How do I...?

Use the edit and view choices for a flow task?

I'm not sure how to use the edit and view options with the new Flow feature.

How do I edit an existing record? I tried using the variables but that just seems to create a new record with the same record ID.

As for the view option, maybe I just don't understand the point of it. Could you provide some examples of what you would use the view choice for, within a flow? Also when you are at the view step, you have to click into a record to move to the next step, but there doesn't seem to be any link back to the record that was selected.

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Jamie Owen shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Matt Cox commented  ·   ·  Flag as inappropriate

    Mine are setup with a View then flowing to an edit. The view opens a view to select a record and then the edit feature lets you edit the record with the form selected. Or at least that's my understanding of it.

    All my flows are currently in testing phase. So I'm not sure how the flow will interact with Roles. like if for the Role View A opens with form A im not sure if the Flow can override View A to open with Form B. it's on my list of things to test.

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