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            Create Custom Appointment Icons

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            Create Custom Appointment Icons

            Add custom icons to service appointments on the Field Service Gantt, map, and appointment list so dispatchers can quickly identify appointment characteristics. For example, use a custom icon to indicate that an appointment is for a VIP or first-time customer.

            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 a custom Gantt icon:

            One of the following:

            • Custom permission set: FSL Admin Permissions
            • Custom permission set: FSL Dispatcher Permissions
            • Read and Edit on service appointments

            Package icon This is a Field Service managed package feature.

            The Gantt is chock-full of information. Icons are a great way to share information without cluttering your screen. While icons are set at the individual appointment level, you can set up triggers to populate the Gantt Icon field on appointments of a certain type.

            1. Add the Gantt Icon field to service appointment page layouts.
            2. Navigate to the service appointment that needs the icon.
            3. In the Gantt Icon field, enter an icon URL. The URL must end in an image suffix, such as .png or .gif. We scale the image to 16 x 16 pixels, so square images look best.
            4. Save your changes. Dispatchers can see the icon on the appointment in the Gantt and the Classic Dispatch Console map. Images with a transparent background appear with a white background.

            In the appointment list, you can also include columns that show Gantt or custom icons. For example, set up a formula field that selects an icon image. Add the fields to show in the Service Appointment List Columns field set.

            Example
            Example

            Add an ice cream icon to an appointment that’s next to your favorite ice cream shop. Find a URL that leads to an ice cream icon, and paste the link into the appointment’s Gantt icon field. (Of course, we recommend scheduling a snack break after the appointment.)

            Gantt Icon link
            Icon on Gantt

            See Also

             
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