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            Add the Accept Visit Button to the Mobile App

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            Add the Accept Visit Button to the Mobile App

            Update the Schedule Broadcast Appointment object’s page layout with the Accept Visit Lightning and Mobile action. Your care resources can then accept broadcasted visits using this quick action button from their Field Service Mobile app.

            Required Editions

            Available in: Enterprise and Unlimited Editions with Health Cloud and the Home Health Add-on license
            User Permissions Needed
            To modify object configurations: Health Cloud Foundation Permission Set
            1. From Setup, go to the Object Manager and find Schedule Broadcast Appointment.
            2. Click Page Layouts and open Schedule Broadcast Appointment Layout.
            3. Select Mobile & Lightning Actions.
            4. In the Salesforce Mobile and Lightning Experience Actions section, click override the predefined actions, and then drag the Accept Visit quick action to this section.
            5. Save your changes.

            Your users now see the Accept Visit button in their mobile app and can easily accept the visits that align with their schedule and preference.

            See Also

             
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