Flows

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Name Label Description
AddAttnd Add or Modify Service Appointment Attendees Add, modify, or delete a service appointment attendee record from a group service appointment.
Cancel_Item Cancel Item Flow Order Management: Cancel order items before fulfillment.
CCOIO Change Case Owner to Incident Owner When Cases are identified as part of an Incident, change the Case owner to the Incident owner.
CMS_BasicApprovalRequest Basic Approval Request Allows a content author to submit a content variant for content manager review, and allows for content variant revisions before the content manager approves for publication.
CMS_EvalApprovalStepStatus CMS: Check Whether Any Step is Completed Determines whether either of two specified steps in a stage has completed.
CMS_NotifyRequester CMS: Notify Content Author Notifies the content author that their content variant has been approved, and allows the content author to conditionally view the final feedback for the content variant.
CMS_ReviewContent CMS: Review Content Allows a content manager to conditionally view a content author's feedback, provide revision comments, and approve or request revisions of a content variant.
CMS_ReviseContent CMS: Submit Content for Review Allows a content author to conditionally view a reviewer's feedback, provide revision comments, and submit a content variant for review.
CMS_WithdrawReviewRequest CMS: Withdraw Review Request Allows a content author to withdraw a review request in order to make changes to the underlying content variant.
Create_Case Create a Case
Create_CO RMA Create Credit Memo and Ensure Refunds Flow Order Management: Create a credit memo and ensure refunds for a return order.
Create_OS Create Order Summary Flow Order Management: Create an Order Summary record from an order.
Create_PE Create Process Exception Flow Create a process exception record from a process exception event.
Create_WL Create Waitlist Create a waitlist to manage drop-in customers for a service territory.
CreateLeadAndOpp Field Service Mobile: Create Leads and Opportunities Lets a flow user indicate customer interest in an upsell opportunity and creates any necessary lead and opportunity records.
CRRI Close Change Request & Related Issues Closes a Change Request and attempts to close its related Incidents, Problems, and Cases.
Discount_Item Discount Flow Order Management: Apply discounts to order items.
EnrlAttnd Enroll or Unenroll Service Appointment Attendees Enrolls or unenrolls a service appointment attendee from a group service appointment.
Exchange_Flow Even Exchange Flow Order Management: Even Exchange order products before fulfillment.
Exchange_RMA Exchanges with RMA Returns Order Management: Return order items RMA and create Exchange after fulfillment.
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