Hello,
I have a question about Document Builder. I created a template (on Work Order object) and I would like to display the completed/uncompleted Work Steps on the document.
I added the Related Record Table component with the following information :
- Parent Record : Work Order
- Related entity : Work Steps (Work Order ID)
- I've selected two fields to display
When I generate the Service Report on Field Service Mobile App, this section doesn't appear. What am I missing ?
Thank you
@* Salesforce Field Service *
Heiko Lindner (Privat) Forum Ambassador
You should you the related list work step and not work step (new). In addition, the field service mobile app uses the classic page layout and not lightning record page. Pls. check the assignments of the layouts with profile of the user on mobile device. In addition you should check the sharing settings on work plans and make sure, the user can see the work plan with work steps.