Unschedule Service Appointments in Field Service
Unschedule service appointments from the Classic Dispatch Console or a service appointment record.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
This is a Field Service managed package feature.
When a service appointment is unscheduled, it’s removed from the Gantt and its assigned resources are removed. Status transitions are ignored when you delete an assigned resource or unschedule service appointments from the Gantt. You can unschedule an appointment in the following ways.
- Delete the service appointment.
- Delete the assigned resource record.
- From a service appointment details page, edit the Status field to the value shown for New Service Appointment in the managed package Field Service Settings | Service Appointment | Service Appointment Workflow | SA Status.
- In the Classic Dispatch Console appointment list, select one or more appointments. In the mass actions menu, select Unschedule.
- In the Gantt, right-click an appointment and select Unschedule. To select multiple appointments, hold down Control or Command while clicking appointments. Unscheduling an appointment from the Gantt is the same as deleting the assigned resource record.
- From a service appointment details page, update the Status field to None.
Note Deleting the assigned resource record associated with a service appointment, or
unscheduling a service appointment from the Gantt causes the service appointment status to
switch to the None default value shown for New Service Appointment in
the managed package Field Service Settings | Service Appointment | Service Appointment Workflow | SA Status.
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