Create Service Appointment Lists in the Dispatcher Console

For information on allocation limits consumed by subscribing to the event channel, see Change Data Capture Allocations.

The custom filters are created and accessible only by users who created the CreateFilterEvent__e platform event, and not for other users. Based on a custom filter, you can create temporary lists with identical names. Each list is created as a new instance and doesn’t override an existing one. Each list can include a maximum of 300 service appointments.

After a temporary appointment list is loaded to the dispatch console, the list remains static. To auto-refresh the list, enable Enhanced Live Updates in the Field Service Admin app and make sure you have read access to all fields in the service appointment’s field sets. When the dispatch console is refreshed, the temporary list is no longer available. To delete a temporary list without refreshing, click Delete Filter.

To create a custom filter for appointments, define and publish a new CreateFilterEvent__e platform event by adding these custom fields.

• FSL__ServiceApptIds__c: JSON array of service appointment Ids. For example, ["08pO10000049k7lIAA","08pO10000049k7mIAA"]
• FSL__FilterName__c: Name of the temporary list based on the specified service appointment IDs. For example, High Priority Appointments
• FSL__Description__c (optional): Description. For example, This filter displays high priority appointments.
• FSL__FilterCategory__c: Value must be set to GENERAL
• FSL__LoadFilterImmediately__c: When set to true, the dispatcher console switches to the new temporary list.

This code sample creates a FSL__CreateFilterEvent__e platform event and loads a temporary list created from the queried list of service appointment IDs to the dispatcher console.