Questions tagged [field-service-lightning]

Field Service Lightning is a powerful, customizable set of features that you can use to set up a mobile-friendly field service hub in Salesforce. It includes the objects involved in inventory management and work scheduling, such as Asset, Service Resources, Territories, Service Appointment, and Work Order. Also included are the managed package which performs scheduling optimization and related tasks and the iOS and Android mobile apps.

Filter by
Sorted by
Tagged with
0
votes
1answer
46 views

How to get Field Service Dispatcher/Resource license in scratch org

We need "Field Service Dispatcher", "Field Service Mobile" and "Field Service Scheduling" license in scratch org in order to utilize the FSL managed package. We have tried to install the FSL managed ...
0
votes
0answers
13 views

Field Service lightning Mobile Notifications for Dispatched records

As title suggests i am not receiving Mobile notifications whenever any Service appointment is scheduled/dispatched. I have already gone through this 2 posts which have the answer and explanation but ...
0
votes
0answers
12 views

Get Appointment Candidates not retrieving correct resources

I am new to Field Service Lightning and I am running into an issue over the last few days. I have noticed a few cases in which the candidates are retrieved outside of their coverage areas. Where three ...
0
votes
1answer
41 views

Service resource not appearing on Gantt chart in Field service lightning

So as title suggests i am not able to see Service resources in the gantt chart in FSL,although There is no filter applied in resources filter section. Service resources are having matching territory ...
0
votes
0answers
21 views

Optimization in FSL throwing Not Authorized error

I have FSL Admin Permissions, FSL Dispatcher License and FSL Dispatcher Permissions assigned to myself( System Admin). On trying to optimize from Dispatcher Console (by clicking optimize from the ...
0
votes
0answers
6 views

Picking Service territories on Lighting Scheduller

Im building this company for a client whom have many branches, ive activated Lighting scheduler in order to let them manage appointments with agents in said branches. Users are configured as Service ...
0
votes
0answers
30 views

Not Able see Service Appointment on FSL Mobile App

I have installed FSL mobile app and configured it. But when i login in, am not able to see any service appointment..It says "Looking good.There are no Service Appointment assigned to you for Today". ...
0
votes
0answers
61 views

Unable to open Appointment Management snap-in in Community

I'm trying to embed the Service Appointment Management Snap-in into a Community, and I get the following error when I try to launch it: The result is the modal window displaying with the message "Try ...
0
votes
1answer
62 views

Not able to create Service Resource

I a trying to create a service resource by putting resource type as Technician in a test class. Like below: List<Map<String, Object>> paramsList = new List<Map<String, Object>&...
0
votes
0answers
41 views

How to integrate FSL Mobile App with Third-party Mobile POS?

Will FSL be able to integrate with the third-party app through deep linking? We would really be keen on hearing from someone with the experience of implementing this.
1
vote
0answers
118 views

Not seeing all fields in Rename Tabs and Labels

We are working on FSL. We need to rename the field label for Location to something else in Work Order. I went to Rename Tabs and Labels in Setup but not able to see Location in the field list to ...
0
votes
0answers
15 views

Expose field service agent location to community users

There is possibility to track where your service resources are being a dispatcher. Is there any possibility to expose that functionality to the community users? Eg. Field service agent is travelling ...
0
votes
0answers
91 views

Auto Generation of Work Orders from Maintenance Plans Failing

We are trying to get auto generation of Work Orders and Service Appointments working, however when we try to generate Work Orders with the following generation types it always fails: Work Order ...
0
votes
1answer
90 views

How to unhide Integrity Checker within Field Service Lightning

I am looking to use the Integrity Checker feature from Field Service Lightning but I cannot seem to locate it under Field Service Settings. I did find a statement within the release notes back in ...
1
vote
1answer
57 views

Field Service Lightning Mobile App - Pushing Data during Maintenance Window

Our instance is having scheduled maintenance performed in the next few months that will render our data Read Only for 1 hour. We have Service Resources updating Work Orders and Service Appointments ...
0
votes
1answer
48 views

Creating Service Resource with Asset record type

We are trying to create Service Resource with Asset record type. But getting the following error: Found something here: We tried giving Lightning Scheduler permission by follwoing Manage ...
1
vote
1answer
108 views

Give create permission to Work Order Line Item

I am creating a permission set. Need to give Create permission to the Work Order Line Item. Usually, I see the below section for the object, to give Create, Read, Edit and Delete access: But not ...
0
votes
0answers
76 views

Salesforce Flow Component - Upload File - ContentDocumentID

We're using FSL mobile flow to take pictures and attach them to the WorkOrder.It works just fine. I want to use the output parameter of the upload file component to retreive the pictures uploaded and ...
0
votes
0answers
85 views

Field Service Lightning Issue

I am working on Field Service Lightning and facing some issue. When a Service Appointment is assigned to a Service Resource(User) that Service Appointment should be visible to Service Resource in FSL ...
0
votes
1answer
101 views

Auto Launched flow running in User mode

We have an auto launched flow which whenever a work order is rejected by a tech, it auto-dispatches work order to another available tech. We're calling the auto launched flow through a process builder ...
0
votes
0answers
12 views

Is it possible to populate ServiceAppointmentHistory in tests? [duplicate]

I'm working on an application that has an HTTP endpoint where clients should be able to get the history of the Status for a ServiceAppointment. This history is available in the ...
1
vote
0answers
21 views

NO_APPLICABLE_PROCESS while submitting approval for time sheet entry [duplicate]

I have an approval process for timesheet entry: I have a timesheet entry which is fulfilling criteria for the approval process. The approval process is in active state. I am doing something like ...
3
votes
2answers
208 views

SDLC with data-dependent applications (CPQ and FSL)

I'm looking for best practices for a SDLC workflow given the following scenario: Team consists of a mix of point-and-click admins and developers Project is based around CPQ or FSL where data is used ...
0
votes
1answer
59 views

Not able to find Service Analytics Admin permission set

I am trying to create App in Einstein with Field Service Analytics template. To do the above I am following this. I need to provide below permission sets to the Integration User: Service Analytics ...
0
votes
0answers
22 views

Is it possible to hide skills in Field Service Lightning Gantt?

I am trying to hide un-related skills from users in the FSL gantt chart. It looks like the current functionality displays all service resource skills regardless. I've been looking at the sharing ...
0
votes
0answers
99 views

Problems setting up flow on Field Service Lightning Mobile?

I've built a Field Service Mobile Flow and created an App Extension for it scoped to WorkOrder and ServiceAppointment, following: https://help.salesforce.com/articleView?id=mfs_flow_connect.htm&...
0
votes
0answers
51 views

How to use merge field values in Lightning flow

I am using record choice set to get all related files in a lightning flow. I want to display name of the files in a multi select picklist from where user will select some files. I am trying to get ...
0
votes
0answers
25 views

Does the get candidates page on FSL will show child territories resources?

Once I select America to get candidates option to create service appointments on WOLI, I am unable to get resources for the child territory? Is there any configuration for the same in FSL package?
1
vote
0answers
17 views

In Field Service Lightning, what can a normal Service Cloud user do?

We're considering using Field Service Lightning for a customer who needs to perform jobs like tracking the maintenance of their assets. In our scenario, the customer has lots of assets, but a ...
1
vote
1answer
211 views

Flow failing in Field Service Lightning Mobile App but not when run in Browser

I have a flow that is setup to be ran through the Field Service Mobile app. Recently I have made some updates to it, specifically having two fields that are set by the flow be set by formulas instead ...
0
votes
0answers
14 views

Field Service Lightning Template assignment?

We have created a few custom Field Service Custom Templates. but for some reason whenever we try to generate these off of the work order object, it defaults to a preview version only? Was hoping to ...
0
votes
1answer
149 views

How to create Service Reports on the Work Orders but not on Service Appointments on FSL mobile app

When ever I create a Service Report on the WO in the FSL mobile app, its getting created on the Service Appointment related list but on the WO. Our requirement is to create it on the WO. I tried the ...
1
vote
1answer
96 views

While offline in the Field Service Lightning mobile app, how can I determine if a record has been deleted?

When a record is deleted while offline, how can I filter it out of subsequent Get Record flow elements? Our most common use case for deleting records is removing Product Consumed records via the ...
0
votes
0answers
22 views

How to report on standard AssociatedLocation junction object

How do I create a report type for AssociatedLocation junction object which is related to an account. It is a standard object. How do I report on it?
0
votes
1answer
335 views

Field Service Lightning (FSL) Scheduling

I am learning FSL and trying to schedule Service Appointments in Field Service Gantt. I am not able to drag or locate my Service Appointments in Gantt. There is a warning sign with my Service ...
0
votes
0answers
13 views

Depot Call in Field Service Lightning

I am new to field service lightning and am working on a project wherein I need to have a depot call auto-closed if the machine has not arrived at the depot in 45 days. I want to know where do we set ...
0
votes
0answers
25 views

Maintenance Plan to Work Order Field Mapping

Is there any way to customize the field mapping for Work Orders that are generated via Maintenance Plans much in the way that one can map fields between Leads and Accounts/Contacts/Opportunities? For ...
0
votes
0answers
53 views

How can I make sort for Service Appointment on FSL Mobile App

I have a question for sorting Service Appointment on Field Service Mobile Application. How can change/manage sorting Service Appointments on the app? I guess, the app didn't sort with start/end ...
0
votes
0answers
37 views

FSL mobile textbox validation

i need a quick help on how to validate if a text box is empty. Currently what I did was created a text box named searchPeople and then I have a decision box checking if this is empty. I’ve created a ...
0
votes
0answers
30 views

Field Service Lightning - Scheduling policies use skills on Work Order Line Item

Is there a way to configure Field Service Lightning so that the Skill Requirements on Work Order Line Item are being used for scheduling?
2
votes
1answer
200 views

How to deploy Scheduling Policies in FSL from one environment to another?

I have created Scheduling Policy in my sandbox for FSL. How do I deploy it from Dev Sandbox to Integration sandbox and then to Staging and finally to Production? Is it a manual change or can we do it ...
0
votes
0answers
120 views

What are the Location and Associated Location objects in FSL?

I am getting started with FSL and came across the Locations & Associated Locations object. I understand that a location can be used to represent warehouses and other inventory locations. In our ...
1
vote
0answers
59 views

FSL mobile app screen elements visibility based on a criteria

We are implementing Field service Lightning. We have a requirement in our FSL mobile flow that on screen elements (text variables) should only be displayed if certain fields are checked which is ...
1
vote
0answers
242 views

Available edits to Work Order Overview FSL mobile

I am attempting to make edits to what Salesforce refers to as the "work order carousel" on FSL mobile. Particularly the Work Order Overview layout. I would like to edit the Service Appointment card ...
0
votes
0answers
189 views

Field Service Lightning “Cannot Dispatch Next Service Error”

I've been implementing and developing Salesforce , Field Service Lightning in order to pursuit my workplace goals and mission. Currently the workforce is experiencing a short block that needs to be ...
1
vote
1answer
365 views

Lightning Component - Detect Data Change from Another Source

I've built a lightning component that receives a ServiceAppointment (Field Service Lightning) record from a parent component, and leveraging this component to face a VisualForce page via an <iframe&...
1
vote
0answers
124 views

Invocable method giving error in FSL flow mobile

I created a flow using Flow designer and it is a FSL mobile flow. Here I basically uploading a file and then using the same for Einstein Prediction and here is how I'm doing. Upload file using ...
1
vote
1answer
95 views

FSL App Action Layout [closed]

Is it possible, if Radio Button is checked then a Text Field required? We have 3 travel types, Car, Carsharing and public transport, if Car is checked the field "Mileage Start" must be required. Is ...
1
vote
0answers
72 views

Lock Service Appointments in Gantt (Field Service)

does anybody know if there is some possibility (e.g. permission set) to lock the gantt diagram in the FS for a specific user? There is this possibility to lock/unlock the whole gantt but the problem ...
1
vote
0answers
28 views

EndDate and StartDate on Canceled WorkOrders

WorkOrders have a set of standard fields called StartDate and EndDate. According to the SOAP API documentation, they are defined as such: StartDate: The date when the work order goes into effect. ...