Add Many2Many to a Screen Flow

This page covers:

Related pages:

• Expose Many2Many to Users

Setup Many2Many in a Flow

Organizations sometimes choose to include the M2M component in a screen flow in addition to or in lieu of adding it to a Lightning page.

1. To set up the Many2Many Lightning Component in Flow, navigate to “Setup”.

2. Using the Quick Find search bar, type “Flows”.

3. Select “Flows” under Process Automation and click “New Flow”.

   Open

   

4. Select “Screen Flow” to add M2M to a screen flow guiding the user to tag records while navigating through the flow screens.

   Open

   

5. On the Flow Builder, drag the “Screen” element directly onto the interface where the “Start” is located.

6. Click on “Flow Label” on the “New Screen” pop-up to edit the screen properties, including the Label and API Name.

7. Search for the “TaggingUI” component in the “Custom Components” section and drag and drop it under the “Flow Label”.

8. On the right-hand side, complete the following fields(asterisked fields are required).

   1. API Name: TaggingTool

   2. Add Tags?: {!$GlobalConstant.True}. Setting this field as TRUE enables users to add tags

   3. Remove Tags?: {!$GlobalConstant.True}. Setting this field as TRUE enables users to delete tags

9. To identify the “Tag Settings ID”, go into the Tag Settings object and select which record to display in the Lightning component. 

10. In the address bar of the Tag Setting record, copy and paste the unique record ID that displays after the object API name.

11. Return to the “New Screen” pop-up interface and click “Done”.

12. In Flow Builder, click on “Start” and drag the white circle that appears below the icon until it forms an arrow to connect with the “Screen” component.

13. Click “Save” and “Activate”.