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Autofill Fields in the Appointment Review Screen
Autofill fields, such as phone and email, in the appointment review screen for inbound and outbound flows.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To modify flows: | Manage Flow |
You can modify flows to autofill these fields:
- AdditionalInformation
- AppointmentType
- Comments
- ParentRecordId
- ServiceTerritoryId
- Street
- City
- State
- Country
- PostalCode
- SchedStartTime
- SchedEndTime
- WorkTypeId
- Id
- Description
- Subject
- Phone
- ContactId
- IsAnonymousBooking
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click the flow for which you want to autofill fields.
- Open the Set Initial Values assignment element.
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For fields that you want to autofill, perform these steps:
- Click the Add Assignment button.
- Select the variable that you want to autofill.
- Select Equals as the operator, and then enter a value for the field.
- Click Done.
-
If the flow is an outbound flow, open the Review Screen screen element.
- Select the Review Inbound or Outbound Service Appointment component.
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In the Service Appointment field, enter {!ServiceAppointment}.
Note In inbound flows, the Service Appointment field value is set by default.
- Click Done.
- Save your changes.
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