---
schema_version: "1"
id: 3f40f8e994caac909b7b414227f1613763994e322971170fd13686702e0cbc18
title: Set Up Complex Work
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_complex_work_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_complex_work_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 390de736f44a1837045fa1199fc088615261b55a9ed11d472895ad06459fe0e7
description: Get ready to create scheduling dependencies, also known as complex, or multistage work. Update page layouts, activate dependency types, and turn on complex work for any service territories that aren’t using Enhanced Scheduling and Optimization.
products:
  - Field Service
release: "264"
---
# Set Up Complex Work

Get ready to create scheduling dependencies, also known as complex, or multistage work. Update page layouts, activate dependency types, and turn on complex work for any service territories that aren’t using Enhanced Scheduling and Optimization.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d87753e72">User Permissions Needed</th>
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        </thead>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d87753e72 ">To customize page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d87753e72 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d87753e72 ">To edit Field Service settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d87753e72 ">Field Service Admin permission set</td>

          </tr>
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      </table>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

1. To show complex work features, customize the service appointment page layout.
    1. In the layout editor, open the service appointment page layout.
    2. Add a single-column section to the layout. Name it Scheduling Dependencies or something similar.
    3. Select **Visualforce Pages** and drag the vf739\_ComplexWork page to the new section.
    4. Click the wrench icon on the Visualforce page to show its properties. Set the height in pixels to 600.
    5. Ensure that these fields aren’t on the service appointment page layout. These fields were used before complex work was available, and aren’t needed. If these fields appear in their own section, remove the section.
        
        - Time Dependency
        - Same Resource
        - Same Day
        - Related Service
    6. Save your changes.
2. Activate the picklist values for dependency types.
    1. From the object management settings for appointment dependencies, go to Fields & Relationships.
    2. Select the Dependency field. Activate the dependency values that you want to be available for complex work.
        
        Dependency types are:
        
        - Same Start
        - Start After Finish
        - Start After Finish And Same Day
        - Immediately Follow
3. From the object management settings for service appointments, go to Field Sets and click **Complex Work Lookup Fields** to define the lookup fields available for selection when users create dependencies between appointments. By default, the available lookup fields are Account and Parent Object.
4. Enable complex work for service territories that aren’t using Enhanced Scheduling and Optimization. If complex work isn’t enabled, you can create relationships between appointments, but scheduling operations aren’t supported. This step isn’t required for service territories using Enhanced Scheduling and Optimization.
    1. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab.
    2. Click **Scheduling** | **General Logic**.
    3. Under Complex Work, select **Enable complex work**.
    4. If you want related service appointments to always be scheduled in the same scheduling operation, select **Use all-or-none scheduling for related appointments**. This setting prevents two service appointments with a dependency between them from being scheduled separately. It doesn’t apply to scheduling dependencies with three or more appointments.
5. Optionally, to control which fields are shown in the search results, modify the Service Appointments List Columns [field set](https://help.salesforce.com/s/articleView?id=service.pfs_fieldsets.htm&release=264.0.0&type=5 "Use field sets to control which fields appear in different sections of the Field Service Classic Dispatch Console. For example, choose which fields appear as columns in the appointment list.").