Using Flow Inline Fields to Extend Report Data

Last Updated: 10/23/2018 Introduced in Version: 2.0

Example:

A Flow that has Reporting Inline Field Flow Behavior can be added as a data field in Reports.

In this Example, create a Flow that will display the accounts first and last name in a field from the Report’s Data Source.

 

Steps:

  • Get Cell By Name (x2)Data > List > Dynamic Row

 

Below is the screenshot for the finished flow. 

 

Configure the Steps:

Begin in Designer Folder by selecting Create Flow to create a New Flow. Name the Flow, select Create to proceed to the Flow Designer.  The Flow Designer opens, within the Properties panel under Settings > Behavior Type select Report Inline Field Flow.

 

Get Cell By Name:

Add the Get Cell By Name step from Data > List > Dynamic Row.  Chose Constant under Inputs > name, type first_name. Select Report Row from flow for row. 

 

Add another Get Cell By Name. Chose Constant under Inputs> name, type last_name.  Select Report Row from flow for row. 

 

Output String:

In this Flow Behavior the Output step has an OutputString that will be displayed in a flow inline field. Choose Merge Plain Text as Mapping type for this output. Select Show Editor to configure the Merge Text Plain.

 

Within the Merge Text Editor select GetCellByName1_Output.TextValue and GetCellByName2_Output.TextValue.  This will display the first and last name as the output. Save and close this dialog. Then save and close the flow. 

 

Report:

In the Designer Folder create a new Report, name it and select Create to proceed to the Report Designer.

In the Report Designer, expand Data Source > Common categorySelect Account Data Source link to add it to our Report.

 

Under Data Fields, expand Calculated Columns category, select the  FlowInlineField element. 

 

In the resulting dialog, select the Flow that was created previously in this tutorial. Select OK to save and close.

 

See that the flow_inline_field Column was added to the Report. And as expected, it displays the first and last name from the Account Data Source.

 

 

 

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