How to Create field service work groups?
 | 01. Navigate to >> System Security > Groups |
 | 02. Click New. |
 | 03. Fill in the fields on the form, as appropriate. See for an explanation of each field in docs. |
 | 04. Click the lock ( ) icon beside the Type field. If the field is not visible, configure the form to add it.
The Type field expands.
|
 | 05.Click the reference lookup ( ) icon and select the [application] type. |
 |
06. Select what you need wm_dispatch wm_qualification wm_vendor wm_work
|
 | 07. Add the [application]_admin or [application]_staff role to the Roles related list. |
 | 08. Add users to the Group Members related list. |
 |
09. set the location(s) for Group |
 | 10. Click Save. |
| FOR USERs | |
 | A. >> Territories > Users, |
| B. select user | |
 | C. Locations covered |
 | D. Edit |
 | E. Select location, move items. |
 | F. Save |
 | G. Results |
obs: It's needed latitude and Longitude from cmn_location, see more define location.
"The latitude and longitude fields are populated by a business rule (get_lat_long) which queries the Google Map service."
