In Axsy Scheduler, any Object can be scheduled and assigned to a Resource, providing it contains the right fields.


Setting Up Objects to Schedule

Within Axsy Mobile Settings on Salesforce Web (under the Scheduler Tab), we can configure which Objects we want to be schedulable by the user. By default the Visit Object will be schedulable, however you can add more as necessary. The Event Object will integrate easily into the Schedulable Objects, however some other Objects will require some field additions/mappings to become schedulable. Users are also able to remove any Configured Objects at any time.

Figure 1 - Axsy Mobile Scheduler Settings: Schedulable objects



Making Other Objects Schedulable


In this example, we will make Work Order schedulable. After adding it to the List, there will be an error showing which fields are needed in order to make the Object Schedulable. In this case, the Object is missing name, startTime, endTime and isSchedulable, shown by the error message in Figures 3 and 4.


Figure 2 - Add New SObject to Schedulable Objects


Figure 3 - Schedulable Objects Error + Edit


Now edit the object, to confirm the field mappings. This will once again show the errors, these are fields needed in order to make an Object Schedulable. From this page, Fields on the Work Order object can be mapped to the Schedulable Object. In order to map the fields they need to be of the same type:

  • Name = string
  • start/end Time = datetime
  • isSchedulable = boolean 

By clicking the green link in Figure 5, fields of the new object can be mapped to the Schedulable Object (Figure 6). Figure 7 shows a completed version of the mappings.


Figure 4 - Incomplete Configuration: Making WorkOrder Schedulable


Figure 5 - Mapping WorkOrder to Appointment



Figure 6 - Mapping 'name' Field from WorkOrder to Appointment



Figure 7 - Complete Mapping



Scheduling the New Object (Web)

Launch the Scheduler App via the 9-dot App Launcher on Salesforce Web. Once here, select new and you should see all Schedulable Objects as shown in the list in the Axsy Mobile Global Settings (Figure 1). Notice how WorkOrder is now schedulable also. Clicking Work Order will open a 'New Work Order' modal, where you can create a WorkOrder to schedule.

See in Figure 10 that the new Work Order has populated into the Unscheduled Appointments tab on the left side. This can now be scheduled as normal.


NOTE: In order for a record to appear in Scheduler, the isSchedulable mapped field value must be true, and the startTime field value cannot be null and must be within the Scheduling Window (see this KBA for adjusting the Scheduling Window)


Figure 8 - Scheduler UI: New Work Order


Figure 9 - New Work Order Modal


Figure 10 - Work Order Record in Scheduler