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Record Choice Set Resource
Generate a set of choices using a filtered list of records.
Required Editions
| Field | Description |
|---|---|
| API Name | The requirement for uniqueness applies only to elements within the current flow. Two elements can have the same API name, provided they're used in different flows. An API name can include underscores and alphanumeric characters without spaces. It must begin with a letter and can’t end with an underscore. It also can’t have two consecutive underscores. |
| Description | Helps you differentiate this resource from other resources. |
| Object | The object whose records you want to use to generate the choices. You can’t change the object for a previously saved record choice set. |
Filter Object Records
Determines which records are included in the choice set. For example, to generate a list of all accounts in San Francisco, use filters to include only accounts whose Billing City is San Francisco.
Sort Object Records
Determines how to sort the filtered list of records and how many records to include in the choice set.
| Field | Description |
|---|---|
| Sort Order | Controls the order that the choices appear in. |
| Sort By | When the sort order is ascending or descending, select the field to order the choices by. |
| Maximum Number of Choices | The maximum number of choices to display for the screen component that uses this record choice set. By default, the maximum is 200. |
Configure Each Choice
For each record that meets the filter conditions, the flow creates a choice using values from the record. Identify which fields to use for each choice’s label and value.
| Field | Description |
|---|---|
| Choice Label | Determines which field to use as the label for each generated choice. Select a field that enables users to differentiate between the generated choices. Make sure to choose a field that contains data. If the selected field has no value for a given record, the corresponding choice’s label is blank at run time. This text is what's used to represent the choice in display text screen components and text formula resources. |
| Data Type | Data type of the choice’s value. You can’t change the data type of a previously saved record choice set. |
| Choice Value | Determines which field’s value to store when the user selects this choice at run time. The value is determined by the most recent user selection of a choice within the generated set. Data Type determines the available options. If you don’t select a field as the choice value, the choice label is used instead. This text is what's used to represent the choice in all screen components except display text screen components and all types of formula resources except text formula resources. |
Choice Value vs. Choice Label Used at Runtime
| Where | Which Is Used |
|---|---|
| In all screen components except Display Text components. | Value |
| In all resources except text Formulas. | Value |
| Display Text components | Label |
| Text Formula resources | Label |
Store More Object Field Values
When a choice is selected, store field values from the associated record in flow variables that you can reference later.
In a support flow for a computer hardware manufacturer, users identify a product to find its latest updates. You create a record choice set that displays all products whose product ID starts with a specific string of characters. However, the flow users are more likely to know the product’s name than its ID. So for Choice Label, select the field that contains the product name, and for Choice Value, select the ID field. Elsewhere in the flow, you want to display the associated description. To do so, you store the Description field value from the user-selected record in a variable.
