You can schedule or unschedule an appointment by updating its status. An appointment’s status can be updated from several places in Salesforce.
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. |
This is a Field Service managed package feature.
From the Gantt
In the Gantt, select one or more appointments whose status you want to change. To select multiple appointments, hold down Command or Control while clicking the appointments. Then, right-click your selection, hover over Change status, and select a new status.
From a Service Appointment Record
Open a service appointment record or click Details on an appointment from the Gantt. From here, you can change the status in two ways:
- From the Feed tab, click the Change Status Chatter action and select a status. Only status values that are permitted in your service appointment workflow settings are shown.
- Manually update the appointment’s Status field. All status values are shown, but the status change works only if it follows your service appointment workflow settings.
From a Scheduled Job
The Auto Dispatch scheduled job allows the automatic dispatch of assigned appointments. It changes the status of the chosen appointments from Scheduled to Dispatched.
To modify this job, from the App Launcher, find and open the Field Service Admin app, and then click Field Service Settings. Then, click Dispatch | Scheduled Jobs.