Start a Sidebar discussion on the Now Mobile Agent application

Create and view Sidebar discussions on the Mobile Agent application.

Before you begin

Role required: wm_agent

Ensure the Sidebar for Field Service Management plugin (com.sn_fsm_sidebar) is activated. For more information, see Activate Sidebar for the Field Service Mobile Agent application.

About this task

Create and view Sidebar discussions on the Mobile Agent application. You can create Sidebar discussions from the work order task record.

Procedure

1. Navigate to a work order task.
2. Tap the Sidebar icon.
3. Tap the Create Sidebar discussion icon.
4. On the form, fill in the fields.

   Table 1. Start a Sidebar discussion form

   Field	Description
   Record number	Work order task this discussion is assigned to.
   Subject	Subject of the discussion.
   Add participants	Participants who can view and reply to the discussion.
   Include a brief message for participants	Initial message to participants in the discussion.

5. Tap Start discussion.

What to do next

Participants can view and reply to the discussion. The discussion can be accessed from the work order task record or from the global Sidebar.

Related tasks

• Summarize a Sidebar discussion on the Now Mobile Agent application