Access Service Appointment Lifecycle
View the scheduling history of a service appointment.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To view Service Appointment Lifecycle: | View Service Appointment Lifecycle |
This is a Field Service managed package feature.
- From the App Launcher, find and select Service Appointments.
-
On the Service Appointments list view, click the service appointment record and then click
the Service Appointment Lifecycle tab.
Note- Service Appointment Lifecycle shows activity information only from the last 30 days.
- Each change is registered with the user who invoked it. This can be a dispatcher, a mobile worker, or an Agentforce agent. If an activity is a scheduled job, it’s registered with the System Administrator user who configured it.
-
Expand the relevant activity to view the changes made to the appointment details. Service
Appointment Lifecycle tracks the changes made to these scheduling-related fields. It shows only
the fields that have changed.
- Scheduled Start
- Scheduled End
- Arrival Window Start
- Arrival Window End
- Service Resource
- Service Territory
- Earliest Start Permitted
- Due Date
- Status
- Status Category
- Duration
- Duration Type
- Related Bundle
- Work Type
- To see more information about a change, click the relevant activity header and view the Field Service Object Change record page.
Service Appointment Lifecycle includes information for these scheduling activities.
- Created—The service appointment was created. When an appointment is created, Service Appointment Lifecycle shows you the values of all the tracked fields at the time of creation.
- Scheduled—An unscheduled service appointment was scheduled.
- Rescheduled—A scheduled service appointment was rescheduled. An appointment is considered rescheduled if a change is made to its assigned service resource or to its scheduled start time.
- Unscheduled—A scheduled service appointment was unscheduled.
- Status changed—The service appointment status was changed. For example, the status was changed to Complete. The manual activities of scheduling, rescheduling, and unscheduling are also reported as status changes because they change the status of a service appointment.
- Service resource assigned—The service appointment was assigned to a service resource. When a service appointment is assigned to a crew, all its crew members are assigned to that appointment. Service Appointment Lifecycle shows you separate scheduling activities for the crew and for each individual service resource. When a resource is added to a crew with an assigned appointment, Service Appointment Lifecycle shows you this change as a new activity. When a resource is removed from a crew, Service Appointment Lifecycle doesn’t show the change.
- Details updated—The service appointment details were changed. Service Appointment Lifecycle shows you the changes made to one or more of the tracked scheduling fields. If these changes aren’t shown in any of the other activities, they’re shown here.
- Deleted—The service appointment was deleted. You can find the deletion details on the Field Service Object Change record page.
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