Loading
Quote Creation Issue - Non-USD CurrenciesRead More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Manage Appointments with Salesforce Scheduler
Filter Work Type Groups

Filter Work Type Groups

Let users schedule appointments faster and with relevant work type groups by applying work type group filters in your appointment flows. Specify a list of comma-separated work type group IDs in the Filter by Work Type Group IDs attribute on the Select Work Type Group flow page. Salesforce Scheduler shows only the work type groups that you specify in the list of work type groups. For example, a customer wants to book an appointment with a banker who has expertise in wealth management and is also fluent in the Spanish language. For this customer, you can only specify work type groups IDs that match the criteria. On the work type group selection page, work type groups appear in alphabetical order.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
To run a flow: Run Flows

The Filter by Work type Group IDs attribute is available on the Select Work Type Group page.

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Create a flow or edit an existing flow for which you want to enable work type group filtering.
    Note
    Note Before you can edit a flow, ensure that you deactivate it.
  3. In Flow Builder, edit the flow screen by using the Select Work Type Group flow screen component.
  4. Select the flow screen component.
  5. In the Filter by Work Type Group IDs attribute, enter a comma-separated list of work type group IDs.
    The affected page shows only those work type groups that are in the specified list of work type groups.
  6. Save your changes, and then activate the flow.
 
Loading
Salesforce Help | Article