Which Actions Appear in the Field Service Mobile App

Actions Available in the App

When a user clicks the Actions button from the Work Order Overview screen, they see a list of actions found on the page layouts for the Service Appointment and Work Order objects. The Actions launcher displays actions in the following order:

• Create Service Report: Only visible on the Work Order screen if an alternate service closure flow isn’t configured and the service appointment page layout includes the Service Reports related list. See Build Flows for the Field Service Mobile App
• Actions are then separated by Object - Work Order and Service Appointment. App extensions and flows scoped to work orders or service appointments are at the top of the section (sorted alphanumerically).
• After app extensions and flows, Salesforce Classic Publisher Quick Actions display in the order of the page's layout. (Android only): View Detail is displayed under Quick Actions.
• After Quick Actions, Edit Work Order, Edit Work Order Line Item, or Edit Service Appointment are displayed.
• App extensions and flows not scoped to an object are shown at the bottom of the page layout.

Note To see Actions order changes in the mobile app that were made on the desktop, log out and back in to the mobile app.

Considerations for Android Devices

• In Android, actions are categorized as Work Order Actions or Service Appointment Actions. In iOS, these actions are consolidated into one list.
• The Create Service Report action isn't visible in Android. To create a service report in Android, navigate to the Work Order Overview screen.
• The Knowledge Article action isn't visible on the Work Order Overview screen in Android. View knowledge articles using the related list.