Screen Flows

Site survey inside a flow

A technician traces the roof on a live map, in step 2 of a screen flow, and the shape is saved as a file on the work order.

Map
map
center
The scenario

SolarOps runs site surveys as a four step screen flow. Step 2 is the map. The technician zooms to the address, draws the roof perimeter with the polygon tool and presses Save survey. The drawing lands on the work order as a file. Previous and Next are the standard flow footer.

The configuration
  • type: leaflet: real OpenStreetMap tiles, no Google Maps key.
  • drawable: true, drawToolsPosition: topright: polygon, edit and delete tools on the map itself.
  • saveAsContentDocument: true, contentDocumentLinkedEntityId set to the work order, saveAsButtonLabel: Save survey: the shape becomes a file on the record.
  • centerLatitude and centerLongitude from the work order, zoomLevel at house number level: the map opens on the right roof.
Step by step

The settings above are the ones that matter. The tutorial has the whole build: the objects and sample data behind the screen, every step in order, and what to check once it runs.

Open the tutorial
Runs on
Flow Screen ComponentsDynamic ComponentsExperience Site Components
Video tutorial

Watch it built, step by step

No items found.
All video tutorials

Build it in your org.

85+ components, four Salesforce surfaces, 10 free production licenses. Start with the one you just saw.

Start freeAll use cases