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显示带有修改和取消操作的预约列表
通过在控制台上显示现有预约列表,使计划员能够方便地修改和取消预约。从预约列表中,用户可以单击修改预约操作来更改预约详细信息,例如日期、时间、提供商和资产。用户也可以单击“取消预约”操作来取消个人预约。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
通过在控制台上显示现有预约列表,使计划员能够方便地修改和取消预约。从预约列表中,用户可以单击修改预约操作来更改预约详细信息,例如日期、时间、提供商和资产。用户也可以单击“取消预约”操作来取消个人预约。
适用于:Lightning Experience 适用于:带 Health Cloud 的 Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要编辑 Lightning 页面: | 自定义应用程序 |
如果预约是在多步骤流程中与其他预约一起预订的,计划程序可以查看整个上下文并修改系列中的后续预约。
如果您使用 Salesforce Scheduler,请确保“服务预约”页面不包含“修改服务预约”操作。此 Salesforce Scheduler 操作与适用于智能预约管理的修改预约操作不兼容。要删除 Salesforce Scheduler 的修改预约操作,请转到服务预约对象,并选择服务预约布局。然后,在 Salesforce Mobile 和 Lightning Experience 操作部分,单击覆盖预定义操作,并将修改预约操作拖回选项板的移动和 Lightning 操作部分。

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