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We have the situation that we don't want our service resources actually notified until a service appointment is dispatched but we do want those service appointments to be available in a listview and/or report but when creating a listview and using the assigned to field all appointments show for the logged in user that are dispatched but it doesn't show the scheduled ones?  How do we get the Scheduled appointments for the user to show.  Same is true for a report based on Assigned User name

5 risposte
  1. Heiko Lindner (Privat) Forum Ambassador
    9 set 2024, 18:12

    @Karen Stephens first question I have, are your OWDs private (what's recommended by salesforce) or do you have read or read/write OWDs on service appointment? 

    In a private model, the sharing will be trigger via field service ootb if the status category will be changed to "Dispatched". 

    Out of the box, scheduled is assigned to status category "scheduled" and not dispatched. This can be changed, but then you have to think about the push notifications. This will share the records correctly, but triggers the out of the box notifications as well. You could disable the ootb notifications and you could trigger the notification via platform automations (e.g. flow/ trigger). Flow works in all of my projects pretty good. If you don't want to disable the ootb push notifications, to have to share the appointments accordingly. 

     

    To give users a list view with assigned service appointments, you have to do following:

    1. please switch into salesforce classic mode
    2. open service appointment tab
    3. create a list view (share with all users)
    4. use the option "assign to me" - unfortunately this option isn't available in lightning mode
    5. add relevant fields and save

    hope that helps

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