Wire the activated flows to the Resource Call Out record page so that the UI triggers the correct flow.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Energy & Utilities - Growth, Field Service for Energy & Utilities, and Contractors for Energy & Utilities |
| User Permissions Needed | |
|---|---|
| To configure record page: | Customize Application |
- Open a Resource Call Out record page.
- Click the gear icon, and select Edit Page.
- Select the roster generation component, and set its flow name to your activated roster flow.
- Save and activate the page.
- On a Resource Call Out record page, open the Call Out Roster tab, click the gear icon, and select Edit Page.
- Select the call out roster component, and set the rank resources flow API name to your activated flow.
- Save and activate the page.
Creating a callout with a service appointment generates requirements by pay grade, and generating a roster from those requirements creates ranked, queued assignments.