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Merge pull request #28 from SFDO-Community/feature-base-flows
#118 Feature Two Screen Flow and One List View Button independent fro…
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‎cumulusci.yml‎

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class_path: cumulusci.tasks.salesforce.Deploy
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options:
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path: unpackaged/config/sample_surveys
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deploy_base_flows:
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description: GRMS - Base Flows
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group: Salesforce Metadata
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class_path: cumulusci.tasks.salesforce.Deploy
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options:
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path: unpackaged-base-flows/config/base-samples
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flows:
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config_apextest:
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task: deploy_sample_surveys
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ui_options:
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is_required: False
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3:
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task: deploy_base_flows
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ui_options:
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is_required: False
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plans:
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install:

‎sfdx-project.json‎

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},
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{
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"path": "unpackaged/config/sample_surveys"
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},
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{
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"path": "unpackaged-base-flows/config/base-samples"
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}
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],
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"namespace": "",

‎unpackaged-base-flows/config/base-samples/flows/Case_Load_Migration_Flow.flow-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>57.0</apiVersion>
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<assignments>
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<name>Clone_Relationships_To_Update</name>
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<label>Clone Relationships To Update</label>
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<locationX>490</locationX>
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<locationY>674</locationY>
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<assignmentItems>
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<assignToReference>RelationshipsToCopy</assignToReference>
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<operator>Add</operator>
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<value>
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<elementReference>NewRelationship</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Create_New_Relationships</targetReference>
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</connector>
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</assignments>
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<assignments>
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<name>Create_Relationship</name>
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<label>Create Relationship</label>
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<locationX>490</locationX>
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<locationY>566</locationY>
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<assignmentItems>
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<assignToReference>NewRelationship.GRMS__Client__c</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>Create_New_Relationships.GRMS__Client__r.Id</elementReference>
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</value>
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</assignmentItems>
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<assignmentItems>
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<assignToReference>NewRelationship.GRMS__FieldWorker__c</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>Which_field_worker_do_you_want_to_move_the_case_load_to</elementReference>
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</value>
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</assignmentItems>
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<assignmentItems>
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<assignToReference>NewRelationship.GRMS__Type__c</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>Create_New_Relationships.GRMS__Type__c</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Clone_Relationships_To_Update</targetReference>
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</connector>
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</assignments>
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<assignments>
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<name>Relationships_To_Update</name>
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<label>Relationships To Update</label>
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<locationX>138</locationX>
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<locationY>674</locationY>
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<assignmentItems>
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<assignToReference>RelationshipsToUpdate</assignToReference>
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<operator>Add</operator>
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<value>
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<elementReference>Re_assign_Relationships</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Re_assign_Relationships</targetReference>
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</connector>
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</assignments>
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<assignments>
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<description>Update the Field Worker Id to the new Field Worker selected in the selection screen</description>
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<name>Update_Field_Worker_Id</name>
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<label>Update Field Worker Id</label>
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<locationX>138</locationX>
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<locationY>566</locationY>
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<assignmentItems>
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<assignToReference>Re_assign_Relationships.GRMS__FieldWorker__c</assignToReference>
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<operator>Assign</operator>
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<value>
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<elementReference>Which_field_worker_do_you_want_to_move_the_case_load_to</elementReference>
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</value>
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</assignmentItems>
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<connector>
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<targetReference>Relationships_To_Update</targetReference>
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</connector>
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</assignments>
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<choices>
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<name>Copy</name>
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<choiceText>Copy</choiceText>
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<dataType>String</dataType>
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<value>
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<stringValue>Copy</stringValue>
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</value>
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</choices>
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<choices>
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<name>Migrate</name>
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<choiceText>Migrate</choiceText>
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<dataType>String</dataType>
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<value>
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<stringValue>Migrate</stringValue>
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</value>
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</choices>
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<decisions>
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<name>Migrate_or_Copy_Decision</name>
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<label>Migrate or Copy Decision</label>
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<locationX>226</locationX>
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<locationY>350</locationY>
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<defaultConnector>
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<targetReference>Create_New_Relationships</targetReference>
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</defaultConnector>
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<defaultConnectorLabel>Copy</defaultConnectorLabel>
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<rules>
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<name>MigrateOutcome</name>
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<conditionLogic>and</conditionLogic>
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<conditions>
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<leftValueReference>typedecision</leftValueReference>
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<operator>EqualTo</operator>
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<rightValue>
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<elementReference>Migrate</elementReference>
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</rightValue>
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</conditions>
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<connector>
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<targetReference>Re_assign_Relationships</targetReference>
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</connector>
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<label>MigrateOutcome</label>
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</rules>
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</decisions>
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<description>A screen flow to migrate a case load between fields workers, either by re-assigning to a different field worker or by copy a case load to a different field worker.</description>
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<dynamicChoiceSets>
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<name>Field_Worker_End</name>
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<dataType>String</dataType>
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<displayField>Name</displayField>
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<filterLogic>and</filterLogic>
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<filters>
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<field>GRMS__ContactType__c</field>
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<operator>EqualTo</operator>
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<value>
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<stringValue>Field Worker</stringValue>
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</value>
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</filters>
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<object>Contact</object>
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<sortField>Name</sortField>
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<sortOrder>Asc</sortOrder>
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<valueField>Id</valueField>
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</dynamicChoiceSets>
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<dynamicChoiceSets>
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<name>Field_Workers_Start</name>
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<dataType>String</dataType>
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<displayField>Name</displayField>
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<filterLogic>and</filterLogic>
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<filters>
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<field>GRMS__ContactType__c</field>
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<operator>EqualTo</operator>
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<value>
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<stringValue>Field Worker</stringValue>
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</value>
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</filters>
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<object>Contact</object>
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<sortField>Name</sortField>
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<sortOrder>Asc</sortOrder>
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<valueField>Id</valueField>
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</dynamicChoiceSets>
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<interviewLabel>Case Load Migration Flow {!$Flow.CurrentDateTime}</interviewLabel>
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<label>Case Load Migration Flow</label>
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<loops>
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<name>Create_New_Relationships</name>
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<label>Create New Relationships</label>
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<locationX>402</locationX>
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<locationY>458</locationY>
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<collectionReference>Get_Case_Load</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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<targetReference>Create_Relationship</targetReference>
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</nextValueConnector>
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<noMoreValuesConnector>
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<targetReference>Create_Relationships</targetReference>
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</noMoreValuesConnector>
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</loops>
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<loops>
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<description>Re-assign the field worker and client relationships to the new field worker.</description>
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<name>Re_assign_Relationships</name>
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<label>Re-assign Relationships</label>
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<locationX>50</locationX>
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<locationY>458</locationY>
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<collectionReference>Get_Case_Load</collectionReference>
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<iterationOrder>Asc</iterationOrder>
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<nextValueConnector>
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<targetReference>Update_Field_Worker_Id</targetReference>
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</nextValueConnector>
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<noMoreValuesConnector>
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<targetReference>Update_all_Relationships</targetReference>
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</noMoreValuesConnector>
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</loops>
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<processMetadataValues>
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<name>BuilderType</name>
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<value>
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<stringValue>LightningFlowBuilder</stringValue>
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</value>
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</processMetadataValues>
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<processMetadataValues>
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<name>CanvasMode</name>
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<value>
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<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
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</value>
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</processMetadataValues>
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<processMetadataValues>
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<name>OriginBuilderType</name>
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<value>
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<stringValue>LightningFlowBuilder</stringValue>
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</value>
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</processMetadataValues>
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<processType>Flow</processType>
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<recordCreates>
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<name>Create_Relationships</name>
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<label>Create Relationships</label>
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<locationX>402</locationX>
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<locationY>866</locationY>
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<connector>
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<targetReference>Success</targetReference>
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</connector>
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<inputReference>RelationshipsToCopy</inputReference>
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</recordCreates>
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<recordLookups>
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<name>Get_Case_Load</name>
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<label>Get Case Load</label>
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<locationX>226</locationX>
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<locationY>242</locationY>
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<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
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<connector>
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<targetReference>Migrate_or_Copy_Decision</targetReference>
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</connector>
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<filterLogic>and</filterLogic>
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<filters>
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<field>GRMS__FieldWorker__c</field>
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<operator>EqualTo</operator>
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<value>
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<elementReference>Which_field_worker_do_you_want_to_start_with</elementReference>
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</value>
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</filters>
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<getFirstRecordOnly>false</getFirstRecordOnly>
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<object>GRMS__FieldWorkerClientRelation__c</object>
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<storeOutputAutomatically>true</storeOutputAutomatically>
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</recordLookups>
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<recordUpdates>
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<name>Update_all_Relationships</name>
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<label>Update all Relationships</label>
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<locationX>50</locationX>
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<locationY>866</locationY>
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<connector>
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<targetReference>Success</targetReference>
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</connector>
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<inputReference>RelationshipsToUpdate</inputReference>
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</recordUpdates>
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<screens>
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<name>Selection_Screen</name>
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<label>Selection Screen</label>
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<locationX>226</locationX>
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<locationY>134</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>true</allowPause>
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<connector>
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<targetReference>Get_Case_Load</targetReference>
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</connector>
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<fields>
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<name>Which_field_worker_do_you_want_to_start_with</name>
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<choiceReferences>Field_Workers_Start</choiceReferences>
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<dataType>String</dataType>
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<fieldText>Which field worker do you want to start with?</fieldText>
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<fieldType>DropdownBox</fieldType>
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<isRequired>true</isRequired>
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</fields>
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<fields>
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<name>Which_field_worker_do_you_want_to_move_the_case_load_to</name>
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<choiceReferences>Field_Worker_End</choiceReferences>
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<dataType>String</dataType>
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<fieldText>Which field worker do you want to move the case load to?</fieldText>
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<fieldType>DropdownBox</fieldType>
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<isRequired>true</isRequired>
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</fields>
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<fields>
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<name>Decision1</name>
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<fieldText>&lt;p&gt;Do you want to migrate the caseload of surveys from one field worker to another (and delete the caseload from the first field worker) or do you want to copy a caseload from a case worker to another?&lt;/p&gt;</fieldText>
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<fieldType>DisplayText</fieldType>
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</fields>
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<fields>
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<name>typedecision</name>
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<choiceReferences>Migrate</choiceReferences>
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<choiceReferences>Copy</choiceReferences>
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<dataType>String</dataType>
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<fieldType>RadioButtons</fieldType>
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<isRequired>true</isRequired>
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</fields>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<screens>
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<name>Success</name>
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<label>Success</label>
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<locationX>226</locationX>
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<locationY>1058</locationY>
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<allowBack>true</allowBack>
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<allowFinish>true</allowFinish>
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<allowPause>true</allowPause>
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<fields>
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<name>SuccessMessage</name>
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<fieldText>&lt;p&gt;Your relationships have updated&lt;/p&gt;</fieldText>
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<fieldType>DisplayText</fieldType>
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</fields>
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<showFooter>true</showFooter>
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<showHeader>true</showHeader>
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</screens>
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<start>
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<locationX>100</locationX>
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<locationY>0</locationY>
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<connector>
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<targetReference>Selection_Screen</targetReference>
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</connector>
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</start>
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<status>Active</status>
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<variables>
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<name>NewRelationship</name>
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<dataType>SObject</dataType>
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<isCollection>false</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>GRMS__FieldWorkerClientRelation__c</objectType>
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</variables>
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<variables>
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<name>RelationshipsToCopy</name>
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<dataType>SObject</dataType>
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<isCollection>true</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>GRMS__FieldWorkerClientRelation__c</objectType>
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</variables>
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<variables>
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<name>RelationshipsToUpdate</name>
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<dataType>SObject</dataType>
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<isCollection>true</isCollection>
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<isInput>false</isInput>
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<isOutput>false</isOutput>
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<objectType>GRMS__FieldWorkerClientRelation__c</objectType>
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</variables>
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</Flow>

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