Configuring Mobility10% of the exam
Service reports, signatures and report templates
How a customer sign-off works end to end: service report templates and their subtemplates, Signature Type values and signature blocks, which template the mobile app picks, report language, offline previews, the Signed checkbox and the Service_Report_Flow extension that ends a flow in the report preview.
Assess the requirements and tools needed to execute a customer sign-off process.
~8 min read · 10 practice questions ·
What the exam expects
- Plan the setup a customer sign-off needs: service report templates, Signature Type values, signature blocks, the Create Service Report button and the layout fields the mobile app reads.
- Predict which template a service report uses and which language it is generated in.
- Explain how signatures behave: one per type, numbered types for several signers, deactivating instead of deleting, no reuse on regenerated reports, and the Signed checkbox.
- Set expectations for offline sign-off and service report previews.
- End a Field Service mobile flow in the service report preview with the Service_Report_Flow app extension.
Key terms:
- Service report: a PDF summary of a work order, line item or service appointment that customers and team members can sign.
- Service report template: the layout that decides what appears in a report; each has four subtemplates.
- Signature Type: the picklist on the Digital Signature object that names the role of the signer.
- Signature block: the template element that holds exactly one signature of one type.
Key facts
Signature types per org
- Detail
- Up to 1,000; the org starts with Default
Retiring a signature type
- Detail
- Deactivate only; can't be deleted
Signature blocks per template
- Detail
- Up to 20, each a different type, one signature each
Regenerated report
- Detail
- Earlier signature isn't reused
Signed checkbox
- Detail
- Selected automatically when a report has a signature
Mobile template order
- Detail
- Work order, then work type, then standard
Report language
- Detail
- Work order Service Report Language, else the generating user's default
Offline report request
- Detail
- Final PDF created only once the device is online
Service_Report_Flow extensions
- Detail
- Only one at a time
- Why does Create Service Report prompt Sign & Confirm for some reports but only Confirm for others?
- When does a work order use the default service report template?
- Why can a field shown in the template preview be missing from a technician's report?
- When does a template's related list populate on a service report?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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