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Siebel Field Service Guide > Field Service Activities > Field Service Activities > Category FieldThe Category field on the Service Details subview determines the following for activities generated from the activity template:
For more information about this subview, see Service Details Subview. Child RecordsIf the Category field is set to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, then any child records such as service activity steps or assignment skills will be created when the activity template is applied. If the Category field is left blank or set to a value other than those listed in the previous paragraph, the activity records will be created when the template is applied, but no child records will be associated with the activities. Lock AssignmentIf the Category field is left blank, the Lock Assignment check box for the created activity is selected. Field Service Activity AssignmentAn activity created with activity templates can be assigned to any one of the following users:
The assignment is determined by the values in the Employee and Category fields of the activity record in the Activity Template Details list. Table 13 shows how the assignment is determined. |
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Siebel Field Service Guide |