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Workforce Scheduling for Agentforce Public Sector
Set Default Statuses for Categories

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Set Default Statuses for Categories

Set the default service appointment status that scheduling applies at each stage of an appointment's lifecycle.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To set default statuses for categories: Workforce Scheduling Admin

After you create service appointment statuses and map each one to a status category, set the default status for the categories that automated scheduling uses.

Set default statuses separately for each scheduling method that's enabled in your org: field and on-site. We recommend the following default statuses.

Automated stage On-Site Field
A service resource is assigned to the appointment. Scheduled Scheduled
The appointment is sent to the assigned resource. NA Dispatched
The appointment is canceled. Canceled Canceled
  1. From Setup, in the Quick Find box, enter Workforce Scheduling, and then select Scheduling and Optimization.
  2. For each scheduling method that's enabled in your org, locate the default status settings.
    1. For field scheduling, select a default status for each category listed in the table.
    2. For on-site scheduling, select a default status for each category listed in the table.
  3. Save your changes.
 
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