Use search to quickly find work order tasks, field service agents, assignment groups, or territories.
Before you begin
Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager
Procedure
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Open Field Service Manager Mobile.
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Tap the search bar at the top of the screen.
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Search for work order tasks, field service agents, keyword, assignment groups, or territories.
Note: Keywords return all work order tasks, agents, or assignment groups/ territories that contain the keyword. For example, if you search using the keyword repair, then all the tasks that contain
repair are displayed.
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Once you start typing, tap the work order task, Field Service agent, keyword, assignment group, or territory your searching for shows on the screen.
- Optional:
Filter your results by tapping one of the filter bubbles at the top of the page.