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Ashish Singh (Technical Architect at Fluido) asked in #Consumer Goods Cloud
Oct 27, 3:14 PM
Can CG Cloud Offline Modeler show a month-grid date picker instead of the iOS wheel picker?

In our Consumer Goods Cloud offline mobile app, users select delivery dates for both the order header and individual order items. On iOS, the current picker uses scrolling wheels. Users would prefer a traditional month view showing weekdays and the whole month, as this would help reduce date-selection errors. 

 

The order header and item detail use Modeler `DatePickerField` controls. The item list also has an editable date binding. I reviewed Salesforce’s [Date and Time Picker Component documentation](

https://help.salesforce.com/s/articleView?id=ind.modeler_vscode_datetimepicker.htm&type=5

), but couldn’t find an option for the picker layout. 

 

Is there a supported Modeler setting or control that forces a month-grid calendar on iOS?** If not, is there a supported way to use a custom calendar that writes the selected date back to both order and order-item fields while retaining their existing save and validation behavior? We also want a consistent Nordic-style displayed date format; can that be configured independently of the stored date? 

Current date picker: 

Can CG Cloud Offline Modeler show a month-grid date picker instead of the iOS wheel picker?

 

 

Expected:  

Expected Date Picker.jpeg

 

 

 

#Consumer Goods Cloud  #Field Service Lightning

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Keun Cullen asked in #FSL Gantt
Oct 21, 6:07 PM
FSL - Field Service Update Gantt Chart - Service Appointment/Tooltip Title

How can I change the title of service event/tooltip from SA-XXX (service appointment number) to my custom field name? This is for FSL Managed Package - Dispatch Console 

 

Example: the current is  SA-XXX / Name 

I want to omit the  SA-XXX  

 

#FSL Gantt  #Salesforce Field Service  #Field Service Lightning

6 answers
  1. Heiko Lindner (Privat) Forum Ambassador
    Oct 27, 10:45 AM

    As far as I know, you cannot remove the SA-XXX number, it's fixed. The flow could work, if it's the correct I cannot say. Users could enter any value in the gantt label. That needs to be discussed with the business and your users I mean.

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Nancy Magalhaes (Marketing Administrator at Syska Hennessy Group) asked in #Salesforce Field Service
Sep 8, 8:20 PM
Convert Field using Picklist Value Sets

Hello.  

We have a field Work_Type__c picklist field on the Milestone object that references a Picklist value set. We want to instead add picklist values manually. Is this conversion possible or do I have to create a new pick list field and then add my picklist values manually? 

 

Thank you, 

Nancy  

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning  #Global Value Sets  #Salesforce Admin  #Salesforce  #Salesforceadmins  #Systems Administrator

4 answers
  1. Divya Chauhan Forum Ambassador
    Sep 9, 6:59 AM

    Hi Nancy, 

    No, you can't convert it  — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from "uses a Global Value Set" to "enter values manually"

    (or vice versa) for an existing field. 

     

    Go to Setup → Object Manager → Your Object → Fields & Relationships → Your Field 

    Click Edit 

    You'll see the picklist is tied to a Global Value Set — there is

    no option

    here to detach it and switch to manual values. This choice is locked in at field creation and isn't editable afterward. 

    Hi Nancy, No, you can't convert it — Salesforce doesn't provide a button/toggle in Setup to switch a picklist from

     

     

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Karthikeya Thota (MTX) asked in #Salesforce Field Service
Aug 24, 9:50 AM
Is it possible to remove 'Measure' Global Action from layout ?

Is it possible to remove 'Measure' Global Action from layout ? I can't find any "Measure" Action in Global Actions or Publisher Layout 

 

#Salesforce Field Service  #Field Service Lightning  #Salesforce FIeld Service Lightning

3 answers
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Jo Peyre (Solution Architect Salesforce at SAS DARIX AGENCY) asked in #Salesforce Field Service
Nov 14, 2023, 3:17 PM
Field FSL__Custom_Logic_Data__c in Service Objectives

Hello everyone,

 

I have a question about Service Objectives. I saw that there was a Record Type called Custom Objective and I don't understand how to use it. There is also a field called FSL__Custom_Logic_Data__c to put the Custom Objectives logic. How to use this field? How to write logic in this field?

If for example, I want to use the "Same Site" Objective Service (i.e. the same address) and I want to create a similar but more precise Objective Service (for example, Same Building because there are several buildings at the same address ), do I need to enter the “Building” custom field in the Custom Logic Data?

The goal is that I would like during the optimization, that the appointments are scheduled taking into account the following Service Objectives: Same Building (highest weight), Same Location and Preferred Resource (lowest weight).

 

Thank you in advance for your help :)

 

Jo

 

@* Salesforce Field Service *

3 answers
  1. Neeraj Chadha (Infosys)
    Sep 29, 2025, 6:45 AM

    Hi @Jo Peyre, have you got any solution to your query? We have a similar requirement and your experience in handling this scenario would certainly help. Thanks.

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Alpi Sharma (salesforce) asked in * Experience Cloud *
Oct 21, 2021, 7:41 AM
Users Do not have Access to Work Plans on Their Experience Builder Site in Winter 22

According to the document "Give Users Access to Work Plans on Their Experience Builder Site", the Work plan web component should be available in Experience site :

 

https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_work_plans_for_experience_builder.htm&type=5&release=234

 

NOTE: Work Plans component is not available. #Experience Cloud #Experience Builder #Experience Site #Field Service Lightning #Salesforce Field Service

4 answers
  1. Mario Habermann
    Jul 30, 2025, 7:36 AM

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.  

    The User needs the System Permission 'Field Service Standard'. Assigning the permission set license with the same name is not enough.

     

     

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Phani Sammeta (TechnicalLead at Technogen)
Jan 20, 2025, 9:13 PM
Service Crew - Track each crew member details

Hello All,    I am using the service crew concepts to access each crew member's arrival, and departure timings. It seems the Service Appointment and related WorkPlans are same for each crew members, which overrides the data entered by any crew member.    Do you know if FSL tracks each crew member's data separately?

@* Salesforce Field Service * 

2 answers
  1. Heiko Lindner
    Jan 21, 2025, 6:57 PM

    @Phani Sammeta

    pls. could you give some more details about "each crew member's data separately" - thanks. 

    A crew means, that all related data are the same, means work orders, work order line items and so on. What you could do is, that each member could track his/ her own time sheet entries. If you need a work plan for each crew member, than you have to re-think your current implementation I assume.

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Pratik Singh asked in Field Service Mobile
Jul 22, 2024, 11:32 AM
Blank Service Report

 I am trying to create service report with the access token received from OAuth 2.0 Client Credentials Flow but when I am creating it the service report which is created is just a blank white page whereas when I am creating service report with the access token received from  OAuth 2.0 Web Server Flow is creating a service in a way it should. If anyone is aware why is it happening then please let me know? And I selected System Admin as a user in Client Credentials Flow.

 

#Salesforce Field Service #Field Service Lightning #Salesforce Developer #API

1 answer
  1. Mary Jennings (Forim)
    Sep 23, 2024, 11:52 AM

    Hi, 

     

    I have encountered a similar problem, so I have a couple of tips

     

    - Ensure the token includes all necessary scopes for report generation

    - Check if the token is still valid and not expired. 

    - Confirm that the System Admin user has the right permissions for creating reports. 

    - Review if there are any differences in API endpoints or parameters between the two flows. 

    - Enable debugging to see if any error messages appear during report creation.

     

    Try to check the points above, maybe something will help

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Hakim Hikem (Somfy)
Sep 11, 2024, 3:47 PM
Hello do you know how to set a service report for only a type a people? like the users from a country can use a service report and users from other country use a second one?

#Field Service Lightning

1 answer
  1. Michael Agres (Weichert Workforce Mobility)
    Sep 12, 2024, 2:22 PM

    If you're talking about reports in general, then one thing you can do is set up separate Report Folders, and Share them with users in these respective countries.

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Pratik Ghangare (Technical Specialist at WarpDrive Tech)
Nov 20, 2023, 5:17 PM
Custom Tab Changes Not Reflecting in Field Service Lightning Mobile App

Hello Community,

I've encountered an issue with my Field Service Lightning (FSL) mobile app customization. I recently created a custom tab within the mobile app and hosted an LWC component there. However, despite adding this tab through the Field Service Mobile Builder and publishing it to the user profile, the changes aren't reflected in the mobile app.

Steps I followed:

  1. Created a custom tab.
  2. Hosted an LWC component within this tab.
  3. Added the tab using the Field Service Mobile Builder.
  4. Published the changes to the user profile.

Despite completing these steps, the changes don't appear in the mobile app when accessed by the user profile.

Things I've checked:

  • Verified the profile settings for the user to ensure the tab is included.
  • Ensured that the necessary permissions are correctly set up for the user.

Could anyone guide me through potential reasons why these changes might not be reflected in the mobile app? Is there a specific troubleshooting step or configuration I might have missed during this process?

Any insights or guidance on resolving this issue would be greatly appreciated.

Thank you in advance!

9 answers
  1. System Admin
    Feb 28, 2024, 10:26 AM

    I finally made it work!

    My Field Agents didn't see my changes to the app, until after I assigned the permissions to the actual Field Agent user. 

     

    I was under the impression that those permissions was for the admin to build/customize the app, but apparently they also need to be assigned to the workers for it to work. 

     

    For reference, these are the permissions needed as of feb 2024: 

    ->Access Lightning Web Components in Field Service Mobile

    ->Custom Applications for Field Service Mobile"

     

    Documentation reference: 

    https://help.salesforce.com/s/articleView?id=000396529&type=1

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