choiceText>Migrate</choiceText> | ||
| <dataType>String</dataType> | ||
| <value> | ||
| <stringValue>Migrate</stringValue> | ||
| </value> | ||
| </choices> | ||
| <decisions> | ||
| <name>Migrate_or_Copy_Decision</name> | ||
| <label>Migrate or Copy Decision</label> | ||
| <locationX>226</locationX> | ||
| <locationY>350</locationY> | ||
| <defaultConnector> | ||
| <targetReference>Create_New_Relationships</targetReference> | ||
| </defaultConnector> | ||
| <defaultConnectorLabel>Copy</defaultConnectorLabel> | ||
| <rules> | ||
| <name>MigrateOutcome</name> | ||
| <conditionLogic>and</conditionLogic> | ||
| <conditions> | ||
| <leftValueReference>typedecision</leftValueReference> | ||
| <operator>EqualTo</operator> | ||
| <rightValue> | ||
| <elementReference>Migrate</elementReference> | ||
| </rightValue> | ||
| </conditions> | ||
| <connector> | ||
| <targetReference>Re_assign_Relationships</targetReference> | ||
| </connector> | ||
| <label>MigrateOutcome</label> | ||
| </rules> | ||
| </decisions> | ||
| <description>A screen flow to migrate a case load between fields workers, either by re-assigning to a different field worker or by copy a case load to a different field worker.</description> | ||
| <dynamicChoiceSets> | ||
| <name>Field_Worker_End</name> | ||
| <dataType>String</dataType> | ||
| <displayField>Name</displayField> | ||
| <filterLogic>and</filterLogic> | ||
| <filters> | ||
| <field>GRMS__ContactType__c</field> | ||
| <operator>EqualTo</operator> | ||
| <value> | ||
| <stringValue>Field Worker</stringValue> | ||
| </value> | ||
| </filters> | ||
| <object>Contact</object> | ||
| <sortField>Name</sortField> | ||
| <sortOrder>Asc</sortOrder> | ||
| <valueField>Id</valueField> | ||
| </dynamicChoiceSets> | ||
| <dynamicChoiceSets> | ||
| <name>Field_Workers_Start</name> | ||
| <dataType>String</dataType> | ||
| <displayField>Name</displayField> | ||
| <filterLogic>and</filterLogic> | ||
| <filters> | ||
| <field>GRMS__ContactType__c</field> | ||
| <operator>EqualTo</operator> | ||
| <value> | ||
| <stringValue>Field Worker</stringValue> | ||
| </value> | ||
| </filters> | ||
| <object>Contact</object> | ||
| <sortField>Name</sortField> | ||
| <sortOrder>Asc</sortOrder> | ||
| <valueField>Id</valueField> | ||
| </dynamicChoiceSets> | ||
| <interviewLabel>Case Load Migration Flow {!$Flow.CurrentDateTime}</interviewLabel> | ||
| <label>Case Load Migration Flow</label> | ||
| <loops> | ||
| <name>Create_New_Relationships</name> | ||
| <label>Create New Relationships</label> | ||
| <locationX>402</locationX> | ||
| <locationY>458</locationY> | ||
| <collectionReference>Get_Case_Load</collectionReference> | ||
| <iterationOrder>Asc</iterationOrder> | ||
| <nextValueConnector> | ||
| <targetReference>Create_Relationship</targetReference> | ||
| </nextValueConnector> | ||
| <noMoreValuesConnector> | ||
| <targetReference>Create_Relationships</targetReference> | ||
| </noMoreValuesConnector> | ||
| </loops> | ||
| <loops> | ||
| <description>Re-assign the field worker and client relationships to the new field worker.</description> | ||
| <name>Re_assign_Relationships</name> | ||
| <label>Re-assign Relationships</label> | ||
| <locationX>50</locationX> | ||
| <locationY>458</locationY> | ||
| <collectionReference>Get_Case_Load</collectionReference> | ||
| <iterationOrder>Asc</iterationOrder> | ||
| <nextValueConnector> | ||
| <targetReference>Update_Field_Worker_Id</targetReference> | ||
| </nextValueConnector> | ||
| <noMoreValuesConnector> | ||
| <targetReference>Update_all_Relationships</targetReference> | ||
| </noMoreValuesConnector> | ||
| </loops> | ||
| <processMetadataValues> | ||
| <name>BuilderType</name> | ||
| <value> | ||
| <stringValue>LightningFlowBuilder</stringValue> | ||
| </value> | ||
| </processMetadataValues> | ||
| <processMetadataValues> | ||
| <name>CanvasMode</name> | ||
| <value> | ||
| <stringValue>AUTO_LAYOUT_CANVAS</stringValue> | ||
| </value> | ||
| </processMetadataValues> | ||
| <processMetadataValues> | ||
| <name>OriginBuilderType</name> | ||
| <value> | ||
| <stringValue>LightningFlowBuilder</stringValue> | ||
| </value> | ||
| </processMetadataValues> | ||
| <processType>Flow</processType> | ||
| <recordCreates> | ||
| <name>Create_Relationships</name> | ||
| <label>Create Relationships</label> | ||
| <locationX>402</locationX> | ||
| <locationY>866</locationY> | ||
| <connector> | ||
| <targetReference>Success</targetReference> | ||
| </connector> | ||
| <inputReference>RelationshipsToCopy</inputReference> | ||
| </recordCreates> | ||
| <recordLookups> | ||
| <name>Get_Case_Load</name> | ||
| <label>Get Case Load</label> | ||
| <locationX>226</locationX> | ||
| <locationY>242</locationY> | ||
| <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound> | ||
| <connector> | ||
| <targetReference>Migrate_or_Copy_Decision</targetReference> | ||
| </connector> | ||
| <filterLogic>and</filterLogic> | ||
| <filters> | ||
| <field>GRMS__FieldWorker__c</field> | ||
| <operator>EqualTo</operator> | ||
| <value> | ||
| <elementReference>Which_field_worker_do_you_want_to_start_with</elementReference> | ||
| </value> | ||
| </filters> | ||
| <getFirstRecordOnly>false</getFirstRecordOnly> | ||
| <object>GRMS__FieldWorkerClientRelation__c</object> | ||
| <storeOutputAutomatically>true</storeOutputAutomatically> | ||
| </recordLookups> | ||
| <recordUpdates> | ||
| <name>Update_all_Relationships</name> | ||
| <label>Update all Relationships</label> | ||
| <locationX>50</locationX> | ||
| <locationY>866</locationY> | ||
| <connector> | ||
| <targetReference>Success</targetReference> | ||
| </connector> | ||
| <inputReference>RelationshipsToUpdate</inputReference> | ||
| </recordUpdates> | ||
| <screens> | ||
| <name>Selection_Screen</name> | ||
| <label>Selection Screen</label> | ||
| <locationX>226</locationX> | ||
| <locationY>134</locationY> | ||
| <allowBack>true</allowBack> | ||
| <allowFinish>true</allowFinish> | ||
| <allowPause>true</allowPause> | ||
| <connector> | ||
| <targetReference>Get_Case_Load</targetReference> | ||
| </connector> | ||
| <fields> | ||
| <name>Which_field_worker_do_you_want_to_start_with</name> | ||
| <choiceReferences>Field_Workers_Start</choiceReferences> | ||
| <dataType>String</dataType> | ||
| <fieldText>Which field worker do you want to start with?</fieldText> | ||
| <fieldType>DropdownBox</fieldType> | ||
| <isRequired>true</isRequired> | ||
| </fields> | ||
| <fields> | ||
| <name>Which_field_worker_do_you_want_to_move_the_case_load_to</name> | ||
| <choiceReferences>Field_Worker_End</choiceReferences> | ||
| <dataType>String</dataType> | ||
| <fieldText>Which field worker do you want to move the case load to?</fieldText> | ||
| <fieldType>DropdownBox</fieldType> | ||
| <isRequired>true</isRequired> | ||
| </fields> | ||
| <fields> | ||
| <name>Decision1</name> | ||
| <fieldText><p>Do you want to migrate the caseload of surveys from one field worker to another (and delete the caseload from the first field worker) or do you want to copy a caseload from a case worker to another?</p></fieldText> | ||
| <fieldType>DisplayText</fieldType> | ||
| </fields> | ||
| <fields> | ||
| <name>typedecision</name> | ||
| <choiceReferences>Migrate</choiceReferences> | ||
| <choiceReferences>Copy</choiceReferences> | ||
| <dataType>String</dataType> | ||
| <fieldType>RadioButtons</fieldType> | ||
| <isRequired>true</isRequired> | ||
| </fields> | ||
| <showFooter>true</showFooter> | ||
| <showHeader>true</showHeader> | ||
| </screens> | ||
| <screens> | ||
| <name>Success</name> | ||
| <label>Success</label> | ||
| <locationX>226</locationX> | ||
| <locationY>1058</locationY> | ||
| <allowBack>true</allowBack> | ||
| <allowFinish>true</allowFinish> | ||
| <allowPause>true</allowPause> | ||
| <fields> | ||
| <name>SuccessMessage</name> | ||
| <fieldText><p>Your relationships have updated</p></fieldText> | ||
| <fieldType>DisplayText</fieldType> | ||
| </fields> | ||
| <showFooter>true</showFooter> | ||
| <showHeader>true</showHeader> | ||
| </screens> | ||
| <start> | ||
| <locationX>100</locationX> | ||
| <locationY>0</locationY> | ||
| <connector> | ||
| <targetReference>Selection_Screen</targetReference> | ||
| </connector> | ||
| </start> | ||
| <status>Active</status> | ||
| <variables> | ||
| <name>NewRelationship</name> | ||
| <dataType>SObject</dataType> | ||
| <isCollection>false</isCollection> | ||
| <isInput>false</isInput> | ||
| <isOutput>false</isOutput> | ||
| <objectType>GRMS__FieldWorkerClientRelation__c</objectType> | ||
| </variables> | ||
| <variables> | ||
| <name>RelationshipsToCopy</name> | ||
| <dataType>SObject</dataType> | ||
| <isCollection>true</isCollection> | ||
| <isInput>false</isInput> | ||
| <isOutput>false</isOutput> | ||
| <objectType>GRMS__FieldWorkerClientRelation__c</objectType> | ||
| </variables> | ||
| <variables> | ||
| <name>RelationshipsToUpdate</name> | ||
| <dataType>SObject</dataType> | ||
| <isCollection>true</isCollection> | ||
| <isInput>false</isInput> | ||
| <isOutput>false</isOutput> | ||
| <objectType>GRMS__FieldWorkerClientRelation__c</objectType> | ||
| </variables> | ||
| </Flow> |
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