Create a new job type in Skedulo for Salesforce
How to create new job types in the web app.
Overview
The Job Type records are used to reflect individual types of services that need to be delivered as part of a work order. With the aid of job templates, each job type can have independent input fields and scheduling requirements as well as specific equipment lists.
When Skedulo for Salesforce is first installed, some standard job types are pre-set. These include:
- Installation.
- Upgrade.
- Break-Fix.
- Maintenance.
These types don’t need to be used if they don’t suit your organization. If you need additional types, add them to the Job Type picklist.
Create a new job type using Salesforce
Salesforce Classic
To create a new job type using Salesforce Classic:
- Log in to Salesforce.
- In the top-right corner of the screen, click Setup.
- In the left column menu, expand Create.
- Click Objects.
- In the Custom Objects list, click Job.
- In the Custom Fields and Relationships list, click Type. You can now see the list of existing job types in the Values list.
- Click New to add a new Job Type to the list.
- Enter the job type(s) you want to add to the list.
- Click Save.
- Go back to your Skedulo web app and reload the page. The new job type(s) will now be available for use.
Salesforce Lightning
To create a new job type using Salesforce Lightning
- Log in to Salesforce.
- In the top-right corner of the screen, click Setup.
- Click the Object Manager tab.
- Click the Job object.
- Click Fields & Relationships.
- From the Fields & Relationships list, select Type. In the Values section, you can see the list of existing job types.
- Click New to add a new job type to the list.
- Enter the new job type(s) you want to add to the list.
- Click Save.
- Return to your Skedulo web app and reload the page. The new job type(s) will now be available to use.
Note
If you have custom forms built within your org (these are custom-built forms within the mobile app), you must advise the Skedulo team before making changes to the job type values. This is because the custom forms are set up for each job type, and once they are modified, Skedulo needs to re-deploy the custom forms for the new job type values.Create a new job type using ServiceNow
To create a new job type using ServiceNow:
- Navigate to Tables (under System Definition).
- In Tables, search for
*sked
then*jobs
. - Select Jobs and scroll down until you see the desired field attribute named
jobtype
. - Once the attribute is selected, navigate to the bottom half of the screen and select Choices. Tab to see the available options for the job types that have been defined.
- Select New and enter both a Label and Value.
- Click Submit.
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