---
schema_version: "1"
id: 49a38415fc24e0480a11a31298569334f07449969044f08c5e3e95b9d97dc977
title: Set Up the Create Call Out Screen Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_set_up_the_create_call_out_screen_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_the_create_call_out_screen_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b2f4211c4f8a772527cee07c3a38d9ca8f7a7b0176774c43c46ae13fb456583e
description: Help dispatchers mobilize crews with a single click by adding the Create Call Out screen flow to the resource callout list view. This flow guides dispatchers through creating a resource callout for an emergency, outage, or incident.
products:
  - Energy and Utilities
release: "264"
---
# Set Up the Create Call Out Screen Flow

Help dispatchers mobilize crews with a single click by adding the Create Call Out screen flow to the resource callout list view. This flow guides dispatchers through creating a resource callout for an emergency, outage, or incident.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Energy &amp; Utilities - Growth, Field Service for Energy &amp; Utilities, and Contractors for Energy &amp; Utilities</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d66190e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d66190e72 ">To configure the screen flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d66190e72 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Clone and activate the Create Call Out Screen flow template.
    1. From Setup, in the Quick Find box, enter Flows, and select **Flows**.
    2. Open the **Create Call Out** screen flow template.
    3. Click **Save As** and select **A New Flow**.
    4. Enter the flow details and save your changes.
    5. Activate your flow.
2. Create a custom list button.
    1. From Setup, go to **Object Manager**, and select **Resource Call Out**.
    2. Click **Buttons, Links, and Actions**.
    3. Click **New Button or Link**.
    4. Enter Create Callout for label.
    5. Select **List Button** for display type.
    6. Select **Display in new window without sidebar** for behavior.
    7. Select **URL** for content source.
    8. Enter /lightning/flow/<FlowApiName> in the URL field, and replace <FlowApiName> with the API name of your activated flow.
    9. Save your changes.
3. Add the button to the list view.
    1. From Object Manager, on the **Resource Call Out** object, click **List View Button Layout**.
    2. Next to List View, click the dropdown, and select **Edit**.
    3. In the Custom Buttons section, select your new button.
    4. Move the button to the selected buttons.
    5. Save your changes.
4. Optionally, turn off the standard new button on the list view.
    1. From Object Manager, on the **Resource Call Out** object, click **List View Button Layout**.
    2. Next to List View, click the dropdown, and select **Edit**.
    3. In the Standard Buttons section, deselect **New**.
    4. Save your changes.