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            Pass Custom Field Values in Scheduling Flows

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            Pass Custom Field Values in Scheduling Flows

            After creating custom fields and extending the context definition, update the scheduling flow to pass custom field values through the auxiliaryDetailsExtendedFields formula variable. This variable stores extended field data as a JSON string that the scheduling engine reads when creating or updating records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To pass custom field values in scheduling flows: Workforce Scheduling Manager
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Open the scheduling flow that references the custom field (for example, Schedule Appointment or your cloned version).
            3. In Flow Builder, search for the auxiliaryDetailsExtendedFields formula variable.
            4. Click the variable to open it for editing.
            5. In the formula editor, add the custom field as a key-value pair at the end of the existing JSON string. Use this format: 
              '{ "Subject": "' & {!appointmentName} & '", "InteractionType": "' & {!appointmentType} & '", "Location": "' & {!locationId} & '", "Account": "' & {!parentId} & '", "Custom_Field__c": "' & {!flowVariable} & '" }'

              In this format:

              • Custom_Field__c is the custom attribute name created in the context definition, mapped to the Service Appointment or Interaction field.
              • flowVariable is the API name of the flow screen element that captures the value from the user.
            6. Click Done, and then click Save.
            Important
            Important Don't modify or remove existing key-value pairs in the auxiliaryDetailsExtendedFields variable. The standard entries for Subject, InteractionType, Location, and Account are required for the scheduling flow to function correctly. Only append new entries for custom fields.
             
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