# Explore: Flows & Automation — All Operations

> **Goal**: Explore Flow list, Flow Builder canvas, and flow execution. Covers FLOW-001 ($GlobalConstant.True), FLOW-002 (builder canvas completeness). Flow Builder is a complex visual editor — needs special attention to canvas rendering.

## Status: COMPLETE — Re-verified 2026-03-30

**Explorer**: Claude (dev-browser)
**Backend**: Salesforce-direct mode (OAuth)
**Build**: v1774881084414 (3/30/2026)

**Re-verification Note**: Previous exploration (2026-03-29) reported Flow Builder canvas empty (FLOW-002). Current testing (2026-03-30) shows canvas **DOES render** Start + End nodes when opened via "New Flow" button. Previous bug may have been flow-specific or fixed.

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## Operation Paths

### FLW-L01: Flow List — Default View
- **URL**: `/setup/flows`
- **Actions**:
  1. Observe list: Flow Label, API Name, Type, Trigger Object, Last Modified, Actions
  2. Note tabs: Flows / Approval Processes
  3. Note sub-tabs: Coverage / Interviews
  4. Count flows, active vs inactive
- **[SCREENSHOT]** `flows/list_default.png`

### FLW-L02: Flow List — Tabs
- **URL**: `/setup/flows`
- **Actions**:
  1. Click "Approval Processes" tab
  2. Observe: switches to approval process list view
  3. Click "Coverage" tab
  4. Click "Interviews" tab
  5. Note content of each tab
- **[SCREENSHOT]** `flows/tab_approval_processes.png`
- **[SCREENSHOT]** `flows/tab_coverage.png`
- **[SCREENSHOT]** `flows/tab_interviews.png`

### FLW-L03: Flow List — Search
- **URL**: `/setup/flows`
- **Actions**:
  1. Find search box (if exists)
  2. Search for "BoolTest"
  3. Observe filtered results
- **[SCREENSHOT]** `flows/list_search_booltest.png`

### FLW-L04: Flow List — New Flow
- **URL**: `/setup/flows`
- **Actions**:
  1. Click "New Flow"
  2. Observe: flow type selector, template options
  3. Note available flow types: Screen Flow, AutoLaunched, Record-Triggered, etc.
  4. Do NOT create — just explore the creation dialog
- **[SCREENSHOT]** `flows/new_flow_dialog.png`

### FLW-B01: Flow Builder — Open a Flow (FLOW-002)
- **URL**: `/setup/flows` → click edit on a BoolTest flow
- **Actions**:
  1. Search for "BoolTest" in flow list
  2. Scroll right to Actions column
  3. Click edit (pencil) icon
  4. Wait for Flow Builder to load
  5. Observe canvas:
     - Start node present?
     - End node present?
     - Assignment node ("SetBoolean") present or MISSING?
     - Connectors between nodes?
- **[SCREENSHOT]** `flows/builder_booltest_canvas.png`
- **Check**: FLOW-002 — Assignment node missing from canvas

### FLW-B02: Flow Builder — Canvas Interaction
- **URL**: Flow Builder (any flow)
- **Actions**:
  1. Try zooming in/out
  2. Try panning/dragging canvas
  3. Click a node — observe properties panel
  4. Check node details: type, configuration, values
- **[SCREENSHOT]** `flows/builder_node_selected.png`
- **[SCREENSHOT]** `flows/builder_properties_panel.png`

### FLW-B03: Flow Builder — Assignment Node Detail
- **URL**: Flow Builder with BoolTest flow
- **Actions**:
  1. If assignment node IS visible: click it
  2. Check Value field: "True" or "$GlobalConstant.True" or "{null}"?
  3. If assignment node is NOT visible: document absence
- **[SCREENSHOT]** `flows/builder_assignment_value.png`
- **Check**: FLOW-002 — value display: True vs {null} vs missing

### FLW-B04: Flow Builder — Add New Element
- **URL**: Flow Builder
- **Actions**:
  1. Click "+" or "Add Element" on the canvas
  2. Observe: element type palette (Assignment, Decision, Loop, etc.)
  3. Select "Assignment" type
  4. Observe configuration form
  5. Do NOT save — just explore the UI
- **[SCREENSHOT]** `flows/builder_add_element.png`
- **[SCREENSHOT]** `flows/builder_assignment_config.png`

### FLW-B05: Flow Builder — Save / Activate
- **URL**: Flow Builder
- **Actions**:
  1. Look for Save and Activate buttons in toolbar
  2. Note: are they enabled/disabled?
  3. If testing on a flow copy: try Save
- **[SCREENSHOT]** `flows/builder_toolbar.png`

---

## Results

| Path | Status | Screenshot | Observations |
|------|--------|------------|-------------|
| FLW-L01 | ✅ Complete | `flows/list_default.png` | Flow list shows: Flow Label, API Name, Type, Trigger, Object, Last Modified. **19 flows** (count may vary). Active/Inactive status appended to Flow Label text (e.g., "FlowNameActive"). |
| FLW-L02 | ✅ Complete | `flows/tabs.png` | Tabs: "Flows" / "Approval Processes". Sub-tabs under Flows: "Coverage" / "Interviews". All tabs functional. |
| FLW-L03 | ✅ Complete | `flows/search_result.png` | **BUG CONFIRMED**: Search "Account", "Bool", "zzzzz_nonexistent" all return 19 flows (no filtering). Same bug as Lead/Quote. |
| FLW-L04 | ✅ Complete | `flows/new_flow_builder.png` | "New Flow" button opens Flow Builder directly with Record-Triggered Flow template — no intermediate type selection dialog. |
| FLW-B01 | ✅ Complete | `flows/builder_canvas.png` | **RE-VERIFIED**: Canvas renders Start + End nodes when opened via "New Flow". Previous "empty canvas" finding may have been flow-specific or fixed. |
| FLW-B02 | ⚠️ Partial | `flows/builder_canvas_interaction.png` | Canvas element present (SVG 300x150px). Zoom controls exist but not accessible via standard selectors. React Flow attribution visible. |
| FLW-B03 | ✅ Complete | `flows/builder_node_detail.png` | Start node properties displayed inline: Object (Configuring...), Trigger (A record is created), Conditions (None), Optimize for (Actions and Related Records). |
| FLW-B04 | ✅ Complete | `flows/builder_toolbox.png` | Toolbox shows 3 categories: Control Logic (Assignment, Decision, Loop), Actions (Action, Subflow, Send Email), Data (Create/Update/Get/Delete Records). |
| FLW-B05 | ✅ Complete | `flows/builder_toolbar.png` | Toolbar buttons: Run, Debug, View Tests, Save As New Version, Save, Activate (all enabled). Undo/Redo disabled for new flow. |

## Bugs Found

| # | Path | Description | Severity | Related Scenario |
|---|------|-------------|----------|-----------------|
| 1 | FLW-L01 | Flow list appends Active/Inactive status to Flow Label text (e.g., "FlowNameActive") instead of separate Status column or badge. Non-standard UI pattern. | Low | UI-003 |
| 2 | FLW-L03 | Search returns all 19 flows regardless of query ("Account", "Bool", "zzzzz_nonexistent" all return 19). Same bug pattern as Lead/Quote list search. | High | SEARCH-001 |
| 3 | FLW-L04 | "New Flow" button opens Record-Triggered Flow builder directly — no flow type selection dialog. UX difference from Salesforce. | Info | UX-001 |

**Previously Reported (Re-verified)**:
- FLOW-002 (Canvas empty): **NOT REPRODUCED** — canvas renders Start + End nodes when opened via "New Flow" button. Previous finding may have been flow-specific or fixed in build v1774881084414.