I have created document builder template from Work Order object. On the desktop it is showing totally fine.The templates are getting created but I am not able to see Create Service Document button on the Actions bar of the Work Order.
FYI
I have added that button on the Salesforce Mobile and Lightning experience actions.
Also I have provided all the permission set requires to the Technician.
Field Service Document Builder Dispatcher
Field Service Document Builder Mobile
Field Service Document Builder Standard
Field Service Document Builder - Custom permission as written on the https://help.salesforce.com/s/articleView?id=sf.fs_document_builder_perm_sets.htm&type=5
Please help me out if anyone have any leads on this.
#Salesforce Developer #Salesforce Field Service @Joshua Tan #FSLOfficeHours #Field Service Mobile Settings
You can enable both Document Builder and Service Reports for your company, but you can assign only one feature, Service Reports or Document Builder, to each user. When you give a user the permission to use Document Builder, the Service Report button is hidden for them and they can’t access Service Report features or templates. You can continue to use Service Reports, but we suggest adopting Document Builder to build more branded, customized, and dynamic service documents. https://help.salesforce.com/s/articleView?id=service.fs_document_builder_about.htm&type=5
