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            Automatic Status Change

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            Automatic Status Change

            Receive in-app updates that notify you of automatic status changes.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            To access the Field Service mobile app, users need the Field Service Mobile user license.
            User Permissions Needed
            To change statuses: Field Service Mobile License
            1. When you’re within the time frame and the area of your appointment, update the appointment’s status according to the mode your company uses for status updates.
              • Manual—A prompt appears to suggest a status update. To accept the suggestion, click Update Status. To update the status later, click Cancel.
                Manual mode single status change
              • Timed—A prompt appears to suggest a status update, and the progress bar indicates the time that remains before the status is updated. To accept the suggestion, click Update Status. To update the status later, click Cancel.
                Timed mode single status change
              • Automatic—A prompt appears to notify you that the status was updated.
                Automatic mode single status change
            2. When you leave the area of the service appointment, update the appointment’s status according to the mode your company uses for status updates.
              • Manual—A prompt appears to suggest status updates for your previous and next appointments. To accept the suggestions, click Update Statuses. To update the statuses later, click Cancel.
                Manual mode double status change
              • Timed—A prompt appears to suggest status updates for your previous and next appointments. The progress bar indicates the time that remains before the statuses are updated. To accept the suggestions, click Update Statuses. To update the statuses later, click Cancel.
                Timed mode double status change
              • Automatic—A prompt appears to notify you that the statuses of your previous and next appointments were updated.
                Automatic mode double status change
            3. Your service appointment statuses are updated until you finish work for the day.

            Consider these points when you’re using Automatic Status Change.

            • If you’re on your way to your next service appointment outside of the time frame, you’re prompted to update your status manually.
            • If you’re offline when you update a status, the change is synced when you’re back online.
            • The prompts appear only if the app is open. When the app is closed, the updates appear as notifications.

            See Also

             
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