Flow Screen Component: Select Service Resource

Enables users to select a service resource (appointment attendee).

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
Image of the screen that enables users to select a service resource.
Note
Note The screen shows only the resources who are available for the next 31 days.
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
Anonymous Booking

Indicates whether anonymous booking is enabled.

If the value is set to true, the Automatically assign a service resource option is shown. When a user selects this option, the service resource selection is deferred to the screen that contains the Select Service Appointment Time component. A service resource is automatically assigned when the user selects a time slot.

Note
Note You can disable either Anonymous Booking or Service Resource Booking, not both.

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

Example: {!$GlobalConstant.True}

  • Type: Input
  • Data type: Boolean
  • Used in: All outbound flows
Anonymous Booking Selected

Indicates whether the user wants a service resource to be assigned automatically.

Note
Note You can disable either Anonymous Booking or Service Resource Booking, not both.

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

Example: {!$GlobalConstant.True}

  • Type: Input and Output
  • Data type: Boolean
  • Used in: All outbound flows
Correlation Id

The ID of the appointment scheduling data.

Correlation Id is one of the parameters of the ServiceAppointmentRequestInfo class that’s passed to the ServiceResourceScheduleHandler Apex interface.

For example, you can use Correlation Id to identify the system that's calling the ServiceResourceScheduleHandler interface implementation. If a value isn't set, a random identifier is passed.

  • Type: Input
  • Data type: String
  • Used in: Inbound, outbound, and guest flows
Default Time Zone

The timezone according to which the service resource's available time slots are shown. If a value isn't set, time slots are shown according to the user's locale timezone.

Here’s the list of accepted Timezone values.

Example: America/Los_Angeles

  • Type: Input
  • Data type: String
  • Used in: All outbound flows
Engagement Channel Type The engagement channel type that the component shows available service resources for.
  • Type: Input and Output
  • Data type: String
  • Used in: Inbound, outbound, and guest flows
Filter By Resource IDs

This attribute is used only when service resource booking is enabled.

Filter By Resource IDs is a comma-separated list of resource IDs that’s used to show the list of available resources when service resource booking is enabled.

Example: 0Hnxx0000004DdpCAE, 0Hnxx0000004DscCAE

  • Type: Input
  • Data type: String
  • Used in: All outbound flows
Number of Resources to Show (Appointment Distribution) The maximum number of resources available—for users to select from—when appointment distribution is enabled.
  • Type: Input
  • Data type: Integer
  • Used in: All outbound flows
Parent Record ID

The ID of the parent record for which the service resource is selected. Supported values are account ID, case ID, lead ID, and opportunity ID.

Example: 001xx000003GZQFAA4

  • Type: Input
  • Data type: String
  • Used in: All outbound flows
Scheduling Policy

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

Note
Note This field doesn’t support developer ID.

Example: default_appointment_scheduling_policy

  • Type: Input
  • Data type: String
  • Used in: All outbound flows
Service Resource

The ID of the selected service resource.

Example: 0Hnxx0000004D56CAE

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound flows
Service Resource Booking

Indicates whether service resource booking is enabled.

If this value is set to true, the screen shows available resources.

Note
Note You can disable either Anonymous Booking or Service Resource Booking, not both.

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

Example: {!$GlobalConstant.True}

  • Type: Input
  • Data type: Boolean
  • Used in: All outbound flows
Show Service Resources by Availability

Indicates whether service resources are sorted by availability. The earliest available resources are shown first.

Set this value to false only if you’re using Appointment Distribution so that service resources are sorted based on the assignment policy.

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

Example: {!$GlobalConstant.True}

  • Type: Input
  • Data type: Boolean
  • Used in: All outbound flows
Service Appointment ID Optional. The ID of the service appointment to be modified.
  • Type: Input
  • Data type: String
  • Used in: Outbound Modify Appointment and Inbound Modify Appointment flows
Service Territory

The service territory for which the component shows available service resources.

Example: 0Hhxx0000004DUuCAM

  • Type: Input
  • Data type: String
  • Used in: All outbound flows
Start date for the selected service resources’ skills that are required by the work type.

The start date of skills—required by the work type—for the selected service resource.

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

  • Type: Input and Output
  • Data type: DateTime
  • Used in: All outbound flows
Validations

The error messages in the Select Service Resource component.

This value is auto-populated. For example, the attribute stores the error message that’s generated when users navigate to the next screen without selecting a service resource.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound, inbound, and guest flows
Work Type Group

Optional. The ID of the work type group for which the component shows available service resources.

Example: 0VSxx0000004D0GGAU

Specify either a work type group ID or a work type ID.

  • Type: Input and Output
  • Data type: String
  • Used in: All outbound flows
Work Type ID

Optional. The ID of the work type associated with the service appointment to be modified.

Specify either a work type group ID or a work type ID.

  • Type: Input
  • Data type: String
  • Used in: Outbound Modify Appointment and Inbound Modify Appointment flows