How to incorporate Form into Screen Flow

User can embed Form to Screen Flow.

Screen Flow in Salesforce is a drag and drop interface that allows Salesforce user’s to automate business processes by creating applications using Process builder without code. Read this Salesforce article to know more.

Go to Screen Flow page, select Flexi KanBan Form (1) in the components list and put to the screen section you need:

Fill in API Name (2), Form Id (3; copy the Id from your form Settings tab and define a variable for the Form Id):):

Populate other properties:

• Form mode (6)

The form mode: pass 'view' or 'edit' values.

• Context Fields (4)

Allow to pass parameters to the form from the Context object.

Use JSON key/value format to pass the context record field values to the form. The 'key' is the parameter name, the 'value' is the field api name.

Example: The form source object is Contact (FirstName='Jim', LastName='Lee'). The contextFields in this case may look like:

{"fnameParam":"FirstName", "lnameParam":"LastName"}

In the form the merge field {$FormParameters.fnameParam} will be replaced with "Jim".

Note: Context field setting will work only if Record Id is passed.

• Entire Height (5)

Select this mode if you want to see the entire height form.

Record Id (7)

Pass context record id to the form. To do this create recordId flow variable first, then put it into Record Id field.

NOTE: Variable should have 'recordId' API name: