Let's suppose you want to use the SFS App alongside the SharinPix App to take surveys, you can do so by creating a Flow that uses a deeplink to launch the SharinPix App.

In this section, you will learn how to create a Flow that will embed the SharinPix deeplink URL.

Please note that the SharinPix deeplink URL is highly customisable and could be dynamically changed depending on the flow context to make different action, upload target or behaviour available for the flow user.

To create the flow, follow the steps below:

• Go to Setup then type Flow in the Quick Find box. Under Process Automation, select Flows.
• Click on New Flow. You will be directed to the Flow Designer.
• Click on Show More and select Field Service Mobile Flow. Then click on Create.

• Go on the Manager tab and click on New Resource.
  • Resource Type: Variable
  • API Name: Id
  • Data Type: Text
  • Default Value: {!$GlobalConstant.EmptyString}
  • Availability Outside the Flow: Available for input
  • Click Done
• Go on the Manager tab again and click on New Resource.
  • Resource Type: Variable
  • API Name: WorkOrderRecord
  • Data Type: Record
  • Object: Work Order
  • Click Done
• Go on the Elements tab then drag and drop the Get Records element found under the Datasection onto the blank canvas. For the Get Records element:
  • Label: lookupWorkOrder
  • Object: Work Order
  • Conditions: Id (Field) equals (operator) {!Id} (newly-created resource named Id)
  • In the How Many Records to Store, check the Only the first record option
  • In the Where to Store Field Values, check the Together in a record variable option
  • Then in the Select Variable to Store Work Order section, use the WorkOrderRecord variable for the Record field
  • In the Select Work Order Fields to Store in Variable section, click on Add Field and select the token field, that is, SharinPix_Token__c for this demo
  • Click Done
• Go to the Manager tab and click on New Resource:
  • Resource Type: Variable
  • API Name: Launch_SharinPix_App
  • Data Type: Text
  • Default Value: <a href="sharinpix://upload?token={!WorkOrderRecord.SharinPix_Token__c}">Take Pictures</a>
  • Click Done

• Go to the Elements tab and drag and drop a Screen element next to the Get Records element.
• For the Screen element:
  • Label: SharinPix App Launcher
• Drag and drop a Display Text component on the screen canvas. For the Display Text:
  • API Name: Take_Pictures
  • In the insert resource search bar, select Launch_SharinPix_App

• Click Done. Connect the Get Records to the Screen as shown below.

• Save the newly-created flow as SharinPix App Launcher then activate the flow.

To add the newly-created flow in an Action:

• Go to Setup then on Object Manager. Search and select the Work Order object.
• On the left menu, click on Buttons, Links, and Actions.
• Click on the New Action button.
• For the new action:
  1. In the Action Type field, select Flow
  2. For the Flow select the newly-created flow, that is, SharinPix App Launcher
  3. For the Label field, enter Take Survey
  4. The Name field will be auto-populated
• Click Save when done.

Now that the action is ready, we should add same on the Work Order's Page Layout. To do so:

• Click on Page Layouts on the left menu.
• Then click on FSL Work Order Layout.
• Drag and drop the action (that is Take Survey) onto the Salesforce Mobile and Lightning Experience Actions.
• Click Save  when done.

You can now access your newly created Action on the SFS app.

1. Open the SFS app.
2. Select the Service Appointment record of a Work Order record.
3. Select Show Actions.

4. Select your newly-created Action, that is Take Survey as shown below:

5. You are now inside the Flow. Select Take Pictures to launch the SharinPix App.

6. The SharinPix App is now opened.