RSS

Using Subflows

16 Apr
Using Subflows

April 16, 2015

A subflow is nothing tricky, it’s just a flow that is called by another flow.  And fortunately calling one flow from another is refreshingly easy to do when you keep just a few things in mind.

CallingASubflow

But first of all, why would you want to call a subflow?  One reason is to write your own functions that can be used over and over again.  For example, one useful function looks up the RecordTypeId for an object you are referencing in your primary flow.  Another example would be a function to concatenate strings with an optional separator (examples of these subflows to come).

Another reason is to be able to run a section of code from two or more other processes.  For example, let’s say I have a little flow that adds a record to a custom object B.  Just before adding the record it populates a couple fields with calculated data so that these fields are always predictably populated.

In this example the functionality of that code needs to be available to the user on object B itself, and also to a flow from related object A.  In order to make this happen I will call the subflow from a “wrapper” flow on object B, and from the flow that is initiated from object A (more to come on wrapper flows).

So what do you need to keep in mind when calling a subflow?  Here are just a few observations:

Subflows Are Gift Exchange Addicts

The first thing to know is that subflows likes to receive input and give output.  They don’t just like it, the require it and if you don’t participate, they won’t play with you.

SubflowIOrequired

Subflows require input and output

This means that you must have at least one variable defined in your subflow to receive input and to give output, even if input and output is not needed for the functionality of the subflow or primary flow.

Variables in your subflow that receive or give out data must be defined as input or output variables–“Input Only” if it will be receiving data only, “Input and Output” if it will be both receiving and giving data, or “Output Only” if it will be giving out data only.  So in your subflow you’ll need one variable that is “Input and Output,” or two variables, one that is “Input Only” and one that is “Output Only.”

SampleInputAndOutputVariable

Sample input and output variable

That means that you’ll need to pass something from your primary flow into these variables in your subflow, and you can pass in all sorts of things, like screen input fields, variables, constants, typed strings or numbers, and even functions.

InputIsDisplayField

Example of a Display field “DisplayHelloMsg” as input into a text variable in the subflow called “tempVar”

OutputIntoVariable

Here is an example of a text variable “tempVar” being passed from the subflow into a text variable “PrimaryFlowTempVar” of the primary flow

.

A Word of Caution About Changing Subflow Input or Output Variable Names

If you should happen to change the name of an Input or Output variable in your Subflow you will need to go into all the Flows that call your Subflow and re-select the Source variable. For example, if your original input variable is “tempVar” and you rename it to “inputVar”, then you’ll need to go into all the calling flows, open the Subflow element, and in the Source field, where you see “tempVar” change it to “inputVar”.


Accessing Newly Created Subflow I/O Variables

If you happen to be working on both your primary flow and your subflow simultaneously, like I somehow seem to be doing quite frequently, you may make a change to your subflow I/O variables but not be able to see those variables in the subflow element in your primary flow.  To correct this, first be sure you’ve saved both your subflow and your primary flow.  Then, on the browser page for your primary flow, click the browser refresh button.  This will load the changed you made into the subflow elements and you’ll be able to see your new or changed I/O variables.

NewInputVar

Newly created input variable in subflow

NewVarNotPresent

Hmmmm…where is that new variable?

BrowserRefresh

Refresh the browser on the page for the primary flow

There it is!

There it is!

Quirky Save Message

There are a few quirky items to be aware of when working with flows, but here is just one for this post: you’ll always get a general warning message when saving a flow that passes one or more sObject Collection variables.

General warning when saving subflows with sObject Collection variables

General warning when saving subflows with sObject Collection variables

This message startled me at first, so I very carefully went back over all of my variables to make sure their types matched exactly, and found that everything looked just fine.  So I barged ahead with testing and everything worked splendidly.  In my observations this seems to only occur when passing sObject Collection variables.  Passing singular sObject variables doesn’t trigger this warning.

Posts with Subflow Examples:

Cheers!

References:

Advertisements
 
1 Comment

Posted by on April 16, 2015 in Visual Flow

 

Tags: , , ,

One response to “Using Subflows

  1. Darrin Belling

    November 8, 2015 at 3:03 am

    Good article. I will be experiencing some of these issues as well..

    Like

     

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

 
%d bloggers like this: