Screen flow is a powerful tool that allows you to automate business processes and gather data in a guided way. It is the only flow type that supports the screen element, which can be used to display or collect data. There are various ways to launch a screen flow. For instance, it can be embedded on a Lightning page, called from an action, or even from a hyperlink. Using an action is a common way to launch a screen flow. When you launch a screen flow using an action, system opens the flow in modal, which makes it a better experience for the users.
Launching a screen flow from a related list is a great way to streamline your processes and make your data more accessible to your users. However, it is not possible to add record specific flow actions to related lists. Since screen flows can be launched using hyperlinks, it is possible to use a hyperlink formula field and display it as a column on related lists. Although it sounds like a good solution, system opens the flow in a new tab and not in modal. However, you can follow these steps to launch a screen flow in modal for a record in a related list.
Steps to Launch Screen Flow in Modal
Let's assume that you want to launch a screen flow from the Case related list of the Account object.
1- The first step is to create a screen flow that accepts an input variable named "recordId". This special variable name will allow you to perform record-specific actions or display relevant data in the flow. In order to pass the entire record to the flow, make "recordId" a record variable instead of a text variable. In this example, create a Case record variable called "recordId" and mark it as input.
Read this post to learn more about passing the entire record to the flow.
Make sure to save and activate the flow once you have created it.
2- Next, create an action on the target object. For the action type, choose "Flow" and select the flow that you created in the previous step. Let's assume that it is a flow to clone the case record with its related records.
3- To launch the flow from a related list, you'll need to create a formula field on the target object. The formula field should return text and contain the following code:
HYPERLINK(
"/lightning/action/quick/RelatedObject.ActionName" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "LookupObjectName" & "%2F" &
CASESAFEID( LookupFieldName ) & "%2Fview",
"Text to Display",
"_top"
)Replace the placeholders in the formula field with the appropriate values for your setup. For example, if you're creating this formula for an account-case relationship, you would replace "RelatedObject" with "Case", "ActionName" with the API name of the action you created in the previous step, "LookupObjectName" with "Account", and "LookupFieldName" with "AccountId".
So, the final formula should look like this:
HYPERLINK(
"/lightning/action/quick/Case.Clone_with_Related" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "Account" & "%2F" &
CASESAFEID( AccountId ) & "%2Fview",
"Clone",
"_top"
)4- Once you've customized the formula field, add the field as a column to the related list on the parent object (e.g. the Account object).
After clicking the link, the flow opens up in a modal.
Improvements
Since it is a formula field, you can improve the look and feel of the clickable text. Moreover, it is possible to control the visibility. Here are some possible improvements.
1- Instead of displaying a clickable text, you can display a clickable image using the IMAGE() function.
HYPERLINK(
"/lightning/action/quick/Case.Clone_with_Related" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "Account" & "%2F" &
CASESAFEID( AccountId ) & "%2Fview",
IMAGE("/img/icon/relationship32.png", "Clone") ,
"_top"
)
2- You can display multiple clickable texts or images in a single formula field. Each one can launch a different flow, so that you won't create multiple formula fields.
3- You can conditionally display the hyperlinks. For example, the green icon launches a flow that closes the case. If the case is already closed, do not display the clickable icon. Here is the final formula:
HYPERLINK(
"/lightning/action/quick/Case.Clone_with_Related" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "Account" & "%2F" &
CASESAFEID( AccountId ) & "%2Fview",
IMAGE("/img/icon/relationship32.png", "Clone") ,
"_top"
)
&" "&
HYPERLINK(
"/lightning/action/quick/Case.Send_Email_to_Contacts" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "Account" & "%2F" &
CASESAFEID( AccountId ) & "%2Fview",
IMAGE("/img/icon/mail32.png", "Send Email"),
"_top"
)
&
IF(IsClosed=true, '',
" "&
HYPERLINK(
"/lightning/action/quick/Case.Close_Case" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fr%2F" & "Account" & "%2F" &
CASESAFEID( AccountId ) & "%2Fview",
IMAGE("/img/msg_icons/confirm32.png","Close Case"),
"_top"
))As you can see, the green icon shows up only if the case is not closed.
Using the Same Technique on Record Pages
It is possible to use the same technique to launch a screen flow in modal from a record page. Although you can use actions for this purpose, in some cases you may want to use formula fields. Here is how to launch the same flow (Clone with Related) from a Case record page.
HYPERLINK("/lightning/action/quick/Case.Clone_with_Related?context=RECORD_DETAIL&recordId="&CASESAFEID(Id)&"&backgroundContext=%2Flightning%2Fr%2FCase%2F"&CASESAFEID(Id)&"%2Fview",
"Clone",
"_top")
Unbelievable!
Great article. Thank you for sharing. Very creative!
THank You. Very useful and verstile indeed!
Great and very useful Idea!Thank you!
Will it work for List Views?
Yes, but the formula should be a little bit different.
For example, this formula launches a flow from a case list view.
HYPERLINK(
"/lightning/action/quick/Case.Close_Case" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fo%2F" & "Case" & "%2F" &
"list?filterName=Recent" ,
IMAGE("/img/msg_icons/confirm32.png","Close Case"),
"_top"
)
Let's say I have two case record Types(A & B). I want to create a new Case of Record Type A with some of the information autopopulated from the Account Record. I want to achieve this functionality with an action on the Account's Related List on Case(Override the OOTB *NEW* action). How to pass AccountId to the Flow when working on the related lists? How can we achieve this?
I'm not sure you can achieve it in that way,
However you can remove the "new" button from the related list and use a regular quick action on the account page
Or have a formula field near the related list (in a dynamic forms component) that launches a quick action like demonstrated in this post
Thank you so much for sharing this solution, Joshua! Very helpful.
I'm trying to implement this functionality in a partner community portal, but the link to quick actions doesn't work there. Do you know if there's a workaround for that?
Hi, unfortunately it doesn't work in Experience Cloud sites.
Hi,
Thanks for sharing this solution. It works for our application normally, however the screenflow popup does not work for portal users (experience cloud). It gives aerror message saying Page does not exist. Please suggest.
Right, unfortunately it doesn't work in Experience Cloud sites.
Would it be possible to create a URL to be launched from the Formula on a List View?
Ex. Navigate to Case List view and click on the "Clone" Hyperlink
Hi Jorge,
I tried this formula and it worked for me.
My action is called 'Close_Case' and it is on the Case object. So I think you just need to replace the action name and the icon.
Let me know if it works.
HYPERLINK(
"/lightning/action/quick/Case.Close_Case" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fo%2F" & "Case" & "%2F" &
"list?filterName=Recent" ,
IMAGE("/img/msg_icons/confirm32.png","Close Case"),
"_top"
)
Can this be utilized in Communities?
I tried but it doesn't work in communities.
I want to add this to a Button and launch a screen flow for selected record from a related list. How can I do that?
Do you need it to be a button or is it okay to have a clickable image/text?
Could I make this work as a button from the related list view? Without it going to a new screen.
Unfortunately, this won't work as a button since you will need a way to "tell" the button on which records to run.
However you can create a formula field similar to the one in the post, but with the URL to the current list view
Here is an example:
HYPERLINK(
"/lightning/action/quick/Account.Update_Account_Color" &
"?context=RECORD_DETAIL&recordId=" & CASESAFEID(Id) &
"&backgroundContext=%2Flightning%2Fo%2FAccount" &
"%2Flist%3FfilterName%3D" &
"00BIY000005b4lw2AA"
)
Replace the object and action name appropriately, and also the list view id at the end with the right list view (00BIY000005b4lw2AA)
Note: this will work only for that one specific list view
Will it work for Mobile?
Yes, it opens the action and passes the record to the flow.