Related Service Work in FSM Mobile
Field Service Management (FSM) creates customer relationship management (CRM) tasks from selected work through the Task tab in FSM Mobile. The separate Add New Task menu action creates a case and CRM task, with an optional project. These actions are part of FSM Related Service Work.
The relevant controls must be available in the FSM Mobile configuration. You must have access to the required records and actions. The records must contain the Customer, Asset, type, and scheduling information required by the chosen action.
For a timed task, the end time must be later than the start time. Dates and times depend on the service work's time zone. See FSM Service Time Zone Sourcing and Synchronization.
For the supported settings, defaults, and examples, see Configuring FSM Related Service Work.
Follow-Up Tasks in FSM Mobile
The Task tab creates CRM tasks from the selected task. Entries being created inherit its Customer, Company, Asset, and case relationship when present. By default, the lead technician is the signed-in user. The additional technicians and date use values from the selected work by default. The standard form also includes Task Type, notes, times, and Confirmed Booking.
The tab's list contains tasks created from the selected work. It does not list every task on the same case. The Created From relationship (custevent_nx_created_from) identifies this connection independently of the case relationship.
A saved entry can be opened again and updated, including after it has synchronized to NetSuite. Discard returns to the last saved values or the initial defaults. Delete removes the selected additional task when deletion is permitted. It does not delete the starting task or case. See Task Tab in FSM Mobile.
Service Work Creation from FSM Mobile
The FSM Mobile menu's Add New Task action is disabled in the standard configuration. When enabled, the action's standard creation form includes selections for Asset, Project or Project Type, Customer, Case Type, and Task Type. It also includes the required details and scheduling information.
This action creates a case and CRM task. Selecting an existing project reuses it. Selecting a Project Type creates a project before the case. The CRM task is assigned to the signed-in user unless an assignment is supplied.
This action is distinct from adding a follow-up task to an existing case through the Task tab.
FSM Mobile Persistence
Saving an entry on the Task tab first saves it locally. Synchronization creates or updates the NetSuite task and returns its server identity and values. A local save or an entry disappearing from the FSM Mobile list does not by itself confirm a completed NetSuite write or deletion.
Deleting an entry that has not synchronized removes its local creation request. Deleting a task already saved in NetSuite sends a deletion during synchronization. If synchronization fails, the error remains associated with that entry and the NetSuite outcome is not confirmed.
The separate Add New Task action creates the optional project, then the case, then the CRM task. A failure at a later step can leave records created earlier in the sequence.