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User Manual
User Manual
  • Introduction & High Level Architecture
  • 200 OK Versions
    • Prerequisites
      • Internal Authentication Setup
      • Configuration for Email Threshold
    • Release Notes 200 OK Version 5.68.0
    • Release Notes 200 OK Version 5.36.0
    • Release Notes 200 OK Version 5.0.0
    • Release Notes 200 OK Version 4.26.0
    • Release Notes 200 OK Version 4.22.0
    • Release Notes 200 OK Version 4.6.0
    • Release Notes 200 OK Version 4.1.0
    • Release Notes 200 OK Version 3.47.0
    • Release Notes 200 OK Version 3.41.0
  • 200 OK UI Walkthrough
  • Access Configuration
  • Integration Channel
    • How to Create an Integration Channel.
    • Run Your Integration Channel: Let’s Make It Happen!
  • Integration Actions
    • Data Store
    • sObject
    • Apex Class
    • File
    • Platform Event
    • Quick Action
    • Global Action
    • Big Object
    • External Object
    • Integration Channel
    • Auto-launched Flow
    • Callback (client callback)
    • Custom Settings
    • Custom Metadata Type
    • Custom Label
    • Push Notification
  • ETL
    • Create Your ETL
      • Data Source
      • Transform
      • Load
      • Additional Features of ETL
  • Webhook
    • Setting Up Your Webhook!
    • Create Your Webhook!
    • Putting Your Webhook to the Test!
  • Invoke Integration Channel
    • Flow into Action: Invoking Your Integration Channel!
    • Unleash the Power: Invoke with Apex!
  • LWS
    • Transform Data on Demand: ETL as an API!
    • Supercharge Your Workflow: Invoke Integration Channel via API!
  • Built-in Functions
    • Text
      • getChar
      • extract
      • proper
      • len
      • trim
      • rightPad
      • leftPad
      • left
      • right
      • mid
      • getCharIndex
      • coalesce
      • toBoolean
      • toDecimal
      • split
      • replace
      • remove
      • toLowerCase
      • ascii
      • begins
      • capitalize
      • contains
      • deDuplicate
      • escapeHtml
      • generateRandomString
      • getValueFromResponseHeader
      • join
      • reverse
      • startCase
      • stripHtml
      • toBinaryBase64
      • toInt
      • toString
      • toUpperCase
      • escapeMarkDown
    • Math
      • abs
      • acos
      • asin
      • average
      • base64Decode
      • base64Encode
      • ceil
      • generateRandom
      • max
      • min
      • parseNumber
      • round
      • sum
      • switch
      • floor
    • Date & Time
      • toSeconds
      • daysBetween
      • dayPrecision
      • setHour
      • daysInMonth
      • dateTimeNow
      • netWorkDays
      • dateAdd
      • dateDiff
      • addMonths
      • date
      • dateTimeValue
      • dateValue
      • day
      • dayofYear
      • formatDate
      • formatDateToday
      • formatDateTodayFormat
      • formatDateTodayUnix
      • formatDateUnix
      • formatDateUnixFormat
      • toTime
      • toDate
      • toDateTime
      • toDateTimeUnix
    • Advanced
      • generateUUID
      • uncompress
      • compress
      • exists
      • dwTransform
      • discard
      • currencyRate
      • decodeUrl
      • encodeUrl
      • getChannelData
      • getLink
      • invokeFlow
      • invokeETL
      • lookup
      • md5
      • sha1
      • sha256
      • sha512
      • toJson
    • Logical
      • and
      • blankValue
      • case
      • if
      • isBlank
      • isNull
      • isNumber
      • not
      • nullValue
      • or
  • Custom Function
  • Filters for Integration Action
  • Data Mapping Types
    • Key/Value
    • JSON
  • Global variables for Data Mapping
    • Index
    • Record field
    • User
    • Organization
    • Custom Settings
    • Custom Metadata Type(MDT)
  • Advance Setting
  • Schedule
  • Utilities
    • Add Remote Site
    • Json To Apex
    • JSON parser invocable method
    • Export/Import Functionality
    • Import from Postman
    • Curl Import
    • Apex Class Template Creation for Header, Request and Response.
  • Logging
  • Monitor
    • Measure and track the usage
    • Integration channel (total active channels)
    • Callouts (total monthly callouts)
  • Most frequently used scenarios
    • Efficient Bulk Data Handling Using "!index"
    • How to access authentication data from a custom setting?
    • How to set up auth provider and named credentials?
    • How to use named credentials in an integration channel?
    • How to invoke integration channels from flow?
      • Screen flow
      • Record trigger flow
      • Platform event
      • Scheduled flow
    • How to set up a quick action with the integration channel flow?
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  1. Most frequently used scenarios

How to set up a quick action with the integration channel flow?

PreviousScheduled flow

Last updated 1 year ago

Go to object manager, select the object in which you want to setup the quick action.(eg Account)

Select button, link and action.

Select action.

Before selecting the action as flow, user need to create the flow.

Go to setup, create screen flow

Note : you can not execute autolaunch flow in quick actions.

Now, go to page layout, add the action , save the page.

Go to selected object(here eg Account). Open any record, you can see the quick action on top right. Click the action, flow will be executed. As you selected action as 200 OK and given channel name in flow. Channel will get executed.

User can map response with record fields. USer need to activate fields accordingly in the flow.