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            Set Up Page Layouts for Multi-Step Scheduling in Intelligent Appointment Management

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            Set Up Page Layouts for Multi-Step Scheduling in Intelligent Appointment Management

            Make sure the Work Procedure, Work Procedure Step, and Service Appointment Group page layouts include the fields and related list required by Intelligent Appointment Management.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To edit page layouts: Customize Application
            1. From Setup, select Object Manager.
            2. Find and select each object, click Page Layouts, and then click the page layout.
              Verify that each page layout includes the required fields and related list. If it doesn't, add them to the page layout.
              Object Required Fields Related List
              Work Procedure

              Active

              Lead Time Unit Type

              		 -
              Work Procedure Step

              Lead Time Unit Type

              Sequence Number

              		 -
              Service Appointment Group

              Work Procedure

              Status Code

              		 Service Appointments

              In a work procedure, the Lead Time Unit Type is the default unit of measure used to calculate the lead time for each work procedure step. You can override this value by specifying the Lead Time Unit Type in a work procedure step.

             
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