Data Import Flows

Start (Auto-Launched Flow):

• The flow is auto-launched and starts by verifying whether the Support Item Number is present.

• It checks if the Support Item Number is not null or empty.

Decision (Support Item Number Is Not Null):

• Outcome: Null: If the Support Item Number is empty or null, the flow proceeds to the Handle Support Item Number Null step, which sets an error message.

• Outcome: Not Null: If the Support Item Number is present, the flow proceeds to the Call Import Support Item step.

Call Import Support Item (Apex Action):

• The flow uses the NDISImportSupportItemsPricesInvocable Apex class to import the support item and its associated prices.

• The following input parameters are passed to the Apex class:

  • allowedStates: The states where this item is applicable.

  • claimTypesFormula: The applicable claim types, built from multiple variables like CANC, IRSS, etc.

  • priceACT, priceNSW, priceNT, priceQLD, priceRemote, priceSA, priceTAS, priceVeryRemote, priceVIC, priceWA: The price of the support item for each state or region.

  • priceBookDescription: Describes how the item appears in the price book.

  • isQuoteRequired: A Boolean indicating if a quote is required, calculated using the quoteFormula.

  • registrationGroupCode, supportCategoryName, supportCategoryNumber, itemName, itemNumber, supportItemType, unit: Key details such as the support item's name, number, type, and unit.

Handle Error (Assignment):

• If an error occurs during any stage of the flow, the FlowFaultMessage variable is assigned the error message for tracking and troubleshooting purposes.

Handle Support Item Number Null (Assignment):

• If the Support Item Number is not provided, the flow assigns the error message: "Support Item Number is required for import."

Start (Screen Element):

• The flow begins with a screen to configure the NDIS Support Catalogue import.

• It contains two key options:

  • Selection of areas (states) for which Price Books will be created.

  • An optional description field to save relevant notes on the new Price Book(s).

Dynamic Choice Set (StateOptions):

• Retrieves available states from the Pricebook2 object.

• This dynamic choice set is used in the screen for state selection.

Assignment (Assignment):

• The selected areas (states) and the description for the Price Books are stored in the respective variables.

• The allowedStates and priceBookDescription variables are updated based on user inputs.

Start (Scheduled Trigger)

• This flow is triggered by a data import event where support items need to be updated.

Support Item Number Is Not Null (Decision)

• The flow checks if the Support_Item_Number__c is provided.

• If the Support_Item_Number__c is null, the flow moves to an error handling step.

• If the Support_Item_Number__c is not null, it proceeds to retrieve the Support Item.

Get Support Item (Record Lookup)

• The flow looks up the Support Item (Product2) record using the provided Support_Item_Number__c.

• If the record is found, it moves on to check if the item exists.

• If the record is not found, it moves to handle the error.

Does Support Item Exist (Decision)

• The flow checks whether the Support Item exists based on the lookup.

• If the Support Item exists, the flow continues to update the record.

• If the Support Item does not exist, the flow moves to an error step indicating that the Support Item does not exist.

Set Support Item (Assignment)

• This step assigns values to the relevant fields on the Support Item:

  • Claim_Types__c is set using the formula claimTypesFormula.

  • Quote_Required__c is set using the formula quoteFormula.

  • Support_Item_Type__c is set using the input value itemType.

Update Support Item (Record Update)

• The flow updates the Support Item (Product2) record with the assigned values.

• If an error occurs during the update, the flow moves to the error handling step.

Handle Support Item Number Null (Assignment)

• This error handling step is triggered if the Support_Item_Number__c is null.

• The flow assigns a fault message: "Support Item Number is required for import."

Handle Support Item Doesn’t Exist (Assignment)

• If the Support Item lookup returns no results, the flow assigns a fault message: "There is no existing Support Item."

Handle Error (Assignment)

• This step is used to capture any unexpected errors during the flow execution.

• The flow assigns the system fault message to the FlowFaultMessage variable.

Start (Auto-launched Flow):

• The flow starts by evaluating the Object_API_Name to determine which type of record to process.

Decision (DECISION_Object_API_Name):

• Determines the object type based on Object_API_Name and routes the flow accordingly to handle specific objects like Resource, Availability, Unavailability, etc.

• If an unknown object type is encountered, it triggers the fault message.

Assignment (ASSIGN_Appointment_Service_Values):

• Assigns values to various fields in the Appointment_Service object, such as Available_Sections__c, Claim_Types__c, Client_Note_Template__c, End_Date__c, and others.

Assignment (ASSIGN_Availability_Values):

• Assigns values to the Availability object, including fields like Active__c, Effective_From__c, Effective_To__c, Location__c, and others.

Assignment (ASSIGN_Checklist_Values):

• Assigns values to the Checklist object, such as Create_During_Quick_Complete__c, Default_Checklist_Item_Status__c, End_Date__c, and others.

Record Lookup (GET_Resource):

• Retrieves a Resource record based on the provided Resource_Name.

• If the record is found, the flow assigns the Resource_Id and proceeds to update the relevant object.

Record Create (CREATE_Appointment_Service):

• Creates a new Appointment_Service record using the assigned values.

• If an error occurs, the flow assigns a fault message to handle the error.

Record Create (CREATE_Availability):

• Creates a new Availability record with the provided values.

Record Create (CREATE_Client_Goal):

• Creates a Client_Goal record by assigning values like Contact__c, Goal__c, Description__c, Stage__c, and others.

Start (Triggered by CSV):

• The flow starts when CSV records are imported.

DECISION_Object_API_Name (Decision):

• Determines the object to process based on the Object_API_Name passed to the flow.

• Routes the flow to handle various object types, such as Product2, Pricebook2, or maica__Support_Category__c.

GET_Contact (Record Lookup):

• Looks up the Contact object using the Contact_Name.

• Assigns the Id of the retrieved contact to Contact_Id.

ASSIGN_Connection_Values (Assignment):

• Assigns values to a new Connection__c record (such as Contact__c, Invoice_Recipient__c, and Primary_Contact__c).

• The assigned values are later used in the CREATE_Connection.

CREATE_Connection (Record Create):

• Creates a new Connection__c record using the values assigned from the ASSIGN_Connection_Values.

GET_Product (Record Lookup):

• Looks up a product (Product2) based on Product_Name.

• The found product's Id is stored in Product_Id.

ASSIGN_Product_Values (Assignment):

• Assigns values to the Product2 record, including fields such as Support_Item_Type__c, GST_Code__c, and Funding_Level__c.

CREATE_Product (Record Create):

• Creates a new Product2 record based on the assigned values.

GET_Standard_Price_Book (Record Lookup):

• Fetches the standard price book if it exists and is active, storing the Id.

DECISION_Standard_Price_Book_Entry (Decision):

• Checks whether a price book entry exists for the product in the standard price book.

• If not, routes to create the PricebookEntry.

CREATE_Standard_Price_Book_Entry (Record Create):

• Creates a new standard price book entry for the product if it does not already exist.

GET_Support_Category (Record Lookup):

• Looks up a Support_Category__c record using the Support_Category_Name.

• Stores the category Id for further processing.

ASSIGN_Support_Category_Values (Assignment):

• Assigns values to the Support_Category__c record, such as Budget_Type__c, Category_Number__c, and Support_Purpose__c.

CREATE_Support_Category (Record Create):

• Creates a new Support_Category__c record using the assigned values.