Screen actions make your screen elements dynamic by using an autolaunched flow to
retrieve or process data. Screen actions reduce the need for you to add elements between screens
and reduce the need for users to switch between screens to observe data updates. Because users
click though fewer screens, they can finish a screen flow faster. Also, users benefit from
screens that react to their interactions, increasing their engagement.
Required Editions
How Screen Actions Work
Screen actions can be triggered by a user clicking a button on a screen element or
automatically when certain events happen on the screen.
Automatically triggered screen actions run after these screen events.
- The screen action’s inputs that reference components on the same screen change
values.
- The screen loads for the first time.
- The screen is revisited after a user goes back to the previous screen and forward again
to the screen.
When the screen action runs, it triggers the associated autolaunched flow and sends
relevant input data to it. The inputs sent to the autolaunched flow provide the necessary
context for the data being retrieved or processed. The input variables in the autolaunched
flow are populated by those inputs sent by the screen action.
After the autolaunched flow completes its job, the values in the autolaunched flow’s output
variables are sent back to the screen flow and stored in the screen action’s results. Those
values can then be used to update screen components on the same screen where the screen
action was triggered.
- Create the Autolaunched Flow and Setup the Action
Create and activate the autolaunched flow that you want to be triggered by a screen action. You want to create the autolaunched flow before configuring the screen action because you select the active autolaunched flow when you set up the screen action.
- Email Contacts that a User Selects on a Screen Example
This example uses an automatically triggered screen action to let users select an account and instantly view or select related contacts—all within a single screen. Then, it sends the selected contacts an email.
