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#SFS토론 중인 항목 1개

Hi Team -

 

1. Work plan template has 3 template entries - so 3 respective work step template - one of the work step template has Action as Flow/Action definition as action FSL flow.

 

After workorder creation - work plan/3 steps are getting created as expected but flow is missing on step which I have mentioned on above para.

 

I am able to add flow manually in workstep/ same as workstep template and working as expected in Mobile.

 

any pointer - why flow is not getting transitioned from work step template to work step.

 

#sfs #Fieldservicelighting

 

CC: @Derek Anderson @Steve Hupp 

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Morning All and Happy Wednesday

 

Can anyone confirm the Difference between 'In-Day' and 'Daily' on the Gantt Resolution dropdown?

댓글 5개
  1. 2024년 10월 13일 오후 3:51

    If you never got an answer to this, I think the slightly undocumented piece of "In-Day" is the use of keyboard shortcuts.  When you are in  "In-Day" view, there's no panning with the mouse, but left/right arrow keys on the keyboard do advance what part of the day you're looking at - a way to change the 00:00 - 07:00 mentioned above.

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If you are looking how to take Salesforce Field Service Dispatcher Console to the next level this post is definitely for you, otherwise fell free to skip it.

Here we explain what customers are looking for when searching or filtering Service Appointments in the dispatcher console, challenges of standard capabilities provided as part of managed package and how we revolutionized user experience by introducing Advanced Search.

 

This is another example of what we can do by thinking out of the box and being creative.

 

Link to the post: https://www.linkedin.com/posts/germankontorovich_introducing-an-advanced-search-function-for-activity-7034198463865044993-A9-M?utm_source=share&utm_medium=member_desktop

 

#SFS #FSL #FSL Gantt #FSL Dispatcher Console #Simple Search #Salesforce Field Service

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Hi All and Happy Friday

 

I have a few users reporting an error on the SFS (FSL) Mobile App notification screen on Android devices.

 

They are reporting that they are not receiving any notifications when service appointments are being Dispatched to them and when they check the notification screen they see an error on the device.

 

"Unable to Decrypt"

 

Has anyone encountered this before?

댓글 12개
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Hi All -  Lately our Field Service team observed that - Service Appointments are getting scheduled even on top of resource absence. Please find attached screenshot, where appointment got scheduled on top resource absence. . I have confirmed that Resource Availability rule has been configured under our scheduling policy(refer screenshot attached).  We are allowing overtime for resources in that rule. Can someone point out any oblivious point I am missing here.  This impacting negatively, appointments are popping on their FSL app during off time. 

 

Service Appointments are getting scheduled on top of resource absence

  

ResAvaialbilityWorkRule.PNG

    @Steve Hupp @Derek Anderson #Fsl Scheduling #SFS 

답변 6개
  1. 2021년 7월 23일 오후 6:11

    What is that Operating Hours Scheduled Start Work Rule that is included in your policy?

     

    Have you tried unscheduling that Appointment and then within the Gantt, selected and just hit 'Schedule'.  That should in essence be doing the same as just calling the ScheduleService without the Arrival Windows Set.  Does it still schedule over a non-availability?  Also, can you confirm that you are feeding in the same Policy id into the API Call as the one you have in focus there on the Gantt?

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Hi All

Is it possible to capture Video as opposed to images with a SFS mobile Flow? Currently we capture images when a technician completes WOLIs, however we are interested in instead capturing Video.

An example scenario would be where a technician is performing a site inspection/walk round and instead of capturing images for the client they take a short video. This could then be shared with the client.

Can anyone share any success or insights that they might have had?

#SFS #FSLOfficeHours #FSLMobileFlow
댓글 4개
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Hi All,

I am currently facing some issues with respect to List views on SFS mobile app, so If anyone can help me out it will be helpful.

 

Issue:

  1. I have added a couple of list views in SF (for example: 1. SA view1 (filter -> schedule start equals TODAY) 2. SA view 2 (filter-> schedule start equals TOMORROW) 3. SA view 3 (filter-> Actual end equals YESTERDAY) etc.....), List views are visible for all users and works fine in Desktop app.
  2. I have added the SA view 1 as default list view in FS mobile settings.
  3. Coming to FS mobile application, if I switch from SA view 1  -> SA view 2, I'm unable to see my SA's directly. I should go to the date picker and select the next date there to see my appointments. 
  4. Same issue even if I do vice versa SA view 2 -> SA view 1, I should again go back to date picker and select today date, this is continues with every list view.

Please let me know if you think I'm missing any settings or any other config.

 

Thank you.

댓글 5개
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Good Afternoon All and Happy Wednesday

 

Is it possible to bulk reschedule service appointments from one date to another?

 

I have a requirement whereby once a technician's capacity has been reached we would like to move their service appointments to the following day (or another date).

 

At the moment we are not using optimisation just Drag and Drop on the Gantt Chart.  Is there a way a Dispatcher can select multiple/bulk Service Appointments and move these in one go?

댓글 1개
  1. 2021년 6월 2일 오후 1:24
    Hey @Brian Ferguson ☁️

    If you are talking about OOTB the path of least resistance would be to bulk unschedule then bulk reschedule, although that wouldn't allow you to select a specific day to move them to.

    If you wanted to get that granular you could incorporate a Flow, VF Page, and a Custom Gantt Action. Select all the SAs, kick off the gantt action (either from the list view or right clicking one of the SAs), your flow would allow you to select a date, then the flow would go and update the dates accordingly. You will want to be mindful of the earliest start and due date to ensure that you don't attempt to move outside of those boundaries.

    Using something like optimization could definitely be a potential help here, although it depends on the workflow that is being followed.

    I would have questions on the use case overall though. I understand that there is just manual drag and drop currently, but even with drag and drop, a dispatcher can see that a technician is getting full with appointments, right? So I would just be curious what the catalyst is to determine that the tech now has too many appointments, more than they will be able to handle, and now some of them need to be moved?

    I would also want to investigate the impact of this type of workflow on overall customer experience (if appointments are booked with Customers) or overall work completion since it seems work is continuously pushed out on a day to day basis.

    I would really want to try to work backwards and understand how we can fix the problem of having to move work out, which could be investigation into using the other scheduling tools within Field Service including optimization.

    Keep in mind I have little to no details on the nuances of the use cases you are solving for, so please take any feedback as such. More just observations and thoughts based on the details provided.

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Srinivasan Muthu 님이 * Salesforce Field Service *에 글을 올렸습니다

Hello All,

We have a requirement to create assets as a technician from SFS mobile app. As Asset creation is not an option in SFS we used Field Service Mobile Flow to create assets and we have some Object-level validation and Flow level validation setup but both are not working in SFS Mobile.

  • Check the empty value - This was already implemented and found to be not working on SFS Mobile
  • Check the Null value - Implemented this and found it to be not working on SFS Mobile
  • Set a default value for the picklist fields in the flow and validate the input - Tried setting a default value in the flow as per your suggestion but am afraid this doesn't work either. Just to provide more details on this, the User on the SFS flow tries to create an Asset, Transponder number is defaulted to "0 or (any other value for that matter)" (only in the flow) and we validate the input provided by the user on the flow - validation check doesn't work in this case as well, am afraid. 

 

Please suggest if there is any workaround.

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Join an exclusive pilot program for SFS Criteria-based Preventive Maintenance

 

We are accepting nominations for the program in Summer ’21 release.

 

Criteria-based maintenance, and later meter-based maintenance, allow customers to effectively manage preventive maintenance by generating work orders based on the value of asset parameters. This approach

 

  1. Increases uptime and Mean Time To Failure of equipment. Time-based equipment maintenance could lead to maintenance done too late impacting the equipment’s uptime or longevity.
  2. Optimizes technician productivity by sending a technician at the most appropriate time. Time-based maintenance may be too often for a healthy asset, wasting technician visits, parts, etc.
  3. Helps our customer begin the journey towards predictive maintenance, also leveraging asset technical attributes, as they begin to collect asset data and use it to make maintenance decision

An example of criteria-based maintenance is to create a WO if the temperature of a refrigerator is not within the range of 32 F and 40 F. An example of meter-based (or usage-based) maintenance is to maintain a vehicle every 5K mile, or every 6 months. 

 

Who: Customers who are already using the Maintenance Plan, and preferably the Maintenance Work Rule and eager to have input on the direction of criteria-based, meter/usage-based maintenance.

When: The pilot runs from 6/1 to 9/10.

How: Ask your AE to create an R&D Program Participant record in the SFS - Summer 21 - Criteria-based Preventive Maintenance Pilot R&D Program (https://org62.lightning.force.com/lightning/r/R_D_Program__c/a0p3y00000Eg5dxAAB/view)

What: SFS Summer 21 Criteria-Based Preventive Maintenance Pilot Overview, including a demo recording of the feature (https://salesforce.quip.com/6fB7AEFjLDxM)

Product: Salesforce Field Service Lightning

 

So sign up ASAP and don’t miss this opportunity to gain a deeper understanding of Criteria-based Preventive Maintenance

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