# How To: Live Edit with Flows

Use this guide when you want users to select a record, choose a generated S-Doc, and open it in Live Edit from a Flow screen.

This pattern works well in Experience Cloud when users need controlled access to existing documents instead of direct access to the full Salesforce UI.

{% hint style="info" %}
Before you start:

* Enable Live Edit on the template that generated the file
* Use a supported format: **PDF**, **PDF-Upload**
* Activate and test the Flow in Salesforce
* Make sure the target users can access the Flow, base record, and related S-Doc records
  {% endhint %}

![image-20250826-201232.png](/files/9cb385fe740378199439605778fe0fc955540828)

### Build the Flow

{% stepper %}
{% step %}

#### Step 1 — Get the records users can work with

Use **Get Records** to return the records that match your entry criteria.

* Sort the results in **descending order**
* Choose **Store all records**
  {% endstep %}

{% step %}

#### Step 2 — Show the records in a table

Add a screen with a table component.

Let the user select one record.
{% endstep %}

{% step %}

#### Step 3 — Load the selected record details

Use a second **Get Records** element to retrieve the selected record from the table result.

This gives the next steps a single record context.
{% endstep %}

{% step %}

#### Step 4 — Query related S-Docs files

Get the related files from the **SDoc** object for the selected record.

Display the files in a second table.

Let the user select one file.
{% endstep %}

{% step %}

#### Step 5 — Add the SDoc Edit Live component

On the final screen, add the **SDoc Edit Live** component.

Pass the selected file's **SDoc ID** into the component.
{% endstep %}

{% step %}

#### Step 6 — Save and test the Flow

Confirm the user can:

* Select a record
* Select a related S-Doc
* Open the document in Live Edit
  {% endstep %}

{% step %}

#### Step 7 — Grant Flow access

Give the target profile or permission set access to the Flow.
{% endstep %}

{% step %}

#### Step 8 — Add the Flow to the Experience Cloud page

Place the Flow on the site page where users will launch it.
{% endstep %}

{% step %}

#### Step 9 — Verify sharing and permissions

Make sure users can access:

* The base record
* The related **SDoc** record
* The generated file used by Live Edit

If access is too restrictive, the Flow may run but the file list or editor will not load correctly.
{% endstep %}
{% endstepper %}

### Related setup

Use these pages if you still need to configure the supporting pieces:

* [Editing Generated Documents (Live Edit)](/sdocs/automation-and-document-lifecycle/workflows/editing-generated-documents-live-edit.md)
* [Using Salesforce Flows with S-Docs in Experience Cloud](/sdocs/automation-and-document-lifecycle/experience-cloud-site-setup-for-community-users-with-s-docs/using-salesforce-flows-with-s-docs-in-experience-cloud.md)


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