Question with Dynamic Options: Example Flow

To use a question with dynamic options with your enhanced bot, create an autolaunched flow to populate the options from the objects and fields you specify. The flow must return an ID list variable as output for use with the bot.

Required Editions

View supported editions for Einstein Bots.
View supported editions for Messaging.

The Get Cases for Bots flow searches cases and filters by priority. It returns the three most recent high-priority cases and stores the results in an ID list variable.

The Get Cases for Bots example flow

After you create a flow, in the bot, add a Flow action dialog step that references your flow and store the output in an ID list bot variable. In the associated Question (Dynamic) dialog step, reference the same ID list bot variable in the Record ID Options input parameter.

A Closer Look at the Get Cases for Bots Example Flow

In this example, the Get Records element, Get Cases For Bots, searches the Case object for recent high-priority cases.

A Get Records element

It selectively stores the ID field from the Case records in the CaseList record collection (or record list) variable.

A Get Records element

To convert the record collection to a record ID list, the flow uses the Loop and Assignment elements. The Convert Record to Record ID List Loop element grabs the ID field from each Case record stored in the CaseList record collection variable. The Assign Case ID to Collection Variable Assignment element adds each record ID field grabbed from the CaseList collection variable to the CaseIdList record ID list variable.

A Loop element
An Assignment element