Central and ActiveVOS Screenflow

9.2.4.6
- 9.2.5

Back Next

Part 6: Adding the "Create a follow-up action item" Service Call Step

This topic has you creating a third Service Call step. You will learn to use the Insert Read-Only Field
picklist that occurs within many steps.

In this step, you'll set the Source
for a field to Constant
. (You've already set Source
to either Field
or Screen
.) When you set a field's Source
as Constant
, Guide Designer will set the field to what is entered here and when the record is added, this constant will be the value written into the field.

Note
: For information on setting sources, see Setting Source Values
elsewhere in this help.

Here's what you should do:

Field	Action
-	Click on the Yes branch following the Create a follow-up action item step
Step Type	Select Service Call from the picklist
Title	Type "Create a follow-up action item"
Action	Create > Create Account Task
Input tab	Select it if it isn't selected
Description	Set Source to Screen
Due Date	Notice the two fields to the right Click in the left field to see what displays Set Source to Screen
Add Input	Click Status within the picklist
Status	Set Source to Constant . Select "Not Started" in the picklist to the right of Constant .
Add Input	Click Priority within the pickllst
Priority	Set Source to Constant . In the picklist to the right of Constant , select Normal
Subject	Set Source to Constant . Type "Follow-up with " in the text box to the right of Constant . A small icon appears after the text field; click it Here's what the Input tab should look like: While a Constant field is written directly into a record, it can also include the text of other fields.
	Add two Contact fields: First Name and Last Name . You will need to use your End key to see what you're doing when you insert the second field. Here's what the top of the Input tab should look like:
	Select the Input Screen tab, and make the canvas look as follows:

When the user sees a step, it should have context information. For example, in this Service Call step, the user should see the name of the person who the person receiving this task will be contacting. You can do this by inserting the contact's name into the canvas. Do this by Selecting First Name
and Last Name
within the Insert Read-Only Field
picklist.

Rename Saved Search

Table of Contents

Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 6: Adding the "Create a follow-up action item" Service Call Step

Part 6: Adding the "Create a follow-up action item" Service Call Step