🆕Open Flow Panel
Overview
The Open Flow Panel feature lets you easily embed other flows within side panels inside any Avonni Component. This creates a smoother, more dynamic user experience within your Salesforce apps.
Features
Dynamic Data Refresh: This feature keeps the data on your main screen in sync with actions taken within the panel, ensuring real-time accuracy.
Section Management: Overcome nesting section limitations in the standard flow builder. Embed flows within the panel for flexible layout design.
Optimized Space Utilization: Conserve screen space by presenting additional information or actions in a compact side panel.
Endless Possibilities: Integrate the Open Flow Panel with a wide range of Avonni components to build sophisticated, tailored user interfaces.
Tutorials
| Name | Description | Illustration |
|---|---|---|
This tutorial explains the basics of configuring the Open Flow Panel interaction. |
Settings
Accessing the Open Flow Panel interaction
You can access the Open Flow Panel feature within the interaction panel of any supported Avonni Component. Choose "Open Flow Panel" as the interaction type you want to create, and then customize the settings as needed.
Panel Configuration
Customize the appearance and behavior of your panel to integrate it into your user interface seamlessly.
Header: Provide a clear and descriptive title for the panel to guide your users.
Position: Choose whether the panel should slide in from the left or right side of the screen.
Overlay (Outer): Enable this option to display the panel as an overlay on top of your existing content instead of removing it.
Size: Select a panel size (small, medium, large, or x-large) based on the content you want to display.
Hide Close Icon: If you want to programmatically control the panel's visibility, you can choose to hide the default close icon.
Panel Interactions
Define how your panel interacts with your main flow and responds to user actions.
Input Variables: Pass data from your main flow into the embedded flow to initialize values or filter results.
On Finish: Set actions to occur after the panel flow completes, such as refreshing data or triggering a celebratory animation.
On Close: Define actions to perform when the user manually closes the panel, like navigating to another screen or updating data.
On Error: Prepare for potential errors during the panel flow's execution. You can display an error message or redirect the user to another screen.
Advanced Usage: Refresh All Queries with Open Flow Panel
Combine the Open Flow Panel interaction with the "Refresh All Queries" to keep your data up-to-date. For instance, if you open a panel containing a Record Detail component that updates a record, you can use "Refresh All Queries" to automatically update other components on the page with the latest information when the panel closes or this flow is finished.
Use Cases
Record Creation/Editing: Present detailed input forms or additional information related to the main record.
Approval Processes: Display relevant details for review and approval within a convenient side panel.
Related Data Display: Show associated records or contextual information alongside the main flow.
Guided Workflows: Guide users through a sub-process without navigating away from the main screen.
And more: Leverage the Open Flow Panel for virtually any scenario where you must present supplementary information or actions within your screen flow.
The Open Flow Panel interaction provides a powerful interaction to create richer and more engaging user experiences.
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