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UPDATE:

The screenshot below is from the Field Service Mobile App. Not the standard Salesforce App.

Is the Field Service Mobile App limited in terms of editing Global Actions?

When editing the publisher layout - it does not change the Global Actions menu on the app.

The screenshot below is from a user that can only see 3 Global Actions. enter image description here

I have added a new Global Action: 'New Expenses' to the only publisher layout, and checked the publisher layout assignments.

enter image description here

I am new to field service, and have 2 queries:

  1. What could be the reason for the 'New Expense' global action not showing? My guess is that FSL has custom layouts that I have not found - but I could be wrong.
  2. There are several other global actions from the publisher layout not displaying - is there a reason for this?

2 Answers 2

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Try checking the publisher layouts from Setup. You will be able to add that component in the publisher layout to its directed layout. I mean which ever layout you might be using. generally, the layout name is Global action.

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  • Please see the second screenshot showing my global action added to the publisher layout - unfortunately this did not solve my issue.
    – h3110
    Jun 28, 2022 at 15:14
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Replying on this old thread to help anyone who faces the same issue. FSL mobile app will show up your LWCs in global actions, provided that the FSL mobile user has the 'Access Lightning Web Components in Field Service Mobile' system permission assigned, and the LWC's meta XML file looks like this -

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>59.0</apiVersion>
    <isExposed>true</isExposed>
    <targets>
       <target>lightning__GlobalAction</target>
    </targets>
    <targetConfigs>
        <targetConfig targets="lightning__GlobalAction">
            <actionType>ScreenAction</actionType>
        </targetConfig>
    </targetConfigs>
</LightningComponentBundle>

Keep in mind only 'Create a Record' and 'Lightning Web Component' type global actions are supported in FSL mobile.

Reference -

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

https://developer.salesforce.com/docs/atlas.en-us.mobile_offline.meta/mobile_offline/quickstart_lwc_action_org_setup.htm

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