Start a Sidebar discussion on the Mobile Agent application

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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 SidebarSidebar icon. icon.
    3. Tap the Create Sidebar discussion Create Sidebar discussion icon. 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.