Lightning Flow for Service Developer Guide

Lightning Flow for Service
Supported Apps, Channels, and Objects
Example Use Case
Implementing the Example
Enhance the User Experience
Show Recommendations
Resume Paused Flows
Pin Steps
Complete Mandatory Steps
Hide Remove Option
Find Another Action
View Action History
Considerations
Implementation Checklist
Create Actions to Show
Associate Actions with Records
Customize Pages with the Component
Integrate with Chat
Integrate with Open CTI
Other Resources
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Keep Steps Visible on Your List

Hide the remove option for actions that you want agents to complete. Agents can’t remove these steps, so they remain on the list unless they’re completed.

By default, steps on the Actions & Recommendations component are removable. However, if you choose, you can hide the remove option from users.Remove option on an action.

Maria, the Salesforce admin at Awesome Bank, wants to make sure that agents complete the Check Credit Score flow. In addition to marking the flow mandatory, she can hide the remove option in one of these ways.
  • When Maria configures channel defaults in a deployment, she selects the Check Credit Score flow in the preview area and marks it as not removable.
  • If Maria uses Process Builder and creates RecordActions, she can set the Hide Remove Action in UI attribute in the RecordAction to True.
  • If Maria uses an API to define RecordActions, she can set the attribute in the RecordAction.

Even if you hide the remove option from users, actions can still be removed from the component using an API.

Note