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            Customize the Create Service Request Subflow

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            3. Financial Services Cloud Admin Guide

            Customize the Create Service Request Subflow

            The Create Service Request subflow is installed as a standard flow template. Clone the template and link it to your case record type.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. In the list of flows, next to Subflow: Create Service Request, click Open.
            3. Click Save As, and select A New Flow.
            4. Enter a label for the flow, and click Save.
            5. In the left pane, click the Manager tab.
            6. Under Variables, click CaseRecordTypeId.
            7. In the Edit Variable window’s Default Value field, paste the case record type ID that you copied from the browser.
            8. Click Done.
             
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