Extension points in Field Service Management
Summarize
Summary of Extension Points in Field Service Management
Extension points in Field Service Management allow customers to customize application configurations, enhancing functionality to meet specific business needs. Users can access and manage these extension points through the application navigator viasysextensionpoint.list. Each extension point can have multiple implementations, with the lowest order number being executed first.
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Key Features
- Event Type Schedule Entries: Customize logic for scheduling events and time-off spans through specific extension points such as
AgentEventUtilandAgentScheduleUtil. - Appointment Booking: Multiple extension points are available to customize appointment booking processes, including:
AppointmentBookingAvailabilityExtPoint:Logic for determining bookable appointment windows.AppointmentBookingDaoExtPoint:Logic for creating or updating appointment records.AppointmentRescheduleCancelExtPoint:Logic for canceling or rescheduling appointments.AppointmentRecommendationExtPoint:Integrate other applications to recommend appointment booking slots.
- Template Management: Customize work order templates and source identification using
FSMTemplateMgmntExtPointandFSMTableMapSourceIdentifier. - Geofencing: Define geofence radius and unit fields using
OnsiteGeofenceConfig. - Heatmap Color Gradient: Customize the heatmap color gradient through
HeatmapGradient. - Territory KPIs: Define key performance indicators for territory analysis using
TerritoryIndicators. - Planned Work Management: Several extension points to customize planned work schedules, including
PWMScheduleSuppressionExtensionPointandPWMSourceRecordExtensionPoint.
Key Outcomes
By leveraging these extension points, ServiceNow customers can tailor the Field Service Management application to better align with their operational requirements, improve appointment booking efficiency, enhance data management, and gain deeper insights into territory performance. This customization leads to improved service delivery and operational effectiveness, ultimately contributing to better customer satisfaction.
Use extension points to customize various configurations.
In the application navigator, enter sys_extension_point.list and click Enter to view the extension points used in the Field Service Management application.
You can create multiple implementations for each extension point and provide an order number for each implementation. The implementation that has the lowest order number is executed.
- Event type schedule entries
- Appointment booking
| Extension Point Name | Description |
|---|---|
| AgentEventUtil | Customize the logic for event type schedule entries. |
| AgentScheduleUtil | Customize the logic for computing event time-off spans. |
| Extension Point Name | Description |
|---|---|
| sn_apptmnt_booking.AppointmentBookingAvailabilityExtPoint | Customize the logic to determine bookable appointment windows. |
| sn_apptmnt_booking.AppointmentBookingDaoExtPoint | Customize the logic used to create or update an appointment record. |
| sn_apptmnt_booking.AppointmentBookingImplExtPoint | Customize the logic to validate appointment data before an appointment is created. |
| sn_apptmnt_booking.AppointmentBookingUtilExtPoint | Customize logic to create a parameter map of appointment data which will be used to create and update appointment records. |
| sn_apptmnt_booking.AppointmentRescheduleCancelExtPoint | Customize logic used to determine whether appointments can be canceled or rescheduled. |
| sn_apptmnt_booking.AppointmentRESTHelperExtPoint | Customize logic for retrieving a list of date and time periods available for appointment booking. |
| sn_apptmnt_booking.AppointmentRecommendationExtPoint | Allows other applications to integrate appointment booking slot recommendation. |
| sn_apptmnt_booking.AppointmentBookingLockingUtilExtPoint | Acquire and release locks in Appointment Booking workflow. |
| sn_apptmnt_booking.AppointmentBookingVariablesExtensionPoint |
Utilized by the Appointment API and Booking API to fetch Catalog_id for the task. |
| sn_apptmnt_booking.AppointmentEnableUnifiedUI | Enables the unified UI Calendar component for the specific task table extension. |
| sn_apptmnt_booking.AppointmentHolidayHelperExt |
Calculates the lead time by taking into account holidays as indicated by the consider_holidays_in_leadtime setting in Appointment Booking service configuration. |
| sn_apptmnt_booking.AppointmentLeadTimeCalculation | Determines whether to consider or ignore the lead time for rescheduling an appointment, based on the ignore_lead_time_on_reschedule setting in the Appointment Booking service configuration. |
| sn_apptmnt_booking.use_unified_appt_widget | Allow other applications to use seismic appointment booking calendar. |
| sn_apptmnt_booking.AppointmentRecommendationExtPoint | Customize the proximity and recommendation criteria for recommending appointments. |
| Extension Point Name | Description |
|---|---|
| sn_fsm_adv_tmp.FSMTemplateMgmntExtPoint | Customize the logic to enable the work order template to map information from source table to the appropriate fields in a work order. |
| sn_fsm_adv_tmp.FSMTableMapSourceIdentifier | Customize the logic to identify the source of a work order. |
| Extension Point Name | Description |
|---|---|
| OnsiteGeofenceConfig | Allows you to define default values for the geofence radius and geofence unit fields in the work order task. |
| Extension Point Name | Description |
|---|---|
| Heatmap Gradient (sn_cmn_mo.HeatmapGradient) | Allows you to define the color gradient of the heatmap. |
| Extension Point Name | Description |
|---|---|
| TerritoryIndicators(sn_fsm_tp.TerritoryIndicators) | Allows you to define the key performance indicators (KPIs) to analyze the performance of the territory. The configured indicators appear in the contextual side panel of the Field Service Territory Planning console. |
| Extension Point Name | Description |
|---|---|
| sn_fsm_planned_wm.PWMScheduleSuppressionExtensionPoint | Customize the logic to validate when a schedule occurrence is suppressed. |
| sn_fsm_planned_wm.PWMScheduleEffectivityExtensionPoint | Calculates the request dues, next run times, and the effectivity based on the configurations or rules. |
| sn_fsm_planned_wm.PWMSourceRecordExtensionPoint | Derives the source specific fields like location, asset, CI, or IB based on the table associated to maintenance plan. |
| sn_fsm_planned_wm.PlannedWorkManagementExeExtensionPoint | Processes plan maintenance schedule outcomes like a work order. |
| sn_fsm_planned_wm.PWMScheduleStartExtensionPoint | Customize the effective start date of work plan schedule for different assets. When you configure a planned work schedule to start on a calculated date, the schedule starts on the effective start date calculated
by the custom implementation of this extension point. Note: A default implementation is provided for this extension point. You can modify the default implementation as per you business requirements. |
| sn_fsm_planned_wm.TaskPlanTemplateOutputTasks | Customize CRUD operations for the tasks, cases, or incidents created from task plan templates linked to a work plan. For example, for a business unit of your organization, you can customize the extension point to create cases for a work plan and link them to schedule occurrences through a new field in the Cases record. For another business unit, you can customize the extension point to create cases and link them to the schedule occurrences through a new table. |