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#Field Service Lightning11 diskutieren mit

In our Consumer Goods Cloud offline mobile app, users select delivery dates for both the order header and individual order items. On iOS, the current picker uses scrolling wheels. Users would prefer a traditional month view showing weekdays and the whole month, as this would help reduce date-selection errors. 

 

The order header and item detail use Modeler `DatePickerField` controls. The item list also has an editable date binding. I reviewed Salesforce’s [Date and Time Picker Component documentation](

https://help.salesforce.com/s/articleView?id=ind.modeler_vscode_datetimepicker.htm&type=5

), but couldn’t find an option for the picker layout. 

 

Is there a supported Modeler setting or control that forces a month-grid calendar on iOS?** If not, is there a supported way to use a custom calendar that writes the selected date back to both order and order-item fields while retaining their existing save and validation behavior? We also want a consistent Nordic-style displayed date format; can that be configured independently of the stored date? 

Current date picker: 

Can CG Cloud Offline Modeler show a month-grid date picker instead of the iOS wheel picker?

 

 

Expected:  

Expected Date Picker.jpeg

 

 

 

#Consumer Goods Cloud  #Field Service Lightning

1 Antwort
  1. 29. Okt., 21:41

    In the Consumer Goods Cloud offline mobile app, the native DatePickerField relies directly on the operating system's default UI component, which defaults to the wheel-style picker on iOS. Unfortunately, Modeler does not currently provide an out-of-the-box configuration attribute or property to force a month-grid calendar layout over the system wheel picker on iOS devices. If a month-grid view is a strict business requirement to minimize selection errors, the supported workaround is building a custom UI component within Modeler. You can design a custom dialog or modal that renders the calendar grid and writes the chosen date back to your target datasources on both the order header and order item levels, preserving your existing validation and save business logic. For the display format, you can handle the Nordic-style visual representation independently through UI formatting rules or binding masks without altering the underlying ISO date value stored in the database.

How can I change the title of service event/tooltip from SA-XXX (service appointment number) to my custom field name? This is for FSL Managed Package - Dispatch Console 

 

Example: the current is  SA-XXX / Name 

I want to omit the  SA-XXX  

 

#FSL Gantt  #Salesforce Field Service  #Field Service Lightning

6 Antworten
  1. Heiko Lindner (Privat) Forum Ambassador
    27. Okt., 10:45

    As far as I know, you cannot remove the SA-XXX number, it's fixed. The flow could work, if it's the correct I cannot say. Users could enter any value in the gantt label. That needs to be discussed with the business and your users I mean.

Hello.  

We have a field Work_Type__c picklist field on the Milestone object that references a Picklist value set. We want to instead add picklist values manually. Is this conversion possible or do I have to create a new pick list field and then add my picklist values manually? 

 

Thank you, 

Nancy  

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning  #Global Value Sets  #Salesforce Admin  #Salesforce  #Salesforceadmins  #Systems Administrator

4 Antworten
  1. Jeff Weller (PARQA Inc.) Forum Ambassador
    9. Sept., 06:59

    Hi Nancy, 

    No, you can't convert it  — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from "uses a Global Value Set" to "enter values manually"

    (or vice versa) for an existing field. 

     

    Go to Setup → Object Manager → Your Object → Fields & Relationships → Your Field 

    Click Edit 

    You'll see the picklist is tied to a Global Value Set — there is

    no option

    here to detach it and switch to manual values. This choice is locked in at field creation and isn't editable afterward. 

    Hi Nancy, No, you can't convert it — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from

     

     

Is it possible to remove 'Measure' Global Action from layout ? I can't find any "Measure" Action in Global Actions or Publisher Layout 

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning

3 Antworten
  1. 24. Aug., 10:47

    Hi @Karthikeya Thota, The Measure action is a Salesforce-managed Field Service Mobile feature and not a configurable Global Action. That's why it's not visible in Global Actions or Publisher Layouts. Per Salesforce documentation, the feature can only be disabled by Salesforce Support, not through setup configuration. 

    https://help.salesforce.com/s/articleView?id=service.mfs_measure.htm&type=5

Hello everyone,

 

I have a question about Service Objectives. I saw that there was a Record Type called Custom Objective and I don't understand how to use it. There is also a field called FSL__Custom_Logic_Data__c to put the Custom Objectives logic. How to use this field? How to write logic in this field?

If for example, I want to use the "Same Site" Objective Service (i.e. the same address) and I want to create a similar but more precise Objective Service (for example, Same Building because there are several buildings at the same address ), do I need to enter the “Building” custom field in the Custom Logic Data?

The goal is that I would like during the optimization, that the appointments are scheduled taking into account the following Service Objectives: Same Building (highest weight), Same Location and Preferred Resource (lowest weight).

 

Thank you in advance for your help :)

 

Jo

 

@* Salesforce Field Service *

3 Antworten
  1. 29. Sept. 2025, 06:45

    Hi @Jo Peyre, have you got any solution to your query? We have a similar requirement and your experience in handling this scenario would certainly help. Thanks.

4 Antworten
  1. 30. Juli 2025, 07:36

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.  

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.

     

     

Hello All,    I am using the service crew concepts to access each crew member's arrival, and departure timings. It seems the Service Appointment and related WorkPlans are same for each crew members, which overrides the data entered by any crew member.    Do you know if FSL tracks each crew member's data separately?

@* Salesforce Field Service * 

2 Antworten
  1. 21. Jan. 2025, 18:57

    @Phani Sammeta

    pls. could you give some more details about "each crew member's data separately" - thanks. 

    A crew means, that all related data are the same, means work orders, work order line items and so on. What you could do is, that each member could track his/ her own time sheet entries. If you need a work plan for each crew member, than you have to re-think your current implementation I assume.

 I am trying to create service report with the access token received from OAuth 2.0 Client Credentials Flow but when I am creating it the service report which is created is just a blank white page whereas when I am creating service report with the access token received from  OAuth 2.0 Web Server Flow is creating a service in a way it should. If anyone is aware why is it happening then please let me know? And I selected System Admin as a user in Client Credentials Flow.

 

#Salesforce Field Service #Field Service Lightning #Salesforce Developer #API

1 Antwort
  1. 23. Sept. 2024, 11:52

    Hi, 

     

    I have encountered a similar problem, so I have a couple of tips

     

    - Ensure the token includes all necessary scopes for report generation

    - Check if the token is still valid and not expired. 

    - Confirm that the System Admin user has the right permissions for creating reports. 

    - Review if there are any differences in API endpoints or parameters between the two flows. 

    - Enable debugging to see if any error messages appear during report creation.

     

    Try to check the points above, maybe something will help

1 Antwort
  1. 12. Sept. 2024, 14:22

    If you're talking about reports in general, then one thing you can do is set up separate Report Folders, and Share them with users in these respective countries.

Hello Community,

I've encountered an issue with my Field Service Lightning (FSL) mobile app customization. I recently created a custom tab within the mobile app and hosted an LWC component there. However, despite adding this tab through the Field Service Mobile Builder and publishing it to the user profile, the changes aren't reflected in the mobile app.

Steps I followed:

  1. Created a custom tab.
  2. Hosted an LWC component within this tab.
  3. Added the tab using the Field Service Mobile Builder.
  4. Published the changes to the user profile.

Despite completing these steps, the changes don't appear in the mobile app when accessed by the user profile.

Things I've checked:

  • Verified the profile settings for the user to ensure the tab is included.
  • Ensured that the necessary permissions are correctly set up for the user.

Could anyone guide me through potential reasons why these changes might not be reflected in the mobile app? Is there a specific troubleshooting step or configuration I might have missed during this process?

Any insights or guidance on resolving this issue would be greatly appreciated.

Thank you in advance!

9 Antworten
  1. 28. Feb. 2024, 10:26

    I finally made it work!

    My Field Agents didn't see my changes to the app, until after I assigned the permissions to the actual Field Agent user. 

     

    I was under the impression that those permissions was for the admin to build/customize the app, but apparently they also need to be assigned to the workers for it to work. 

     

    For reference, these are the permissions needed as of feb 2024: 

    ->Access Lightning Web Components in Field Service Mobile

    ->Custom Applications for Field Service Mobile"

     

    Documentation reference: 

    https://help.salesforce.com/s/articleView?id=000396529&type=1