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Not Able to see Salesforce Scheduling Policy via Guided Setup in Field Service

Дата публикации: Jan 30, 2025
Описание

When attempting to access any Salesforce scheduling policy via the guided setup in the Field Service settings, the scheduling policy page appears blank. In the browser page, inspect the HAR logs to find the error "Type Error: 'Can’t read properties of undefined (reading 'Name')".
Setup

Решение

When not able to see see Salesforce Scheduling Policy via the Guided Setup in Field Service, the cause is due to the Work Rule not being assigned a record type.  When clicking on the scheduling policy from the guided setup in Field Service Admin Settings, the system retrieves all the Work Rules and their associated record types. If any Work Rule lacks a record type, an error "TypeError: Cannot read properties of undefined (reading 'Name')" is displayed in the browser's console.

1. To resolve this issue, run the following query in the developer console to identify Work Rules without a record type:

SELECT Id from FSL__Work_Rule__c where RecordTypeId = null

2. Next, assign the appropriate record type to the affected Work Rules following the below steps:

  1. Navigate to Setup > Object Manager
  2. From the list of objects, select Work Rule
  3. Click on the Page Layout and select the Page Layout Assignment
  4. Choose the Master Page Layout for your Profile.  (Likely, the page layout would be "Match Boolean (Service) Layout")
  5. In the Page Layout, search for the "Record Type" field
  6. Drag and drop the "Record Type" field onto the layout and click Save
  7. Open the affected Work Rule record and assign the relevant record type

 

By following these steps, the issue should be resolved, allowing the Scheduling Policy page to display correctly in the Guided Setup.

Номер статьи базы знаний

000694748

 
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Salesforce Help | Article