Update multiple work order tasks simultaneously
Save time and update multiple work order tasks at once in the calendar in Dispatcher Workspace.
Before you begin
Role required: wm_dispatcher
Procedure
Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
Select Dispatcher Workspace.
On the calendar in Dispatcher Workspace press Shift, or Command on your keyboard while you select multiple tasks.
Note: Tasks must be in the assigned or scheduled state to be selected.
Select the Overflow actions icon (
Image omitted: overflow-actions.png
Overflow actions icon\) in the contextual side panel.
Overflow actions icon\) in the contextual side panel.
Select the action to perform on the tasks:
- Open record
- Unassign all
- Lock all
- Unlock all
- Deselect all