Open Flow Dialog
Last updated
Last updated
The Open Flow Dialog interaction launches a Salesforce flow in a modal dialogue within the Salesforce Experience Cloud environment. This interaction allows users to complete a process or input data without navigating away from the current page.
Displaying Flows in Dialog Boxes
When using the "Open Flow Dialog Interaction" feature to show a flow in a dialog box, it's important to ensure the flow is configured correctly. Here's the key:
Place the Flow on Your Site: The flow you want to display must be added to your Experience Cloud site. You can add it to any page, even if that page is not accessible to visitors.
Publish Your Site: Once the flow is added to your site, publish the site. This allows the system to locate and load the flow when opening the dialog box.
Why is this necessary?
Think of it like this: you can't show something in a dialog box if it doesn't exist somewhere on your site. Adding the flow to your site makes it available for Experience Cloud to use when needed.
Important Note
The flow does not need to be on a visible page, but it must be present somewhere within your site's structure. This ensures the flow is loaded correctly when the dialog box is triggered.
Learn to trigger Salesforce flows with Avonni Button clicks, enhancing user experience in Experience Cloud.
Flow API Name
The unique identifier of the Salesforce flow to be launched.
Input Variable
Any variables needed to initiate the flow with specific data contexts.
Modal Header
The title displayed at the top of the flow dialog.
Accessible Description
A short description of the dialog’s contents, providing context for screen readers and enhancing accessibility.
Size
The pre-set sizes for the modal:
Small: Best for focused tasks with limited inputs.
Medium: The default size, suitable for most flows.
Large: Ideal for more complex flows that require more screen space.
Display Footer with Close Button
A toggle determines whether the dialog has a footer with a button to close the modal.
On Finish Interaction
Defines the behavior after the flow is completed successfully.
On Close Interaction
Defines the behavior when the flow dialog is manually closed by the user.
On Error Interaction
Specifies the action to take if an error occurs within the flow.
Ensure the flow is intuitive and all fields are clearly labeled.
Test the flow for functionality and user experience across different device sizes and screen resolutions.
Be clear about the flow’s outcome in the On Finish Interaction to set proper user expectations.
Ensure the flow have access to run properly on Experience Cloud.
