Easily Remove Phone Field in the Customer Service Report

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How to Remove Phone Field in the Customer Service Report

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[Music] hello and welcome everyone to part 11 which is the last part of field service lightning series today well discuss everything related to service reports and well have a quick tour of the field service mobile application a very quick introduction about me my name is kyati mehta i live in kolkata india im working as a sales force developer at cockmans in technology solutions i am a proud marketing champion i also lead the salesforce women in tech group polygeta i have run multiple initiatives in india like helping underprivileged children with sales force and helping special students with salesforce and for which i was recently featured on salesforce blog for my outdocHub work i love everything about community and helping and giving back to the community hence im a community speaker a trailhead mentor i also have a blog of my own named as all about salesforce and a podcast that i run which is named as salesforce of bits with kathy you can always connect with me over linkedin a

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How do I remove a field from a report?

Click the field on the layout, then press Backspace or Delete.

How do I remove a field from page layout report type?

Setup Customize Leads Page Layout Edit removes the fields from the Detail page layout.

How do I delete a field in page layout?

Go to System Settings Objects and Fields. Click the object that contains the layout you want to delete. From the Object Management list, select Page Layouts. Click the three dots on the right and select Delete This Layout.

How do I create a field service report?

A field service report should include the following information. Customer and technician information (name, address, contact information, and company name) The reported issue. The inspection report including visuals. The repairs/replacements required. Actions to be done by the technician. Follow-up audits, if necessary.

How do you create a service report from Field Service Mobile App?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, youre prompted to Sign Confirm.

How do you remove a field from a report type?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApiEventc field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

How do I remove a field from a standard report type?

On the Report Type, locate the Fields Available for Reports section and click Edit Layout. On Field Layout Properties, locate the EventApiEventc field. It will show up as DEPRECATED. Drag and drop the DEPRECATED field to the Fields Lookup window on the right-hand side to remove it.

How do I remove a field from a report type in Salesforce?

First, heres a quick recap on how we delete fields in Salesforce. Simply navigate to the object: go to Setup, followed by Object Manager, and [Object Name]. Then go to Fields Relationships and find your field. Click the drop down to the right, followed by Delete.

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