Configure the fields to appear on task cards or in the Contextual Side Panel
Add fields to task cards or the Contextual Side Panel (CSP) so more information is available to dispatchers so they can make decisions faster.
Before you begin
In the video below we’re updating the fields in the CSP.
[Omitted video] Description: Configure fields to appear on task cards or in the contextual side panel
Role required: admin, wm_admin
About this task
Task cards provide a brief summary of the work order task in the Dispatcher Workspace. By default, these details include the work order task number, short description, scheduled start, assignment group, location, and SLA value.
Note: If you add fields to the CSP that contains date or time information, then it shows in the Planned/ Actual times section in the CSP.
Procedure
Choose to update the data in the task cards or in the CSP.
Update Navigation To update the CSP Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Info Fields. To update the task card Navigate to All > Field Service > Dispatcher Workspace Configuration > Task Panel Card Fields. Choose the following:
- Select New to add a new field.
- Select the field that you want to edit.
- Fill in the form.
Field Description Field name Field that to be displayed on the card or CSP. Name Name for the field. Always show Option for determining whether the field displays on the task card or CSP and can’t be removed by the dispatcher in the Dispatcher Workspace. Default show field Option for determining whether the field shows by default in the task card or CSP. The dispatcher can't remove this field in Dispatcher Workspace. Order The order number for the field. Fields assigned lower-order numbers appear higher in the order. Select Submit.