Page Comparison

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To determine where a set of details or a header is coming from, refer to Pulsar SFS Screens and the data that feeds them for more information.

Customizing the SObject Page Carousel Items

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Certain items, like Work Plans, may not appear if there are no associated Work Plans with the object (for instance, a Work Order).

Hiding the Assign Contact Button

The SObject overview page contact component will by default display a button to assign a Contact to the Service Appointment. Use this setting to hide the button if desired by setting the value to false.

Hiding The Map on Service Appointment Overview Screen

Some customers have asked us if they can hide the map on the appointment overview screen because it takes a significant amount of screen real estate on phones. You can do this by specifying a Pulsar Setting in your org.

Hiding Get Driving Directions Button on Service Appointment Overview Screen

This setting allows users to remove the Get Driving Directions button from the Service Appointment detail component on the overview page. It is important to note that this button is displayed by default.

Displaying Resource Absences in the Schedule

It may be useful to your users to see resource absences displayed in the Field Service Lightning schedule screen in Pulsar. You can achieve this through this setting. Resource absences will not display in the scrolling calendar navigation view as “dots” (implying the presence of a Service Appointment) but they will be shown in the list of events for a selected day and on the full calendar display.

Hiding the App Browser

Overriding the Calendar Display Dates

Some users may wish to display more dates on the calendar navigation control – as well as more appointments and absences – than Salesforce field service mobile settings allows (45 days before and after).

Displaying the Gantt Label for Resource Absences in the Schedule

If resource absences are shown in the Field Service Lightning schedule screen with the previous setting, they will display in the format of “RA: <unique RA #>”. Alternatively, you can choose to display the Gantt label in place of the RA number. You can achieve this through this setting.

Displaying a Lightning Bolt Menu on Appointments in the Schedule View

It may be useful to your users to have quick access to the Lightning Bolt Menu for a given Service Appointment directly from the schedule and not have to click into the object itself. This can be achieved via a pulsar setting.

Hiding Empty Sections in Generated Service Reports

Service report generation can be customized to hide sections which lack data. Service report sections can be customized through templates on Salesforce.com. There are three types of sections – normal, related list, and signature. Pulsar allows you to hide normal or related list sections that contain only empty values or have no rows.

Hiding the Add Resource Absence Button

The + button on the Profile page in SFS can be hidden through the following setting:

Hiding the Add Product Request Line Item Button(s)

The + button (and larger Add Product Request Line Item button) on the Product Request page in SFS can be hidden through the following setting:

Hiding Get Driving Directions from the Schedule Page

Each Service Appointment on the schedule page has a context menu with some actions. You can hide the ‘Get Driving Directions’ action through the following Pulsar setting.

Hiding Create Service Report Buttons

A user may wish to hide the display of the Create Service Report button as well as the small “+” button on the service report component card. This may be useful when trying to control when users may create a service report. By hiding the buttons you can allow the user to create service reports only through a Service Report Flow.

Hiding the Service Note

A user may wish to hide service note portion of the Service Reports detail card on an objects overview page.

Applying logic before allowing the user to create a Service Report

An admin might wish to apply some rules before allowing the user to create a service report. This uses Pulsar’s PSL capability to allow the PSL logic to execute and confirm all validations have been met before letting the user proceed to the service report signature capture step.  

Using Your Own Google Maps API Key

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You should connect your own Google Maps API key so that the maps work for you and you can take control of the number of requests you will have access to.

Use a different maps provider than out of the box options.

Some users may wish to use different sources for getting directions from within SFS. This is especially useful in countries where Google and Apple maps are not supported.

Hiding Submit Button on TimeSheet Screen

A customer may wish to hide the Submit button on the Time Sheet screen because they have implemented a specific flow for it, so that it meets all the criteria. This setting will help do exactly that.

Displaying Future Time Sheets on the TimeSheet Screen

A customer may wish to add a list view to the TimeSheet screen that displays future time sheets.

Optionally Displaying a Native Detail Screen for Service Appointments

A customer may wish to display the native version of the detail screen for ServiceAppointments depending on the outcome of custom PSL written for the ServiceAppointment.