Available in: Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

Configuring the List of Visit Fields

When viewing Visits for Public Sector or Retail Execution within the Axsy Mobile App's Calendar View, other than the Visit Number which will always be the primary field listed and the start and end times for the Visit which will always be the last fields listed, the list of secondary fields displayed for each Visit is configurable via the Salesforce Platform.

The subset of secondary fields displayed for each Visit record, and the order in which they are displayed, will be based on the field columns that are configured for the All Visits List View in the Salesforce Web UI. Any empty fields for a Visit will be omitted.

NOTE: If the Visit Number is one of the field columns in the All Visits List View, it will be omitted as secondary field as it will always be listed as the primary field.

Figure 1 - 'All Visits' List View configured in the Salesforce Web UI.

Figure 2 - The corresponding Visit fields in the Axsy Mobile App

Configuring the List of Service Appointment Fields

When viewing Service Appointments for Field Service within the Axsy Mobile App's Calendar View, other than the Service Appointment Number which will always be the primary field listed and the start and end times for the Service Appointment which will always be the last fields listed, the list of secondary fields displayed for each Service Appointment is configurable via the Salesforce Platform.

The subset of secondary fields displayed for each Service Appointment record, and the order in which they are displayed, will be based on the field columns that are configured for the All Service Appointment List View in the Salesforce Web UI. Any empty fields for a Service Appointment will be omitted.

NOTE: If the Service Appointment Number is one of the field columns in the All Service Appointments List View, it will be omitted as secondary field as it will always be listed as the primary field.

Figure 3 - 'All Service Appointments' List View configured in the Salesforce Web UI.

Figure 4 - The corresponding Service Appointment fields in the Axsy Mobile App