Configure event visibility in Workforce when Workforce Optimization for Field Service is installed

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable users to control the visibility of events and work order tasks that appear in the Calendars tab when Workforce Optimization for Field Service is enabled.

    Antes de Iniciar

    Configure event visibility in Workforce when Workforce Optimization for Field Service is installed

    Role required: wm_admin

    Procedimento

    1. Navigate to All > Field Service > Administration > Configuration.
    2. Select the Assignment tab.
    3. In the Scheduling section, toggle the Enable shift Scheduling for FSM to Determine Availability property.
    4. Select Save.
    5. Navigate to All > Agent Schedule > Event Configuration.
    6. Review the list of event types.
      When Workforce Optimization for Field Service is installed, the choices by default are:
      • Appointments
      • Case tasks
      • Work Order Tasks
    7. Set the Active field for the event to true to display it on the Team calendar.
      Users are able to toggle the selected events to display on the Team calendar in Workforce.
    8. Opcional: Adjust the default filter conditions for the selected event type.
      1. Select the name of the event type to open the record.
      2. Update the filter conditions.
      3. Select Update.
      Nota:
      To ensure the event type appears on the team calendar, make sure the user, start date, and end date fields are all completed.