Tab
|
Item
|
Location
|
---|---|---|
Scheduler
|
Job Cards
|
Scheduler Job List
|
Scheduler Resource List
|
Scheduler Calendar
|
|
Appointments
|
Scheduler Calendar
|
|
Crew Manager
|
Resource Cards
|
Crew Resource List
|
Crew List
|
Crew Calendar
|
|
Map
|
Job Cards
|
Map Job List
|
Resource Cards
|
Map Resource List
|
|
Configurable Action Menus are not supported for Appointments on the Multi-Resource Calendar and Project Gantt.
|
Field | Value | Description |
---|---|---|
Name | The name you want to use for the new menu option. | |
Identifier | Auto-generated based on the name you specify. | |
Namespace | The namespace where you want to define the control. | |
Parent Control | Service Board Action Menu Parent Control | Filters the options available in the Control Type field. |
Control Type | Service Board Crew Menu Item (Crew Manager) | Crew Column on Crew Manager Calendar |
Service Board Job Card Menu Item (Scheduler/Map) | Job Cards on Scheduler and Map | |
Service Board Resource Card Menu Item (Crew Manager) | Resource Cards on Crew Manager Resource List | |
Service Board Resource Menu Item (Scheduler/Map) | Resource Column on Scheduler Calendar, Resource Cards on Map | |
Service Board Appointment Menu Item (Scheduler) | Appointments on Scheduler Calendar | |
Service Board Multiple Appointments Menu Item (Scheduler) | Appointments on Scheduler Calendar | |
Label | The text you want to show for the new option in the UI. | Optional value. If not specified, the Name value is used by default. |
Parameter | Description | ||
---|---|---|---|
recordid | The Record ID value of the Job, Resource, or Appointment record in Service Board. | ||
sfdchostname | The hostname of the Salesforce org for the tenant. | ||
externalid | The ID of the referenced Work Order, Technician/Equipment, or Event record in Salesforce. | ||
externaluserid | The ID of the Salesforce User record for the relevant technician. | ||
externalresourceid | The ID of the Technician/Crew for the referenced Salesfore Event record.
| ||
externaljobid | The ID of the referenced Salesforce Work Order for the referenced Salesforce Event record.
|
For custom menu options that support Multi-Appointment selection, parameters are replaced a comma-separated list of the related values of the selected Appointments. |