Set up Automatic Time Sheet Entry Creation
Set up the flows and actions that create time sheet entries on the start and end of a service appointment, based on technician geolocation.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy and Utilities, and all editions of Asset Service Lifecycle Management |
| User Permissions Needed | |
|---|---|
| To access flow templates | Labor Cost Optimization Admin |
Use flow templates available in Timesheets and Labor Cost Optimization to automatically create time sheet entry items. Clone the flow templates, activate them, and place them as actions in the service appointment object.
| Flow Template Name | Usage | Flow Template Description |
|---|---|---|
| Create Time Sheet Entries on Appointment Start | Mobile | Creates or updates a time sheet entry and associates it with a work order or work order line item when a field service technician reaches the appointment location. Automatically wraps up (updates the end time of) a Time Sheet Entry of Category Drive Time and creates the next Time Sheet Entry of Category Work Time when a technician enters a service appointment location. |
| Create Time Sheet Entries on Appointment End | Mobile | Updates the current time sheet entry and creates a time sheet entry when the field service resource completes the appointment. Automatically wraps up (updates the end time of) a Time Sheet Entry of Category Work Time and creates the next Time Sheet Entry of Category Drive Time when a technician enters a service appointment location. |
| Create Action Records Based on Geolocation | Mobile | Creates an action record using geolocation when a field service technician enters or exits from a service appointment location. For every service appointment, creates two geolocation-based actions for entering and exiting a service appointment location which trigger the corresponding appointment start and appointment end flows. |
- Clone the Flow Builder templates available with Timesheets and Labor Cost Optimization.
You must create at least one flow with each of the templates listed earlier.
- From Setup, find and select Flows under Process Automation.
- Click the flow template that you want to clone. For example, click Create Action Records Based on Geolocation.
- Click Save As on the header of the flow builder and enter a flow label and a flow API name.
- Save your changes.
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Customize the flow and activate them.
For example, in the Create Time Sheet Entries on Appointment End flow, you can set the default interval time for a technician between completing a work order and starting the drive time for the next work order.
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Place the Create Time Sheet Entries on Appointment Start and the Create Time Sheet Entries
on Appointment End flows as actions in the service appointment object.
- From the object management settings for the object you want to add actions to, go to Buttons, Links, and Actions. For example, go to the object management settings for Service Appointment.
- Click New Action.
- In Action Type, select Flow.
- Select the flow that you want to add as an action. For example, select Create Time Sheet Entries on Appointment Start.
- Enter a label.
-
Enter a name that matches the value of the ActionDataForEntry constant in the Create
Action Records Based on Geolocation flow.
Note The name of this action must match the value of the ActionDataForEntry constant in the Create Action Records Based on Geolocation flow. For the Create Time Sheet Entries on the Appointment Start flow, enter Create_TSE_SA_Entry. For the Create Time Sheet Entries on the Service Appointment End flow, enter Create_TSE_SA_Exit. - Enter the details of the new action and save your changes.
