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Teaming in Resource Tree

Received Response
edited Dec 11, 2018 10:14PM in Field Service 6 comments


Best way to create Teaming


Our area Level buckets receive unscheduled activities and  Area Managers Scheduled them manually by assigning team of resources. For example 02 Operators and 02 Trucks or 02 Operators and 1 Truck. They need to do it on runtime when the activity arrives from Sales Cloud. Currently we are looking the best practice to create Teams to accomplish this requirement. 

Currently in Resource Tree we can create teams on runtime by dragging and dropping a Truck or an Operator to Main Operator but once we do that it opens new activity screen. We are having following problems due to this:

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