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Overview
Many customers and developers ask what feeds each of the SFS screens and we have been pointing . We point to the official Salesforce SFS documentation since we work closely with the Salesforce SFS Mobile product team in an attempt to try and reflect the same screens and data in Pulsar. But it makes sense to publish This article shows the Pulsar SFS screens with explicit information about how the data gets populated here on our Wiki. Hope you find this page helpful. Let us know if you can think of any improvements to the documentation..
Schedule Screen
Service appointments assigned to that user for that day
The Schedule screen will show service appointments assigned to that user for that day (so the requirement is that you have the . There are two requirements:
The scheduled start date
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for the service appointment falls on the day you selected
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The ServiceAppointment has an AssignedResource related record referencing the ServiceResource for the currently logged-in user
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The Schedule screen will use the search layout by default. Starting in Pulsar version 13.0, you can set the Default List View Developer Name field in the Field Service Mobile Settings to use a different list view.
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Pulsar will output debug-level log entries to help you confirm the list view developer name was correctly added to Field Service Mobile Settings. Below are the possible log entries you may see:
When no default list view is defined:
FSL Schedule: using search layout
When using a valid default list view:
FSL Schedule: using list view with developer name 'Example_Default_SA_List_View'
When using an invalid default list view:
FSL Schedule: list view developer name 'Example_TYPO_SA_List_View' not found. Using search layout.
When using a valid default list view that has no fields available:
FSL Schedule: list view with developer name 'Example_Empty_SA_List_View' found but no fields to display. Using search layout.
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white dot indicates the selected day. Click on the days to select the desired day. If necessary, scroll the calendar to the right and left to see additional days.
Service Appointment Screens
Service Appointment/Work Order
When you open a Service Appointment, you see the Service Appointment/Work Order Page. By default, the Work Order screen displays. In the header, you can see the Work Order number, Work Order Description, and the associated Case information, such as the Owner, Number, Contact, and Status.
Below the header, there are Work Order carousel items, such as Location.
Below the Work Order tabs are the sections of the work order:
Service Appointment – contains Service appointment information, such as the number, the date, and the scheduled start and end times. The address appears here, and there is a button that links to directions.
Contact – contains the service appointment contact name and title, and links to call, message, or email the contact.
Work Order sections – Additional sections in the work order appear below the Service Appointment area. See the sections that follow for more details.
Asset Service History
Work Order Line Items
Linked Article
Product Requests
Work Order - Asset Service History
Under the Asset Service History section, the first field is the Asset Name. Work orders related to this particular asset are listed below the asset name. Additional information is also listed, including the title, status, and other information, based on the next 4 fields in the Work Order related list on the Asset Layout. By default, up to 4 work orders are listed in chronological order. Click View all Asset service history to view all of the work orders.
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Work Order - Work Order Line Items
The Work Order Line Items section displays the parent Work Order information, followed by the related work order line items with their service appointment name, and the asset which relates them. Up to 4 work order line items will display.
Work Order - Linked Article
The Linked Article section displays a list of up to 4 knowledge article titles with summaries. Click View all Linked Articles to view more.
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Work Order - Products (Consumed)
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The Work Order carousel also has a Products item. When on Products, Click the Plus Sign (+) to display the Products Consumed screen. This screen displays Inventory available to the user, as well as the relevant Price Books.
What determines which inventory items are available to the user?
Pulsar displays inventory based on the SFS mobile setup. Inventory information is displayed based on the user’s location and work order assignments.
What determines which Price Book entries are available to the user?
Pulsar follows a process to determine which Price Book entries display to the user.
First, Pulsar checks the work order for any associated Price Books, because Price Books must be associated with a work order to display to users. If a work order does not have any Price Books associated with it, then the user will not see any Price Book information.
Next, Pulsar looks for the work order currency code, to only display Price Book entries which match the work order’s currency code. In the absence of an assigned work order currency code, Pulsar will use the Price Book currency code to display entries to the user.
If both the work order and the Price Book have no currency code assigned, Pulsar will not display entries to the user.
How many Price Book entries will display to users?
By default, only 10 Price Book entries will display. Users should search for specific terms to access additional Price Book entries.
Location
The Location carousel item displays work order history at this particular location.
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Tabs
Inventory
The Inventory tab displays the following:
Product Items
Product Requests
Product Transfers
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Product Requests
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Profile
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Time Sheets
Quick note about Time Sheets: The clock icon will show up on the Profile screen if you have enabled time sheets in the Field Service Mobile Settings (you can find this in the Setup menu on Salesforce browser as an admin). Please also make sure the service resource has time sheets and has proper permission to view them. And make sure time sheets are in the related list for the service resource.
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