Foreward

Often times we are asked by customers and developers what feeds each of the SFS screens and we have been pointing to the official Salesforce SFS documentation since we work closely with the Salesforce SFS Mobile product team to try and reflect the same screens and data in Pulsar. But it makes sense to publish 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 scheduled start date time fall on the day you selected and also the ServiceAppointment to have an AssignedResource related record referencing the ServiceResource for the currently logged in user).

Open

Schedule screen showing Service Appointment information from the Search Layout

Field Service Mobile Settings (FSMS)

FSMS Show Quick Change Status Flow option in Pulsar

Open

Define a valid flow

Search Layout vs (13.0+) FSMS Default List View Developer Name

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.

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.

Other Screens

Work Order - Asset Service History

Work Order - Work Order Line Items

Location Tab

Inventory

Product Requests

Profile

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.