Enterprise、Unlimited 及 Developer Edition 提供 Field Service 的核心功能、受管理封裝與行動應用程式。
需要「Field Service 約會助理」受管理封裝與權限集授權。
需要的使用者權限
若要建立共用規則:
自訂應用程式
進入「設定」,在「快速尋找」方塊中輸入「安全性」,然後選取「共用設定」。
如需管理共用設定,請選取「文件收件者」。
在「共用規則」下,按一下「新增」。
如需規則類型,請選取「來賓使用者的存取權 (依條件)」。
輸入共用條件。
針對「欄位」,選取「狀態」。
針對「運算子」選取「不等於」。
在值中,輸入「已完成」。
選取以包含大量使用者擁有的記錄。
與「<您的網站名稱>網站來賓使用者」共用規則。
儲存規則。
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