Jordan Nelson
Flow Lookup Workaround
Updated: Jan 11, 2022
What Does This Post Cover?
- How to filter a lookup list INSIDE the flow
Use Case:
We want to push the user to a prefiltered small list so that they can see all the options available to choose vs.using a regular lookup and searching for the right item. I am just planning on reviewing the high level items here vs. every single step so here is the full list of what I did 👇🏼
1. Go into your flow
2. Create new resource
3. Create Record Choice Set - Here you have control to create a criteria and filter for the choices you want to display
4. Add a screen element
5. Choose a picklist on that screen
6. Select the "Record Choice Set" you just created
7. Kick back with your mojito and enjoy the sweet solution
#1 Create Record Choice Set

#2 Choose Picklist in Screen Element

#3 Verify In Debug
