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Assign Shifts and Update the Status in Bulk

Save time and effort with mass updates for shifts. Quickly assign a group of shifts to service resources who are matched based on your business’ shift scheduling rules and their own shift scheduling preferences.

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 mass update shifts:

Field Service Standard

AND

View and edit on Shifts
To appear in the list of service resource candidates: Field Service Scheduling
  1. Open Shifts in the App Launcher.
  2. Click Mass Shift Update.
  3. Select whether to update the status, assign shifts, or do both.
  4. Define criteria that selects the shifts to update. You can specify dates, service territories, and job profiles.
  5. If you’re updating the status, specify the current status and the new status.
  6. Do one of the following:
    1. If you’re updating the assignee and status, click Assign and Update Status.
    2. If you’re updating the assignee, click Assign.
    3. If you’re updating the status, click Update Status.
    A background process starts that looks for shifts that match the criteria and takes the appropriate action. To learn if the process is completed, open the Shift Scheduling Operation record. The record shows how many shifts were considered, how many were successfully processed, and how many failed.