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Quick Action 'Candidates' overview

Publiseringsdato: Apr 28, 2024
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The Candidates Quick Action is used to find qualified Service Resources (also known as Candidates).

The behavior of the action will depend on the context it is used in:

- If the action is used on an existing Service Appointment it will allow you schedule it by providing you with a list of Candidates and their time slots.

- If the action is used on an existing Service Appointment that already has an assigned Service Resource it will allow you reschedule it by providing you with a list of Candidates and their time slots.

- If the action is used on an existing object record (e.g. Account) it will automatically create the Service Appointment and parent Work Order and allow you schedule it by providing you with a list of Candidates and their time slots.

- Unlike the Book Appointments action the Candidates action does not offer a list of slots. Instead it offers intervals of availability (AKA green slots). For example, if a Candidate isn't scheduled any Service Appointments on a given day, the Candidates action will return a single slot. If the Candidate is assigned a Service Appointment in the middle of the day, the Candidates action will return two slots. One slot for the beginning of the day leading up to the first appointment and another slot from the end of the first appointment to then end of their day.
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To use the action:
 
1. Navigate to a detail page.

2. Select the Candidates Quick Action.  If it's not available you'll need your System Admin to include it on the layout.
 
- Any Service Resources with a gold star next to their name are considered "ideal" because they have a time slot with a grade >= to the defined ideal grade.  This is defined by you on the "Ideal grading threshold" setting found under the Field Service Settings tab | Global Actions | Appointment Booking.

3. Click on a Service Resource to see all their available time slots.

- The slots returned are based on the "Default operating hours" setting found under the Field Service Settings tab | Global Actions | Appointment Booking.

- Each time slot will have a grade next to it.  Any grades shown in green are considered "recommended".  This is defined by you on the "Recommended grading threshold" setting found under the Field Service Settings tab | Global Actions | Appointment Booking.

4. Select on a time slot.

5. Click on the "Schedule to..." button

- The Scheduling Policy used to schedule the Service Appointment is defined by you on the "Default scheduling policy" setting found under the Field Service Settings tab | Global Actions | Appointment Booking.

When the Candidates Quick Action is first selected the scheduling engine will immediately start searching for Candidates, however you can click the "Back" link on the action to view the inputs used for the search and overwrite them if required.

The inputs used include the following:
  • Work Type
  • Earliest Start Permitted
  • Due Date
  • Address
  • Territory

These inputs and default inputs (Default scheduling policy, Default operating hours) can be overwritten to dynamically populate based on existing values of the record the action is used on.  This is done through a Derivation.

To create a Derivation:

1. Go to Field Service Settings tab | Global Actions | Derivations
2. Select an object from the picklist then click the "Add Object" button
3. Map the Service Appointment fields on the left to the object fields on the right
4. Click Save
Knowledge-artikkelnummer

000384209

 
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Salesforce Help | Article