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.

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1answer
17 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 ...
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17 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 ...
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26 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 ...
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1answer
41 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 ...
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9 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 ...
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19 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 ...
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2answers
167 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 ...
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1answer
14 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 ...
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15 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 ...
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24 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&...
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20 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 ...
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17 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?
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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 ...
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39 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 ...
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13 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 ...
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33 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 ...
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1answer
44 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 ...
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17 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?
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1answer
129 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 ...
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11 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 ...
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18 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 ...
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29 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 ...
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27 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 ...
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21 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?
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1answer
87 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 ...
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70 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 ...
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38 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 ...
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62 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 ...
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94 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 ...
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36 views

Field Service Lightning Inventory Setup

We are Facing one critical issue: We have set up the Virtual Location For our Technician and added all the Product in his Inventory by the help of the Product Item , But still in The FSL app it is ...
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1answer
105 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&...
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63 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 ...
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1answer
56 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 ...
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186 views

FSL: Book appointment as Community User

I am looking for a native way to allow Community users to book service appointments. In Community Builder there is the Appointment Management component which needs to be linked to a custom-defined ...
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72 views

To Make a Field Read Only in Service Appointment on Gantt Chart

Currently I'm able to modify/Edit the "Arrival Window" field by right-clicking on Service Appointment(SA-1257)in Gantt Chart. I just want to disable that(Edit) functionality for "Arrival Window Start" ...
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43 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 ...
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26 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. ...
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2answers
475 views

FSL Service Appointment Test class

I have a problem with Field Service Lightning managed package in my test class. Context: I have done the next things: Create a Lightning Component and a Apex Controller to change the service ...
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25 views

ProductItemTranscation, type “consumed” without a ProductConsumed?

I am a bit lost. As far as I understand, a ProductItem in Field Service Lightning is consumed using a ProductConsumed record, which is related to a ProductItemTransaction. If I further understand ...
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79 views

Checkbox Group flow not working in FSL Mobile App

I created a flow for FSL Mobile App , it gets the work order Id and displays the work order line item as checkboxes and updates the status of the ones which are selected. Below is the Screenshot of ...
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2answers
112 views

How to create Operating Hours for Apex Testing

I can't really find a solution for this, but does anyone can help me with creating Operating Hours for Apex Testing? I'm not quite sure what I have to create? Only the Operating Hours - record or more?...
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183 views

Field Service Lightning Auto Schedule

We are trying to batch update the Auto Schedule checkbox for the unscheduled service appointments in FSL. The batch is set the value to true and then unchecking it as expected but the FSL_AutoSched ...
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28 views

Can I Stamp my Service Appointment Status?

I'm looking to capture via the process builder when a Service Appointment status has been changed, and I want to store this timestamp in a custom field from a custom object for each one of the ...
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29 views

Can I Capture Status Change Times in a Service Appointment?

my team and I want to capture the exact time when a Service Appointment Status changes in order to build metrics around this. So far this are the statuses that I have: Schedules, Responded, Dispatched,...
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61 views

Does Salesforce and/or Field Service Lightning have an invoice option?

I would like to know if salesforce and Field Service Lightning have an option to bill/invoice the services that we would be bringing to out clients.
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1answer
58 views

How can I use the Data Loader to connect SSIS?

My team wants to take data from Salesforce and using Integration Services, integrate that data to another platform. First of all , I would like to know if this is possible, and if it is, is there any ...
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1answer
87 views

Process Builder: How can I call another object while creating Work Order?

I'm trying to make the following happen. When creating a Work Order there are two fields that hold a master-relationship (Accounts & Assets). I want to create a process that allows me to call the ...
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240 views

Sharing service appointment to resource

https://resources.docs.salesforce.com/212/latest/en-us/sfdc/pdf/salesforce_field_service_lightning_managed_package.pdf Page 22: When a service appointment’s status is changed to Dispatched, the record ...
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70 views

Field Service Lightning to track location and to auto change the status of the schedule appointment to Done

A user goes to a scheduled appointment. He changes the status to arrived. When the user leaves the location, track his location and when they leave the location - auto change the status of the ...
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30 views

How is this Authentication Option called and how can I implement it?

Recently I was working within my Salesforce Sandbox and when I switched to the Sandbox version of the application, Field Service Lightning, the authentication platform below appeared. I'm interested ...