Additions To The Salesforce Field Service Dispatcher Console

This repo contains examples of how to add or adjust functionality to the Salesforce Field Service Dispatcher Console via custom Javascript or CSS.

Disclaimer

Please do not log a support case with Salesforce support. If you encounter an issue or have a question, create a new issue in this repository!

This repository contains code intended to help Salesforce Field Service customers and partners accelerate their implementations. Please note the following:

• This code is not an official Salesforce product.
• It is not officially supported by Salesforce.
• The code serves as an example of how to implement specific functionality or make use of certain features.

Before using this code in a production environment, it is crucial that you:

• Adopt the code to fit your specific needs.
• Test thoroughly to ensure it works as expected in your environment.
• Consider the code to be your own and take full responsibility for its use.

By using this code, you acknowledge that Salesforce is not liable for any issues that may arise from its use.

1. More Information On Planning Bar

The DispatcherConsoleCSS static resource allows for more text to be displayed on a planning bar in the gantt. The Gantt Label information is displayed on multiple lines instead of just a single line. See screenshot for how this is displayed.

How to add this to the Dispatcher Console:

1. This repository contains the Static Resource dispatcherConsoleCSS, make sure to deploy it
2. Navigate to Field Service Settings (tab) -> Dispatcher Console UI -> Gantt Configurations, scroll down and enter "dispatcherConsoleCSS" in the External CSS option
3. Save your changes
4. Reload the Dispatcher Console

Alternatively, you can clone this repository, and deploy the static resource using VSCode. Or when you are already using an External CSS, you can add the content to the existing one.

2. Additional Keyboard Shortcuts

Standard keyboard shortcuts: https://help.salesforce.com/s/articleView?id=sf.pfs_gantt_keyboard_shortcuts.htm&type=5 The following keyboard shortcuts are added:

• 8 - 2 weeks view
• f - toggles gantt chart filter options
• p - opens the Gantt Palettes menu and focuses on the palette selection dropdown
• c - opens the Resource filter menu and focuses on the Crews Filtering selection dropdown
• m - toggle Match Gantt Dates
• l - puts focus on the list filters for the service appointments list
• h - toggles the "Show Horizontal Scrollbar" option
• Shift + S - focus on the search service appointments input field
• Shift +R - focus on the filter resources input field

How to add this to the Dispatcher Console:

1. Save this code snippet in a file named: dispatcherConsoleJS.js
2. Create a static resource with the name dispatcherConsoleJS and upload the dispatcherConsoleJS.js file
3. Navigate to Field Service Settings (tab) -> Dispatcher Console UI -> Gantt Configurations, scroll down and enter "dispatcherConsoleJS" in the External JS option
4. Save your changes
5. Reload the Dispatcher Console

Alternatively, you can clone this repository, and deploy the static resource using VSCode. Or when you are already using an External JS, you can add the content to the existing one.