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Add Assigned Service Resources to the Appointment Notification Email List

Collect the user IDs associated with the assigned service resource records and add them as recipients to the email notification list.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
To run a flow: Run Flows
  1. In Flow Builder, from the Elements panel, drag Loop onto the canvas.
  2. Enter a name, such as Loop Assigned Resources, and an API name, such as Loop_Assigned_Resources.
  3. For Collection Variable, enter {!AssignedResourceRecords}, and then click Done.
  4. Connect the Loop element with the Get Assigned Resources element.
  5. In Flow Builder, from the Elements panel, drag Assignment onto the canvas.
  6. Enter a name, such as Add Resource as Recipient, and an API name, such as Add_Resource_as_Recipient.
  7. Under Set Variable Values, click + New Resource, and configure the resource.
    1. For Resource Type, select Variable.
    2. Enter an API name, such as RecipientIds.
    3. For Data Type, select Text.
    4. Select Allow multiple values (collection), and then click Done.
  8. For Operator, select Add.
  9. For Value, enter {!Loop_Assigned_Resources.ServiceResource.RelatedRecordId}, and then click Done.
  10. Connect the Loop Assigned Resources Loop element with the Add Resource As Recipient Assignment element.
  11. Connect the Add Resource As Recipient Assignment element to the Loop element.
  12. For the loop connector, select For each item in the collection, and then click Done.

Add the parent record associated with the service appointment to the email notification list.