{"id":1331,"date":"2025-07-10T14:38:34","date_gmt":"2025-07-10T14:38:34","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1331"},"modified":"2025-07-10T14:38:34","modified_gmt":"2025-07-10T14:38:34","password":"","slug":"set-up-dispatch-board-views","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=set-up-dispatch-board-views","title":{"rendered":"Set Up Dispatch Board Views"},"content":{"rendered":"\n

Understanding Views<\/strong><\/h2>\n\n\n\n

Views filter which jobs appear on the dispatch board, allowing different perspectives for various roles and workflows.<\/p>\n\n\n\n

View Components<\/strong><\/h3>\n\n\n\n

Query Definition<\/strong><\/p>\n\n\n\n

  • SOQL query to filter jobs<\/li>
  • Defines which records display<\/li>
  • Sets base criteria<\/li>
  • Controls data scope<\/li><\/ul>\n\n\n\n

    Column Configuration<\/strong><\/p>\n\n\n\n

    • Can override default columns<\/li>
    • View-specific information<\/li>
    • Tailored to use case<\/li>
    • Optimized display<\/li><\/ul>\n\n\n\n

      Creating Dispatch Board Views<\/strong><\/h2>\n\n\n\n

      Step 1: Access FieldAx Views<\/strong><\/h3>\n\n\n\n

      Navigate to view management:<\/p>\n\n\n\n

      1. Open FieldAx Admin<\/strong> app<\/li>
      2. Click FieldAx Views<\/strong> tab<\/li>
      3. View existing configurations<\/li>
      4. Click New<\/strong> to create<\/li><\/ol>\n\n\n\n

        Step 2: Basic View Information<\/strong><\/h3>\n\n\n\n

        Configure view details:<\/p>\n\n\n\n

        View Identification<\/strong><\/p>\n\n\n\n

        • View Name<\/strong>: Today’s Queued Jobs<\/li>
        • Object<\/strong>: Job__c<\/li>
        • Description<\/strong>: Shows all queued jobs for today<\/li>
        • Active<\/strong>: Yes<\/li><\/ul>\n\n\n\n

          Step 3: Create the Query<\/strong><\/h3>\n\n\n\n

          Build the SOQL query:<\/p>\n\n\n\n

          Standard Query Structure<\/strong>:<\/p>\n\n\n\n

          sql<\/p>\n\n\n\n

          SELECT <\/p>\n\n\n\n

              id, <\/p>\n\n\n\n

              Name,<\/p>\n\n\n\n

              Region__c,<\/p>\n\n\n\n

              DB_Help_Text__c,<\/p>\n\n\n\n

              Gantt_Color__c,<\/p>\n\n\n\n

              Title_Text__c,<\/p>\n\n\n\n

              Actual_Visit_Date_Time__c,<\/p>\n\n\n\n

              Completion_Date_Time__c,<\/p>\n\n\n\n

              Customer__c,<\/p>\n\n\n\n

              Customer__r.Name,<\/p>\n\n\n\n

              Customer__r.ShippingCity,<\/p>\n\n\n\n

              Customer__r.ShippingState,<\/p>\n\n\n\n

              Customer__r.ShippingCountry,<\/p>\n\n\n\n

              Customer__r.ShippingPostalCode,<\/p>\n\n\n\n

              Planned_Visit_Date_Time__c,<\/p>\n\n\n\n

              Visit_Type__c,<\/p>\n\n\n\n

              Status__c <\/p>\n\n\n\n

          FROM Job__c <\/p>\n\n\n\n

          WHERE Closed__c = false <\/p>\n\n\n\n

              AND Status__c = ‘Queued’ <\/p>\n\n\n\n

              AND<\/p>\n\n\n\n

          Important<\/strong>: Note the query ends with “AND” – the system adds date filters dynamically.<\/p>\n\n\n\n

          Step 4: Define View Columns<\/strong><\/h3>\n\n\n\n

          Configure columns specific to this view:<\/p>\n\n\n\n

          Columns JSON<\/strong>:<\/p>\n\n\n\n

          json<\/p>\n\n\n\n

          [<\/p>\n\n\n\n

            {<\/p>\n\n\n\n

              “Field”: “JOB NO”,<\/p>\n\n\n\n

              “Value”: “Name”<\/p>\n\n\n\n

            },<\/p>\n\n\n\n

            {<\/p>\n\n\n\n

              “Field”: “CATEGORY”,<\/p>\n\n\n\n

              “Value”: “fax__Visit_Type__c”<\/p>\n\n\n\n

            },<\/p>\n\n\n\n

            {<\/p>\n\n\n\n

              “Field”: “DATE AND TIME”,<\/p>\n\n\n\n

              “Value”: “fax__Planned_Visit_Date_Time__c”<\/p>\n\n\n\n

            },<\/p>\n\n\n\n

            {<\/p>\n\n\n\n

              “Field”: “STATUS”,<\/p>\n\n\n\n

              “Value”: “fax__Status__c”<\/p>\n\n\n\n

            }<\/p>\n\n\n\n

          ]<\/p>\n\n\n\n

          This can differ from default columns for specialized views.<\/p>\n\n\n\n

          Step 5: Save and Test<\/strong><\/h3>\n\n\n\n

          Complete view creation:<\/p>\n\n\n\n

          1. Click Save<\/strong><\/li>
          2. Navigate to Dispatch Board<\/li>
          3. Select new view from dropdown<\/li>
          4. Verify jobs display correctly<\/li>
          5. Test filtering works<\/li><\/ol>\n\n\n\n

            Common View Examples<\/strong><\/h2>\n\n\n\n

            View 1: Today’s Scheduled Jobs<\/strong><\/h3>\n\n\n\n

            Query<\/strong>:<\/p>\n\n\n\n

            sql<\/p>\n\n\n\n

            SELECT [fields] <\/p>\n\n\n\n

            FROM Job__c <\/p>\n\n\n\n

            WHERE Closed__c = false <\/p>\n\n\n\n

                AND Status__c IN (‘Scheduled’, ‘Dispatched’) <\/p>\n\n\n\n

                AND<\/p>\n\n\n\n

            Use Case<\/strong>: Active jobs for current day dispatch<\/p>\n\n\n\n

            View 2: Unassigned Jobs<\/strong><\/h3>\n\n\n\n

            Query<\/strong>:<\/p>\n\n\n\n

            sql<\/p>\n\n\n\n

            SELECT [fields] <\/p>\n\n\n\n

            FROM Job__c <\/p>\n\n\n\n

            WHERE Closed__c = false <\/p>\n\n\n\n

                AND Service_Engineer__c = null <\/p>\n\n\n\n

                AND Status__c != ‘Completed’ <\/p>\n\n\n\n

                AND<\/p>\n\n\n\n

            Use Case<\/strong>: Jobs needing engineer assignment<\/p>\n\n\n\n

            View 3: Emergency Jobs<\/strong><\/h3>\n\n\n\n

            Query<\/strong>:<\/p>\n\n\n\n

            sql<\/p>\n\n\n\n

            SELECT [fields] <\/p>\n\n\n\n

            FROM Job__c <\/p>\n\n\n\n

            WHERE Closed__c = false <\/p>\n\n\n\n

                AND Priority__c = ‘Emergency’ <\/p>\n\n\n\n

                AND Status__c != ‘Completed’ <\/p>\n\n\n\n

                AND<\/p>\n\n\n\n

            Use Case<\/strong>: High-priority job monitoring<\/p>\n\n\n\n

            View 4: This Week’s Maintenance<\/strong><\/h3>\n\n\n\n

            Query<\/strong>:<\/p>\n\n\n\n

            sql<\/p>\n\n\n\n

            SELECT [fields] <\/p>\n\n\n\n

            FROM Job__c <\/p>\n\n\n\n

            WHERE Closed__c = false <\/p>\n\n\n\n

                AND Visit_Type__c = ‘Maintenance’ <\/p>\n\n\n\n

                AND Status__c IN (‘New’, ‘Scheduled’) <\/p>\n\n\n\n

                AND<\/p>\n\n\n\n

            Use Case<\/strong>: Preventive maintenance planning<\/p>\n\n\n\n

            Advanced View Configuration<\/strong><\/h2>\n\n\n\n

            Multi-Criteria Views<\/strong><\/h3>\n\n\n\n

            Complex filtering for specific needs:<\/p>\n\n\n\n

            sql<\/p>\n\n\n\n

            WHERE Closed__c = false <\/p>\n\n\n\n

                AND (Status__c = ‘Queued’ <\/p>\n\n\n\n

                     OR (Status__c = ‘Scheduled’ <\/p>\n\n\n\n

                         AND Engineer_Confirmed__c = false))<\/p>\n\n\n\n

                AND Region__c IN (‘North’, ‘South’) <\/p>\n\n\n\n

                AND<\/p>\n\n\n\n

            Performance Optimization<\/strong><\/h3>\n\n\n\n

            For large data volumes:<\/p>\n\n\n\n

            Optimization Tips<\/strong>:<\/p>\n\n\n\n

            • Use indexed fields in WHERE clause<\/li>
            • Limit fields in SELECT<\/li>
            • Avoid complex calculations<\/li>
            • Minimize related queries<\/li><\/ul>\n\n\n\n

              Dynamic Date Filters<\/strong><\/h3>\n\n\n\n

              System automatically adds date filtering:<\/p>\n\n\n\n

              How it Works<\/strong>:<\/p>\n\n\n\n

              • Query ends with “AND”<\/li>
              • System adds: Planned_Visit_Date_Time__c = TODAY<\/li>
              • Or date range based on board view<\/li>
              • Enables calendar navigation<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

                Understanding Views Views filter which jobs appear on the dispatch board, allowing different perspectives for various roles and workflows. View Components Query Definition SOQL query to filter jobs Defines which records display Sets base criteria Controls data scope Column Configuration Can override default columns View-specific information Tailored to use case Optimized display Creating Dispatch Board…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[],"class_list":["post-1331","docs","type-docs","status-publish","hentry","doc_category-essential-setup"],"year_month":"2026-05","word_count":695,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Essential Setup","term_url":"https:\/\/document.fieldax.com\/?doc_category=essential-setup"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1331","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1331"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1331\/revisions"}],"predecessor-version":[{"id":1332,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1331\/revisions\/1332"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1331"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1331"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}