Salesforce Field Service work order page template
A Salesforce Field Service work order page for dispatchers and field engineers: a dispatch lifecycle path with high-voltage safety guidance, scheduling and permit fields, van stock parts required, and a Book Appointment action. Click through it below, then read the spec the studio writes for it.
The Field Service Work Order & Dispatch template running: Technician dispatch page with safety permit checklist, scheduling fields and van stock parts required. Use the link below to open it in its own tab and click through it.
When to start from this template
- Prototyping the Work Order layout for dispatchers and mobile technicians before configuring Field Service.
- Agreeing safety permit prerequisites, work types, and van stock related lists with operations.
- Exporting a clear WorkOrder specification and Gherkin acceptance criteria for delivery.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Status, Service Territory, Asset, Assigned Technician
- Stage path
- New → Scheduled & Dispatched → On Site — In Progress → Customer Sign-Off → Completed & Closed
- Sections
- Work Order & Dispatch Details (8 fields)
- Actions
- Book Appointment, Record Parts Consumed, Generate Service Report
- Related lists
- Products, Notes & Attachments, Products Required (Van Stock)
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As a Work Order user, I want to open a Work Order record and see 4 key details at a glance, run the Book Appointment, Record Parts Consumed and Generate Service Report actions, move the record along its Stage path and work with its Products, Notes & Attachments and Products Required (Van Stock), So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing a Work Order record When the user saves with any of these left empty: - "Work Type" in "Work Order & Dispatch Details" - "Priority" in "Work Order & Dispatch Details" - "Scheduled Start" in "Work Order & Dispatch Details" - "Estimated Duration (Hours)" in "Work Order & Dispatch Details" - "Site Access Permit #" in "Work Order & Dispatch Details" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "Scheduled & Dispatched" to "On Site — In Progress" Given the record's "Stage" is "Scheduled & Dispatched" When the user clicks "Update Work Order Status" on the path Then "Stage" becomes "On Site — In Progress" And Guidance for Success shows "Complete Lockout/Tagout safety checklist prior to thermal scan." # Scenario: The "Products" related list Given a user is viewing a Work Order record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Work Type | Work_Type__c | lookup | Yes |
| Priority | Priority | picklist | Yes |
| Scheduled Start | Scheduled_Start__c | datetime | Yes |
| Estimated Duration (Hours) | Estimated_Duration_Hours__c | number | Yes |
| Site Access Permit # | Site_Access_Permit__c | text | Yes |
| Lockout / Tagout Verified | Lockout_Tagout_Verified__c | checkbox | No |
| Technician Instructions | Technician_Instructions__c | textarea | No |
| Warranty Coverage | Warranty_Coverage__c | text | No |
Make this template yours.
Open “Field Service Work Order & Dispatch” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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