So you want to preload some values on the final Review screen provided by Scheduler?
Check this out…
Let’s say you want to prefill the email & phone details.
- Set the Email and Phone in the first assignment stage:
2. Assign Service Appointment record variable in the review screen. In an Outbound flow template that input is blank and that’s why making changes only mentioned in step 1 will not work.
That’s it!
Note this method works for the Outbound flow & Inbound flow and is restricted to the following fields:
- “AdditionalInformation”
- “AppointmentType”
- “Comments”
- “ParentRecordId”
- “ServiceTerritoryId”
- “Street”
- “City”
- “State”
- “Country”
- “PostalCode”
- “SchedStartTime”
- “SchedEndTime”
- “WorkTypeId”
- “Id”
- “Description”
- “Subject”
- “Phone”
- “Email”
- “ContactId”
- “IsAnonymousBooking”
To prefill other fields or for other flows (eg Guest Flow), you need to do it build your own screen & logic: https://unofficialsf.com/build-your-own-appointment-review-screen/
Also check out other cool changes that you could with the review screen here: Review Appointment screen: Quick Flow Customisations – Salesforce Scheduler