Create Quick Actions for the Field Service Mobile App
Add quick actions to object page layouts so your mobile workforce can quickly create and edit records, send messages to contacts, and more.
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 create quick actions and add them to page layouts: | Customize Application |
Users viewing records can call a quick action by tapping the action from the action launcher. Quick actions are assigned to record page layouts. For example, you can add a Create Opportunity action to the contact page layout to let users create an opportunity from any contact record in the app.
The app supports quick actions of the types Create a Record, Update a Record, and Lightning Web Components. Other action types aren’t supported.
As an example, let's create a work order quick action and add it to the work order overview screen. You can follow these steps for any Field Service object available in the app.
- From the Object Manager in Setup, click Work Orders, then click Buttons, Links, and Actions.
- Click New Action.
- Configure an action to either create or edit a record, and save your changes.
- From the Object Manager, click Page Layouts under Work Orders.
- Click the work order page layout.
- From the layout editor, select Quick Actions.
- Drag your newly created action into the Quick Actions in the Salesforce Lightning Publisher section.
- Save your changes. The action is visible in the app and on the full Salesforce site.
