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How do you add a field in accounts to show up on your ipad work order?

Fry Chef
Fry Chef

How do you add a field in accounts to show up on your ipad work order?

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I can see Special Rates/Agreements on my account tab. 

I need to get it to show on my IPAD for my Technicians in the field to see on the work order details? Can anyone shed some light for me.

Thanks,

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Employee
Employee

Re: How do you add a field in accounts to show up on your ipad work order?

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Hello Sherry,

Your Salesforce Administrator will need to ensure that the formula fields are visible on the Work Order object with read only access to your Technicians' profile. Once you have the fields there, then you'll need to add it to the View SFM Transaction for the Work Order so that the Technicians can see the fields on their iPads. Hope this helps.

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Highlighted
Employee
Employee

Re: How do you add a field in accounts to show up on your ipad work order?

Jump to solution

Hello Sherry,

Your Salesforce Administrator will need to ensure that the formula fields are visible on the Work Order object with read only access to your Technicians' profile. Once you have the fields there, then you'll need to add it to the View SFM Transaction for the Work Order so that the Technicians can see the fields on their iPads. Hope this helps.

View solution in original post