We have implemented the solution for one of our clients but have had several issues on the same and even though it works now would want to understand if others think the same or there are any best practices that can be incorporated going forward
#Fieldservicelighting #Service Appointments #Self Service Portal
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.
So I am currently having an issue with one of my business units in that engineers are creating service reports before they have completed there service appointments. Is it possible for users to only create a service report based on conditions i.e a service appointment must either have a status of Completed or Cannot Complete #Salesforce Field Service
I am getting an insufficient privileges error when I hit the new button on the service report template. Can anyone help with this?
Hello all,
I am trying to activate the new appointment bundling option introduced in Spring '22. However when I try to bundle some appointments, I always get an error "We couldn't bundle the service appointments". I believe it is due to the fact that I cannot select a bundle policy as shown in the Salesforce Help screenshots, the field is simply not visible in the lightbox for me.
Did anybody get this working and and might know what I am missing? I applied all FSL permission sets to my user. I also created an appointment policy and config.
#Salesforce Field Service #Service Appointments #Service Cloud
@Tom Bassett So it is working now; I see the bundle policy field now in the GANTT. I did not do anything nor did Salesforce yet react to my support case. Seems they identified the issue on their own and implemented a fix
My company is will be doing an inspection of 1900 client locations and we are looking to automate or bulk create service appointments with addresses to save the manual key strokes.
Is there a way to bulk create Service Appointments from a list of addresses, or from a selection of contacts?
Hello,
Are you just creating a service appointment or needed to have work order and then corresponding service appointment?
In either way you can create these using developer console or by using Data Loader to create these transactions.
Thanks
Arun
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.
Our Dispatch users are having trouble when visually managing the GANTT chart. See two scenarios in my screenshots.
In scenario one, the users SA visually overlaps another SA (not preferred)
In scenario two, the users SA is bumped down BELOW the other SA (visually easier to manage for Dispatcher).
Is there some cause for one technicians GANTT appointments to behave one way, and another technicians GANTT appointments to behave another way? I have been unable to determine if there is some difference with the records causing this display issue.
Scenario 1 (note 124420 sits overlapping 124182)
Scenario 2 (note 115879, 102203, and 127954 sit on different row)
What could possibly cause this behavior on the chart?
Thanks!
Forum Ambassador
Chris - this may be a place to start reading for this: https://help.salesforce.com/articleView?id=sf.pfs_gantt.htm&type=5
Hi All,
Service Appointments which are in scheduled status are appearing on the FSL Mobile App. Should not just such appointments which are in dispatched status only appear? Can someone please help how do we enforce this?
I am looking for a solution to assign two resources to one service appointment. Currently we have two service appointments being created. We have a contractor appointment and a inspector appointment. ideally we would like to have one appointment that shows both the contractor and inspector resource on one appointment. The issue is the contractor can't see who the inspector is when the view there appointments on the community.
Any help would be appreciated i.e. workflow rule, process builder workflow, flow, etc. #Field Service #Service Appointments
Hi,
We created several custom #Service Appointments lists, as we wanted our technicians to be able to view on the FSL mobile app one list with all their past appointments, another list with today's appointments, and another list with their future appointments. In the mobile app, they are able to pick the custom #FSL Service Appointments list that we created, but there are no records shown, even though the records do show on the list when looked on the desktop and logged in as the same user. "Today's Service Appointments" list comes native, and the only difference between that list and our custom "Past Service Appointments" list is in a filter: Today's has filter "Scheduled start equals TODAY" and our custom list has filter "Scheduled start less than TODAY". All other settings are identical. Any idea how can we get records from #Custom List View to display on #FSL Mobile app?
