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            Create the Quick Action

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            Create the Quick Action

            Create a quick action that launches your cloned scheduling flow from an object's record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To create a quick action: Workforce Scheduling Manager
            1. From Setup, select Object Manager, and then select the object where you want the action to appear (for example, Account).
            2. Select Buttons, Links, and Actions, and then click New Action.
            3. Configure the action.
              1. Action Type: Select Flow.
              2. Flow: Select the cloned flow you created.
              3. Label: Enter a descriptive name (for example, Customized Schedule Interaction).
            4. Click Save.
             
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