Service Appointment List in the Scheduling Console
View service appointments in the Scheduling Console using a standard list view that supports global search and other functionalities.
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.
The service appointment list view in the Scheduling Console uses standard Salesforce list views. It supports global search and other functionalities.
You can customize the appointment list to fit your needs. In the Service Appointments tab, select a list view and then modify its displayed columns or filters. You can also create a new list view.
With server-side filtering, the service appointment list view is limited to displaying 2,000 appointments at a time. However, searching within the list shows any appointment that meets the current Gantt and service appointment list settings, regardless of this limit.
The service appointment list search functionality in the Scheduling Console uses the same standard Salesforce list view search capabilities, maintaining consistency in the field types available for user searches.
The last appointment list that you selected is retained and remains the default list next time it loads.
- Select a service appointment list to view (1).
- Search for a service appointment within the list (2).
Global Search
Leveraging the existing Salesforce Einstein Search, dispatchers can instantly search for and locate any service appointment across their entire org, even those not visible in their current service appointment list. Search doesn’t require switching views, date ranges, or service territories.
The search results appear in a temporary list, showing a maximum of 50 records. Live updates aren't applied to these results, and sorting isn't supported.
Admins can configure up to 10 fields which users can search by when using the service appointment list's global search. If users need to search by fields on related records such as Work Order, Account, and Assigned Resource, those fields can be exposed on the Service Appointment object and included in the global search configuration.
Use Search All to search all service appointments in your org (1).
Service Appointment List Filtering
Use predefined filters to control which service appointments appear in the service appointment list. Available on any appointment list view, these filters help you to quickly isolate appointments requiring immediate action, such as those that are in jeopardy, or violating scheduling rules.
To refine your appointment list, select from the following filters. When the filtering criteria are based on Status, the filters consider the status category, which maps all standard and custom status values to categories corresponding to the default status values. Conditions have an OR statement between them.
| Filter Name | Definition |
|---|---|
| Canceled | Service appointments whose status category is Canceled. |
| Contractors | Service appointments that are assigned to capacity-based resources. |
| Crews | Service appointments whose parent work order or work order line item requires a crew of more than one person. |
| Gantt Rule Violations | Service appointments that have rule violations and their status category isn't Canceled. |
| In Jeopardy | Service appointments that are marked In Jeopardy and their status category isn't Canceled. |
| Match Gantt | Service appointments that are currently shown on the Gantt, which means they have one or more assigned resources and fall within the defined time frame. |
| Scheduled | Service appointments with an assigned resource. |
| To-Do | Service appointments that match one of these criteria.
|
| Unscheduled | Service appointments that don’t have an assigned resource. |
Only one filter can be active at a time. Your active filters are saved when you switch between saved appointment lists, preventing unexpected changes to your view. The filters you last applied to a list are also retained the next time you open the Scheduling Console.
To support the Gantt Rule Violations and To-Do filters, the service appointment list includes a Rule Violations column that shows the violated rules for each appointment.
If you use global search to find service appointments across your entire org, you can’t apply filters to the temporary list that shows your search results.
Admins can enable or disable specific filters for all users, or for users with specific profiles or permission sets. They can also hide filters that aren't relevant to your organization's business process. For example, if your organization doesn't use contractors, the Contractors filter can be hidden.
- Click the Filter icon (1).
- Select a filter from the filter bar (2).
Differences from the Classic Dispatch Console
Some service appointment list functionalities found in the Classic Dispatch Console aren't supported in the Scheduling Console.
-
X days before and after the Horizon: Not a native list view configuration concept in the Scheduling Console. Users can create list views with relative date filters.
-
Show only appointments shown on the Gantt filter option: Not a configurable setting within a Scheduling Console list view definition.
-
Rule Violations Field or Filter: In the Classic Dispatch Console, you can create a custom filter based on the Rule Violations field to include or exclude rule-violating appointments. The Scheduling Console doesn't support this — there's no equivalent Rule Violations field available for standard Salesforce list view filters. To surface rule-violating appointments in the Scheduling Console, use the Gantt Rule Violations filter from the filter bar above the service appointment list. The filter shows rule violations only for appointments currently shown on the Gantt and within the Gantt’s date range.
- Long Text Field Conditions: Salesforce list views don’t support conditions on long text fields.
