Prepare Your Org for Paused Flow Interviews
- Let Users Pause Flow Interviews When users can’t finish a flow interview, give them the option to pause it for later by customizing your org’s process automation settings. For example, a customer service representative can pause an interview when the customer doesn’t have all the necessary information.
- Add Record Context to Your FlowsAll it takes to associate your org’s paused interviews with a record is setting the$Flow.CurrentRecord system variable in your flow. That way, you can find all the paused flowinterviews related to that record. For example, in the Change Address flow, set $Flow.CurrentRecord to {!recordId} so that all ChangeAddress interviews are associated with the relevant contact.
- Make It Easy for Users to Find Their Paused Flow Interviews. Give your users an instant view of their paused flow interviews by customizing the Homepage or Salesforce app navigation menu.
- Make It Easy for Users to Find Paused Flow Interviews for a Record.From a record page, display a list of all paused flow interviews that are associated with that record with this custom Lightning component.
- Customize Who Has Access to Paused Flow Interviews.By default, users can resume paused flow interviews as long as they have edit access. To control who has edit access, build a sharing model for the Flow Interview object. Configure theorg-wide default access level, and build sharing rules to override that default for specific users or groups.
- Restrict Who Can Resume Shared Flow InterviewsUsers can resume all paused flow interviews that they have edit access to. To restrict who can resume interviews in your org, disable Let users resume shared flow interviews.