The scope, design and UI for this feature should not be considered final until the feature is made generally available as part of an official release. The scope, design and UI may change right up until general availability. This article will be updated accordingly to reflect any changes to the feature.
Axsy's Field Service Dashboards provide access to offline-first dashboards which provide key Work Order information at-a-glance.
Axsy's Config UI enables users to customize the dashboard names when viewing Service Appointments and Work Orders in Axsy's Field Service Mobile App. For example, in the screenshot below, Primary and Secondary dashboard labels have been configured to display "View Work Order Dashboard" and "View Visit Summary", respectively.
Launching the Available Dashboards
If enabled, each dashboard can be launched via dedicated buttons on the main Work Order screen:
- Select a Service Appointment from your Service Appointment Schedule or Calendar.
- Select the dashboard you would like to view.
Dashboard Widgets and Layout Types
Each dashboard can consist of up to 4 Widgets. A dashboard is intended to convey a configurable set of information using a pre-defined layout, with 5 layout types available:
More Widget types and layouts are planned for future releases of the Axsy Field Service Mobile App
When the maximum of 4 Widgets are enabled for a dashboard, they each take up an equal-sized quadrant of the screen on a tablet device. If less than 4 Widgets are enabled, then on tablet devices the Widgets will re-size accordingly. On phone devices, Widgets are always the same size and displayed vertically one after another.
Layout for 4 Widgets on a tablet
Layout for 3 Widget on a tablet
The size of each Widget is pre-determined by the Axsy Mobile App based on how many Widgets are enabled. It's not possible to individually configure the dimensions of each Widget in a Dashboard.
More information on each Widget types is given below. Details on how to configure Dashboards and Widgets can be found later on in this article:
Label-Value Widgets have a layout that presents key information as a set of label-value pairs.
For a Label-Value Widget, the following information is configurable for each Widget:
- The title of the Widget.
- The underlying Salesforce Flow that is used to populate the Widget information.
- The "Label" portion of each label-value pair.
- The output variables from the Salesforce Flow which should populate each "Value" portion of each label-value pair.
The maximum number of label-value pairs that can be configured for a single Label-Value Widget is 6 pairs.
Table Widgets have a layout that presents key information in a tabular format.
For a Table Widget, the following information is configurable:
The maximum number of columns that can be configured for a single Table Widget is 5 columns. The maximum number of rows, excluding the first row of the table with the column labels, is 25 rows.
Record List Widgets
Record List Widgets have a layout that presents a list of Salesforce records that can be selected to view more information on the chosen record.
For a Record List Widget, the following information is configurable:
The maximum number of records displayed by the Record List Widget is 25 records.
Deep Link Widget
Deep Link Dashboard Widgets have a layout that presents a single button that, on selection, launches to another app installed on the mobile device.
Deep Link Widget
For the Deep Link Widget, the following information is configurable:
- The title of the Widget.
- The label for the button that launches the deep link to another app.
- The underlying Salesforce Flow that is used to create the URL for the deep link.
- The output variable from the Salesforce Flow containing the URL – which can be created dynamically – for the deep link.
- A hardcoded URL to use for the deep link (optional).
Config UI for Deep Link Widgets
If the optional hardcoded URL is defined, this will take precedence over any URL that is created by any configured.
File List Widget
File List Widgets have a layout that presents a list of Files, i.e. Salesforce Content Document records, that can be selected to view the file.
File List Widget
For a File List Widget, the following information is configurable:
- The title for the Widget
- The underlying Salesforce Flow that is used to populate the Widget
- The output record collection variable - which must be for the Content Document object - from the Salesforce Flow containing the Content Document records to include in the list
Config UI for File List Widgets
For the above output record collection variable, the following Content Document fields must be included:
The maximum number of files displayed in the File List Widget is 25 files.
For a file to be viewable when the app is offline, it must have been previously synced to the app on-demand while the user was online as a file viewed on-demand is then cached for offline viewing.
Using Salesforce Flow to Populate Dashboard Data
Each Widget in a dashboard is tied to an underlying Salesforce Flow which will populate any data in the dashboards that is meant to be dynamic. This is achieved by defining Flow Output Variables that can be assigned using the query abilities of Flow. As the Axsy Field Service Mobile App is able to run Flows offline, using Flows means that the Axsy Field Service Dashboards can be displayed even under situations of poor internet connectivity.
When creating the Flows that populate a Dashboard Widget, please make sure to do the following:
- The Flow should run autonomously without the need for user input.
- The Flow should not include any screens..
- The Flow should not include any sub-Flows.
- The Flow should not modify any data via Create, Update or Delete actions.
- Create an input text variable with label recordIdto pass to the Flow the Salesforce ID of the Work Order to which the dashboard is related.
- Define the appropriate number and types of Flow Output Variables based on the Widget type that is intended to be populated.
For a Label-Value Widget intended to show key information on the parent Account for a Service Appointment/Work Order, the Flow can be designed to query the parent Account of the Service Appointment/Work Order for the current Visit and then assign the key fields of the Account record to up to 6 Flow Output Text Variables.
For a Table Widget intended to show the key Contacts and their contact information for a given Work Order, the Flow can be designed to query all the Contacts assigned to the Service Appointment/Work Order, then assign the names of each to a Flow Collection Output Variable, then assign the phone numbers of each to a 2nd Flow Collection Output Variable and then assign the email address of each to a 3rd Flow Collection Output Variable.
For a Record List Widget intended to show upcoming Promotions for the next calendar month, the Flow can be designed to query all Promotion records that are active in the next month and then assign the found records to a Flow Record Collection Output Variable.
Configuring Dashboards via the Axsy Config UI
Once the underlying Salesforce Flows for the Dashboards have been created, the remainder of the Dashboard configuration is handled via the Axsy Config UI.