FSTP - Make Task Templates Available In Main Task Page (Doc ID 2731943.1)

Last updated on NOVEMBER 27, 2020

Applies to:

Goal

Within Field Service Technician Portal, there is an existing functionality for Field Service Representatives (FSRs) to create Follow Up Task or use of Copy Task.
Use of pre-defined Task Templates is more appropriate.

This is needed in cases like the engineer needs to close a Task, but something else is needed like Preventive Maintenance, or something else that involves a Part number.
Someone else may need to do something to completely finish the Task (like a secondary or follow up Task).

FSRs should be able to access pre-defined templates from the main Task page in FSTP.
This functionality exists at the back-end (Oracle Service and Field Service) but not available or exposed in FSTP.

Solution

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