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Clone and Activate Book Service Appointment Flow

Clone a screen flow to book service appointments. This procedure guides you through setting up a new flow, adding the necessary components, and configuring the flow to book service appointments efficiently.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click New Flow.
  3. Select Start From Scratch, then click Next.
  4. Select Screen Flow, and then click Create.
  5. Add the Screen element to the canvas.
  6. For Label, enter Book Service Appointment.
    The API Name is automatically set to Book_Service_Appointment.
  7. From the Components list, drag the Book Service Appointments component to the canvas.
  8. For API Name, enter a name.
    For example, Book Service Appointment.
  9. In the Work Order ID picklist, select New Resource.
  10. In the Resource Type picklist, select Variable.
  11. For API Name, enter a name.
  12. In the Data Type picklist, select Text.
  13. Click Done.
  14. Save the configuration.
  15. Click Save.
  16. Enter a label and API name for the flow, and then click Save.
  17. Activate the flow.