1. Field Service Management
  2. Features
  3. The Field Service Center
  4. Restoring Field Service Center Categories and Links

Restoring Field Service Center Categories and Links

After updating the Field Service Management (FSM) SuiteApp, it’s important to review your customizations to make sure you still have access to Scheduler and Mobile features. Depending on how your NetSuite Center is set up, you might need to restore or adjust some links and audience settings.

See the following topics.

Supported NetSuite Centers

If you use a supported NetSuite Center and you've customized the audience, category names, or link labels for the Field Service tab, those changes reset after a bundle update.

To add the audience again:

  1. Go to Customization > Centers and Tabs > Center Tabs.

  2. Under the Name column, find the Field Service tab for the appropriate center type, then click Edit.

  3. In the Audience subtab, select the appropriate role or roles under the Roles field.

  4. Click Save.

To reset a category name:

  1. Go to Customization > Centers and Tabs > Center Tabs.

  2. Under the Name column, find the Field Service tab for the appropriate center type, then click Edit.

  3. In the Content subtab, under Categories, re-enter the name of the appropriate category in the Name column, then click OK.

  4. Click Save.

To reset a link label:

  1. Go to Customization > Centers and Tabs > Center Categories.

  2. Under the Label column, find the appropriate category, then click Edit.

  3. In the Values subtab, re-enter the Label for the appropriate link.

  4. Click Save.

Unsupported NetSuite Centers

If you're using a NetSuite Center that's not supported, you might lose Mobile and Scheduler category links after an update.

To restore links to the Mobile and Scheduler:

  1. Go to Customization > Centers and Tabs > Center Categories.

  2. Under the Label column, find the category for the Mobile or Scheduler under your Field Service tab, then click Edit.

  3. Under the Values subtab, update the link and label as follows:

    Category

    Link

    Label

    Scheduler

    Field Service Scheduler Suitelet

    Run

    Mobile

    Field Service Mobile Suitelet

    Run

  4. Click Save.

  5. Repeat steps 2-4, make sure you restore both Mobile and Scheduler links.

Best Practices After FSM Updates

Here are some best practices to help you keep access to FSM features and avoid issues after a bundle update.

  1. Use the Classic Interface

  2. Create a Custom Center Tab and Add Custom Links

Use the Classic Interface

If you lose access to the Field Service tab after an update, switch to the Classic Interface to get it back.

Note:

Some roles, such as the Administrator role, use the Classic Center by default and the Use Classic Interface box is not available. The box is available in all custom roles not using the Classic Interface by default.

To switch to the Classic Interface:

  1. Go to Home > Set Preferences.

  2. On the Appearance subtab, under Centers & Dashboards, check the Use Classic Interface box.

  3. Click Save.

Create a Custom Center Tab and Add Custom Links

A custom center tab keeps its audience, categories, and links after a bundle update.

For example, to make sure you keep access to the Mobile or Scheduler, you can add them as custom links on a custom center tab.

To do this, perform the following steps in order:

Step

Procedure

1. Create a custom center tab for Field Service.

See Creating Center Tabs.

Tip:

Be sure to use a unique, simple to recall label for your custom center tab.

2. Create custom links for the Mobile and Scheduler Suitelets.

To create custom links for the Mobile and Scheduler Suitelets:

  1. Go to Customization > Scripting > Script Deployments.

  2. Click View next to the following:

    • Script: Field Service Mobile Suitelet

      ID: customdeploy_nx_mobile

    • Script: Field Service Scheduler Suitelet

      ID: customdeploy_nx_scheduler

  3. From the URL field, copy the link.

  4. Repeat steps 2-3, making sure you copy both Mobile and Scheduler Suitelet URLs.

  5. Go to Customization > Centers and Tabs > Center Links.

  6. On the Custom Center Links page, add new mobile and scheduler entries under the Label and URL columns.

    For example,

    • Label: FSM Mobile

      URL: https://system.netsuite.com/<Mobile Suitelet URL copied from step 3>

      Sample: https://system.netsuite.com/app/site/hosting/scriptlet.nl?script=4&deploy=2

    • Label: FSM Scheduler

      URL: https://system.netsuite.com/<Scheduler Suitelet URL copied from step 3>

      Sample: https://system.netsuite.com/app/site/hosting/scriptlet.nl?script=4&deploy=3

  7. Click Save.

3. Add the Mobile and Scheduler custom links to the custom center tab for Field Service.

To add your custom center links to a custom center tab

  1. Go to Customization > Centers and Tabs > Center Categories > New.

  2. In the Label field, enter a category name.

  3. From the Center Type list, select a center.

  4. From the Center Tab list, select the custom center tab you created.

  5. On the Values subtab, from the Links list, select the mobile and scheduler links you created.

  6. Click Save.

Related Topics

General Notices