Set Up Dispatch Board Views

Understanding Views

Views filter which jobs appear on the dispatch board, allowing different perspectives for various roles and workflows.

View Components

Query Definition

• SOQL query to filter jobs
• Defines which records display
• Sets base criteria
• Controls data scope

Column Configuration

• Can override default columns
• View-specific information
• Tailored to use case
• Optimized display

Creating Dispatch Board Views

Step 1: Access FieldAx Views

Navigate to view management:

1. Open FieldAx Admin app
2. Click FieldAx Views tab
3. View existing configurations
4. Click New to create

Step 2: Basic View Information

Configure view details:

View Identification

• View Name: Today’s Queued Jobs
• Object: Job__c
• Description: Shows all queued jobs for today
• Active: Yes

Step 3: Create the Query

Build the SOQL query:

Standard Query Structure:

sql

SELECT 

    id, 

    Name,

    Region__c,

    DB_Help_Text__c,

    Gantt_Color__c,

    Title_Text__c,

    Actual_Visit_Date_Time__c,

    Completion_Date_Time__c,

    Customer__c,

    Customer__r.Name,

    Customer__r.ShippingCity,

    Customer__r.ShippingState,

    Customer__r.ShippingCountry,

    Customer__r.ShippingPostalCode,

    Planned_Visit_Date_Time__c,

    Visit_Type__c,

    Status__c 

FROM Job__c 

WHERE Closed__c = false 

    AND Status__c = ‘Queued’ 

    AND

Important: Note the query ends with “AND” – the system adds date filters dynamically.

Step 4: Define View Columns

Configure columns specific to this view:

Columns JSON:

json

[

  {

    “Field”: “JOB NO”,

    “Value”: “Name”

  },

  {

    “Field”: “CATEGORY”,

    “Value”: “fax__Visit_Type__c”

  },

  {

    “Field”: “DATE AND TIME”,

    “Value”: “fax__Planned_Visit_Date_Time__c”

  },

  {

    “Field”: “STATUS”,

    “Value”: “fax__Status__c”

  }

]

This can differ from default columns for specialized views.

Step 5: Save and Test

Complete view creation:

1. Click Save
2. Navigate to Dispatch Board
3. Select new view from dropdown
4. Verify jobs display correctly
5. Test filtering works

Common View Examples

View 1: Today’s Scheduled Jobs

Query:

sql

SELECT [fields] 

FROM Job__c 

WHERE Closed__c = false 

    AND Status__c IN (‘Scheduled’, ‘Dispatched’) 

    AND

Use Case: Active jobs for current day dispatch

View 2: Unassigned Jobs

Query:

sql

SELECT [fields] 

FROM Job__c 

WHERE Closed__c = false 

    AND Service_Engineer__c = null 

    AND Status__c != ‘Completed’ 

    AND

Use Case: Jobs needing engineer assignment

View 3: Emergency Jobs

Query:

sql

SELECT [fields] 

FROM Job__c 

WHERE Closed__c = false 

    AND Priority__c = ‘Emergency’ 

    AND Status__c != ‘Completed’ 

    AND

Use Case: High-priority job monitoring

View 4: This Week’s Maintenance

Query:

sql

SELECT [fields] 

FROM Job__c 

WHERE Closed__c = false 

    AND Visit_Type__c = ‘Maintenance’ 

    AND Status__c IN (‘New’, ‘Scheduled’) 

    AND

Use Case: Preventive maintenance planning

Advanced View Configuration

Multi-Criteria Views

Complex filtering for specific needs:

sql

WHERE Closed__c = false 

    AND (Status__c = ‘Queued’ 

         OR (Status__c = ‘Scheduled’ 

             AND Engineer_Confirmed__c = false))

    AND Region__c IN (‘North’, ‘South’) 

    AND

Performance Optimization

For large data volumes:

Optimization Tips:

• Use indexed fields in WHERE clause
• Limit fields in SELECT
• Avoid complex calculations
• Minimize related queries

Dynamic Date Filters

System automatically adds date filtering:

How it Works:

• Query ends with “AND”
• System adds: Planned_Visit_Date_Time__c = TODAY
• Or date range based on board view
• Enables calendar navigation