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            Create Resource Absences in the Field Service Mobile App

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            Create Resource Absences in the Field Service Mobile App

            Resource absences indicate when a service resource is unavailable to work. During schedule optimization, service resources aren’t assigned to appointments that conflict with their absences. View and manage absences from the Profile tab in the app. Or view work and absences together in the Schedule tab.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            To access the Field Service mobile app, users need the Field Service Mobile user license.
            User Permissions Needed
            To view, create, edit, or delete resource absences: Read on service resources
            To customize the page layout: Customize Application
            To customize Field Service mobile settings: Customize Application

            To allow users to create, update, and delete absence records from the app, make the following configurations.

            1. Add the Absences related list to the service resource page layout, and customize its fields as needed.
              Note
              Note The date picklist values on resource absences are based on the Picklist Time Interval in Minutes setting on the Field Service Mobile Settings page in Setup.
            2. Add the "Non Availability" record type to user profiles.
              1. From Setup, in the Quick Find box, enter Users, and then select Profiles.
              2. Select the user profile that you want to add the record type to.
              3. Under Apps, select Object Settings.
              4. Select Resource Absences and click Edit.
              5. Next to Non Availability, select the circle for Default Record Type. The checkbox for Assigned Record Type is automatically filled in.
                Note
                Note For resource absences created from the app to be considered for schedule optimization, Non Availability must be selected as the default record type.
              6. Click Save.
            3. Optionally, hide certain resource absence types in the app.
              1. From Setup, in the Quick Find box, enter Connected Apps, and then select Manage Connected Apps.
              2. Select Salesforce Field Service for Android or Salesforce Field Service for iOS.
              3. Under Custom Attributes, click New.
              4. For Attribute key, enter EXCLUDE_RESOURCE_ABSENCE_TYPES.
              5. For Attribute value, enter a comma-separated list of the resource absence types you want to hide from the Profile tab, and then click Save.

                For example, if you want to hide meetings and trainings, you would enter "Meeting,Training".

            4. To control how many resource absences are displayed in the app, set a date range in Field Service Mobile Settings.
              1. From Setup, in the Quick Find box, enter Field Service Mobile Settings, then select Field Service Mobile Settings.
              2. Edit the mobile setting configuration, then choose values for the Future Days in the Date Picker and Past Days in the Date Picker fields. For example, select 7 days in the past and 30 days in the future so workers can see absences in the prior week and the month ahead.
            5. Optionally, combine resource absences with the work items on the Schedule tab. Mobile workers get an integrated view of the schedule. Desktop users don’t see absences added to Service Appointment list views.
              1. From Setup, in the Quick Find box, enter Field Service Mobile Settings, then select Field Service Mobile Settings.
              2. Edit the configuration where you want to add absences to the schedule, and select Display resource absences in the Schedule page.
              3. Save your changes.
            Managing Absences in the App
            View and manage absences from the Absences card on the Profile tab. You see absences for the date range specified in Field Service Mobile Settings.

            To create a resource absence, click the + icon. The Type field indicates the nature of the time off from work, and comes with the following values:

            • Vacation (default)
            • Meeting
            • Training
            • Medical

            See Also

             
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