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Enable Anonymous Resource Scheduling

When anonymous scheduling is enabled, users don’t get to choose service resources during the scheduling process. Also, assigned resources’ names aren’t shown on the appointment summary page. Hiding service resource names from users protects their privacy. It also gives you the flexibility to assign different resources to appointments if the resources initially assigned become unavailable.

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

To enable anonymous scheduling, first enable automatic service resource assignment by setting the new Anonymous Booking attribute to True and Service Resource Booking attribute to False on your flow screen component. And then hide assigned resources’ names by setting the new Show Service Resource attribute on the Review Service Appointment flow screen component to False.

To hide service resources’ names on the review appointment page:

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Edit the flow that you want to hide service resource names for.
    Note
    Note Before you can edit a flow, you must deactivate it.
  3. Use the showServiceResource variable to set the value of the Show Service Resource attribute to False.
    1. On the Manager tab, under Variables, click showServiceResource.
    2. Click Edit.
    3. In the Default Value field, enter {!$GlobalConstant.False}.
    4. Click Done.
  4. Save your changes, and then activate the flow.

See Also