Custom Actions in the Scheduling Console

This is a Field Service managed package feature.

Important The Scheduling Console is available only when you’re using Enhanced Scheduling and Optimization.

Custom actions let you tailor the Scheduling Console to your organization's specific workflows and business processes. Dispatchers can then run them from multiple locations within the console.

When building custom actions, design them around real dispatcher workflows — such as bulk updates, emergency response handling, or territory-wide scheduling changes.

You can add custom actions to several locations in the Scheduling Console:

• Service appointment popovers on the Gantt, the service appointment list, and the map.
• The service resource popover, resource absence popover, and break popover on the Gantt.
• The service appointment side panel.
• The action bar on the Gantt and in the service appointment list, when one or more records are selected.
• The More Actions menu in the console header, for custom actions that don't require selecting a record.

When you create a custom action, you specify the Action Type, which determines how the action launches when a dispatcher clicks it. Use autolaunched flows or Apex actions for background automation, such as bulk reassignment or scheduling updates. Use Lightning Web Components, screen flows, or Visualforce actions when dispatchers need an interactive UI or step-by-step guidance.

• Lightning Web Component — Launches your custom Lightning Web Component in a dialog.
• Flow — Runs a screen flow in a dialog for dispatcher input, or an autolaunched flow in the background.
• Apex Class — Calls the selected Apex class.
• Visualforce Page — Opens the selected Visualforce page.

For visual actions, you can define the content and button labels that appear in the dialog.

Create Custom Actions

Configure custom actions in the Scheduling Console Settings page.

1. Decide what you want your action to do and where it appears.
2. Create a Lightning Web Component, Flow, Apex class, or Visualforce page to connect to an action.
   

   Important

   • Including flows or Lightning web components via Lightning Out in Visualforce pages isn’t supported. See Lightning Out Considerations and Limitations.
   • Using iframes in Visualforce pages isn’t recommended. It can cause Content Security Policy (CSP) violations.
3. Create a custom permission to limit who sees the action, or identify an existing one to use.
4. From Setup, enter Scheduling Console Settings in the Quick Find box, then select Scheduling Console Settings.
5. From the Scheduling Console Settings page, click Manage in the Actions section to open the Create Custom Actions dialog and then create your custom action. See Customize the Scheduling Console.

You can reorder custom actions within each action category to control how they appear in the action menu. Keep action names short and clear so that dispatchers can understand their purpose at a glance. After you create or edit a custom action, refresh the Gantt to ensure the changes appear in the Scheduling Console.