Description:
The Assignment object in FieldAx serves as a bridge between jobs and service engineers, offering a detailed snapshot of crucial information related to each job assignment. This functionality enhances the management and tracking of field service operations.
Fig 1:
Fields:
Field Label | Data Type | Description |
Assignment No | Auto Number | Unique assignment number |
Job | Lookup | Required. Job number for which the assignment is created |
Service Engineer | Lookup | Required. Service engineer lookup who is assigned to the job |
Customer | Formula (Text) | Customer name whom the job is scheduled |
Job Type | Formula (Text) | Job Type to of the job |
Scheduled Start | Date/Time | Required – Assignment original scheduled start date and time |
Scheduled End | Date/Time | Required – Assignment original scheduled end date and time |
Region | Lookup | Region of the job is assigned with |
Status | Picklist | Required. Status of the assignment |
Accepted Date | Date | Service engineer job accepted date |
Reason | Text Area(255) | Rejected reason by service engineer |
Owner | Lookup(User, Group) | Owner of the assignment(Salesforce user) |