Custom HTML documents enable you to create your own tabs and pages within the Pulsar FSL environment. These pages have full access to the Pulsar JSAPI bridge, enabling you to modify and display data as you see fit. You can add a custom document to the FSL tab bar, as a card that exists on a particular FSL object type, or that launches from the Lightning Bolt menu.
Custom Documents on the FSL Tab Bar
Adding a custom document to the tab bar is done through the pulsar.fsl.layout.tabs
Pulsar setting. The values for this setting are separated by new lines and consist of a series of entries of either reserved words for standard FSL tabs or label : documentId
pairs that will link to your custom documents.
You must add all tabs that you wish to see on the tab bar to this setting. Failure to add a tab will exclude it from the app. This includes the standard FSL tabs.
The keywords for the standard FSL tabs are: Schedule, Inventory, Notifications, and Profile.
Schedule Inventory Create Order:0696A000005Yr7i Display Task:0696A000005Yw1V Profile
The above values would place the standard FSL schedule tab at the far left, the inventory tab to the right of that and a custom tab with the label text “Create Order” in the third location that would link to a custom document pointed at by the Id 0696A000005Yr7i
. The fourth tab in Pulsar’s FSL application is always labeled More. Any items after the third will be placed in a modal pop-up that is launched when the More tab is tapped.
Custom Documents as Cards within an Object Type
Adding custom HTML as a card as part of the display of an FSL object is done through the pulsar.fsl.{objectType}.{optionalRecordTypeDeveloperName}.order
Pulsar setting. When you create this Pulsar setting you are defining all of the cards that will display when viewing FSL objects that match the object type / record type pair that you define in the setting.
Failure to include a card in the value of the setting will result in it not being displayed.
pulsar.fsl.layout.workorder.order
ServiceAppointment Contact Asset Asset Work Items:0696A000005ijL3 Asset History:0696A000005ivUl WorkOrderLineItem KnowledgeArticle ServiceReport
The above value for the setting would display the cards listed from top to bottom on all WorkOrder objects. This would place two custom cards containing the HTML you defined in the files pointed to by the documents listed to the right of the colons. The text to the left of the colons will appear as the title of the card.
Standard FSL cards are: ServiceAppointment, Contact, Asset, WorkOrderLineItem, KnowledgeArticle, ServiceReport, ProductRequestLineItem, ProductTransfer, Parent, and TimeSheetEntry. Many of these may not make sense depending on the context (FSL Object) from which these cards are displayed. If the object context does not contain a relation to the standard card object, it may display no data.
You can add a generic related list card by referencing any valid related list object by the proper developer name. The object must be related to the pages WorkOrder or WorkOrderLineItem and must be synchronized within Pulsar.
Custom Documents on the Lightning Bolt Menu
See: Pulsar FSL Lightning Bolt Menu Customizations
Accessing the Bridge
The Pulsar Platform - JS Bridge API is fully accessible from any custom document running in the Pulsar FSL environment.
var bridge = window.parent.pulsar.bridge; var request = { "type" : "read", "object" : "Account", "data" : { "Name" : "John Doe Industries" } }; bridge.sendRequest(request, function (responseData) { alert('Request Result: ' + responseData); });
This means of accessing the bridge is different from custom documents running outside of FSL in Pulsar. Outside of the FSL context, the bridge has not yet been initialized and registration code must be executed. Consider limiting your use cases to one style, though it is possible to create a hybridized bridge set up function.
Pulsar FSL Functions
In order to allow for rich user experience, Pulsar exposes a number of FSL specific methods in addition to the bridge.
var pulsar = window.parent.pulsar; // Go back to the previous Pulsar page // * only relevant to pages launched from a Pulsar SObject page // * Tab bar pages will be the "root" of that tab, so back will be ignored pulsar.goBack(); // Go home to the schedule page // * useful if you navigate from one custom document to another // * safe way to exist a stack of custom navigated pages pulsar.goHome(); // Go back to the last non-custom-document on this tab's navigation history. // * a user can create a series of custom documents which work together and // and then call this method to dismiss them all and return to the initial // page in the navigation history that launched the first custom document. pulsar.goBackToTab(); // Open another custom document // * Important - you must specify a document Id or title. If both are null, // this method will fail, if you want to open by title, pass null for the Id pulsar.displayContentDocument(aDocumentId, aDocumentTitle, { "someParameter": "a value" }, function () { alert("Document has been displayed."); }); // Show/Hide a Spinner that disables the Pulsar FSL UI pulsar.showSpinner(); // do some time consuming work pulsar.hideSpinner(); // Set Page Title // Custome pages will have an empty title unless set explicitly. pulsar.setTitle("My Title"); // Show/Hide the Pulsar FSL navigation bar pulsar.hideNavBar(); // Your page is responsible for re-displaying the navigation bar pulsar.showNavBar(); // Create a named handler that will execute whenever a sync finishes // IMPORTANT: Please clean up your handler as shown below. pulsar.addSyncFinishedHandler('myHandler', function(syncFinishedInfo) { console.log('Sync finished with info!', syncFinishedInfo); pulsar.removeSyncFinishedHandler('myHandler'); }); // Create a named handler that will execute whenever a sync update event occurs // IMPORTANT: Please clean up your handler as shown below. pulsar.addSyncUpdateHandler('myHandler', function(updateInfo) { console.log('Sync updated with info!', updateInfo); pulsar.removeSyncUpdateHandler('myHandler'); });
Page and Component Resizing
Documents are displayed within iFrames in the Pulsar FSL document. The size of this iFrame is based upon the size of the content. However, there are cases in which a document may have a dynamic size or one that is created after the iFrame has sized itself. In these cases, we make use of the javascript postMessage function.
// Once you have determined the height you'd like the iFrame to conform to... // inform Pulsar FSL of that height formatted as you would CSS. var myHeight = "800px"; window.parent.postMessage({ "type": "refresh", "height": myHeight }, "*"); // Note: sending "*" as the origin is acceptable since this will never carry sensitive data
Changing the Number of Details Shown Throughout Pulsar FSL
One common way that information about various SObjects is displayed in Pulsar FSL is through what we call Display Fields. These fields are defined by the compact, search and related list layouts on those objects. We define the header as the first field in the set of fields on any of those layouts. We define the details as the remaining fields, excluding the header. Generally, whenever we show a list of details we separate them with a “•” (bullet character). By default, Pulsar FSL shows up to 4 detail fields in addition to the header. If an SObject does not have a value for a given display field, it will not show the field. It is important to make sure that your header fields are required fields or your users may have a confusing UI experience.
We have created a Pulsar Setting pulsar.fsl.layout.detailFieldCount
to allow the user to control how many detail fields are displayed throughout the app in situations like the one shown below. Pulsar will try to show up to 4 fields by default unless overridden by this setting. The number of fields displayed is also determined by the associated layout. The details below are driven by the related list layout between the WOLIs and their parent WorkOrder. If the related list has only 3 total fields defined, then one will be used as the header and only two detail fields could possibly be shown. Remember, if the field is undefined on the object, it will not be shown (see the bottom most set of details, which appears to not have an AssetId property defined).
To determine where a set of details or a header is coming from, refer to Pulsar FSL Screens and the data that feeds them for more information.
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Name | Number of Detail Fields |
Key | pulsar.fsl.layout.detailFieldCount |
Value | Number |
Default Value (if any) | 4 |
Description | Sets the maximum number of detail fields to be displayed. |
Notes/Comments |
Customizing the SObject Page Carousel Items
In Pulsar FSL, SObject pages have a series of tabs displayed in a carousel identified to the right. Three of these elements (Overview, Details and Related) are always present but there are four optional carousel items that may or may not be displayed when available to a given SObject. The Work Plans, Location, Products and Feed tabs are displayed by default but a user can select any or none of these to display with the following Pulsar Setting pulsar.fsl.layout.carouselItems
.
The values that are valid for this setting are: work-plans, location, products and feed. These are case-sensitive so be careful when adding them. You may separate them with new lines or commas. Removing the setting will show all four items if present on the object.
Certain items, like Work Plans, may not appear if there are no associated Work Plans with the object (for instance, a Work Order).
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Name | Customized Carousel Items |
Key | pulsar.fsl.layout.carouselItems |
Value | A list of valid values separated by commas or new lines. Valid strings are: work-plans |
Default Value (if any) | work-plans |
Description | Use this setting to customize the set of carousel items on an SObject page in FSL. |
Notes/Comments |
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.
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Name | FSL: Show Assign Contact Button |
Key | pulsar.fsl.layout.showAssignContactButton |
Value | TRUE/FALSE |
Default Value (if any) | TRUE |
Description | Use this option to display/hide the assign contact button. |
Notes/Comments |
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.
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Name | Hide Map Component |
Key | pulsar.fsl.layout.serviceappointment.displayMap |
Value | TRUE/FALSE |
Default Value (if any) | TRUE |
Description | Use this option to display/hide the map component on the overview screen. |
Notes/Comments | Users can still get Driving Directions by clicking on the button in the section. |
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.
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Name | Hide Get Directions Component |
Key | pulsar.fsl.layout.serviceappointment.displayDrivingDirectionsButton |
Value | TRUE/FALSE |
Default Value (if any) | TRUE |
Description | Use this option to display/hide the get driving directions button on the overview screen. |
Notes/Comments |
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.
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Name | Display Resource Absences |
Key | pulsar.fsl.layout.schedule.showResourceAbsences |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Use this option to display resource absences on the schedule view. |
Notes/Comments | None. |
Hiding the App Browser
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Name | Display App Browser |
Key | pulsar.home.toolbar.enableappbrowser |
Value | TRUE/FALSE |
Default Value (if any) | TRUe |
Description | Use this option to display or hide the 9 squares icon on the bottom toolbar |
Notes/Comments | None. |
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).
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Name | FSL Schedule - Number of Days Before |
Key | pulsar.fsl.schedule.numDaysBefore |
Value | a number of days |
Default Value (if any) | Will use the value in FSL mobile settings |
Description | Controls the number of days to display in the calendar navigation component before and after the current date. |
Notes/Comments | None. |
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.
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Name | Show Gantt Label for Resource Absences |
Key | pulsar.fsl.layout.schedule.showGanttLabelForResourceAbsences |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Use this option to display the Gantt label on resource absences in the schedule view. |
Notes/Comments | None. |
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.
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Name | Display Lightning Menu on Schedule Items |
Key | pulsar.fsl.layout.schedule.showLightningButton |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Use this option to display a lightning menu button on each service appointment in the list of appointments on the schedule page. |
Notes/Comments | None. |
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.
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Name | Hide Empty Service Report Sections |
Key | pulsar.fsl.layout.serviceReport.hideEmptySections |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Hides a standard service report section if all data fields that would be displayed contain no values during service report generation. |
Notes/Comments | None. |
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Name | Hide Empty Service Report Related Lists |
Key | pulsar.fsl.layout.serviceReport.hideEmptyRelatedLists |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Hides service report related list sections that have no rows of data during service report generation. |
Notes/Comments | None. |
Hiding the Add Resource Absence Button
The + button on the Profile page in FSL can be hidden through the following setting:
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Name | Hide Add Resource Absence |
Key | pulsar.fsl.layout.profile.hideAddResourceAbsence |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Hides the add resource button on the profile page of FSL. |
Notes/Comments | None. |
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 FSL can be hidden through the following setting:
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Name | Hide Add Product Request Line Item Button |
Key | pulsar.fsl.layout.productRequest.hideAddProductRequestLineItem |
Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Hides the add Product Request Line Item button on the profile page of FSL. |
Notes/Comments | None. |
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.
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Name | FSL: Hide Schedule Page Directions |
Key |
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Value | TRUE/FALSE |
Default Value (if any) | FALSE |
Description | Hides the Get Driving Directions option from Service Appointment item context menus on the FSL Schedule page. |
Notes/Comments | None. |
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 the lightning bolt menu and a Service Report Flow.
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Name | FSL: Hide Service Appointment Create Service Report Button |
Key | pulsar.fsl.layout.serviceappointment.displayCreateServiceReportButton |
Value | TRUE/FALSE |
Default Value (if any) | TRUE |
Description | Hides the “Create Service Report” and + button on a Service Appointment Service Report detail component card. |
Notes/Comments | None. |
Using Your Own Google Maps API Key
Luminix provides a limited but free number of Google Maps API requests per month to all of our users. This is a single pool of requests and will frequently run out before the end of the month and disable maps for all users using the shared pool.
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.
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Name | FSL: Hide Service Appointment Create Service Report Button |
Key | pulsar.fsl.googleMapsAPIKey |
Value | A string value for the Google Maps API key |
Default Value (if any) | The default will resolve to the Luminix API key which has a limited number of uses and may stop working for you at any time. |
Description | Enables you to control the access to Google Maps API. This is a paid feature that Luminix offers for free on a very limited basis. If you have many users, you will want to configure your app to use your own key. |
Notes/Comments | None. |
Use a different maps provider than out of the box options.
Some users may wish to use different sources for getting directions from within FSL. This is especially useful in countries where Google and Apple maps are not supported.
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Name | Maps Provider - Bing |
Key | pulsar.fsl.layout.mapsProvider |
Value | Domain components of map API providers like: “maps.google.com” and “bing.com” and “cn.bing.com”. Others are not supported at this time. |
Default Value (if any) | |
Description | Disables all map UI components in FSL and replaces the “Get Directions” feature with a direct request to directions from the supplied provider. |
Notes/Comments | None. |
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.
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Name | FSL: Hide Submit Button for Time Sheets |
Key | pulsar.fsl.layout.timesheets.displaysubmitbutton |
Value | TRUE/FALSE |
Default Value (if any) | TRUE |
Description | Hides the “Submit” button on the Time Sheet page. |
Notes/Comments | None. |