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            Color-Code Field Service Shifts

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            Color-Code Field Service Shifts

            Use a background color to identify different types of shifts in the Field Service schedule view and dispatch console. Background colors let you add visual information that works along with status-based horizontal color bars in shift cells. You can add a background color to a shift or a shift template.

            Required Editions

            Available in: Lightning Experience
            User Permissions Needed
            To view, create, and edit shifts: View, create, and edit on Shifts, Job Profiles, Service Territories, Service Resources, Service Territory Memberships
            To view, create, and edit shift templates: View, create, and edit on Shifts Templates, Job Profiles, Service Territories, Service Resources, Service Territory Memberships
            1. Edit the shift or shift template for which you want to add a background color. When you add a background color to a shift template, shifts created from the template inherit the background color.
            2. Select a color in the Background Color field. You can use the color picker or enter a value in hexadecimal format.
            3. Review the shift cell preview, then save your work.

            Keep these considerations in mind for managing shift colors:

            • To avoid visual clutter in the schedule view and Classic Dispatch Console, limit the number of background colors that you use. For example, pick 3-5 colors that your shift managers use to differentiate shift types.
            • The text color changes automatically depending on the background color that you select. The shift text color is either white or black, whichever creates the highest color contrast to promote readability and accessibility.
            • The shift status determines the color of a horizontal bar in each shift cell. You can’t update the default color scheme or replace it with a custom palette.
            • Tentative shifts that don’t have a background color are highlighted in orange.
            • Within a shift, the shift cell preview updates only if a service resource is assigned.

            See Also

             
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