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 Classic Setup page, in the left pane, click > > , and then on the Custom Objects page, click Work Order.
2. Under Buttons, Links, and Actions, click 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, under Page Layouts, in the Action column, click Edit in the Work Order - Classic row.
5. On the Edit Page Layout page, add the newly created button to the layout and save your changes.
6. In the left pane, click > > > , and then on the Custom Links page, in the Action column, click Edit in the Service Board row.
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');