Color-Code the Gantt
Help dispatchers compare service appointments in the Field Service Classic Dispatch Console Gantt and map by creating custom color palettes based on a service appointment field. For example, create a palette that displays appointments in a custom color spectrum based on the proximity of the due date.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create, edit, and delete Gantt palettes: | Gantt Palettes Edit custom permission |
| To view the Palettes tab in the Gantt and apply a palette: | Gantt Palettes View custom permission |
This is a Field Service managed package feature.
You can base a palette on any service appointment field of the following types: checkbox, picklist, date, date-time, number, percent, or currency. Use the Due Date Approaching palette to color-code appointments based on how close they are to the due date. Create and manage palettes directly from the Gantt.
- From the App Launcher, find and open the Field Service app. Click the Field Service tab to open the Classic Dispatch Console.
- Click the filter icon at the top of the Gantt, and then click the Palettes tab.
- Click the icon in the top-right corner to open the palette editor, and click New Palette.
- Enter a name and description.
- Select which service appointment field to base the palette on.
- Define the color spectrum. We recommend creating a high-contrast spectrum. For picklist fields, assign a color to each picklist value. For checkbox fields, select two colors signifying checked and unchecked. For numeric or date-based fields, choose how many colors to use, a minimum and maximum color, a color if no value is specified, and a corresponding minimum and maximum value. The palette editor then creates a spectrum for you.
- Select Active to make the palette available to dispatchers.
- Save your palette.
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Apply a palette from the Palettes tab in the Gantt filter.
- Select a palette in the dropdown list, and click Apply Palette. The list shows up to 10 active palettes in the org in alphabetical order. Applying a palette changes the background color of appointments on the Gantt and adds an appropriately colored horizontal bar above appointments on the map.
- After a palette is applied, you can click Use Default Palette to return to the default color scheme.
The default color scheme—used when no palette is applied—color-codes appointments by status. You can’t update the default color scheme or replace it with a custom palette. When you reload the Gantt or change which service appointments are shown in the appointment list, the last palette that you used is applied.
The Gantt Color field on service appointments and service crews overrides the default color scheme. If you don’t like the default color scheme, create a flow in Flow Builder that populates the Gantt Color field based on your preferred service appointment field.
Users with the Gantt Palettes View permission can see all palettes created in your org. To control palette access, set sharing on the Gantt Palette object to Private. Then, use sharing rules to share each palette with the appropriate users.
- Highlight appointments for VIP customers
- Color-code appointments based on service cost
- Color-code appointments based on the priority level of their parent work order
