---
schema_version: "1"
id: 2cf1f171e439a4dff2dcc819e63bf5994fe84bcd0f6f3047401755ecad429ca5
title: Run a Screen Flow From a Quick Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_distribute_internal_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_distribute_internal_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9c33d65389846808fcb75f584172364c297c22614d6b5aaa9c2c4c0fe5f9b53a
description: Add a button to a Lightning record page that starts an active screen flow. Send the entire record or the record ID to the flow. Use a quick action to setup the button.
products:
- Flow Builder
- Salesforce Platform
release: "264"
---
# Run a Screen Flow From a Quick Action
Add a button to a Lightning record page that starts an active screen flow. Send the entire record or the record ID to the flow. Use a quick action to setup the button.
### Required Editions
Create a screen flow, and optionally, have the record page send the record ID or the whole record to the flow for context. Then create a quick action on an object and configure it to run the screen flow. Then add the quick action to the Lightning record page layout.
Note You can also use a Field Service Mobile Flow.
## Create the Screen Flow
Create the screen flow that will collect information from your users.
1. Open the Flows list view.
- From the Automation app, select the **Flows** tab.
- From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
- From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
Note that the Automation app and Flows tab options don't require Setup access.
2. Create a screen flow.
- From the Automation app, click **New** | **Screen Automations** | **Screen Flow**.
- From Setup, click **New Flow** | **Screen Automations** | **Screen Flow**.
3. Optionally, create a variable to hold the record ID or the whole record of the record page where the user clicked the button.
The quick action automatically sends the record ID or whole record to the flow if the flow has a variable named recordId. Create the recordId variable if you want to reference the record where the user clicked the button in the flow. For example, if the quick action button is on a contact record page and you want to send an email to the contact in the flow, you need to give the flow the contact's record so the flow knows who to email.
1. Open the Toolbox by clicking 
2. Click **New Resource**.
3. For Resource Type, select **Variable**.
4. For API Name, enter recordId.
The variable API name must match this name exactly for the record ID or whole record to be sent to the flow from the record page.
5. Set the data type and object.
To send the whole record to the flow, for Data Type, select **Record** and for Object, select the object of the record.
To send the record ID to the flow, for Data Type, select **Text**.
6. For Availability Outside the Flow, select **Available for input**.
Making the variable available for input let's the quick action send the record ID or whole record to this variable.
7. Save your work.
4. Add and configure a Screen element.
1. Click , and select **Screen**.
The Screen configuration window opens.
2. Edit the generated label if needed, for example to Collect Lead Details. Flow Builder generates the label based on your configuration, and the API name populates based on the label, for example as Collect\_Lead\_Details.
3. Add screen components by dragging them from the Components list onto the screen and configuring them. For example, drag a Name screen component onto the screen to collect a first name and a last name. For Label, enter Lead Name and let the API name autofill. Then, add an Email component to collect an email address.
4. Save your work.
5. Add more elements to your screen flow to complete more actions. For example, add a Create Records element and use the inputs from the previous screen to create a lead.
1. Click , and select **Create Records**.
The Create Records configuration panel opens.
2. Edit the generated label if needed, for example to Create Lead. Flow Builder generates the label based on your configuration, and the API name populates based on the label, for example as Create\_Lead.
3. For How to set record field values, select **Manually**
4. For How Many Records to Create, select **One**.
5. For Object, search for and select **Lead**.
6. For the Last Name field value, click **Collect Lead Details**, and then click **Last Name**.
This sets the value of the new lead's last name to the value that's entered into the Last Name screen component on the Collect New Lead Details screen.
7. Click **Add Field** and add more screen component values to populate fields in your new record.
6. Save and activate your flow.
For more information about flows see [Automate Tasks with Flows](https://help.salesforce.com/s/articleView?id=platform.flow.htm&type=5&language=en_US).
## Create the Quick Action
Create the quick action that calls the flow when the button is clicked.
1. In Setup, click **Object Manager**.
2. Search for and select the object whose records you want the quick action button to show up on. For example, search for and click **Contact**.
3. Click **Buttons, Links, and Actions**.
4. Click **New Action**.
The new action configuration page opens.
5. For Action Type, click **Flow**.
6. For Flow, select the screen flow you created in the last section.
If you don't see the flow you created, check that the flow is activated. Only active screen flows show in the list of flows.
7. For Label, enter the label you want to show on the button. For example, enter **Create Lead** and let the Name autofill.
8. Save your work.
## Add the Quick Action to the Page Layout
Now that your quick action is configured, add it to the page layout of the same object you created the quick action for.
1. In the object in Object Manager, click **Page Layouts**.
2. Click the name of the page layout where you want the quick action to button to show.
The page layout opens.
3. Click **Mobile & Lightning Actions**.
4. Find your new quick action button and drag it to the Salesforce Mobile and Lightning Experience Actions section.
The order of the buttons shown in this section is the order that's shown to the user on the record page.
The quick action button shows on the record page. When a user clicks the button, the screen flow runs.
## Considerations for Running Flows from Quick Actions
Keep these considerations in mind before running flows from quick actions.
- Only screen flows are supported.
- The flow must be active. If you later deactivate the flow, the action doesn’t appear at runtime.
- Quick actions running flows are available only as object-specific actions.
- The displayed title is the action’s label instead of its flow name. We recommend that you enter the flow name as the action label. When you run a flow from a quick action, the title is always displayed even if you configure the flow to hide the header.
- The quick action’s screen-level help text isn’t available for feed-based page layouts.