In Field Service, create a set of shifts from a predefined pattern of shift templates.
Assign a service territory and resource to quickly prepare the schedule.
Required Editions
Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To view, create, and update shifts:
View, create, and edit on Shifts, Job Profiles, Service Territories, Service
Resources, Service Territory Memberships
From the App Launcher, click Shifts.
Click New from Pattern.
Select the shift pattern.
Select a start date.
Do one of the following:
To end the pattern on a specific date, choose On a date.
To repeat the pattern, choose After a number of occurrences and
enter the number of times to repeat it.
Optionally, select a service territory. If you select a territory, you can also assign a
service resource.
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