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          Add a Field to the Source Object

          Add a Field to the Source Object

          Before adding a field to the scheduling flow, confirm that the field exists on the source object. If it doesn't, create it first.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions
          User Permissions Needed
          To add a field to the source object: Workforce Scheduling Manager
          1. From Setup, select Object Manager.
          2. Select the object that the scheduling flow references (for example, Interaction).
          3. Select Fields & Relationships, and then click New.
          4. Select the field type. To link a case to the interaction, select Lookup Relationship, and then click Next.
          5. Select the related object (for example, Case), and then click Next.
          6. Enter the field label and description, and then complete the remaining steps in the wizard.
          7. Click Save.

          For detailed guidance on creating fields, see Create Custom Fields.

           
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