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Waitlist

This example illustrates how to deal with waitlist, using Reservation Contacts.

When a Reservation Contact is inserted or updated, a record triggered flow (GM - Reservation Contact - Waitlist) checks if the Reservation has a max capacity.

If that is the case, it checks if the flow is creating a new Reservation Contact, or updating an existing one’s status to Canceled.

In the case of creating a new one, it checks how many Contacts are registered, and sets the Status of the newly created one to Registered or Waitlist accordingly.

In the case of a cancelation, it gets the oldest Reservation Contact wit a Waitlist status and updates is to Registered.

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As this is an example of waiting list functionality, feel free to change the flow and adapt it to any business needs you might have!

Package Contents

Fields (6)

Component Name

Parent Object

Component Type

Registered Reservation Contacts

Reservation

Custom Field

Status

Reservation Contact

Custom Field

Total Reservation Contacts

Reservation

Custom Field

Waitlisted Reservation Contacts

Reservation

Custom Field

Registration Overview

Reservation

Custom Field

Updating

Reservation Contact

Custom Field


Resources (2)

Component Name

Parent Object

Component Type

Register

Reservation

Action

Cancel Registration

Reservation Contact

Action


Flows (3)

Component Name

Parent Object

Component Type

GM Reservation - Register as Contact Reservation (Experience Cloud)

Screen Flow

GM - Reservation Contact - Cancel

Screen Flow

GM - Reservation Contact - Waitlist

Record Triggered Flow


Code (3)

Component Name

Parent Object

Component Type

ReservationContactTrigger

Reservation Contact

Apex Trigger

ReservationContactRollupHandlerTest

Apex Class

ReservationContactRollupHandler

Apex Class

Example

Installation

Use this URL to install the package into Production and Developer orgs

Use this URL to install the package into Sandbox orgs

How to use

  1. Edit the Reservation page layout, and add the Register Lightning Action

  2. Edit the Reservation Contact page layout, and add the Cancel Lightning Action

  3. Enable the (screen) flows you want use

Users can now:

  1. Register for a Reservation: this creates a Reservation Contact record

  2. Cancel their registration, this set the Status of the Reservation Contact to Canceled

At the same time, the system can check a Reservation’s capacity and decide if registrations should be put on the waitlist.

As this is an example of waiting list functionality, feel free to change the flow and adapt it to any business needs you might have!

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