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Let Users Create Product Requests in the Field Service Mobile App

Let your mobile workers create product requests when they find defective parts in their vehicles or their stock runs out.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
To access the Field Service mobile app, users need the Field Service Mobile user license.
User Permissions Needed
To create quick actions and add them to page layouts: Customize Application
To view product request line items: Read on product requests
To create product requests: Create on product requests
To create, update, or delete product request line items: Edit on product requests
  1. Create a global quick action for product requests.
    1. From Setup, enter Global Actions in the Quick Find box, and select Global Actions.
    2. Click New Action.
    3. Enter the details for your new action.
      • For Action Type, select Create a Record.
      • For Target Object, select Product Request.
      • For Standard Label Type, select Create New [Record Type].
      • For Name, enter an API name for your action.
    4. Click Save.
  2. Add fields to the action's layout, and click Save.
    When mobile workers use this action to request inventory, they complete these fields. We recommend using no more than eight fields.
  3. Add the Product Request quick action to the Publisher Layout that's assigned to your mobile workers.
    1. From Setup, enter Publisher Layouts in the Quick Find box, and select Publisher Layouts.
    2. Click Edit next to the publisher layout you want to add the action to.
    3. Drag the Product Request quick action to the Quick Actions in the Salesforce Classic Publisher list.
    4. Click Save.
  4. Create a global quick action for the Product Request Line Item.
    1. From the Object Manager, select Product Request.
    2. In the sidebar, select Buttons, Links, and Actions.
    3. Click New Action.
    4. Enter the details for your new action.
      • For Action Type, select Create a Record.
      • For Target Object, select Product Request Line Item.
      • For Standard Label Type, select Create New [Record Type].
      • For Name, enter an API name for your action.
  5. Add fields to the action's layout, and click Save.
  6. Add the quick action to the Product Request page layout.
    1. From the Object Manager, select Product Request.
    2. In the sidebar, select Page Layouts.
    3. Under Page Layouts, select Product Request Page Layout.
    4. At the top of the screen, select Quick Actions.
    5. Drag the Product Request Line Item quick action to the Quick Actions in the Salesforce Classic Publisher list.
    6. Click Save.

See Also