Manage work configurations

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Manage work configurations to ensure the configurations refer to the appropriate task tables and appear in the selected Service Management (SM) configurations.

    始める前に

    Role required: admin

    手順

    1. Navigate to All > Field Service > Administration > Work Configurations
    2. Select a work configuration to manage.
    3. On the form, fill in the fields.
      表 : 1. Work Configuration form
      Field Description
      Name Name of the work configuration.
      Task table Name of the task table.
      SM Configuration Name of the SM configuration.
      Description Description of the work configuration.
      Active Option to indicate whether the work configuration is available for selection.
      Config Type Configuration type for the work configuration.
      Work Type Category Work type category for the selected work configuration
    4. Select Update.