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            Customize the Dispatcher Console with Field Sets

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            Customize the Dispatcher Console with Field Sets

            Use field sets to control which fields appear in different sections of the Field Service dispatcher console. For example, choose which fields appear as columns in the appointment list.

            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.

            Package icon This is a Field Service managed package feature.

            To manage a field set, from the Object Manager, find the object whose field set you want to edit—for example, Service Resource. Then, click Field Sets.

            Field sets support the following field types: Number, Text, Date, Date/Time, Currency, and Reference (lookup fields). The Field Service managed package also provides additional field sets not included in this article.

            Only fields related to the object that you’re editing are shown in the dispatcher console. For example, if you’re editing the Service Appointment object, only service appointment fields are shown. Fields related to a service appointment’s account aren’t shown.

            Service Appointment Field Sets

            Field Set Description Location in Dispatcher Console
            Capacity Service Columns Controls the columns on the dialog screen shown when a user double-clicks a capacity record on the Gantt. This field set supports up to 9 fields. Capacity Service Columns
            Complex Work Lookup Fields Controls which lookup fields are available for selecting service appointments when users create dependencies.
            Dependency Lookup Filter Options
            Crew Management Controls which fields are shown when a user double-clicks a service appointment from the Crew Schedule row in the Crew Management Gantt.
            Crew Management Field Set
            Crew Management Tooltip

            Controls which fields are shown when a user hovers over an appointment in the Crew Management Gantt.

            Note
            Note Lookup fields and fields without values aren't displayed. The Required Skills field is always shown.
            		 View fields for service appointments on the Crew Management Gantt.
            Designated Work Fields Controls which fields are available when a user is creating a designated time slot from the time slots editor Visualforce page on the operating hours record. View fields for designated work time slots.
            Gantt Filter Controls the Additional Criteria fields shown when creating a custom Gantt filter. Filter the Gantt using additional fields.
            Service Appointment Expanded Controls the mini layout displayed when the user clicks an appointment in the appointment list. The mini layout supports up to 12 fields. Service appointment fields in the appointment list.
            Service Appointment List Columns

            Controls the fields that appear as columns in the appointment list and in the complex work dependencies lookup filter. We recommend that the appointment list includes up to six columns. Additional columns are supported but can affect the performance of the dispatcher console. The number of columns shown depends on the screen resolution. You can include Gantt or custom icon fields in columns.

            Note
            Note Custom appointment list filters include appointment list column settings. If such a filter is applied, it overrides this field set.

            Service appointment list view fields

            Dependency Lookup Filter Columns
            Service Appointment List Preview Controls the fields that appear when a user hovers on the appointment information icon. Service appointment list preview fields
            Service Appointment Optimization Criteria Controls the values shown in the Appointment Optimization Criteria field in the Optimize window. Optimize window Appointment Optmization Criterea
            Service Appointment Resource Calendar Tooltip Controls the fields displayed on the tooltip when a user hovers over an appointment on the service resource. View fields for service appointments on a resource's calendar.
            Service Appt Resource Calendar Display Controls the fields displayed on appointments on the service resource calendar Visualforce page. View fields for appointments on a service resource's calendar.
            Service Info Window Map Controls the layout of the dialog screen displayed when the user double-clicks an appointment on the map. View fields for appointments on the Gantt map.
            Service Lightbox Controls the layout of the dialog screen displayed when the user double-clicks an appointment on the Gantt. VIew service appointment fields on the Gantt.
            Service Lightbox Address Controls which fields are displayed under Address when a user double-clicks a service appointment in the Gantt. Control which fields are shown under Address.
            Service Lightbox Time Controls which fields are displayed under Date & Time when a user double-clicks a service appointment in the Gantt. Control which fields are shown under Date & Time.
            Service Tooltip Gantt Controls the tooltip layout shown when hovering over an appointment on the Gantt. This field set supports up to 10 fields. Hover to view fields for service appointments on the Gantt.

            Service Resource Field Sets

            Field Set Description Placement in Dispatcher Console
            Crew Management Resource Lightbox Controls the fields shown when a user double-clicks a service resource in the Crew Management Gantt. Control which fields are shown for service resources in the Crew Management Gantt.
            Emergency Fields Controls the fields displayed for a service resource in the Emergency Chatter action. Emergency Fields
            Get Candidates Resource Details Controls the fields shown when expanding a resource row on the Candidates Chatter action. View fields for the Get Candidates quick action.
            Resource Gantt Filter

            Controls the available fields in Gantt Resource Filters. The fields are shown in these sections:

            • Sort by
            • Checkbox filters (if the field is of type Checkbox)
            • One of the following properties picklist (if the field is of type Picklist)
            		 View fields for the Resource filter on the Gantt.
            Resource Lightbox Controls the layout of the dialog screen displayed when the user double-clicks a service resource in the Gantt. View service resource fields in the Gantt.

            Gantt Lightbox

            Field Set Description Placement in Dispatcher Console
            Account Controls the layout of the dialog screen displayed when a user double-clicks an appointment on the Gantt and clicks the Account tab. View account fields on the Gantt.
            Work Order Controls the layout of the dialog screen displayed when the user double-clicks an appointment on the Gantt, and then clicks the Work Order tab. Applies only to service appointments whose parent record is a work order. View fields for parent work orders.
            Work Order Line Item Controls the layout of the dialog screen displayed when the user double-clicks an appointment on the Gantt, and then clicks the WOLI tab. Applies only to service appointments whose parent record is a work order line item. View fields for work order line items.

            Resource Absence Field Sets

            Field Set Description Placement in Dispatcher Console
            Resource Absence Calendar Tooltip Controls the fields displayed on the tooltip when the user hovers over an absence on the service resource calendar Visualforce page on a service resource record. View resource absence fields on the calendar.
            Resource Absence Lightbox

            Controls the layout of the dialog screen displayed when a user double-clicks a resource absence on the Gantt.

            		 View resource absence details on the Gantt.
            Resource Absence Resource Calendar Controls the fields displayed on absences on the service resource calendar Visualforce page. View resource absence fields on the calendar.

            See Also

             
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