Adding a Dispatch Technician Button to Salesforce Work Orders
On Salesforce Work Order pages, you can add a Dispatch Technician button that users can click to open the corresponding Job record in Service Board.
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At this time, this functionality is available only in Salesforce Classic.
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To add a Dispatch Technician button to Salesforce work orders:
1. On the Salesforce Setup page, in the left pane, in the Build area, under the Create node, click Objects, and then on the Custom Objects page, click to open the Work Order object.
2. In the Buttons, Links, and Actions section, click Create New Button or Link, and then on the Custom Button or Link page, complete the fields as follows.
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Field
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Value
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Label
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The name you want to use for the button, for example, Dispatch Technician.
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Name
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Auto-populated based on the value in the Label field.
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Description
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Brief description, for example, Dispatch Technician on Service Board.
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Display Type
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Detail Page Button
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Behavior
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Execute JavaScript
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Content Source
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OnClick JavaScript
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Select Field Type
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Work Order
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3. In the box, add the following code.
window.open('https://<sb_hostname>/sb/index.html#/scheduler/svmx_job?_providerId=salesforce&id={!SVMXC__Service_Order__c.Work_Order_ID_18_digits__c}','ServiceBoard','resizable=1,status=0,toolbar=0,menubar=0,scrollbars=1');
4. Click Save, and then on the Work Order object page, in the Page Layouts section, click Work Order - Classic.
5. On the Edit Page Layout page, add the newly created button to the layout and save your changes.
6. In the left pane, in the Build area, under the Customize node, expand the Home node and click Custom Links, and then on the Custom Links page, click to edit the Service Board link.
7. On the Custom Link Edit page, update the JavaScript with the following code.
window.open('https://<sb_hostname>/sb/index.html?_providerId=salesforce','ServiceBoard', 'resizable=1,status=0,toolbar=0,menubar=0,scrollbars=1');
For more information: