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Topic

    Diana Cunha
    Filters restricting visible activities based on activity ETA...Answered
    Topic posted September 25, 2019 by Diana CunhaRed Ribbon: 250+ Points, last edited September 25, 2019, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    31 Views, 3 Comments
    Title:
    Filters restricting visible activities based on activity ETA or planned time slot
    Summary:
    In the activity list view, to be able to view the next activities within a specific period in time
    Content:

    Hi,

    Whenever a technician accesses his activity list, he can see the activities for that day regardless of their scheduled. For example, if a technician has a working calendar from 9am to 6pm, but only have one activity scheduled for 3pm (within a defined time slot), if this is his first activity of the day then the technician can start that activity right away. This means that instead of respecting the ETA/time slot, he can start at 9 am and not at 3pm.

    Is there any way to prevent this situation? Is it possible to restrict the visible activities based on their ETA or time slot? For this purpose, the goal is to create a filter so the technician can only see the activities to be performed in the net 2 or 3 hours, for example.

     

    Thanks in advance,

    Diana Cunha

    Version:
    19B Update 14

    Best Comment

    Zsolt Tolgyesi

    Hi Diana,

    You can limit the shown activities for the technicians at Configuration / User Types / "Restriction and Filters" and you can make new filters for that at Configuration / Filters.
    https://docs.oracle.com/en/cloud/saas/field-service/19c/faadu/configure-oracle-field-service-cloud.html#c_aboutScreenConfiguration
    https://docs.oracle.com/en/cloud/saas/field-service/19c/faadu/configure-oracle-field-service-cloud.html#t_createAFilter
    To make a good filter for this can be challenging.

    Regards,
    Zsolt

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