Perform actions on selected tasks

Overview

This page walks you through building an activity timeline component that lists selectable tasks based on a GetRecords collection. Then, we will display only selected tasks on another screen using the Avonni List component.

Result

The final result looks like this:

Steps

The steps to pass the RecordID are as follows:

1. Create the Get Records collection

The very first step starts with creating our Get Records collection to ask Flow Builder to fetch all the Task records by following the below steps:

• Add a Get Records element to fetch all tasks data

• Enter a collection Label > GetTasks

• Add the Task Object

• Select "None - Get all Task Records" in the condition requirements field

• Select "All Records" regarding the number of records to display

• Click "Done"

2. Add the Activity Timeline component

• Add a screen element

• Enter a screen label

• Drag the Activity Timeline component from the components list to our screen flow (located under the custom section)

• Enter an API Name. For example, ActivityTimeline.

3. Configure the Activity Timeline component

• Click on the Open Component Builder button to access all the settings for the Activity Timeline component

• Enter a Title for the component (e.g: Tasks)

• Under the Data Source section, select Variable to assign our previously created Get Records collection

• Under Source Collection, click on the GetTask collection we created in step 1

• Under the Data Mapping section, let's do our fields mapping

  • Title => Task.Subject

  • Description => Task.Description

  • Name => Task.Id (Activity ID)

  • Icon Name => standard:task (switch to Manual to select an icon manually)

  • Date => Task.DueDate

  • Has Checkbox => Yes (switch to Manual to select the toggle)

4. Create a new Get Records collection to fetch selected tasks

• Add a Get record collection:

  • Label: GetSelectedTasks

  • Object: Task

  • Filter: Use the IN operator with value “activityTimeline.selectedItemNames“

6. Create a new flow screen

Now, we will add a new screen flow to display only selected tasks from our first screen.

• Add a screen element

• Enter a screen label

• Enter an API Name. For example, selectedTasks

• Drag the Avonni List Component to our screen flow

7. Configure the Avonni List Component

• Open the Component Builder to access all Settings

• Add a bottom divider

• Select a variable Data Source.

• Select the source collection "GetSelectedTask" created in step 4

• Configure the data mapping:

  • Label: Subject

  • Name: Activitiy ID

  • Description: Description

  • Avatar > Icon Name > Manual: Standard:task2

  • Avatar > Icon Size > Medium

  • Add an info label (optional)

Screen:

• List component

• Display selected tasks in the list