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You can use employees' skills in Flair to refine results for employees in GoMeddo. Allowing you to specify that only certain people qualify for a reservation.
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Implementation steps
1. Install the extension package
The package is unmanaged, enabling you to view and modify the logic within flows and Apex. It requires you to have an environment that have both GoMeddo and Flair installed.
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Important! Make sure to always install “For Admins Only”. |
This package will generate various fields and flows in the system. However, the GoMeddo configuration must be updated to align with these fields. Refer to the next steps for performing these actions.
2. Create the GoMeddo configuration
We will create records in the following objects, dimension, dimension field, calendars. We need to activate flows and we need to create a custom setting.
Create employee dimension record
Create a dimension record for the flair__Employee__c object with the following values:
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In the Field & Junctions tab on this record, create a dimension field for the field Employee__c
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Create location dimension record
Create another dimension record for the flair__Location__c object with the following values:
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In the Field & Junctions tab on this record, create a dimension field for the field Location__c
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Create employee calendar record
Go to the calendar tab and create a calendar for Employee with the following values:
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Under "Related," ensure you have the following records, as most of them are automatically created. You may need to add your own record for the dynamic grouping field.
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Create location calendar record
Add another calendar record with the following values:
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Under "Related," either create or check if the records exist, as shown in the screenshot below:
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Activate the flows
The following flows need to be active in the system, you can find these under setup → process automation → flows:
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Create custom setting value
In Setup → Custom Code → Custom setting you should be able to find a System Setting (with the B25 namespace) make sure to create a record with name Reservation Form Customizer Class and String value CustomFormLogic.
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