In Field Service, create a set of shifts from a predefined pattern of shift templates.
Assign a service territory and resource to quickly prepare the schedule.
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 view, create, and update shifts: |
View, create, and edit on Shifts, Job Profiles, Service Territories, Service
Resources, Service Territory Memberships |
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From the App Launcher, click Shifts.
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Click New from Pattern.
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Select the shift pattern.
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Select a start date.
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Do one of the following:
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To end the pattern on a specific date, choose On a date.
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To repeat the pattern, choose After a number of occurrences and
enter the number of times to repeat it.
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Optionally, select a service territory. If you select a territory, you can also assign a
service resource.
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Click Create Shifts.
