Creating FSL Records
  • 11 Oct 2022
  • 1 Minute to read
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Creating FSL Records

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Create a Work Order

  1. Navigate to the Work Order object.
  2. Click New to create a new Work Order record.
  3. Add the required fields.
  4. Make sure to define the Price Book when creating the Work Order.
  5. Click Save.
    P_03_create fsl rec 1

Create a Work Order Line Item

  1. From the Work Order Line Item Related List on the Work Order you just created click New to add a new Work Order Line Item record.
  2. Add the required fields.
  3. Be sure to set the Product and Quantity.
  4. Click Save.
    P_03_create fsl rec 2
The Magic of the Blackthorn FSL Extension

When a Work Order Line Item is added to the Work Order and the Work Order Total Price > 0 or Total Price changes, a new Open Transaction is automatically created. If an Open Transaction already existed, it is updated to reflect the Balance Due amount.

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Create a Service Appointment

Service Appointments

If "Auto-Create Service Appointment" is selected on a work type, a child service appointment is created when a Work Order or Work Order Line Item lists that work type. Check out the Salesforce Documentation on creating Service Appointments.

  1. Navigate to the Service Appointment object in the Related List on the Work Order that was created.
  2. Click New to add a record.
  3. Add the required fields.
  4. Click Save.
    P_03_create fsl rec 4

Add a Service Resource

Service Resource

Completing the steps below for adding a Service Resource will allow you to see your Work Order and related records in the FSL mobile app.

  1. From the Related Lists on the Service Appointment, click New to create a new Assigned Resource.
  2. Add the User, Location, and set Active = "TRUE".
    P_03_create fsl rec 5

Now, you're all set!

View Records in the FSL Mobile App

  1. Go to the "Field Service" app on your mobile device.
  2. Click the Service Appointment record that you have assigned to yourself (or to the user logged into the FSL mobile app).
  3. Clicking the Service Appointment opens the Work Order.
  4. You can pay using either the Mobile Pay option from Actions or by navigating to the Details tab and clicking Pay in the Mobile Pay field.