Hello,
I need some help with a flow I am working on. What I am doing is I am capturing responses from a form and then creating a sharepoint list and Sales Force entries with the information from the form. In order to avoid duplicate accounts for companies though I have flows set up to check against the sales force "Accounts" information. What I need to do is configure the flow to move on and stop checking the rest of the records after getting a yes response.
So here it is scanning through all 400+ records from our sales force account to find a match for the company name from the form response. Once it gets a "yes" that there is a match then I want it to stop checking the rest of the records and move on to the next step in the flow. If it scans all of the records and gets a no from each of them then it should follow the no path.
Please help
So you mean that you want to stop the flow when the first Yes is encontered? If so, just below the create record action of the yes tab, add an action and search for terminate. Select the terminate action and set the status on that.
Hope this Helps!
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update: @yashag2255 beat me to it 🙂 But validating to know I was on the right path.
Hi there.
I'm not certain this will work...just seems like it should. Try putting a Terminate action after the update:
You can use a different status, I just chose "Succeeded". Keep us posted.
-Ed-
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I get an error message when I try to add that function that says "The operation 'terminate' cannot be used inside a for each."
I don't have a Sales Force account - can you tell me if the action that you are using supports OData filters?
@ScottShearer there are a couple of different steps going on here but the "Get Recrods" salesforce action does support OData
Create a boolean variable above the loop and set it to True. Then inside you Apply to each set the variable to False if you find the account you want. Then put your main condition inside a condition that checks that variable. If the variable is still true it will check for the company and process it. If the company has already been found it will skip the whole thing. You'll still iterate through everything, but you won't do any of the actions after you set the variable to False.
Then why not use an OData filter and refer to item zero in the collection that is returned - that is the first record. Also , you can use the length expression to check the number of records returned - if it is zero, then you know that no records were returned. This eliminates the need to loop through the items. If I had access to SalesForce I could explain better with screen shots.....
Could you please elaborate and provide a screen shot of what you are referring to @Pstork1
I tried adding the company name response from the form to the "Get Records" query to try and only pull that record but it failed when I did that @ScottShearer
My solution uses two conditions. The outer one checks to see if you have set StopLoop to True. If not it does the condition you have in your Flow. If that condition finds the Company that matches the Account then it does its work and sets StopLoop equal to True. Then on the next loop the first condition directs the program to the empty no side of the outer condition. It continues to do that through the rest of the Loop since there is no way to exit an Apply to Each loop early. Here's a screen shot that shows the Loop and the outer condition check.
And this screenshot expands the inner condition that contains your original logic plus the action to set the StopLoop variable
My bad. I should have tested this first. But here is a workaround that you can use:
The do until loop will stop as soon as the first yes was encountered.
Hope this Helps!
If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!
@Pstork1 I tried this and it failed even earlier
"Unable to process template language expressions for action 'Apply_to_each_4' at line '1' and column '42902': 'The template function 'arrayvariables' is not defined or not valid.'."
Can you share a screenprint of your flow. I don't have an arrayvariables or an 'Apply_to_each_4' loop in my Flow so I'm not sure where yours is going bad. I have a working copy of what I provided to you (less the salesforce actions) and it does work.
Please take a look at thiis blog post that explains how to use OData filters.
While the blog post does not directly address SalesForce, the consept is the same.
@ScottShearer that wont work as the varible is unknown until the user types it into the form.
@Pstork1 I have tried to re-create the flow from scratch and here is part of the issue I am running into. When I set it up there is no option for the Varible to select
If you add an action inside the Apply to each you will be able to see the items inside the list of responses.
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