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          Service Report Fields

          Service Report Fields

          Service reports and digital signatures on service reports have the following fields. Some fields may not be visible or editable depending on your page layout and field-level security settings.

          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.

          Service Report

          Service reports display fields from related objects, including service appointments, work orders, and work order line items. In addition, the Service Report object comes with the following fields.

          Field NameDescription
          Parent ID The ID of the record that the service report is summarizing. For example, if you click Create Service Report on a service appointment, this field lists the service appointment’s record ID.
          Service Report Language The language used for the service report. The language is selected in the Service Report Language field on the associated work order. If the work order doesn’t specify a service report language, the report is translated in the default language in Salesforce of the person generating the report.
          Service Report Name The name of the service report.
          Service Report Template

          The template used to create the service report.

          If the person creating the service report doesn’t have Read access to objects or fields in the service report template, those fields aren’t visible in the report they create.

          Signed

          Indicates that the service report contains one or more signatures.

          Note
          Note To quickly find signed reports, add this field to the Service Reports related list on work orders.

          Digital Signature

          Digital Signatures are signatures captured on service reports. For example, mobile workers can collect signatures from customers, other workers, or anyone else involved in field service work.

          Field NameDescription
          Date Signed The date of the signing.
          Parent Record The service appointment, work order, or work order line item that the service report belongs to.
          Place Signed The place where the service report was signed.
          Signature Image The image of the signature.
          Signature Number An auto-generated number identifying the signature.
          Signature Type

          The role of the person signing. It comes with one value, Default. Service reports can have one signature per type, so your admin needs to create additional signature types in Setup.

          Create at least one value for every role that might need to sign a service report. For example, Technician, Customer, Supervisor, or Supplier. If you want some service reports to be signed by multiple people in one role—for example, if all mobile workers present at an appointment should sign—create numbered types: Technician 1, Technician 2, and so forth.

          Signed By The name of the person signing.
           
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