cancel
Showing results for 
Search instead for 
Did you mean: 

Better handling from ServiceMax SFM Custom Actions to Salesforce Flows

Better handling from ServiceMax SFM Custom Actions to Salesforce Flows

Better handling from ServiceMax SFM Custom Actions to Salesforce Flows

Currently, when a Salesforce Flow is called from a ServiceMax SFM Custom Action, the Flow is properly called but the result of the final action is not correct.

The example is that the Flow creates a new record and the final action is to view the record. This is working well with the new record created. However, when the Flow is called from the Custom Action, the Flow is being restarted (showing the form to create another new record) rather than showing the newly created record.

One of the customer developers discovered that the issue is that the Flow is called in an iframe tag.  Salesforce Flows do not work properly in an iframe.  The workaround is to create an intermediary Aura component. The Custom Action calls this Aura component which then initiates the Flow. The result is as expected, the newly created record is shown.

Recommend that Custom Actions better handle Flows or to not create iframes when calling other Salesforce Components. 

What is the underlying problem do you intend to solve with this idea?
SFM Custom Action not properly handling Salesforce Flows
How is the problem being addressed today, if at all?
Calls the Flow but the result is incorrect. The Flow is restarted rather than presented with the final action of the Flow.
Product Area?
SFM Custom Action
What version of ServiceMax are you on?
20.1
1 Comment
matt_feeney
Employee
Employee

From customer Cytiva Life Sciences

@cathielefort