---
schema_version: "1"
id: 8e364e3e7877499129786170dae4ab6878f26c3705f97b7cec19b1d8f4c9f7b0
title: Field Service | Summarize Scheduling Issues for Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_summarize_scheduling_issues.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_summarize_scheduling_issues.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d20182eaf1e91607fb4de5b8ab9d92c207faa3bfbc026e5d879715d836d041da
description: "Creates a summary of the total number of appointments that require immediate attention. The summary is divided according to exception categories. The agent action creates a filter for each category in the appointment list. This action is one of the actions provided by the Agentforce: Field Service Actions feature. The categories used by the reports are customizable."
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Field Service | Summarize Scheduling Issues for Field Service

Creates a summary of the total number of appointments that require immediate attention. The summary is divided according to exception categories. The agent action creates a filter for each category in the appointment list. This action is one of the actions provided by the Agentforce: Field Service Actions feature. The categories used by the reports are customizable.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce or Einstein for Field Service or Industry add-on or included in Einstein 1 Edition or Agentforce 1 Edition for Field Service. Requires each user to have the Agentforce or Einstein for Field Service or Industry add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d164941e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d164941e70 ">To use Field Service Scheduling Summary and Create Filter actions:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d164941e70 ">Access Subagents and Actions for Field Service </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d164941e70 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">SummarizeSchedulingIssues</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">Yes</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.fs_einstein_setup_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Einstein for Field Service</a></td></tr></tbody></table>

## Summarize Scheduling Issues and Prompt Templates

This action calls the Summarize Scheduling Issues for Field Service standard invocable action, which uses internal-only prompt templates to create scheduling-issue summaries.

## Considerations and Limitations

See [Considerations and Limitations for Getting a Daily Summary](https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_dispatcher_daily_summary_considerations.htm&language=en_US) .