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SalesforceLabs / ActionPlansV4

Action Plans encapsulates best practices into reusable task templates.
https://salesforcelabs.github.io/ActionPlansV4/
BSD 3-Clause "New" or "Revised" License
21 stars 11 forks source link

Action Plan Automation, Flow via CreateActionPlanfromTemplate #110

Open dschach opened 1 year ago

dschach commented 1 year ago

Discussed in https://github.com/SalesforceLabs/ActionPlansV4/discussions/109

Originally posted by **tatertotsey** March 23, 2023 Hi, I am trying to create an Action Plan depending on pre-created Action Plan Template via flow. If an Opportunity's stage changed into Closed, the flow is triggered and creates Action Plan from Template. The issue is, when the Action Plan is created via flow, the controlling fields of the tasks become different from the chosen template. If I create the Action Plan manually, the depending fields seems exact to the ones in the Template, so no problem there. What should be the solution to this, what am I missing while creating the flow? Thank you!
dschach commented 1 year ago

Appears we may need to reconcile VF-driven Apex from Invocable-driven Apex. May need to centralize more around our batch process - but could have implications if action is run from asynchronous Flow. Needs more research.

Thanks for raising this issue @tatertotsey