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Flow Organizer

Metaforce Flow Organizer helps you to manage all your flows and flow versions in a single view. Whenever the user opens the flow organizer or clicks the Refresh button at the top, Metaforce fetches latest flow version updates.

Here are flow organizer table columns:

  • Flow Name: shows flow name and flow api name both.
    1. The flow name is a clickable link and it will redirect to flow detail page in salesforce when the user clicks it.
    2. The flow API name is a clickable text and it will be copied to clipboard so that the user can easily paste the api name for other purposes.
  • Flow Status: indicates the flow is active or not.
  • Type, there are 4 common flow types:
    1. AutoLaunchedFlow
    2. Screen Flow
    3. Record Triggered Flow
    4. Process Builder
  • Object: the object name where the record triggered flow is based on.
  • Trigger Type: indicates when a record trigger flow get triggered.
  • Last Modified: last modified user and date.

All columns can be sorted by clicking the column header. By default, the table is sorted by Last Modified Date(descending).

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Actions On The Flow Version

By default, the most recent 5 flow versions will be fetched for the display. If the flow has many old versions, click the "Retrieve all flow versions" button to list all of them.

Tips: click "Last Modified Date" column header to keep the latest updated flow on the top, then you can easily find the flow you're working on.

Avaiable flow actions:

  • Open: open current flow version and redirects to the flow builder in the salesforce.
  • Active/Deactivate: toggle flow status.
  • Debug: open the debug page for current flow version.
  • Diff: compare current flow version with a specified flow version in current or another salesforce org.
  • Del: remove current flow version.

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Flow Version Diff View

The "Diff" action lets users easily see the differences between the source and target flow versions. They can choose a different version of the same flow for the target, or even pick a flow version from a different org. flow-actions