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* Salesforce Field Service *

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Hi all,

I'm trying to use Maintenance Plans, specifically the "Generate on a floating schedule" functionality. My understanding is that this should allow the system to reschedule subsequent Work Orders based on the completion date of the previous one.

Here is my scenario and what I am trying to achieve:

  • I set the frequency to every 30 days (on the Maintenance Work Rule, linked to the Maintenance Asset).
  • The first Work Order (WO-1) is scheduled for November 15.
  • The next Work Order (WO-2) is therefore initially planned for December 15.

My expectation (the "floating" logic):

  • Scenario A: If I complete WO-1 early on November 10, the next Work Order (WO-2) should be automatically rescheduled for December 10 (30 days after the new completion date).
  • Scenario B: If I complete WO-1 late on November 20, the next Work Order (WO-2) should be rescheduled for December 20.

The Problem: I have run several tests, but it seems that the SuggestedMaintenanceDate on the next Work Order never gets updated. It always stays at the original December 15 date, regardless of when I complete the first Work Order.

My Questions:

  1. What configuration am I missing to make this floating schedule logic work correctly?
  2. Which specific DateTime field on the completed Work Order does the system use to trigger this recalculation? Is it the EndDate on the Work Order object, or the ActualEndTime from the related Service Appointment?

Thanks so much for your help,  Salvatore

@* Salesforce Field Service * 

3 answers
  1. Yesterday, 9:30 PM

    This also does not work for me. I understand the scenario.  Did you get an answer?  I am starting to think that check box was based off the old way where there was frequency right on the maintenance plan, and now it is work rules.  Please clarify.  

     

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I disabled the Calculate travel and breaks setting in Field Service Settings but the travel time is still being calculated!!

Is there any other settings that I missed that would allow me to prevent the travel time calculation?

5 answers
  1. Mar 3, 2023, 2:52 PM

    So I don't recall ever having to do this, but you might try disabling the routing methods to see if that has any impact at all.  Usually that checkbox for Calculate Travel and Breaks should do the trick, at least in my experience.

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@* Salesforce Field Service *, @Heiko Lindner

 

We are facing an issue in the

FSL Mobile App (Android) related to the Work Order Line Item (WOLI) related list.

We have three WOLI record types configured. When we open a Work Order and navigate to the WOLI related list in the mobile app, the list displays WOLI records along with the fields configured in the related list properties, including the Record Type field.

However, records belonging to one specific record type are not visible in the related list view. Records from the other two record types display as expected. Interestingly, if we open the missing WOLI record directly by clicking its record header or view it from Salesforce desktop, the record and its Record Type are displayed correctly.

The issue occurs only in the Android FSL Mobile App and only at the related list level. We have already performed the following troubleshooting steps:

  • Cleared the mobile app cache
  • Updated the FSL Mobile App to the latest version
  • Logged out and logged back in multiple times
  • Verified that the user has access to all three record types

Despite these steps, records belonging to one particular record type are still not visible in the WOLI related list on Android.

We are trying to identify the root cause. Has anyone experienced a similar issue, or are there any known limitations, filters, mobile layouts, synchronization settings, or record type-related configurations that could cause this behavior in the FSL Mobile App? 

FSL Mobile app - Particular record type name is not visible under related list.

 

 

2 answers
  1. Sep 3, 6:46 AM

    Hi @Vanitha R

     

     Since the records are visible on desktop/iOS and only missing from the Android WOLI related list, this may be an Android mobile data/related-list limitation rather than a Record Type access issue. 

     

    I would especially check the number/size of fields on WOLI, including Long Text Area fields. Salesforce notes that Android related lists can return fewer records when the related object has a large data footprint, even with RELATED_LIST_LIMIT_OVERRIDES.

    Also verify the WOLI page layout and perform a full sync/logout-login after any configuration changes. 

     

    Hope this helps! 

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Hi @* Salesforce Field Service * @Heiko Lindner

I enabled the create service document for FSL. So in the mobile app I can find this button under service report but this button added in work order pagelayout. I am pretty much sure this is FSL Standard behavior. even though I need some one help to confirm this one is standard and I need salesforce document as well. as of now I unable to figure it out this in salesforce document. 

Thanks In advance!  

 

Fsl Mobile app - Create service document button visible under service report

1 answer
  1. Heiko Lindner (Privat) Forum Ambassador
    Aug 27, 3:23 PM

    As far as I know, this is standard behaviour by the mobile field service app. 

    All the actions are derived from the layouts, except the service document action. If you have more the one template, you will see an option to choose the right one.

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Hi,

I have created the document builder template and has given the necessary permission sets but still service document action is not visible in field service mobile app. Can anyone help me with this,What I am missing?

7 answers
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@* Salesforce Field Service *

is this a limitation the for section is disappear.  

I have attached image unable to see the field section name, 

Can anyone tell it is salesforce standard limitation, if limitation means anyone send me the salesforce document that could be really helpful for me. 

 

Thanks in advance!

 

FSL Mobile app field section name dissappear.

3 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    May 26, 8:22 AM

    @Vanitha R that's working as designed. Sections will not be displayed within the SFS App.

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Hello everyone,  

 

We have a custom Service Appointment list view which is visible in the Field Service mobile app. No matter how I sort the list view on the desktop, the changes are not reflected in the Field Service mobile app. How can I sort this list based on a custom number field (priority) on the Service Appointment object? 

 

Thanks in advance. 

5 answers
  1. Aug 24, 4:58 PM

    Hi @Heiko Lindner yes that was my workoaround, becasuse Salesforce support said that is not posibble. Chronological order cannot be changed. Thanks. 

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Is there a way to modify the Service Appointment Popover? I found the side panel design, but not this one.  

Service Appointment Popover Layout

 

 

5 answers
  1. Aug 24, 8:33 AM

    I'm checking with the team regarding the Schedule Start/End times why it's hardcoded and not derived from the fieldset. 

     

    You're right about the assigned resource that you can view it on the gantt but the popover can also be opened from the map and list where the resource data is not available.  

     

    I'll speak with the team and see if we can add settings to remove these fields, I can understand why it's not needed by some customers.

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Hello everyone,

 

As I understand it, users with a Contractor License do not have access to the SFS mobile app. The Contractor license is more a Salesforce Cloud Experience license. Can Contractor users be exposed to Work Plans and Service Appointments?

6 answers
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Hi everyone,

I am trying to remove/replace a button (specifically the native Add Products Consumed / Products tab action) from the Salesforce Field Service (SFS) Mobile App, but none of my changes are taking effect on the mobile app.   

Here is what I have tried so far:   

  1. Page Layouts: I edited the assigned Work Order and Service Appointment page layouts via Object Manager, removed the related action/buttons from the Salesforce Mobile and Lightning Experience Actions section, and saved.
  2. Salesforce Article Workaround: Followed the official SF documentation (removing Products Consumed and Required Products related lists from Page Layouts), but the button/tab still appears on the mobile app.
  3. Field Service Mobile Settings: Checked Setup > Field Service Mobile Settings, but we are currently using the default system configuration (no custom Mobile Setting record exists yet, and I would prefer not creating a new one if possible).
  4. Mobile Cache: Forced a full Data Sync and cleared cached metadata on the technician's mobile device (and re-logged).

Questions: 

 

  1. Is there a specific hidden dependency or Page Layout assignment required to override standard mobile actions on Service Appointments / Work Orders?
  2. Can native SFS mobile buttons/tabs be hidden or swapped without creating a custom Field Service Mobile Setting record?
  3. Has anyone successfully removed/replaced this button recently on the SFS Mobile App?

Any advice or pointers would be greatly appreciated!

Thanks in advance!    @* Salesforce Field Service * 

2 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    Aug 17, 2:21 PM

    hey @Simbil Nessek

    sometimes you have to logout and re-login again to see page layout changes. Most of the time, you have to remove the actions and related lists from the classic layouts. If the actions or buttons still visible, you can remove permissions of objects and/ or fields. If you don't need the inventory on your mobile, you can remove the read on the location field on service resource records of the current users. 

    In addition, you can use the Field Service Mobile App Builder to create you own configuration without the inventory tab.

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