Allow ability to use Work Plan & Work Steps at Service Appointment Level. - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
10  Points
Open
Idea has been posted. Give it an upvote or downvote.

Allow ability to use Work Plan & Work Steps at Service Appointment Level.

Customer Experience

Currently Work Plans and Work Steps can be configured at Work Order or Work Order Line Item level, which is a great feature, but only allows specifying a series of steps to be performed at the WO\WOLI level. 

Typically a series of steps are also needed to complete a Service Appointment (for.e.g. status transitions, WO completion steps, etc) which are currently configured via the Quick Actions\Flow. Having Work Plans and Work steps based on a template at the Service Appointment level will greatly reduce the:
1) Configuration overhead for the FSL Admin.
2) Ease of use for the Field Service resource (focussed steps to be followed and lesser clicks)
and improve the user experience in FSL Mobile app as well.

Also, the current model works if a service appointment is either created under a WO or a WOLI, but in scenarios where multiple service appointments are needed to perform a work order, it also necessiates the usage of a WOLI (additional records), to be able to get the benefit of Work Plans (which might not be ideal).

Hence, having this feature at the Service Appointment will give greater flexibility, especially from the perspective of the FSL Mobile app.

Thanks

Merge Idea · Flag

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

No results found.

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.