I would like to avoid one SR to edit other's SR Work Order or Service Appointment. Is there any way to do this? I want to allow the SR to edit the WOLI/SA assigned to him/her.
6 answers
By trying to solve another Case with Salesforce, I received the link to the Doc 'Limit Access to Field Service Records' (link below). The instructions are exactly what I needed to solve this problem.
https://help.salesforce.com/articleView?id=fs_sharing.htm&type=5
1. Set sharing to Private for work orders, work order line items, and service appointments.
a) In Setup, enter Sharing Settings in the Quick Find box, and click Sharing Settings.
b) Click Edit.
c) In the Default Internal Access column, select Private for the objects that you want to limit access to.
d) Save your changes.
2. Turn on limited sharing for field service.
a) From Setup, enter Field Service Settings in the Quick Find box, then click Field Service Settings.
b) Select any of the following options. Hover over a setting’s information icon for details.
- Share dispatched service appointments with their assigned resources
- Share service appointments’ parent work orders with their assigned resources
- Let service crew members edit their service appointments
c) Save your changes.
3. Because record access needs can change, Field Service Lightning regularly checks that users have access to the right records. After your service resources are assigned to service territories, confirm that this sharing update process is active.
a) From the App Launcher, open the Field Service Admin app and click the Field Service Settings tab.
b) Select Sharing | Automation.
c) Expand the User Territories scheduled job, and confirm that Active is selected.
d) Select which territories to check sharing for, and configure the job frequency.
e) Enter time horizon information.
- The time horizon determines how long the resource appears in the Gantt resource list after their territory membership ends. For example, enter 7 so that dispatchers can see the resource’s work in the previous week’s schedule on the Gantt.
- The backwards time horizon determines how far in advance a new resource appears in the Gantt resource list. For example, enter 2 to show the resource in the resource list two days before their territory membership starts.
f) Save your changes.
g) To immediately update the sharing rows, click Run Now.
