Start a Sidebar discussion on the Mobile Agent application
Create and view Sidebar discussions on the Mobile Agent application.
Before you begin
Role required: wm_agent
Ensure the Sidebar for Field Service Management plugin (com.sn_fsm_sidebar) is activated. For more information, see Activate Sidebar for the Field Service Mobile Agent application.
About this task
Create and view Sidebar discussions on the Mobile Agent application. You can create Sidebar discussions from the work order task record.
Procedure
Navigate to a work order task.
Tap the Sidebar
Image omitted: icon-sidebar-record-mobile.png
Sidebar icon. icon.
Sidebar icon. icon.
- Tap the Create Sidebar discussion
Image omitted: icon-sidebar-create-mobile.png
Create Sidebar discussion icon. icon.
Create Sidebar discussion icon. icon.
On the form, fill in the fields.
Field Description Record number Work order task this discussion is assigned to. Subject Subject of the discussion. Add participants Participants who can view and reply to the discussion. Include a brief message for participants Initial message to participants in the discussion. Tap Start discussion.
What to do next
Participants can view and reply to the discussion. The discussion can be accessed from the work order task record or from the global Sidebar.
Related topics
Summarize a Sidebar discussion on the ServiceNow Agent application