Customize a Prepackaged Flow

The flows in the package are installed as standard flow templates. You can clone a template and customize it to suit your business processes.

Before you begin, customize the Create Service Request subflow and link it to the case record type.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Click New Flow.
In the list of templates, select the template that you want to clone, and click Create.
Replace the original Create Service Request subflow with the customized subflow that you linked to the case record type.
1. On the Elements tab, drag the Subflow element on the canvas.
2. In the search box, enter the name of the new subflow, and then select it.
3. Enter the required details, and set the input values as they are in the original Create Service Request subflow.
4. Click Done.
5. Delete the original Create Service Request subflow. Then connect your new subflow to the source and target elements that the original Create Service Request subflow was connected to.
Customize the flow according to your business requirements, and then save your changes.
Activate the flow.
1. In the list of flows, click the name of the new flow.
2. Under Flow Versions, next to the latest version of the flow, click Activate.

Now create a quick action for the flow.

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