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            Connect a Flow to the Field Service Mobile App

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            Connect a Flow to the Field Service Mobile App

            You can set up an app extension that connects a flow to the Field Service Mobile App.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            To access the Field Service mobile app, users need the Field Service Mobile user license.
            User Permissions Needed
            To view, edit, or create a flow in Flow Builder: Manage Flow
            To run flows from the app: Run Flows

            Before you create an app extension, make sure that you have already created a flow.

            Note
            Note You must use the Field Service Mobile flow type.
            1. From Setup, enter Field Service Mobile Settings in the Quick Find box, and select Field Service Mobile Settings.
              Note
              Note Only the user profiles assigned to the mobile settings configuration you select have access to the flow. To manage user profile assignments, click Manage Assignments on the Field Service Mobile Settings page.
            2. In Lightning Experience, click the dropdown menu next to the mobile settings configuration that you want to add the flow to and select Show Details. If you’re using Salesforce Classic, click the name of the mobile settings configuration that you want to add the flow to.
            3. In Lightning Experience, under App Extensions, click New. If you’re using Salesforce Classic, under App Extensions, click Add.
            4. Enter a label for your app extension. This label is what your users see in the user interface.
            5. For Type, select Flow.
            6. Enter a name that expresses the purpose of the flow.
            7. For Scoped to Object Types, which controls where users can find and activate the flow, enter the API name of the object.
              If you want to scope the flow to multiple objects, separate the object names with a comma and no space. For example, if you enter WorkOrder,Contact, users can activate the flow from the detail page of a work order or contact.

              To create an unscoped flow action so that users can activate the flow from multiple screens, leave this field blank.

            8. Note
              Note Flows must be of the type Field Service Mobile.
              For Launch Value, enter the unique name of your flow.
            9. Click Save.

            Add a Flow from a Quick Action

            1. Create a Flow with type Field Service Mobile Flow. Remember the Flow Label name for future steps.
            2. Mark the new flow as Active.
            3. In Object Manager select Work Order or Work Order Line Item, depending on which layout you want to use.
            4. Click Buttons, Links, and Actions.
            5. Click New Action and set the Action Type to Flow.
            6. Set the Flow dropdown to the Flow Label name.
            7. Enter the text you want to appear in the app for the name field. Remember this name for future steps.
            8. Save your work.
            9. In Object Manager, search for Work Order and select Page Layouts.
            10. Click the page layout you want to modify, then select Mobile and Lightning Actions. 
            11. Find the action you created by searching for the name you entered in the name field.
            12. Drag your action to the Salesforce Mobile and Lightning Experience section of your layout.
            13. Save your layout.
             
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