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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage work configurations

Manage work configurations to ensure the configurations refer to the appropriate task tables and appear in the selected Service Management (SM) configurations.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Field Service > Administration > Work Configurations

  2. Select a work configuration to manage.

  3. On the form, fill in the fields.

    FieldDescription
    NameName of the work configuration.
    Task tableName of the task table.
    SM ConfigurationName of the SM configuration.
    DescriptionDescription of the work configuration.
    ActiveOption to indicate whether the work configuration is available for selection.
    Config TypeConfiguration type for the work configuration.
    Work Type CategoryWork type category for the selected work configuration
  4. Select Update.