Standard Workforce Scheduling flows are managed and can't be edited directly. To
customize screen labels, stage names, or component display text, clone the flow
first.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To update screen labels in a cloned flow:
Workforce Scheduling Manager
From Setup, in the Quick Find box, enter Flows, and then select
Flows.
Open the scheduling flow you want to customize (for example, Schedule
Appointment).
Click Save As New Flow to create an editable copy.
Enter a label and description for the cloned flow, and then click
Save.
Open a screen element that you want to rename (for example, Add Appointment
Details), and then update Label to the new
name.
To rename a stage in the progress bar, select the screen element, expand
Stage, and update the stage name.
Repeat steps 5-6 for each screen and stage you want to rename.
Click Save, and then click
Activate.
Replace the original flow reference in the quick action or button with the cloned
flow so that users see the updated labels when they schedule appointments.
Clone a flow before making changes to ensure you don't make unintended modifications to an
already functional flow. For additional flow customization options, see Customize the Appointment Booking Experience.
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