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!
Here’s how you can do it:
1.
Create a Service Territory:
• Navigate to the Field Service app.
• Go to the "Service Territories" tab and create a new service territory if you don't already have one.
2.
Define Operating Hours:
• Within the service territory, define the operating hours.
• Create a new operating hours record and specify the working hours for each day of the week.
• For Monday to Thursday, include a break from 12 pm to 1 pm.
• For Friday, set the working hours without the 12 pm to 1 pm break.
3.
Create Service Resources:
• Go to the "Service Resources" tab and create or update the service resources (your field technicians).
• Assign the service territory and operating hours to each service resource.
4.
Set Up Work Rules:
• Navigate to the "Work Rules" tab.
• Create a new work rule to ensure that the coffee break is respected in the schedule.
• Define the criteria for the work rule to apply only from Monday to Thursday.
5.
Create Scheduling Policies:
• Go to the "Scheduling Policies" tab.
• Create or update a scheduling policy to include the work rule you just created.
• Ensure that this policy is applied when scheduling service appointments.
6.
Test the Schedule:
• 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!
Heiko Lindner (Privat) Forum Ambassador
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.
Hello @Kristina Kodoeva!
It seems that the only way to create flexible breaks is via Work Rule Entry records. However, they only allow you to create breaks relative to the beginning of the day. You cannot configure it so that a break is not created on Fridays.
Please read the Work Rule Type: Service Resource Availability for more details.
Also, let's wait for @Bruno Lima's response, as it might provide additional insights.
Thank you!
I cant see the way to :" Define the criteria for the work rule to apply only from Monday to Thursday. " Wich work rule record type should I use ? Also there is no option to leave Fridays without time because its set as required . Thanks in advance