Configure the fields to appear on task cards or in the contextual side panel

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add fields to task cards or the contextual side panel so more information is available to dispatchers so they can make decisions faster.

    Before you begin

    Role required: admin, wm_admin

    About this task

    Task cards provide a brief summary of the work order task in the Dispatcher Workspace. By default, these details include the work order task number, short description, scheduled start, assignment group, location, and SLA value.
    Note:
    If you add a field to the contextual side panel that contains date or time information, then it shows in the Planned/ Actual times section in the contextual side panel.

    Procedure

    1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Info Fields.
    2. Choose the following:
      • To add a new field, select New.
      • To edit an existing field, select the field you want to edit.
    3. Fill in the form.
      Table 1. Application Field Set Item form
      Field Description
      Field name Field that to be displayed on the card or contextual side panel.
      Name Name for the field.
      Always show Option for determining whether the field displays on the task card or contextual side panel and can’t be removed by the dispatcher in the Dispatcher Workspace.
      Default show field Option for determining whether the field shows by default in the task card or contextual side panel. The dispatcher won’t be able to remove this field in the Dispatcher Workspace.
      Order The order number for the field. Fields assigned lower-order numbers appear higher in the order.
    4. Select Submit.