Hello all, I was wondering if it is possible to edit the layout on this page? If it is, where can this be done? Thanks.
Hi
the place to edit the gantt lightbox fields is on the field sets on work order line item object. please see the attached screehshot.
Does anyone know what this error message means on the Gannt chart? "You reached the maximum number of times you can check rules. Some of your services weren't validated." I imagine it literally means that Service appointments are being scheduled without checking against work rules? I'd also like to know how to resolve it. Thank you! #Field Service #FSL Gantt #Error
Hello, we've encountered this same error message as well - any solution for this or idea why we may have received the message? Thanks!
Hi. When I right-click on an appointment in Gantt schedule, there is a set of options like: Details, Flag, Reschedule, Get candidates, Reshuffle, Change status, etc. Some of these options relate to automatic scheduling that our org does not use. For example, we never need to Reshuffle, or Get candidates. Similarly, when our dispatchers choose Reschedule, the behavior is not designed to align with our other processes in the app. Instead, we have alternative command for them to use.
However, they sometime forget, and choose one of these actions that they are not supposed to. Is there a way for me to hide them from their view? No one in our org is using these commands. Ideally, they would be hidden from every user. Is that possible?
Thanks
I tried following these steps: https://help.salesforce.com/s/articleView?id=000395850&type=1
But it did not work for me. Myself as an admin and dispatcher profiles can still see the button when you hover over a SA in the Gantt.
For a complex call - call that has two SA's linked together on a single WO - both are not moving together when reassigned on Gantt when a dispatcher uses drag and drop feature from one resource to another, or even to a different time on the gantt for the same resource... other orgs I have worked in didn't face this issue. If you move one SA, the second should also reassign to the same and stay linked
Does anyone have insight into what might be happening? #Ask An Expert #Salesforce Field Service #FSL Dispatcher Console #FSL Gantt
Hi Sana,
That feature is not available in SFS. It might have been there in ClickSoftware.
But if both service appointments are part of complex, then if you schedule one using Schdule button available ln gantt or make autoschdule flag tru on SA, then both service appointments will be schduled. Same goes for all service appointments if they are dependedn to each oteh either by time or resource.
Hi, I am trying to edit the 'Resource Absence Lightbox' in FSL Dispatcher Console (GANTT)
We would like to put an 'Edit' button on there, so the Service Centre can edit the record straight away instead of opening each record manually
Is this possible?
I'm not aware of any changes being made (or that have been made) that would allow the edit button to show in the lightbox.
Hi. When we update a contact on Service Appointment after the appointment has been scheduled in Field Service, the Field Service mobile app reflects the update, and if we double-click to open the SA from FSL Gantt, the SA window also shows the updated contact, but on the Gantt schedule block it still shows the old Contact. Our Gantt displays the last name of the contact on the SA block, and this is where it doesn't get updated.
Any ideas what could be causing this? Is this expected behavior, and has anyone had similar issue? Thanks #FSL Gantt
@Steve Hupp You are right, our Gantt Label gets populated upon creation of Service Appointment to match the last name of the Contact. I found the Workflow Rule that was doing it. It was set to do it only upon creation of the SA. I will try to update it to check on both creation and every update of SA. Thanks for helping me figure this out.
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#SFS #FSL #FSL Gantt #FSL Dispatcher Console #Simple Search #Salesforce Field Service
Hi All,
From FSL mobile app as a technician I have created resource absence and as a Dispatcher I can view Absence record in Service resource but not on Gannt chart I cannot view resource absence of that technician.
What will be the reason ?
Ok, I found the root cause.
In Field Service Admin app > Field Service Setting > Scheduling > In General logic "Activate Approval confirmation on resource absences" this was checked by default and there is not approval process created for resource absence, hence if i uncheck this setting dispatcher can view Resource absence in Gantt chart.
When using the Dispatcher Console you can double click on a Service Appointment to see a preview of the details.
On this preview, there are tabs that display however one of these tabs is displaying an insufficient privileges error message.
Can anyone confirm what I need to grant access to have this display correctly, visualforce/Apex Class?
I recently created a flow that launches when a Service Appointment (SA) of a certain Work Type is marked complete. It creates a new SA for the same time on the next day. It moves through the statuses from none->scheduled->dispatched. It assigns the resource and shows up on the Gantt as it is supposed to. The problem is I get a rule flag as seen in the screenshot however, this is incorrect as the skill is assigned to the resource. If I drag it to another resource and drag it back it will clear the rule. Any ideas?
#Field Service #FSL Gantt #Service Resources #Rule Violations #Service Appointments #Skills
Yes, I have. I can schedule the same appointment without using the flow and I don't get the flag. I have been using that work type and resource combination frequently in tests.
I saw where I set my scheduled end time with the same variable that set the scheduled start time by mistake. I corrected this to set the end using start time + duration and now the Match Skills violation doesn't occur. I'm not sure what they have to do with one another, but it seems that corrected the issue. Thanks for your inquiry.
