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Hello! Does anyone know how to customize (condition) Coffee Breaks on a Gantt ? I have time slots from 12 pm to 13 pm but only from Monday to Thursday ...for Fridays I dont need them to appear on a Gantt as guys finish their job earlier . Any suggestion please? Thanks in advance!

5 answers
  1. Feb 21, 1:45 PM

    @Kristina Kodoeva

     

     

    Here’s how you can do it: 

    1.

    Create a Service Territory

       â€¢ Navigate to the Field Service app. 

       â€¢ Go to the "Service Territories" tab and create a new service territory if you don't already have one. 

    2.

    Define Operating Hours

       â€¢ Within the service territory, define the operating hours. 

       â€¢ Create a new operating hours record and specify the working hours for each day of the week. 

       â€¢ For Monday to Thursday, include a break from 12 pm to 1 pm. 

       â€¢ For Friday, set the working hours without the 12 pm to 1 pm break. 

    3.

    Create Service Resources

       â€¢ Go to the "Service Resources" tab and create or update the service resources (your field technicians). 

       â€¢ Assign the service territory and operating hours to each service resource. 

    4.

    Set Up Work Rules

       â€¢ Navigate to the "Work Rules" tab. 

       â€¢ Create a new work rule to ensure that the coffee break is respected in the schedule. 

       â€¢ Define the criteria for the work rule to apply only from Monday to Thursday. 

    5.

    Create Scheduling Policies

       â€¢ Go to the "Scheduling Policies" tab. 

       â€¢ Create or update a scheduling policy to include the work rule you just created. 

       â€¢ Ensure that this policy is applied when scheduling service appointments. 

    6.

    Test the Schedule

       â€¢ Create a few test service appointments to ensure that the coffee breaks are correctly applied from Monday to Thursday and excluded on Fridays. 

     

    Let me know if works!

  2. Feb 23, 3:43 PM

    As already mentioned, there is no option to use out of the box field service feature, to generate breaks just for Monday to Thursday. You could use the standard work rules or the Enhanced Work Rules to generate breaks automatically. You could use platform automations to delete the breaks, if the work day is a Friday. An another option could be to build a custom solution via platform automations, e.g. flow or apex.

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