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            Activate and Assign the Cloned Flow

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            Activate and Assign the Cloned Flow

            Activate the cloned scheduling flow and assign it to the quick action or button so that users see the updated screens when they schedule appointments.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To activate and assign a cloned flow: Workforce Scheduling Manager
            1. Click Save, and then click Activate.
            2. Replace the original flow reference in the quick action or button with the cloned flow so that users see the updated screens when they schedule appointments.

            After activation, verify that the new field appears during the scheduling flow and that its value is saved to the record. For the case lookup example, open a scheduled interaction and confirm that the case reference appears on the interaction record.

            For a full list of standard scheduling flows, see Standard Workforce Scheduling Flows.

            See Also

             
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