You are here:
Create Field Service Report Templates
In Field Service, a service report summarizes a work order or service appointment in a PDF that your customers and team members can sign. To control what appears in your service reports, create service report templates.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To edit page layouts and picklist values: | Customize Application |
| To create service report templates: | Modify All Data, Customize Application, and View Setup and Configuration |
Users generate a service report for a record by clicking Create Service Report on a record. A record’s service reports appear in the Service Report related list. If you choose not to specify a service report template on a work order, it uses the service report template listed on its work type. If the work type doesn’t list a template or no work type is specified, the work order uses the default service report template. The same is true for work order line items.
There’s an issue with service report templates when they’re saved in IE: the header can overlap the body in reports generated from these templates. Use Chrome or Firefox to save service report templates instead.
-
If you want your team to collect signatures on service reports using the Field Service
mobile app, create picklist values for the Signature Type field on digital signatures.
Signature types represent the role of the person signing a report.
- Navigate to the Setup page.
- In Salesforce Classic, from Setup, enter Digital Signatures in the Quick Find box, then select Fields under Digital Signatures.
- In Lightning Experience, go to Digital Signature in the Object Manager, then click Fields and Relationships.
- Click Signature Type.
- From the Signature Type Picklist Values related list, add up to 1,000 values. For tips on creating signature types, see Field Service Guidelines for Using Signatures on Service Reports.
-
Add the Create Service Report button to page layouts for the
following objects:
- Work orders
- Work order line items
- Service appointments
-
Create a service report template.
- From Setup, enter Service Report in the Quick Find box, then click Service Report Templates under Field Service.
- Click New, or click Edit next to a report template you’d like to adjust. You already have one active template named Standard.
- If you’re creating a template, select an existing template as its base and give it a name.
-
In the Related Templates dropdown menu, at the top of the template editor, select a
subtemplate.
Each template comes with four subtemplates, which enables service reports for multiple record types:
- Service Appointment for Work Order
- Service Appointment for Work Order Line Item
- Work Order
- Work Order Line Item
- Drag fields, sections, and related lists onto your layout.
-
Click Save.
Note When you preview the report template, it shows the System Administrator profile view. The data shown is simulated, except for images and rich text. If the person creating the service report doesn’t have Read permission on objects or fields in the service report template, those fields don’t appear on the report they create.
- (Recommended) Select another subtemplate in the Related Templates field, and customize its layout. Repeat until you’ve reviewed the layout of all four subtemplates.
- Click Activate next to the template name on the Service Report Templates home page.
- Field Service Guidelines for Creating Service Report Templates
Service report templates in Field Service determine the type and order of data in service reports. Learn how to customize your service report templates to suit your needs. - Field Service Guidelines for Using Signatures on Service Reports
Field service workers can capture signatures from customers and partners on service reports. On the service report template, you define the number and type of signatures allowed.
