--- schema_version: "1" id: 171aaeeff4d74bc3b54367a3cb7be2a07c65bd05d66a01a5577130632b82044f title: Actions in the Scheduling Console collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_scheduling_console_actions.md canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_actions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 50a9ea7fa2421351b64920bddc9408564d08e620aaed72dff86eb510cdc3a3d0 description: Learn about the actions available in the Scheduling Console to manage service appointments, service resources, and resource absences. products: - Field Service release: "264" --- # Actions in the Scheduling Console Learn about the actions available in the Scheduling Console to manage service appointments, service resources, and resource absences. ### Required Editions
Available in: Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To adjust duration FSL.Gantt - Enable Adjusting Duration permission
![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._ In the Scheduling Console, all actions are accessible from the Gantt, the service appointment list, and the map. Actions are available from the action bars, right-click menus, and popovers, and can be applied to service appointments, service resources, and resource absences. The **Show on Gantt** action is the only exception, as it's accessible only from the service appointment list and the map. These actions are supported in the Scheduling Console. - Actions applied to service appointments: - Schedule / Reschedule (single and multiple appointments) - Unschedule - Change Status - Pin / Unpin - Show on Gantt - Show on Map - [Rebook with Agentforce](https://help.salesforce.com/s/articleView?id=service.fs_agentforce_rebook.htm&type=5&language=en_US) - Actions applied to service resources: - View Route - Resource Schedule Optimization - Actions applied to service territories: - In-Day Optimization - Global Optimization - Actions applied to resource absences (permission-based): - Edit - Delete ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_important.png) Important When applied to multiple service appointments, the Change Status, Unschedule, and Pin / Unpin actions support a maximum of 200 appointments. ## Drag and Drop The Drag and Drop action is available both from the Gantt and the service appointment list, giving dispatchers an intuitive way to schedule or reschedule service appointments with immediate UI feedback for a fast experience. To streamline scheduling, you can use dual monitors. Keep the Gantt open on one monitor and the service appointment list on the other. Then, drag service appointments from the list onto the Gantt across monitors. To set up dual monitors, duplicate your current console tab. Expand the Gantt to display on one monitor and then expand the service appointment list on the other. Within the Gantt only, you can also drag and drop resource absences. The Drag and Drop action is also available from the map. You can drag unscheduled service appointments directly from the map onto the Gantt to schedule them visually. To do this, open the map in the Scheduling Console to view the map side by side with the Gantt, or use dual monitors. Keep the Gantt open on one monitor and then open the map in a separate tab on another monitor. ## Appointment Snapping When appointment snapping is enabled, appointments that you drag from the Gantt, appointment list, or map snap to align with the nearest neighboring appointment. Snapping makes it easier to place appointments back to back without leaving gaps. The snap interval is set in minutes by your admin. To turn snapping on or off, under **Settings**, select **Gantt and Appointment List** and then select whether to enable appointment snapping. See [Features of the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_features.htm&type=5&language=en_US) and [Customize the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_customize_settings.htm&type=5&language=en_US). ## Adjust Duration Extend or shorten service appointments and resource absences directly from the Gantt. - Hover over the left edge (start time) or right edge (end time) of a block. - Click and drag the edge left to shorten the duration, or right to extend it. As you drag, a live tooltip displays the updated start or end time to help you set precise boundaries. Your changes snap right to your active Gantt grid settings to keep schedules aligned and clean. Edits to locked, pinned, or overlapping items run against your automated scheduling rules to protect against accidental double-bookings and policy violations. ## Right-Click Actions Right-click a service appointment, service resource, or resource absence to open a context menu of the actions available for that item. The context menu gives you a faster way to reach common actions without moving to the action bar. The actions in the context menu match the actions available for the selected item in the action bar and popover. ## Find Candidates The Find Candidates action offers enhanced clarity for evaluating usability and scheduling. Instead of numeric grades, users are shown intuitive labels and AI-generated summaries that clearly explain the reasoning behind the scheduling recommendations. The experience is clean and friendly, the UI provides clear explanations, and dispatchers gain increased confidence in their scheduling decisions. Travel details are visible to users, who can view the travel time added to a service resource's daily schedule. They also have the option to sort the list of candidates based on travel time. ![Find Candidates side panel showing candidate list with intuitive labels, travel time details, and AI-generated summaries](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_find_candidates.png) - To view candidates, click the **Find Candidates** action (1). - Review the list of candidates and time slots (2). Clicking **Why?** in the candidates side panel (1) shows an AI-generated rationale behind each recommended slot, giving dispatchers full transparency into why a specific time is suggested. This clarity allows users to understand why one option is superior or inferior to others. ![Find Candidates side panel showing the Why? AI explanation for a candidate's recommended time slot](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_find_candidates_why.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note Find Candidates AI Reasoning requires an Agentforce for Field Service license and the **Show Explanations for Candidate Results** user permission. See [Set Up the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_setup.htm&release=264.0.0&type=5 "Set up the Scheduling Console using Salesforce Go or by completing the steps manually. Salesforce enables the Scheduling Console for you."). ## Schedule and Reschedule Multiple Service Appointments Schedule or reschedule multiple service appointments at once to handle schedule changes and operational disruptions more efficiently. You can select appointments from the Gantt, the service appointment list, or the map. While you can perform these actions by using either the action bar or the right-click menu, the examples in this section showcase the action bar. **Select Service Appointments From the Gantt** ![Gantt showing selection of multiple service appointments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_appt_selection_gantt.png) - Use Cmd or Ctrl to select appointments (1). - Click **Reschedule** in the action bar (2). **Select Service Appointments From the Service Appointment List** ![Service appointment list showing selection of multiple service appointments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_appt_selection_list.png) Select service appointments to schedule or reschedule (1). When your selection includes only scheduled appointments, the **Reschedule** button (2) appears in the action bar. When your selection includes only unscheduled appointments, or both scheduled and unscheduled appointments, the **Schedule** button appears instead. **Select Service Appointments From the Map** ![Map showing a polygon with the selection of multiple service appointments](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_appt_selection_map.png) - Draw a polygon to select appointments (1). - Click **Schedule** or **Reschedule** from the action menu that appears (2). When your polygon includes only scheduled appointments, the **Reschedule** button appears in the menu. When it includes only unscheduled appointments, or both scheduled and unscheduled appointments, the **Schedule** button appears instead. Scheduling and rescheduling run in the background, so you can continue working in the Scheduling Console while your request is processed. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png) Note Appointments whose status is Completed or Canceled, or that are pinned, aren't processed. Use the Activity Tracker to monitor the status of your request in real time. See [Activity Tracker in the Scheduling Console](https://help.salesforce.com/s/articleView?id=service.fs_scheduling_console_activity_tracker.htm&type=5&language=en_US). ![Activity Tracker showing rescheduling in progress](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_reschedule_cancel.png) To stop a scheduling or rescheduling process before it finishes, click **Cancel** (1). When you cancel a process, it stops future appointments from being processed. Appointments already scheduled or rescheduled before cancellation aren't changed. When the process completes and changes are applied to the schedule, use the Activity Tracker to review the results. ![Rescheduling Results side panel showing the rescheduling results](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_reschedule_side_panel.png) Click **Show Results** (1) in the Activity Tracker to open the results panel (2). The panel shows the total number of service appointments processed, the scheduling or rescheduling status, the action completion date, and the scheduling policy used. The Details section in the panel shows a breakdown of service appointment updates. ![Scheduling Results side panel showing the updates to service appointments in the Details section](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/scheduling_console/fs_sched_console_actions_bulk_schedule_side_panel_details.png) - **Scheduled or Rescheduled**: - **Scheduled**: Appointments assigned a new time and service resource. Click **Highlight on Gantt** (1) to highlight them on the Gantt, or click **Show List** (2) to open a temporary list of the scheduled appointments. - **Rescheduled**: Appointments assigned a new time, a new service resource, or both. Click **Highlight on Gantt** or **Show List** to review them. - **Unchanged**: Appointments that kept their original state after scheduling, or kept their original time and service resource after rescheduling. Click **Highlight on Gantt** or **Show List** to review them. All temporary lists show the current state of the appointments.