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Remove/Hide the Reschedule Calendar button on iPad

Remove/Hide the Reschedule Calendar button on iPad

Remove/Hide the Reschedule Calendar button on iPad

Currently, the button is not a configurable feature for the iPad calendar view.

As a technician I am able to rescheduled the assigned work order from my calendar view and the dispatcher will not be able to know / track it.

Therefore, it will be great if it will be possible to remove / hide this button or at least to have an indication via the web that the technician used this button.

What is the underlying problem do you intend to solve with this idea?
To prevent from the technician the option to reschedule the work order event.
How is the problem being addressed today, if at all?
Today, the technician has the option to reschedule the work order event. The dispatcher will not know it and the customer will not have the possibility to approve the scheduled date/time.
Product Area?
Mobile Field Service Management
What version of ServiceMax are you on?
Summer 15
4 Comments
Roast Chef
Roast Chef

we were able to create a work-around for this using Email Alerts and a workflow rule - sends email to "Record Creator" which would be the dispatcher.  Email contains "last modified by" user name which would be the technician, the new time, etc. plus a link to the event and the Work order record.

Here is the workflow rule criteria - although would likely need to alter the "Profile Name Contains" statement to your own org settings:

( RecordType.Name = "Event - Standard" ) &&

CONTAINS($Profile.Name, "ServiceMax CSE") &&

ISCHANGED(Usable_Activity_Date__c) &&

CONTAINS(CreatedBy.Profile.Name , "ServiceMax Dispatcher") &&

PRIORVALUE(Usable_Activity_Date__c) > NOW()

Hope this helps!  Let me know if you have any questions about the logic

You could also build a validation rule using similar logic as above that would block the user via error, but for mobile this might create confusion and sync errors going to Conflicts tab - above at least notifies the scheduler of the change without interfering with iPad syncing directly

Fry Chef
Fry Chef

If you are using Salesforce events, you can also go to your tech profile > system permissions and turn off the Edit Events permission. Our technicians are still able to click the reschedule button (pencil), but once they save, it puts the event back to its original location. We train that they should not be rescheduling to begin with.

Product Team
Product Team

While the workaround is okay, we plan to update the FSA tablet apps in 19.2 to prevent such a change if permission does not exist.  The app will start to respect the "Edit Events" Salesforce permission and will not allow rescheduling the event in the app. Similar permission check will apply to ServiceMax events too.

Product Team
Product Team
Status changed to: Delivered

This was delivered in FSA 3.6.0. 

Solution details - 

  • For Salesforce Events, permission called "Edit Events" on the user profile is checked to control whether the user can really edit the event or not from Calendar.
  • For ServiceMax events, "Edit" the permission on the object itself is checked to allow editing.