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Create the Screen Flow for the Command Center for Service Custom Action

To define the action behavior and design the screen that appears when a supervisor clicks the action button, create a screen flow in Flow Builder. For example, you can create a screen that lets a supervisor send an email to service reps.

Required Editions

View supported editions.
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
  1. From Setup, in the Quick Find box, enter Flows, and select Flows.
  2. Click New Flow.
  3. Click Screen Flow | Create.
  4. To accept the selected service reps, queues, or work items as input to the screen flow, add a Variable resource. For the variable, set the API name to ids, set the data type to Text, select the “Allow multiple values (collection)” option, and select the “Available for Input” option.
    This variable stores the service reps, queues, or work items that a supervisor selects in Command Center for Service to perform the action on.
    The resource attributes include the type, API name, description, data type, and options for allowing multiple values and availability inside or outside the flow.
  5. To build the page that appears when the supervisor clicks the action button in Command Center for Service, add a Screen element.
  6. Define the action behavior using flow elements. For example, to iterate over the multiple input IDs that are passed from the variable, add a Loop element.
    The screen flow loops through an action for each ID from the input variable.
  7. Save and name the screen flow.
    The screen flow label appears as the action button name in Command Center for Service. For example, enter “Send Email” as the screen flow label.
  8. To make the screen flow available for use in an action, click Activate.

See Also