How I Solved This: Using Flow to Create a Custom Report Link

Welcome to another post in the “How I Solved This” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Let’s take a look at how Gayathri Indiran was able to place custom report links with variable filter values anywhere on the page and control the visibility of them.

Key business problem:

I want to be able to place report links that have merge fields at the top of a record detail page and conditionally show them based on criteria identified.

Background:

Every administrator gets this request: adding report links to detail pages. Based on the complexity of the requirement—like the placement of the report link on the page layout, merge fields, and controlling visibility—the options to achieve it vary.