How to create a Data Table in Salesforce Flow : Complete Guide.

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Create a Data Table in Flow

In winter ’23 salesforce release introduced “Data Table” in salesforce flows. With the help of salesforce flow you can display the table of records. By using the data table in flow you can perform many actions like,

  1. You can select the record, update the selected record.
  2. Delete the selected record.
  3. Display the records in table format.

In this blog post we will understand how to create a data table in flow and what are its capabilities.

Salesforce flow to display table of records.

Lets create a data table to display all records in account, and lets see how to create single, multiple and view only row selection in data table.

To display the records/values in data table, you need to use the “Get Records” element or using resource of ‘Collection’ type. To create a data table you need to choose flow as “Screen Flow“. Please follow the below step by step to understand more about creating a data table in flow.

Step 1 : Define Flow Properties

  1. Click Setup.
  2. In the quick find search Flows.
  3. Select Flows and click new flow.
  4. Choose the Screen Flow and click Create.

Step 2 : Add a Get Record Element to find the All Accounts

  1. On the Flow Page, click +icon, and select the Get Records element.
  2. Enter the label; API Name will auto populate.
  3. Choose the object as Account.
  4. Choose the Condition Requirements as None-Get All Account Records.
  5. How Many Records to Store.
    1. Select All records.
  6. How to Store Record Data.
    1. Select Automatically store all fields.
  7. Click Done.
Account Get Records

Step 3 : Add a Screen Element to display the Account in Table format

  1. Click +icon and add a screen element.
  2. Enter the label; API Name will auto populate.
  3. From the component list, search Data Table and add it to the screen.
  4. Data Table component, enter the API Name and Label.
    1. Select Use Label as the table title.
  5. Configure Data Source.
    1. Source Collection select as {!Get_Account_Records}.
    2. Row Selection Mode select as View Only.
  6. Configure Columns.
    1. Source Field select the field you want to show in Data Table.
    2. Column Options
      1. select the Custom column label.
      2. Enter the label; same label will be shown in Data Table column.
  7. Set Component Visibility
    1. When to Display Component select Always.
  8. Advanced
    1. Revisited Screen Values
      1. Select Use values from when the user last visited this screen.
  9. Click Done.
Flow Data Table Collection
Flow Data Table Column

If All looks good, Save the flow.

  1. Click Save.
  2. Enter the Flow Label the API Name will auto-populate.
  3. Click Save.
Data Table in Flow

OutPut

Data Table Flow view only

Data Table to select Multiple records

In the lightning:datatable tag we have capability select the more than one record in Data Table. The same functionality can be achieved by using flow Data Table component. As we have three options while selecting row selection mode. Lets explore the Multiple option. If you select the mode as Multiple then in Data Table you can select more than one record at a time.

Lets see how we can do the multiple record selection in flow.

Step 1 : Add a Screen Element to display the Data Table in multiple selection mode.

  1. Click +icon and add a screen element.
  2. Enter the label; API Name will auto populate.
  3. From the component list, search Data Table and add it to the screen.
  4. Data Table component, enter the API Name and Label.
    1. Select Use Label as the table title.
  5. Configure Data Source.
    1. Source Collection select as {!Get_Account_Records}.
    2. Row Selection Mode select as Multiple.
    3. Minimum Row Selection add 1(one).
    4. Maximum Row Selection add how may records you want to select. (Example : 5)
    5. Default Selection choose as {!varSeclectedRows}. [Either you can keep blank. Or choose a variable that created in Advance section].
  6. Configure Columns.
    1. Source Field select the field you want to show in Data Table.
    2. Column Options
      1. select the Custom column label.
      2. Enter the label; same label will be shown in Data Table column.
  7. Set Component Visibility
    1. When to Display Component select Always.
  8. Advanced
    1. Revisited Screen Values
      1. Select Use values from when the user last visited this screen.
  9. Click Done.
Data Table Flow multiple selection

Data Table to select Single records

In below steps lets see how to create single record selection in salesforce data table.

Step 1 : Add a Screen Element to display the Data Table in Single selection mode.

  1. Click +icon and add a screen element.
  2. Enter the label; API Name will auto populate.
  3. From the component list, search Data Table and add it to the screen.
  4. Data Table component, enter the API Name and Label.
    1. Select Use Label as the table title.
  5. Configure Data Source.
    1. Source Collection select as {!Get_Account_Records}.
    2. Row Selection Mode select as Single.
    3. Select Require user to make a selection if you want to add required selection.
    1. Default Selection choose as {!varSeclectedRows}. [Either you can keep blank. Or choose a variable that created in Advance section].
  6. Configure Columns.
    1. Source Field select the field you want to show in Data Table.
    2. Column Options
      1. select the Custom column label.
      2. Enter the label; same label will be shown in Data Table column.
  7. Set Component Visibility
    1. When to Display Component select Always.
  8. Advanced
    1. Revisited Screen Values
      1. Select Use values from when the user last visited this screen.
  9. Click Done
Data Table Flow single selection

Data Table Advance selection

In the data table advance selection you can see Manually assign variable checkbox, by selecting that you can see two option enabled i.e First Selected Row and Selected Rows.

Selected Rows : Holds a collection of records that is selected by the flow user.

First Selected Row : Holds a first record that is selected by the flow user.

If you need these values to process/add further logic you can use this. To hold these output values, in flow we need to create a record variable. For the First selected Row you can create single record variable as below.

First Selected Row in Data table

For the Selected Rows you can create collection record variable as below.

Selected Rows in Data Table

Revisited Screen Values

In the Advance section you can also see option to select the revisited screen values. If you choose

  1. Use values from when the user last visited this screen : If user selected 5 records in data table and clicks next, then again user comes back by clicking previous button to data table then you can still see the 5 records are being selected.
    1. If you have selected above option and if you want see the records that is selected then you need to assign the Default section that is their in Configure Data Source.
    2. Example : – In previous Advance selection i have created the collection record variable to hold the Selected Rows. The same record collection i will add it in Default section because it holds the previous values that are being selected.

2. Refresh inputs to incorporate changes elsewhere in the flow : If user selected 5 records in data Table and clicks next, then again user come back by clicking previous button to data table then selected 5 records will be refreshed, user can select new set of records. For this in Data Table component remove the default selection and keep it as blank in Configure Data Source section.

Conclusion

In this blog post we completely understood how to create a Data Table in flow. Feel free to comment your thought and feel free to share and explore other post’s.

Related Links

  1. Help And Training Community
  2. How to retrieve record Type Id in flow
  3. How to navigate record detail page in flow
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