Work order ribbon simplification

Important

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Enabled for Public preview Early access General availability
Users, automatically - Aug 2, 2021 Oct 1, 2021

Business value

Work orders are critical to field service operations, as they capture the customer service required, the work to be done, and when the work must be done. With this wave, we simplify the work order ribbon to improve usability by back-office users and frontline workers so they can more easily trigger the actions important to their daily business.

Feature details

Based on customer feedback, we have identified a number of simplifications for the ribbon on work orders. These changes improve the usability and comprehension of the ribbon on the work order form and work order views.

  • Simplified ribbon for work order: We've simplified the ribbon by removing the less frequently used commands for the work order's form and list views. This change will be on by default for all new and existing organizations. As needed, a Field Service admin or system admin can bring back all commands by disabling this new functionality using the new setting in Field Service Settings > Show Simplified Work Order Commands.

  • Improved geocoding and address suggestion dialog: In this release, the geocode dialog has an improved layout with a larger map, making it easier to move the location marker and update the geolocation along with a simplified autocomplete address field. Any updates made in the geocode dialog will be reflected back on the contextual record, such as work order, account, contact, functional location, and user record types.

See also

Work order and bookings settings (docs)