Customize Screens in the Field Service Mobile App
Control which fields users see in the Field Service mobile app by updating page and search layouts.
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 modify page layouts: | Customize Application |
| To create custom list views: | Read on the type of record included in the list AND Create and Customize List Views |
| To create, edit, or delete public list views: | Manage Public List Views |
Records in the Field Service mobile app display the first three fields in the corresponding page layout. Some fields are hard-coded, meaning they are shown in the app regardless of their place in the page layout.
- When you update metadata like a page layout, users must log out and log into the Field Service mobile app to see the changes.
- Not all field types are supported in the Field Service app. Review Supported Data Types in the Field Service Mobile App before you configure your layouts.
| Screen in the mobile app | Page Layout | Details |
|---|---|---|
| Absences | Absences related list on the Service Resource page layout | You can reach the Absences screen from the Profile screen. Resource absences are displayed differently in the app based on whether the start time and end time fields are included in the related list layout. |
| Inventory | Search results layout on the product item object. |
The Inventory tab represents the items in the user’s inventory. It shows product items associated with the user’s service resource record. Service resources only see the Inventory tab if they’re associated with a mobile inventory location (which represents their service vehicle). See Set Up Inventory Access for Mobile Workers. |
| Products | Product search layout | Users must be able to find products to create product requests and product items. Users viewing products in the app see the Product Name field and the top 3 fields in the search layout. Note To search Products, a pricebook must be set on the parent object. Only string fields
are searchable. Numbers, Dates and other fields can't be searched. |
| Products Consumed | Product consumed related list on the work order. Product consumed number must be the first field. | You can reach the Products Consumed screen from the Related tab or the Products tab in the work order carousel. |
| Record Highlight for any record | Compact Layout of the record (for example, Service Appointment Compact Layout) | A record highlight is a preview of a record. The top-most field in a record’s compact layout is displayed prominently. |
| Record Lookup | Search Layout of the record (for example, Contact Search Layout) | A record lookup is a search for a record. To change the search results, update the search layout in your org. |
| Related Lists | Related list layout | Related list sorting uses the default page layout sorting. If the user overrides the sort setting, the app uses this setting for related list sorting. Related list sorting only sorts on one column. |
| Schedule |
|
The Schedule tab lists service appointments assigned to the user. For details, see Set Up the Schedule Tab in the Field Service Mobile App. Note The Default List View
Developer Name is the name of the list view that shows when the mobile Service
Appointment page is first opened. If the Default List View Developer
Name isn’t defined, mobile users see their service appointments within the date
picker range. This list and the list defined are available offline. However, there isn't an
option to change to another list view on the mobile device unless the Default
List View Developer Name is defined. |
| Service Appointment | List view layout. | The service appointment screen includes the following fields in the following order:
|
| Work Order Overview | List view layout
|
You can reach the Work Order Overview screen by tapping a service appointment from the Schedule tab. |
- Customize the Work Order Overview Screen in the Field Service Mobile App
When a user taps a service appointment on the Schedule tab, an overview of the work order is shown. You can customize the highlights and cards shown on the work order overview screen.
