Native Planner - Scheduler, Kanban, Gantt Chart, Calendar
Plan and schedule projects, service appointments, tasks, and resources in Salesforce Field Service.
NativeERP LLCPaid
Work Order Utility Flow
by Salesforce LabsSalesforceFree
Updates Field Service work orders, line items, and asset details through a Flow template for field technicians.
PRICINGFree
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Provides a Flow template that passes Work Order IDs to subflows and handles lookup and picklist fields with standard components. It loops through related Work Order Line Items, where edits and image attachments can be made. The flow also supports updates to Work Order asset details and can be customized for complex Field Service use cases.
Key capabilities
from the Salesforce AppExchange listingWork Order ID passing
Passes IDs from a Work Order to its subflows.
Lookup and picklists
Handles lookup and picklist fields with standard Flow components.
Line item editing
Loops through related Work Order Line Items and allows edits.
Image attachments
Allows images to be attached to Work Order Line Items.
Asset detail updates
Allows Work Order asset details to be updated.
Use cases
- Field technicians can use the flow to update relevant Work Order Line Items.
- Field Service organizations can adapt the template for complex workflows.
Who it's for
The template is intended for field technicians and Field Service organizations.
In the catalog
4 plugins in Field Service · Project Management
Price distribution: 1 free, 3 paid
Pricing & deployment
Platform
Salesforce
Product
Field Service
Deployment
Cloud
Pricing
Free
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What the vendor says
«The provided Flow Template showcases how ID's are passed from Work Order down to the Sub-Flows, handling of Lookup and Picklist fields using only standard components (due to limitations), looping functionality on related Work Order Line Items which also allows for edits to be made and images to be attached and …»