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Let Users Create Work Order Line Items in the Field Service Mobile App

Help your team stay organized in the field by letting them create work order line items to split work orders or work order line items into sub-tasks. This feature is available in the Field Service mobile app for iOS, but not for Android.

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 work order line item page layouts: Customize Application
  1. Create a quick action to create a work order line item.
    1. From the Object Manager in Setup, select Work Order, and then click Buttons, Links, and Actions.
    2. Click New Action.
    3. Select the action type Create a Record.
    4. Select the target object Work Order Line Item.
    5. Select the standard label type New Child [Record].
    6. Enter a label, such as New Line Item.
      This automatically generates the API name.
    7. Add a description, such as Create a work order line item.
    8. Select whether or not to create a Chatter feed post when the action is used.
    9. Optionally, enter a success message that will show when the user creates a line item.
    10. Save your changes.
  2. Add your quick action to the work order page layout.
    1. From the Object Manager in Setup, select Work Order, then click Page Layouts.
    2. Click Work Order Page Layout.
    3. In the layout editor, select Quick Actions.
    4. Drag your newly created action into Quick Actions in the Salesforce Classic Publisher.
    5. Save your changes.

When this action is added to the layout, iOS users see a + icon in the Work Order Line Item card on work orders and work order line items. Users can tap the icon to create a new work order line item.

When this action is added to the layout, iOS users see a + icon in the Work Order Line Item card on work orders and work order line items. Users can tap the icon to create a new work order line item.

Note
Note When a record type other than Master is set to the default, you must use that same record type when creating a quick action for the page layout.