Flow Screen Component: Review Service Appointment

Enables guest users to view a service appointment.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions

Image of the screen that enables guest users to view a service appointment.

Attribute Description Additional Information
API Name Use underscores and alphanumeric characters without spaces. Begin the name with a letter, don’t end the name with an underscore, and don’t use two consecutive underscores.
  • Type: Input
  • Data type: String
  • Used in: All outbound and inbound flows
Appointment Type

The selected appointment type.

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Contact ID This attribute isn’t used.
  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Parent Record ID

Don't set a value for this attribute for inbound guest flows.

In inbound guest flows, a lead is created and its ID is used as the parent record ID. If this value is set, the lead passed to the Save Appointment action isn’t used and the value set for this attribute is used.

If you want to set a value for this attribute, supported values are account ID, case ID, opportunity ID, and lead ID.

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Additional Information

The additional information for the service appointment. Users can’t edit this information from the screen.

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment City

The city of the service territory.

Example: San Francisco

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Comments The comments for the service appointment. Users can’t edit this value from the screen.
  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Country

The country of the service territory.

Example: United States

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment End Date and Time

The end time of the time slot.

Format: MM/DD/YYYY, hh:mm AM/PM

Example: 2021-06-14T19:30:00Z

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Postal Code

The postal code of the service territory.

Example: 94105

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Start Date and Time

The start time of the time slot. If a value is set, a time slot that starts at this time is selected by default.

Format: MM/DD/YYYY, hh:mm AM/PM

Example: 6/8/2021, 7:00 PM

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment State

The state of the service territory.

Example: CA

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment Street

The street of the service territory.

Example: 415 Mission St.

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Resource ID

The ID of the service resource.

Example: 0Hnxx0000004DiiCAE

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Territory ID

The ID of the service territory.

Example: 0Hhxx0000004DUuCAM

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Work Type Group ID

The ID of the work type group.

Example: 0VSxx0000004D0GGAU

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Additional Field Values

The values of attributes of this screen in JSON format. It’s passed to the save appointment action as input in predefined flows.

This attribute’s value is auto-populated.

  • Type: Input and Output
  • Data type: String
  • Used in: Inbound New Guest Appointment
Anonymous Booking Selected This attribute isn’t used.
  • Type: Input
  • Data type: Boolean
  • Used in: Inbound New Guest Appointment
Enable Guest User

Indicates whether the component is used in a guest flow. Always set this value to true when using this component for inbound guest flows so that a lead is properly generated.

If the value is set to false, the Personal Details section doesn’t appear and the optional attendees section appears. The phone, email, parent record id, and account id fields also appear.

When this value is true, the flow runs in a guest context, and the Phone and Email fields from the service appointment page layout are always suppressed on the Review Service Appointment screen, regardless of the field-level security or page layout set for those fields. Guest users enter their contact information in the Personal Details section instead, which uses the Lead fields First Name, Last Name, Email, Phone, and Company. There’s no supported way to show the service appointment’s own Phone and Email fields to guest users.

If a value isn't set, false—the default value—is used.

Example: {!$GlobalConstant.True}

  • Type: Input
  • Data type: Boolean
  • Used in: Inbound New Guest Appointment
Lead The lead object used to populate the First Name, Last Name, Email, Phone, and Company fields in the Personal Details section. To render the Personal Details section for guest users, grant the Guest User profile read access to these Lead fields.
  • Type: Input and output
  • Data type: Lead
  • Used in: Inbound New Guest Appointment
Optional service resource

This attribute isn’t used in guest flows.

A list of comma-separated IDs of resources to add to a service appointment.

  • Type: Input and Output
  • Data type: String
  • Used in: Inbound New Guest Appointment
Save Error Message

Any error message generated when saving the appointment.

In predefined flows, these error messages are generated in the Save Appointment action.

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Scheduling Policy

The developer name of the scheduling policy that is used by the schedule optimizer.

Note
Note This field doesn’t support Salesforce ID.

Example: default_appointment_scheduling_policy

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Appointment

The values of all the service appointment attributes.

You can use this attribute to set service appointment field values instead of setting them separately. You can also set values of fields that are unavailable on the Review Screen.

You can set values for these fields:

  • Parent Record ID
  • Appointment Type
  • Additional Information
  • Service Appointment City
  • Service Appointment Comments
  • Service Appointment Country
  • Service Appointment Postal Code
  • Service Appointment Street
  • Service Territory ID
  • Work Type ID
  • Phone
  • Email
  • Province
  • Service Appointment Start Date and Time
  • Service Appointment End Date and Time

To populate this field:

  1. Create a service appointment record with these values:
    • Resource type: Variable
    • Data type: Record
    • Object: ServiceAppointment
  2. Add a getRecord action, and then use the response to populate this value.
Note
Note Some of the fields—such as Phone, Email, and Province—don’t appear on the screen.
  • Type: Input
  • Data type: ServiceAppointment
  • Used in: Inbound New Guest Appointment
Service Appointment ID This attribute isn’t used.
  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Service Resources This attribute isn’t used.
  • Type: Input and Output
  • Data type: String
  • Used in: Inbound New Guest Appointment
Show Service Resource

Indicates whether to show the Service Resources screen.

If a value isn't set, true—the default value—is used.

Example: {!$GlobalConstant.True}

  • Type: Input
  • Data type: Boolean
  • Used in: Inbound New Guest Appointment
Time Slot is Changed This attribute isn’t used.
  • Type: Input
  • Data type: Boolean
  • Used in: Inbound New Guest Appointment
Time Zone

The time zone according to which the appointment start time and end time are shown. If a value isn't set, the appointment start time and end time are shown according to the user's locale time zone.

Here’s the list of accepted time zone values.

Example: America/Los_Angeles

  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment
Validations Any error messages in the component. This value is auto-populated. For example, the attribute stores the error message that’s generated when a user enters an incorrect email address.
  • Type: Input and Output
  • Data type: String
  • Used in: Inbound New Guest Appointment
Work Type ID This attribute isn’t used.
  • Type: Input
  • Data type: String
  • Used in: Inbound New Guest Appointment