This guide provides instructions for allowing users to run a specific search record from a Lightning Flow using the Ascendix Search. We have created a method, which users can use in their scenarios by creating the flow within the Lightning Flow Builder to facilitate this process.
As an example, we are going to create a flow, based on the specific search to update the checkbox for Properties.
- Navigate to the Flow setup and create Autolaunhed (No trigger Flow).
2. Click Add Element and select Action.
3. Filter by Type and for the Action dropdown select Get Records IDs:
4. Fill in the required fields : Label and API Name (this field will be auto-populated from the Label field).
5. Set input Values for the Selected Action and input the Ascendix ID:
- Ascendix ID can be found in the Searches object Ascendix Id field. If the value is empty, create an Ascendix ID manually.
- Id of record to use for automatching is an option available in case you want to update the records from Automatching.
- #Result limit is an option available if you want to set a specific number of records to be updated. Otherwise, by default, the flow will update 20000 records, if there are available of course.
5. Click the Done button to save the result.
6. Add the Update records component, and fill in the required fields : Label and API Name (this field will be auto-populated from the Label field).
7. Specify conditions to identify records, and set fields individually and select the Object from the dropdown and set the conditions:
- The Field include ID
- Operator - In
- Value - select the Collection Variables
8. Click the Save button, fill in the Flow Name, Flow API Name (this field will be auto-populated from the Label field), activate the flow by clicking the Activate button, and click the Run button to test the flow.
Please note there are limitations:
If there are more results than the limit allows (or maximum configured in the flow), the first records up to the limit/max should be returned without any error.
- The maximum amount of returned records is 20000.
- The polygon results are not supported.