Is there a way to make the field service app more visual and user-friendly? Currently, I use the app at work, and I feel you have to go through too many menus to finish an order. I'm wondering if there is a way to “redesign” it based on user needs.
#Salesforce Field Service #Salesforce Developer#Salesforce Field Service37 diskutieren mit
- Letzte Aktivität
- Erstellt am
- Empfohlen
- Alle Fragen
- Fragen mit einer akzeptierten Antwort
- Unbeantwortete Fragen
- Fragen ohne akzeptierte Antwort
Hi All, I have a require to generate service report in two languages. in one language 3 singatures are needed and for the other only 2 singatures are needed. I am trying to use 1 single template with component visibility filters to hide 1 signature block but when I generate the service report on the SFS mobile app it shows me 2 signatures but requires 3 signatures to proceed further. Has any one tried to do it? any tips or suggestions?
23. Okt., 10:57 Have any improvements been implemented regarding this? Or is there some way to work around it?
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
Heiko Lindner (Privat) Forum Ambassador
Gestern 22:08 As far as I know, the SA-XXX will always be shown. You can use any automation to write a text into the Gantt Label field. This will add the text and will be shown in the gantt.
Hi, I need to edit the fields shown on the Service Appointment list views on the FSL app. Is it possible to add fields to this view?
Thanks
#FSL Mobile #List View
Gestern 19:22 Yes, you can customize the fields shown on Service Appointment list views in the Salesforce Field Service mobile app, but the configuration relies on field sets rather than standard compact layouts. The fields displayed on the service appointment cards within the mobile schedule view are explicitly controlled by a field set named Service Appointments List Columns. To change these fields, navigate to the Object Manager in Salesforce Setup, select the Service Appointment object, open the Field Sets section, and edit this specific field set to add, remove, or rearrange your desired fields. Because mobile screen real estate is limited, only the first few fields in the field set will display on the card before the remaining data is truncated.
While the field set dictates which fields are visible on the mobile card, the actual criteria for which records appear are controlled by standard Salesforce list view filters. The mobile application maps to these criteria using the developer name of the list view, which must be referenced in your Field Service Mobile Settings under the default list view parameter. This separates the record filtering logic from the physical layout of the fields. After saving your changes in Setup, mobile users must perform a pull-to-refresh on their schedule view, clear cached data in their app settings, or log out and log back in to force a metadata synchronization and see the updated fields.
Hi community!
I added the 'Create Service Report' lightning action the de Service Appointment Page Layout. This way the back-office user is able to generate a new service report if needed. That part works great.
The 'Service Report Preview' panel has two buttons:
- Create and Send Service Report
- Create Service Report
For our scenario we want to remove the first button which triggers the Global Email action after the Service Report is generated. This functionality is unwanted since all e-mail communication from within Salesforce is guided through the Case Feed. Enabling the global email action will cause unwanted side effects in the process of case handling (i.e. Quick Texts, email-to-case). There is no requirement for e-mailing from immediately the preview screen.
Leaving the button in place will likely cause more problems than it would solve.
- After some documentation diving I was unable to locate a setting or permission for this. Am I missing something here?
- I tried CSS (from component on Service Appointment page and static resource from Field Service Settings) but was unable to get to the elements on the Service Report Preview panel.
- I was unable to locate the source of the panel (serviceReportTemplateDataViewer.apexp) to estimate if a modified clone might be an option.
It is annoying because every time a user hits that button a message is thrown that gives the impression that something is missing: "Email isn't set up yet. Ask your admin for help."
Has anyone been able to hide the 'Create and Send Service Report' button?
Thanks for any help!
Regards,
Maarten
21. Sept. 2023, 10:31 Thanks for the answers and your thoughts.
We now know that it is not a small adjustment that we missed. For now we have accepted that the button will be there for a while.
Good afternoon, can I create a single service appointment list so that each technician only sees that list with their assigned appointments? From the app, when multiple lists appear and I want only one to appear, thank you very much.
13. Okt., 22:09 I know this is an old question but just in case it helps anyone else, if doing this, you will want to be sure to set the ownership to "assigned to me" rather than "my service appointments". And you can only configure this in classic https://help.salesforce.com/s/articleView?id=002186618&type=1
Hello, does anyone know if there is a way to edit the fields that appear on the Edit Objective screen when creating an Account Plan Objective from the Account Plan?
I've edited the Account Plan Objective layout and I can see the fields I created but only when I navigate to the objective and click edit in the top right corner and not when I click edit objective or add objective.
Thank you!
@* Salesforce Field Service *
We have territories and countries under each territory. How do we capture Public Holidays specific to Country under a specific Territory? Should this be done at operating hours or ?
Users are tied to the Primary Territory and some time to a secondary territory. So, anyone in EURAFRIC territory can take up service appointment in any of the countries under Eurafric. And same thing applies to ASIA, Middle East etc.
We want to make sure that we know the public holidays in that country and avoid setting up service Appointments
#Salesforce Field Service8. Okt., 20:28 @Suresh G I'd hang the public holiday on the country's operating hours, not on the big regional territory.
Field Service stores a holiday on an Operating Hours record. The service territory points at those hours, and members inherit them unless that member has different hours of their own. One EURAFRIC territory with one operating hours record means every country under it shares the same closures. A holiday in France would also block Kenya.
I'd make each country its own service territory, under the region if you still want that hierarchy. Give each country its own operating hours and add that country's public holidays there. People stay members of the countries they can actually cover. Primary can be home, and a secondary membership is how someone in the region still picks up work elsewhere.
The service appointment needs to land on the country territory. Scheduling then uses that territory's hours, so the local holiday is unavailable time. Turn on Enhanced Scheduling and Optimization, otherwise the holiday shows on the calendar and the optimizer ignores it.
Personal days are a different record. Those go on the resource's own operating hours, not on the country. If a holiday repeats every year, keep the next occurrence on those operating hours, because scheduling follows the upcoming date.
Hi everyone,
I’m working on a custom LWC in Salesforce Field Service Mobile and have two related requirements.
1. Trigger LWC JavaScript when Standard Data Sync runs
I have a Work Order in Field Service, and based on that Work Order I need to fetch dynamic data from an external API.
My current flow is roughly:
Work Order → LWC → External API → Build data packet → Download packet → Store in IndexedDB
I would like to know if there is any supported way to trigger/execute my LWC JavaScript automatically when Field Service Mobile’s standard offline data sync runs or completes.
For example:
Field Service Standard Data Sync
↓
Work Order synced
↓
Trigger my LWC JS
↓
Start external API process
Is there a supported Field Service Mobile event, hook, callback, or extension point that allows an LWC JavaScript process to be triggered by the standard data sync?
I am specifically looking for a solution using LWC/JavaScript, without requiring a native SDK if possible.
2. Continue processing when the user closes Field Service Mobile
The external API takes some time to build the data packet. Once the packet is ready, my LWC downloads it and stores it in IndexedDB for offline use.
The problem is that the API processing/download can take a significant amount of time.
Ideally I want:
User starts sync
↓
API starts building packet
↓
User closes/minimizes Field Service Mobile
↓
API continues processing
↓
Packet becomes available
↓
Packet is downloaded/stored
↓
User opens Field Service again
↓
LWC detects that the data is ready
I understand that an LWC/Web Worker cannot necessarily remain alive after the mobile application is completely closed, but I’m wondering if there is any Field Service Mobile-specific mechanism that can support this use case.
I have considered using a Web Worker for the API polling/download process, but I understand that a Web Worker is still subject to the mobile WebView lifecycle and may be terminated when the application is closed or suspended.
Questions
- Is there a supported way to hook into Field Service Mobile Standard Data Sync from an LWC?
- Can an LWC JavaScript process be triggered automatically when offline sync completes?
- Is there any supported mechanism for executing JavaScript/background processing when the Field Service Mobile app is closed?
- Can a Web Worker be used reliably for this scenario?
- Is there a recommended Field Service Mobile architecture for downloading external API data into IndexedDB based on Work Order data?
Any guidance or examples would be greatly appreciated.
Heiko Lindner (Privat) Forum Ambassador
13. Aug., 05:43 To be honest I cannot anwser these questions. I assume it's not possible. The question is, what is your business requirement to do it?
There is an option in field service mobile settings to automatically change the status of an appointment. Maybe this can be used to trigger your automations.
Hi everyone,
We are experiencing an intermittent issue when generating reports in Salesforce.
Sometimes, when a user tries to run/generate a report, Salesforce displays the following error message:
Has anyone experienced a similar issue recently?
#Salesforce Field Service #Generate Document
24. Sept., 19:18 The screenshot of the message didn't come through in your post, but "It looks like there was a problem" is Lightning's generic, unhandled-error message, so the text itself doesn't tell you the root cause. Because it is intermittent, the fastest route is to capture the underlying error the next time it happens and narrow down which layer is failing.
1. Capture the real error. When the message appears, expand the "Show details"/"More details" link if present and copy the text and error ID. Also open the browser developer console (F12 > Console/Network) before reproducing; the failing request usually shows the real exception (for example a timeout, a limit, or an Apex/Flow error).
2. Check whether it is a platform issue. Look at
trust.salesforce.comfor your instance at the time of the failures and search the Known Issues site for your feature (Reports, Service Reports, Document Builder). Intermittent errors that affect several users at the same time often line up with a performance incident or a known issue.
3. If it's a standard Salesforce report: very large or complex reports (many rows, cross filters, many groupings, formulas, long date ranges) can hit the report run-time limit or fail intermittently under load. Try adding filters to reduce the data, running it in another browser/incognito with extensions disabled, and running it as another user with the same profile.
4. If "generating reports" means Field Service service reports or generated documents (your tags mention Generate Document): check the template for large images, many related list sections or rich-text fields, and whether the failure is tied to specific work orders/service appointments with lots of related records, line items or attachments. Also check any Flow or Apex that runs when the report/document is created (Setup > Paused and Failed Flow Interviews, Apex exception emails, debug logs for an affected user). Testing the same record with a simpler template quickly shows whether the template is the cause.
5. If you can reproduce it with the error ID, open a case with Salesforce Support and include the error ID, timestamp, user, instance and record Id. Support can look up the error ID in their logs.
References:
Salesforce Known Issues:
https://help.salesforce.com/s/articleView?id=000386216&type=1Salesforce Trust status:
https://status.salesforce.comReport limits, limitations and allocations:
https://help.salesforce.com/s/articleView?id=analytics.reports_limits.htm&type=5Field Service service reports:
https://help.salesforce.com/s/articleView?id=service.fs_service_reports.htm&type=5Assumption: without the screenshot, error details or confirmation of whether these are standard reports or Field Service service reports/documents, this is general troubleshooting guidance rather than a confirmed root cause. If you can share the full error text and which feature you use, the community can narrow it down.