Custom Review Screen For Salesforce Scheduler Flow

Push the button below to install this package.

Unmanaged Package URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHn000001eXJfIAM

Images

In Org	In Experience Cloud

You may have these requirements...

• You don't want to develop all the pages and you would like to utilize standard Salesforce Scheduler flow functionality.
• The end-users input some value before making an appointment and save the value to the Service Appointment custom field.
• The Review Screen must be pre-populated with the value of a custom field from Service Appointment.
• There are some fields you want to remove on Review Screen that are not allowed in standard component.
• You are experiencing some problems with Service Appointment Record page on Experience Cloud site because Service Appointment Page Layout is synced with Review page.

Configuration

1. Open your Scheduler flow.
2. Open Review Screen Element.
3. Place Custom Review Screen For Scheduler Flow and delete standard component Review Inbound or Outbound Service Appointment.
4. Set these input field.

Input Fields	Description	Required
Is Modified Appointment?	Set {!$GlobalConstant.False} for new appointment. Set True for modified appointment.	True
Service Appointment Record	Set {!ServiceAppointment} record variable from your flow	True
Service Resources Variable	DON'T GET CONFUSED - This is a COMPLICATED PART: if {disableMultiResource} == False (Multi-Resource Scheduling is enabled), Set {!serviceResources} text variable from your flow. If {disableMultiResource} == True (Multi-Resource Scheduling is disabled), Set {!ServiceResourceId}. And please ensure that if annonymous booking is True, Set {!ServiceResourceId}.	True
Work Type Group Id	Set {!workTypeGroupId} text variable from your flow	True
Lead	Set {!Lead} record variable from your flow, if this booking is Guest User Inbound Appointment
Excluded Fields	Set Field API Name separated comma without space. Specified fields are not displayed on Review Screen. i.e. Comments,AdditionalInformation,IsAnonymousBooking,EngagementChannelTypeId
Show Map	Whether displaying a map below address field. Default is false. Set {!$GlobalConstant.False} or {!$GlobalConstant.False}.
Show Service Resources	Whether displaying Service Resource Info. Set {!$GlobalConstant.False} or {!$GlobalConstant.False}.

5. Set Output field from LWC. Open Advanced section and turn on Manually assign variables, assgin it to text variable. (you may need to create a new text variable)
   Any API name can be used.

   

6. Open Save Appointment element. Replace Service Appointment Fields with the variable you assigned at Step 5.

   

7. Save your flow and debug it, once you are satisfied with your result, make it Activate.

8. Assign permission set "Custom Review Screen For Scheduler Flow" to desired user or just grant Apex Access FieldLabelController to desired user / profile.

NOTE1: When you want to use this component on Guest Appointment, please create an additional screen to input Lead info.

This component only displays {!Lead} record value from Flow input. Please understand that in this way, you can add another custom fields on Lead as well.

NOTE2: You can customize your field label name from Tab setting.