Configuring the Dispatch Job Dialog Box
The Dispatch Job dialog box appears when dispatchers schedule, reschedule, or reassign Appointments. This dialog box is disabled by default, and must be configured in the Dispatch Job Dialog Content setting record to be available to dispatchers. If configured, dispatchers can update field settings for Appointments only, Jobs only, or Jobs and Appointments in this dialog box.
To avoid potential data conflicts, the following limited set of fields in the Appointment and Job objects are editable by default in the Dispatch Job dialog box:
• Appointment object
◦ Start
◦ End
◦ Duration
◦ Travel Time to Location
◦ Travel Time Back From Location
◦ Location
◦ Description
• Job object
◦ Type
◦ Priority
◦ Purpose of Visit
◦ Description
You can use Form Designer to modify field metadata settings to make these fields non-editable, or to add custom fields. All other predefined fields that ship with Service Board are read-only in the Dispatch Job dialog box, regardless of field properties set at the metadata or form level.
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The Dispatch Job dialog box does not support Crews.
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To configure the Dispatch Job dialog box:
1. In Max Designer, on the Administration (
) launchpad menu, click Settings, and then in the list view, click Dispatch Job Dialog Content.
) launchpad menu, click Settings, and then in the list view, click Dispatch Job Dialog Content.2. On the record page, on the Overview tab, in the Default Value list, click one of the following options, and then in the top left corner, click Save and Close (
).
).◦ Appointment and Job Forms
◦ Appointment Form Only
◦ Job Form Only
3. To make existing fields editable or non-editable, or to add custom fields, in Max Designer, on the Developer Tools (
) launchpad menu, click Object Designer, and then in the left pane, search for and select Appointment.
) launchpad menu, click Object Designer, and then in the left pane, search for and select Appointment.4. In the left pane, click Forms, and then in the right pane, in the list view, click Dispatch Job Edit Appointment Dialog.
5. In the right pane, click Go to Form Designer, and then in Form Designer, do any of the following and save the form.
◦ Double-click any of the existing form fields to configure them as editable or non-editable.
◦ Add custom fields to the form and configure them as editable or non-editable as needed.
| | If multiple forms with the Dispatch Form type are defined for Appointment or Job objects, default form selection rules apply. |
6. In Object Designer, in the left pane, search for and select Job.
7. In the left pane, click Forms, and then in the right pane, in the list view, click Dispatch Job Edit Job Dialog.
8. In the right pane, click Go to Form Designer, and then in Form Designer, update existing field settings to be editable or non-editable and add custom fields as needed.
For more information: