SharinPix DocumentationMain Documentation SharinPix features - main integrationIntegration of SharinPix App with SFS (FSL) App using Flows

Integration of SharinPix App with SFS (FSL) App using Flows

Information:

Salesforce Field Service (SFS) was formerly known as Field Service Lightning (FSL).

Assumptions:

  • The WorkOrder object will be used throughout this article.
  • The WorkOrder object has a custom field named SharinPix_Token__c that holds a token. If you haven't implemented this yet, refer to the article SharinPix automatic token generation to generate the token.

Integration of the SharinPix deeplink URL in a Flow

Let's suppose you want to use the SFS App alongside the SharinPix App to take surveys, you can do so by creating a Flow that uses a deeplink to launch the SharinPix App.

In this section, you will learn how to create a Flow that will embed the SharinPix deeplink URL.

Please note that the SharinPix deeplink URL is highly customisable and could be dynamically changed depending on the flow context to make different action, upload target or behaviour available for the flow user.

To create the flow, follow the steps below:

  • Go to Setup then type Flow in the Quick Find box. Under Process Automation, select Flows.
  • Click on New Flow. You will be directed to the Flow Designer.
  • Click on Show More and select Field Service Mobile Flow. Then click on Create.
  • Go on the Manager tab and click on New Resource.
    • Resource Type: Variable
    • API Name: Id
    • Data Type: Text
    • Default Value: {!$GlobalConstant.EmptyString}
    • Availability Outside the Flow: Available for input
  • Click on New Resource again.
    • Resource Type: Variable
    • API Name: WorkOrderRecord
    • Data Type: Record
    • Object: Work Order
    • Click Done
  • Go on the Elements tab then drag and drop the Get Records element found under the Data section onto the blank canvas. For the Get Records element:
    • Label: lookupWorkOrder
    • Object: Work Order
    • Conditions: Id (Field) equals (operator) {!Id} (newly-created resource named Id)
    • Record Variable: {!WorkOrderRecord}
    • Field: SharinPix_Token__c
    • Click Done
  • Go to the Manger tab and click on New Resource:
    • Resource Type: Variable
    • API Name: Launch_SharinPix_App
    • Data Type: Text
    • Default Value: <a href="sharinpix://upload?token={!WorkOrderRecord.SharinPix_Token__c}">Take Pictures</a>
    • Click Done

The deeplink URL in this case is as follows:

sharinpix://upload?token={!WorkOrderRecord.SharinPix_Token__c}

For more detailed information about the deeplink URL syntax, you can refer to the following article: 

SharinPix mobile App : deeplink syntax 

  • Go to the Elements tab and drag and drop a Screen element next to the Get Records element.
  • For the Screen element:
    • Label: SharinPix App Launcher
  • Drag and drop a Display Text component on the screen canvas. For the Display Text:
    • API Name: Take_Pictures
    • In the insert resource search bar, select Launch_SharinPix_App
  • Click Done. Connect the Get Records to the Screen as shown below.
  • Save the newly-created flow as SharinPix App Launcher then activate the flow.

Adding Flow in an Action

To add the newly-created flow in an Action:

  • Go to Setup then on Object Manager. Search and select the Work Order object.
  • On the left menu, click on Buttons, Links, and Actions.
  • Click on the New Action button.
  • For the new action:
    1. In the Action Type field, select Flow
    2. For the Flow select the newly-created flow, that is, SharinPix App Launcher
    3. For the Label field, enter Take Survey
    4. The Name field will be auto-populated
  • Click Save when done.

Now that the action is ready, we should add same on the Work Order's Page Layout. To do so:

  • Click on Page Layouts on the left menu.
  • Then click on FSL Work Order Layout.
  • Drag and drop the action (that is Take Survey) onto the Salesforce Mobile and Lightning Experience Actions.
  • Click Save  when done.

Tip:

You can also make use of App Extensions to launch a Field Service Mobile Flows from the SFS app. For more information on how to embed a Field Service Mobile Flow in an App Extension, refer to the following link:

Creation of an App Extension embedding a Field Service Mobile Flow

Launching the SharinPix mobile App from the SFS mobile App

Note: 

For the following test, ensure that you have installed the SharinPix mobile app on your device.

You will find more information on where to find the SharinPix app in the article below:

http://docs.sharinpix.com/m/documentation/l/890606-where-to-find-the-app

You can now access your newly created Action on the SFS app.

  1. Open the SFS app.
  2. Select the Service Appointment record of a Work Order record.
  3. Select Show Actions.

4. Select your newly-created Action, that is Take Survey as shown below:

5. You are now inside the Flow. Select Take Pictures to launch the SharinPix App.

6. The SharinPix App is now opened.

Tip:

SharinPix Images can also be added to FSL Service Reports. How more information about how this is done, please refer to the following article:

Display Images in Service Report (Salesforce Field Service / FSL)

2 Comments

Lori Gordon

This is great! Is there a way to make the taking of the photos required, and not allowing users to click 'Next' unless there was at least one photo uploaded?

Karen Jean Baptiste

Hi Lori, We don't have this feature yet. However, we have the checklist feature which provides a list of tags ready to be filled with images uploaded by users. Using the checklist, if a tag is applied to the minimum number of images required, the associated tag entry turns from red to green on the checklist. Maybe this can help in indicating the mobile users that a minimum number of images need to be captured in your case. Here's the link to the checklist article if needed: http://docs.sharinpix.com/m/documentation/l/1126826-sharinpix-mobile-app-checklist

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