Work with Resource Absences

To make it easier for you to work with resource absences, create and edit resource absences directly on the Gantt, view overlapping absences scheduled to the same resource, hide unapproved absences on the Gantt and show resource absences on the Classic Dispatch Console map.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To customize the Field Service managed package: Customize Application
To create resource absences on the Gantt: Create Absences from Gantt custom permission
To edit the duration of a resource absence on the Gantt: Gantt - Enable Adjusting Duration custom permission

Package icon This is a Field Service managed package feature.

Note
Note Resource absence isn't supported for capacity-based service resources when you're using Enhanced Scheduling and Optimization.

Add Resource Absences on the Gantt

Create resource absences for service resources on the Gantt.

  1. Click the absence creator icon located above the resource list and enter the absence details.
    Add Absence
    Note
    Note The maximum duration that you can enter is 336 hours and 59 minutes. If you want the absence to be longer, create it from the Absences related list in the service resource record, use the Adjust Duration action to extend its duration, or edit the duration from the Gantt.
  2. Drag the absence to one of the service resources on the Gantt.

Edit Resource Absences on the Gantt

Modify resource absences for service resources on the Gantt with one or more of these options.

  1. Double-click a resource absence on the Gantt and then click Edit in the Details window to modify its details.
    Edit Absence
  2. Drag a resource absence on the Gantt from one service resource to another to reassign the absence.
  3. Right-click a resource absence on the Gantt and select Adjust Duration to extend or shorten its duration.

View Overlappinng Resource Absences on the Gantt

Define the height of overlapping resource absences shown on the Gantt to easily identify resource absences.

  1. Click Dispatch Console Settings.
  2. Select the height in Absence Overlap Height.
    Absence Overlap Height
    If you select Partial, the overlapping absences appear one on top of the other. If you select Full, only one absence is visible and additional absences are hidden behind it.

Hide Unapproved Absences on the Gantt

When approval confirmation is enabled, only approved absences can block a mobile worker’s availability and appear on the Gantt. Unapproved absences aren’t considered in scheduling or shown on the Gantt.

Note
Note If the Multiday view is selected, resource absences don't appear on the Gantt.
  1. Create an approval process for absences that checks the FSL__Approved__c field.
  2. To avoid confusion, approve all existing absences.
  3. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
  4. Click Scheduling | General Logic and select Activate approval confirmation on resource absences.
  5. Save your changes.

Show Resource Absences on the Map

Absences are shown on the Classic Dispatch Console map with a purple icon and the planned route to and from the absence address. If this option isn’t selected, absence length is added to the travel time of adjacent service appointments, which can be confusing for dispatchers.

Note
Note A resource absence must be properly geocoded by data integration rules—meaning it needs a latitude and longitude—to appear on the map.
  1. From the App Launcher, find and open the Field Service Admin app, and then click the Field Service Settings tab.
  2. Click Dispatcher Console UI | Gantt Configurations and select Show absences on resource map.
  3. Save your changes.
Map