Actions in the Scheduling Console
Learn about the actions available in the Scheduling Console to manage service appointments, service resources, and resource absences.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
This is a Field Service managed package feature.
In the Scheduling Console, all actions are accessible from the Gantt, the service appointment list, and the map.
Actions are available from the action bars and popovers, and can be applied to service appointments, service resources, and resource absences.
The Show on Gantt action is the only exception, as it's accessible only from the service appointment list and the map.
These actions are supported in the Scheduling Console.
- Actions applied to service appointments:
- Schedule / Reschedule
- Unschedule
- Change Status
- Pin / Unpin
- Show on Gantt
- Show on Map
- Actions applied to service resources:
- View Route
- Actions applied to resource absences (permission-based):
- Edit
- Delete
Drag and Drop
The Drag and Drop action is available both from the Gantt and the service appointment list, giving dispatchers an intuitive way to schedule or reschedule service appointments with immediate UI feedback for a fast experience.
To streamline scheduling, dispatchers can use dual monitors. They can keep the Gantt view open on one monitor and the service appointment list on the other, allowing them to drag and drop service appointments from the list onto the Gantt across monitors.
To set up dual monitors, duplicate your current console tab. Expand the Gantt to display on one monitor and then expand the service appointment list on the other.
Within the Gantt only, dispatchers can also drag and drop resource absences.
Find Candidates
The Find Candidates action offers enhanced clarity for evaluating usability and scheduling. Instead of numeric grades, users are shown intuitive labels and AI-generated summaries that clearly explain the reasoning behind the scheduling recommendations. The experience is clean and friendly, the UI provides clear explanations, and dispatchers gain increased confidence in their scheduling decisions.
Travel details are visible to users, who can view the travel time added to a service resource's daily schedule. They also have the option to sort the list of candidates based on travel time.
- To view candidates, click the Find Candidates action (1).
- Review the list of candidates and time slots (2).
Clicking Why? in the candidates side panel (1) shows an AI-generated rationale behind each recommended slot, giving dispatchers full transparency into why a specific time is suggested. This clarity allows users to understand why one option is superior or inferior to others.
