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            Override a Standard Flow with a Cloned Flow

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            Override a Standard Flow with a Cloned Flow

            Activate a cloned scheduling flow to replace the standard flow that launches when users click New on the Interaction list view. Because Workforce Scheduling flows are overridden by default, activating a cloned flow automatically replaces the standard version.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To override a standard flow with a cloned flow: Workforce Scheduling Manager
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Open the standard scheduling flow you want to customize (for example, Schedule Appointment).
            3. Click Save As New Flow to create an editable copy.
            4. Enter a label and description for the cloned flow, and then click Save.
            5. Customize the flow with additional variables, fields, and screen elements as needed.
            6. Click Save, and then click Activate.

            After activation, the New action on the Interaction list view launches the cloned flow instead of the standard version.

             
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