Submit a ticket
Welcome
Login

How to pre-default Workspace/Templates when creating contracts?

By Pre-default Workspace/Templates, customers can skip choosing Workspace/Templates when creating a contract since these are already pre-selected.

In order to do this, we have created a new Screen Component that can be used in Screen Flows. When adding a new Screen component to your flow on the list of Screen Components "Oneflow Contracts for Flows" will be listed there.




How to configure the Screen component?
On the right, you can define the following attributes_

  • API Name - Required. Name of the Screen inside the flow.
  • recordId    - Required. Variable that contains record if for the object where the flow is placed on.
  • Template - Optional. Enter Oneflow Template Name to pre-default Template (Case Sensitive).
  • Template -Show Only - Optional. When Template is pre-default, the Template list only shows this option.
  • Workspace - Optional. Enter Oneflow Template Name to pre-default Workspace (Case Sensitive).
  • Workspace -Show Only - Optional. When Workspace is pre-default, the Workspace list only shows this option.


To better understand how to use the configuration options above, imagine the following scenario where you 2 Workspaces and inside each workspace 3 Templates for example:

  • Sweden(Workspace)
    • Template A
    • Template B
    • Template C
  • Norway(Workspace)
    • Template 1
    • Template 2 
    • Template 3


To pre-default Sweden as Workspace on Workspace Option, you can enter "Sweden" 

Workspace - Sweden


To pre-default Norway as Workspace on Workspace Option, you can enter "Norway":

Workspace - Norway


To pre-default both Template and Workspace, for example, "Sweden" and "Template A"

Keep in mind that to pre-default a Template, Workspace is mandatory to fill.

Workspace - Sweden

Template - Template A


Another option would be to limit the list of Workspace/Templates shown to the user by using Template -Show Only or Workspace -Show Only. 


For example, 

Workspace - Sweden

Template - Template A

Workspace -Show Only - {!$GlobalConstant.True}


In this case, the User would still be allowed to selected other Templates besides "Template A" (although this one is pre-selected for them) but could not choose a different Workspace than "Sweden".

Similar for Template -Show Only - {!$GlobalConstant.True},  the User would still be allowed to selected other Workspaces besides "Sweden" (although this one is pre-selected for them) but could not choose a different Template than "Template A".


Last but not least, here's a video showing the complete setup and usage


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.