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            Pre-Work Brief and Your Data

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            Pre-Work Brief and Your Data

            The default prompt for Pre-Work Brief uses your data to add context and personalization to your prompt. You can modify this data by editing the flow or the prompt.

            Note
            Note You can see this data in the Field Service Pre-Work Brief prompt template in Prompt Builder.
            Object Fields Description
            Account
            • Account
            • Number
            • Description
            • Industry
            • Name:
            		 General customer information related to the work.
            Case (by ID)
            • Comments
            • Description
            • Priority
            • Reason
            • RecordTypeId
            • Subject
            • Type
            		 The record where the call center rep defines the details of the issue as provided by the customer.
            Contact (by ID)
            • Name: FirstName, LastName, Salutation
            • Phone
            • Pronouns
            • Title
            		 Specific details of the person to contact for the required work or the person at the job site.
            Pricebook 2 (by ID)
            • Description
            • Name
            		 Related price book data.
            Service Appointment (by ID)
            • Address
            • AppointmentNumber
            • Description
            • Duration
            • SchedEndTime
            • SchedStartTime
            • ServiceNote
            • Status
            • Subject
            • WorkTypeId: Description, Name
            		 Details about the specific job. A work order can have multiple service appointments.
            Work Order (by ID)
            • Address
            • Description
            • Duration
            • EndDate
            • ID
            • Priority
            • StartDate
            • Status
            • Subject
            • WorkOrderNumber
            		 The main object that holds information about the work that is required.
            Work Order Line Item (based on Work Order ID)
            • Description
            • LineItemNumber
            • Priority
            • WorkOrderId (Parent Work Order)
            		 Detailed information about the work that needs to be done.
            Work Plans (based on Work Order Line Item or Work Order)
            • Description
            • ExecutionOrder
            • Name
            • ParentRecordId: IDWorkOrderId (Parent Work Order): ID
            • WorkOrderLineItemId (Parent Work Order Line Item): ID
            • WorkPlanTemplate: Description, Name, RelativeExecutionOrder
            		 A process that defines the work in steps.
            Work Step (based on link to Work Plan)
            • ActionType
            • Description
            • ExecutionOrder
            • Name
            • ParentRecordId
            • Status
            • StartTime
            • WorkPlanId
            		 The steps of the work plan.

            See Also

             
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