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I am unable to drag and drop Service appointments in the dispatcher console even though I have System Admin profile. I have FSL Resource License and Permission, and I do have FSL Dispatcher License and Permissions. Also I can see the service appointment and the service territory. I could use the "Candidates" option which shows resources to whom I can schedule. Also in the Dispatcher console, when I select the service appointment and click on "Schedule" button it schedules to a technician. No error there, but I could not drag and drop the service appointment for scheduling. 

 

Note: If it helps, we have custom statuses that maps to the out of box statuses "Scheduled" and "Dispatched". 

 

#Salesforce Field Service

2 个回答
  1. 10月29日 22:07

    When custom service appointment statuses are mapped to standard states like "Scheduled" or "Dispatched", the Gantt chart and dispatcher console rely on specific status category assignments under the hood to determine which items are eligible for drag and drop scheduling. If the custom status metadata or status transition mapping is missing the proper category alignment, the console treats the appointment as locked or unschedulable via direct drag and drop, even though explicit button actions like clicking "Schedule" execute standard backend logic that bypasses UI drag constraints. To resolve this, verify your custom status mappings in Field Service Settings under Status Mapping to ensure every custom status is correctly tied to its corresponding dispatcher state category. Additionally, check that your dispatcher profile or permission set has the correct service territory and scheduling policy assignments, and ensure that the Gantt chart layer filters aren't actively hiding or locking the specific status category from interactive drag-and-drop manipulation.

Hello, does anyone know if there is a way to edit the fields that appear on the Edit Objective screen when creating an Account Plan Objective from the Account Plan? 

 

I've edited the Account Plan Objective layout and I can see the fields I created but only when I navigate to the objective and click edit in the top right corner and not when I click edit objective or add objective.   

 

Thank you! 

@* Salesforce Field Service *

Account Plan Objective fields

 

objective fields.png

 

objective layout.png

 

#Salesforce Field Service

3 个回答
  1. 10月29日 09:23

    That seems fancier than a Lightning Page. Are you sure this is a Field Service feature? I thought it was a Financial Services feature.

Is there a way to make the field service app more visual and user-friendly? Currently, I use the app at work, and I feel you have to go through too many menus to finish an order. I'm wondering if there is a way to “redesign” it based on user needs.

#Salesforce Field Service #Salesforce Developer
2 个回答
  1. 10月28日 08:47

    Hi Luis, just checking in before the community goes read-only on Oct 30. Did this solve it? If it did, marking it as the best answer would help others who find this thread later. Happy to dig in further if something's still off.

I’ve been exploring the Data Capture Voice-to-Form functionality because I believe it could add significant value to my project. I’ve done some testing, but I’m struggling to understand what’s missing to actually get this feature working.

I’m using a Developer Edition org and I’ve already created a Data Capture Flow (including setting it as LLM targetable). However, when I test it — even in the Field Service Mobile App — the form works normally, but I only see standard text input fields. There’s no sign of the voice-to-form capability (like a microphone icon or voice input behavior).

I’m not sure if this is due to missing licenses, some configuration I might be overlooking, or simply a limitation of the org type.

Has anyone experienced this before or knows what might be required to enable it? Any help would be greatly appreciated!

3 个回答
  1. Heiko Lindner (Privat) Forum Ambassador
    10月27日 10:48

    Not sure if you can launch the flow from LWC, but you can launch the flow from a standard action as far as I know. 

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 个回答
  1. Heiko Lindner (Privat) Forum Ambassador
    10月27日 10:45

    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.

Hello Awesome Trailblazers, 

I am looking for a solution that allows me to automate the naming convention of the Field service reports PDFs. Currently it’s some random numbers and V1-V2 if there are any versions. 

My goal is to make it something like this: Workorder number, Subject and Date completed.  

Ex-123,PMI 20261027 

Appreciate the wonderful suggestions.  

 

#Salesforce Field Service

3 个回答
  1. 10月27日 07:11

    Hi @Suresh G,

    You can do this with a Record-Triggered Flow on Service Report (run after the record is created).

    1. Get Records: get the Work Order using {!$Record.ParentId}.
    2. Get Records: get the Content Version using {!$Record.ContentVersionDocumentId} and note its ContentDocumentId.
    3. Formula for the new name:

    {!Get_WO.WorkOrderNumber} & "," & {!Get_WO.Subject} & " " &

    TEXT(YEAR({!Get_WO.EndDate})) &

    LPAD(TEXT(MONTH({!Get_WO.EndDate})), 2, "0") &

    LPAD(TEXT(DAY({!Get_WO.EndDate})), 2, "0")

    Update Records: update the Content Document and set Title to this formula.

    Note: Work Order has no standard “completed date” field, so use EndDate or your own date field. Test in a sandbox first.

    Hope this helps. If it works, please mark it as the best answer.

Hi All,    I have a require to generate service report in two languages. in one language 3 singatures are needed and for the other only 2 singatures are needed. I am trying to use 1 single template with component visibility filters to hide 1 signature block but when I generate the service report on the SFS mobile app it shows me 2 signatures but requires 3 signatures to proceed further. Has any one tried to do it? any tips or suggestions?   

 

@* Salesforce Field Service * 

3 个回答
  1. Heiko Lindner (Privat) Forum Ambassador
    10月25日 16:52

    I am not sure if there are updates or improvements have been implemented. I assue not. I understand to use only one template, but would go with two different templates and some platform automations to set the right service document template Id on service appointments.

Hi, I need to edit the fields shown on the Service Appointment list views on the FSL app. Is it possible to add fields to this view?  

 

Is there a way to change the fields shown on the Service Appointment list views on the FSL App?

Thanks 

 

#Salesforce Field Service

 

 

#FSL Mobile  #List View

1 个回答
  1. 10月22日 19:22

    Yes, you can customize the fields shown on Service Appointment list views in the Salesforce Field Service mobile app, but the configuration relies on field sets rather than standard compact layouts. The fields displayed on the service appointment cards within the mobile schedule view are explicitly controlled by a field set named Service Appointments List Columns. To change these fields, navigate to the Object Manager in Salesforce Setup, select the Service Appointment object, open the Field Sets section, and edit this specific field set to add, remove, or rearrange your desired fields. Because mobile screen real estate is limited, only the first few fields in the field set will display on the card before the remaining data is truncated. 

     

    While the field set dictates which fields are visible on the mobile card, the actual criteria for which records appear are controlled by standard Salesforce list view filters. The mobile application maps to these criteria using the developer name of the list view, which must be referenced in your Field Service Mobile Settings under the default list view parameter. This separates the record filtering logic from the physical layout of the fields. After saving your changes in Setup, mobile users must perform a pull-to-refresh on their schedule view, clear cached data in their app settings, or log out and log back in to force a metadata synchronization and see the updated fields.

Hi community! 

 

I added the 'Create Service Report' lightning action the de Service Appointment Page Layout. This way the back-office user is able to generate a new service report if needed. That part works great.

 

The 'Service Report Preview' panel has two buttons: 

  • Create and Send Service Report
  • Create Service Report

Remove option on Service Report Preview screen to email Service Report immediately

 

For our scenario we want to remove the first button which triggers the Global Email action after the Service Report is generated. This functionality is unwanted since all e-mail communication from within Salesforce is guided through the Case Feed. Enabling the global email action will cause unwanted side effects in the process of case handling (i.e. Quick Texts, email-to-case). There is no requirement for e-mailing from immediately the preview screen. 

 

Leaving the button in place will likely cause more problems than it would solve. 

 

  • After some documentation diving I was unable to locate a setting or permission for this. Am I missing something here?
  • I tried CSS (from component on Service Appointment page and static resource from Field Service Settings) but was unable to get to the elements on the Service Report Preview panel. 
  • I was unable to locate the source of the panel (serviceReportTemplateDataViewer.apexp) to estimate if a modified clone might be an option.

 

It is annoying because every time a user hits that button a message is thrown that gives the impression that something is missing: "Email isn't set up yet. Ask your admin for help." 

SR2.pngHas anyone been able to hide the 'Create and Send Service Report' button?

 

Thanks for any help!

 

Regards, 

Maarten

4 个回答
  1. 2023年9月21日 10:31

    Thanks for the answers and your thoughts. 

     

    We now know that it is not a small adjustment that we missed. For now we have accepted that the button will be there for a while.

Good afternoon, can I create a single service appointment list so that each technician only sees that list with their assigned appointments? From the app, when multiple lists appear and I want only one to appear, thank you very much.

@* Salesforce Field Service * 

2 个回答