Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date

What's Changed

Notes

17 NOV 2017

Enhancement: Removal of Inactive Resources

Updated document. Revised feature description.

30 SEP 2017

Immediate Routing Improvements

Updated document. Added new feature.

14 AUG 2017

Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle Field Service Cloud, August 2017 Release. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

For a listing of browsers supported by Oracle Field Service Cloud, log in to our support site and access Answer ID 8215.

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Release Feature Summary

The table below offers a quick view of the actions required to enable each of the August 2017 (17.8) features for customers upgrading from the February 2017 (17.2) release. If you are upgrading from a prior release, additional actions may be required in order to enable the new features or functionality. For more information about the feature upgrade or the actions required, see the section of the document as indicated in the Feature column.

Some of the new August 2017 Release features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle.

The table below offers a quick view of the actions required to enable each of the August 2017 Release features.

Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

Administration

Baidu Maps Support

Custom Map Layers Management

Enhancement: DB CutRemoval of Unused Providers

Enhancement: Expression Validation and Support for Default Values and Validation Rules in Visual Form Editor

Enhancement: ICS Adapter Enhancements

Enhancement: Statistics Control on Resource Type and Display Initial Ratio

Enhancement: Visibility Configuration for Tabs and Sections in Visual Form Editor

File Properties Configuration Improvement

Grouping for Visibility Conditions of Context Items and Values

Message Scenario Improvements

Three Field Login Screen Redesign

Capacity

Enhancement: Capacity ManagementBooking Screen View

REST API Additions

Daily Extract

Embedding of BICS Reports/Dashboards Into Oracle Field Service Cloud

Removal of CSV files for the Daily Extract

Manage

Oracle Field Service Cloud Manage Header Redesign

Manage and Mobility

Access hours support

Standardization of Branding Area

Mobility

Remove SLA alert When Activity is Before SLA Window

Route Map Offline Availability

Parts Catalog

Language Usage Improvements

Plugin Framework

Navigation Improvements

Routing

Routing Plan, Profile and Screen improvements

Routing to Resources outside the Parent Bucket

Urgent Routing Improvements

Immediate Routing Improvements

SmartLocation

Data Presentation Improvements

API

Events API Improvements

HTTP Basic Authentication Option for Outbound API

Removal: External Trigger API and Parts Catalog

New Features

The following topics describe the new features in Oracle Field Service Cloud, August 2017 Release.

Administration

Baidu Maps Support

Previously, Google Maps and Oracle Maps were only supported. Currently, Baidu Maps is also supported.

Baidu Maps is available starting with the August 2017 (17.8) production release of Oracle Field Service Cloud. The following features are included:

STEPS TO ENABLE

The following steps are included:

Key resources

Map Layers Management

The management of map layers has been enhanced. This feature lets you perform the following tasks:

Add Custom Map Layer Dialog Showing the Select Shapefile Location Menu Options

STEPS TO ENABLE

ADD MAP LAYER TO ORACLE FIELD SERVICE CLOUD USING INTERNAL STORAGE

  1. Log into Core Manage and click Configuration.
  2. Click Business Rules to open the Business Rules screen.
  3. In the Custom Map Layers section, click Add layer.
  4. In the Add Custom Map Layer dialog, enter values in the Name and Label fields.
  5. In the Status field, select Active.
  6. In the Select shapefile location field, select Upload shape now from the drop-down list.
  7. Enter the URL to shape file, for example: https://www.example.com/shape_example; ftp://www.example.com/shape_example.
  8. Enter the Username and Password values if they are required to download file
  9. Enter the SRID value.
  10. Click Save to save the changes and exit the Business Rules screen.

Edit Custom Map Layer Dialog with Shapes Section Showing Internal Storage Options

You may wait till the shape is successfully populated.
Result: Layer is created in Oracle Field Service Cloud and the request is sent to populate layer. By default all user types are permitted to see this layer. Green tick icon is displayed in status column for this layer.

ADD MAP LAYER TO ORACLE FIELD SERVICE CLOUD VIA EXTERNAL STORAGE

  1. Click Business Rules to open the Business Rules screen.
  2. In the Custom Map Layers section, click Add layer.
  3. In the Add Custom Map Layer dialog, enter values in the Name and Label fields.
  4. In the Status field, select Active.
  5. In the Select shapefile location field, select Use external data source from the drop-down list.
  6. Enter the Mapviewer URL to shape file, for example: https://www.example.com/mapviewer/shape_example.
  7. Enter the Data Source and Theme values.
  8. Click Save to save the changes and exit the Business Rules screen.

Edit Custom Map Layer Dialog with Shapes Section Showing External Storage Options

You may wait till the shape is successfully populated.
Result: Layer is created. By default all user types are permitted to see this layer.

MODIFY MAP LAYER

  1. Click Business Rules to open the Business Rules screen.
  2. Locate the Map layer you want to modify and select Modify from the drop-down menu.
  3. Make the changes.
  4. Click Save to save the changes and exit the Business Rules screen.
    Result: Layer is removed from the list and Oracle Field Service Cloud. The shape remains in Oracle Field Service Cloud database.

MODIFY A MAP LAYER HINT

  1. Click Business Rules to open the Business Rules screen.
  2. Locate the Map layer you want to modify and select Modify from the drop-down menu.
  3. Enter the custom name of the column which you want to see on the hint. Enable the Visible on hint check box next to this column.
  4. Select Shape Title Column from available options.
  5. Click Save to save the changes and exit the Business Rules screen.
    Result:
    Layer is removed from the list and Oracle Field Service Cloud. The shape remains in Oracle database.

Edit Custom Map Layer Dialog Showing Map Hint Options

DELETE A MAP LAYER

  1. Click Business Rules to open the Business Rules screen.
  2. Locate the Map layer you want to delete and select Delete from the drop-down menu.
  3. Click Save to save the changes and exit the Business Rules screen.
    Result:
    Layer is removed from the list and Oracle Field Service Cloud. The shape remains in Oracle database.

CONFIGURE A MAP LAYER FOR A USER TYPE

  1. Click Business Rules to open the Business Rules screen.
  2. Locate the Map layer you want to delete and select Permissions from the drop-down menu.
  3. Remove the user type from the list.
  4. Click Save to save the changes and exit the Business Rules screen.
  5. Log in to Mobility with a user assigned to that User Type.
  6. Select the Map tab and click Layer menu.
    Result:
    The deleted map layer is not available in the Layer menu on Map

Key resources

Enhancement: Removal of Inactive Resources

Resources who have an inactive status for more than 12 months will be automatically removed from the system to improve performance and remove clutter from the resource tree. The following rules are applied:

  1. Resource Role = ‘Field Resource’, ‘Vehicle’ or ‘Tool’ will be deleted and removed if:
    1. resource has inactive status;
    2. resource was last updated more than 12 months ago. Update means:
      • any field/property for resource was changed;
      • resource calendars were changed;
      • resource locations were changed;
      • resource work zones were changed;
      • resource inventories were changed;
      • resource associated as Field Resource for some user;
      • visibilities between users and this resource were changed.
    3. resource does not have activities in future days (non-scheduled activities, teamwork, and so on);
    4. resource is not used in visibility conditions in User types configuration (via ‘pid’ or ‘external_id’);
    5. resource is not used in blocking conditions of Message steps (via ‘external_id’);
    6. resource is not used in conditions of Filters (via ‘external_id’);
    7. resource does not have related user whom ‘uid’ is used in visibility conditions in User types configuration.
  2. Resource Role = ‘Bucket’ or ‘Organizational Unit’ will be deleted and removed if:
    1. resource has inactive status;
    2. resource was last updated more than N days ago
      • any field/property for resource was changed;
      • resource calendars were changed;
      • resource work zones were changed;
      • resource locations were changed;
      • resource inventories were changed;
      • resource time slots were changed;
      • resource capacity categories were changed;
      • resource routing profiles were changed;
      • visibilities between users and this resource were changed.
    3. resource does not have any children, OR all children are subject of the removal rules;
    4. resource does not have activities in future days;
    5. resource is not used in visibility conditions in User types configuration (via ‘pid’ or ‘external_id’);
    6. resource is not used in blocking conditions of Message steps (via ‘external_id’);
    7. resource is not used in conditions of Filters (via ‘external_id’);
    8. resource does not have related user whom ‘uid’ is used in visibility conditions in User types configuration.

NOTE: Users related to deleted resources will also be deleted if they have no visibility on any other resource in resources tree.

The Main resource ID" relationship will also be updated based on the visibility in the resources tree.

Key resources

Enhancement: Expression Validation and Support for Default Values and Validation Rules in Visual Form Editor

With August 2017 (17.8) release, changes have been made to the mobile activity and inventory screen configurations. It is now possible to configure fields and properties with default values and validation rules allowing companies to build screen configurations that ensure field resources are capturing the information to meet specific business needs.

This feature provides the following capabilities:

Visibility conditions can be entered as formula expression. Formula can also be used to configure the visibility settings of an item.

PROCESSING RULES

SYNTAX

This section discusses the naming of entities:

OPERATORS

All operators are case sensitive and should be used in configuration as described in the "Language expression" section. For example:

NUMBERS AND STRINGS

FUNCTIONS

Functions should be used in expressions in the format where the name of the function is provided first followed by the expression in brackets. Arguments must be separated by comma. All functions are case-sensitive and should be used in configuration as described in the "Language expression" section. Examples include:

This section discusses the list of functions to be used in detail:

CALCULATION RULES

 Lemma

Description

Use patterns

Usage in

Default rules

Validation rules

Visibility

Variables, entities & properties

This

Value of current element

this > 100

-

+

-

entity.property
entity.`label`

Value of property of entity. 
` should be used for wrapping labels with spaces

activity.aworktype = 1

+

+

+

White spaces and comments

Assuming multiple white spaces as single space.

Assuming white space as separator.

this + 

100

+

+

+

[space], [tab], [line break]

Assuming comment block as single white space.

activity.PROP_A1 > 77
/* 77 - is predefined parameter */

+

+

+

/* Any comment */

Logical operators (case sensitive, operands will be converted to Boolean)

Logical disjunction

a OR b

+

+

+

OR

Logical conjunction

a AND b

+

+

+

AND

Unary operators

Logical not
(operand will be converted to Boolean)

NOT (a AND b)

+

+

+

NOT

Arithmetic inversion 
(operand will be converted to Number)

- activity.PROP_A1
this * (- activity.PROP_A2)

+

+

+

-

Equal Comparison Operators (case sensitive for Strings). Operands will be converted to String

Equal to

a = b

+

+

+

=

Not equal

a <> b

+

+

+

<>

Comparison Operators (case sensitive for Strings). Use toNumber() for arguments if number comparison is needed.

Less than

a < b

+

+

+

<

Greater than

a > b

+

+

+

>

Less than or equal to

a <= b

+

+

+

<=

Greater than or equal to

a >= b

+

+

+

>=

Arithmetic Operators (all operands will be converted to Number, any arithmetic operation with Infinity/NaN returns Infinity/NaN)

Addition

a + b

+

+

+

+

Subtraction

a – b

+

+

+

-

Multiplication

a * b

+

+

+

*

Division
*Division by zero
Division by zero will return Infinity that will be converted to "" (empty string)

a / b

+

+

+

/

Additional Operators (case sensitive)

Return true if `string` contains `needle`
(operands will be converted to String)

this CONTAINS "A0"
activity.PROP_A1 CONTAINSconcat("-", this)
NOT activity.PROP_A2 CONTAINS activity.PROP_A3

+

+

+

string CONTAINS needle

Returns true if `value` is equal to any `value1`...`valueN`
(value will be converted to String)

this IN (1, 2, 3, 4)
activity.PROP_A1 IN ("value1", "value2")
NOT activity.PROP_A2 IN ("value1")

+

+

+

value IN (value1[, value2, [, valueN]])
up to 1000 arguments

Returns true if `value` is equal to `min`, equal to `max` or between them. The same as:
value >= min AND value <= max
(operands will be converted to Number)

1 BETWEEN (0, 100)
NOT 200 BETWEEN (99, 100)

+

+

+

value BETWEEN (min, max)

Functions (case sensitive)

Function which returns value1argument if condition is true and value2 argument if condition is false
(condition will be converted to Boolean)

if(activity.PROP_A1 > 0, 1, 0)

+

-

-

if(condition, value1, value2)

Outputting current date in required format.
View corresponding section for details

now("yyyy-MM-dd HH:mm:ss")

+

-

-

now(string)

Formatting object to required number format

toNumber(activity.PROP_A1)
toNumber("123.45")

+

+

+

toNumber(value)

Formatting object to string

toString(activity.PROP_A1)
toString(123.45)

+

+

+

toString(value)

Concatenate strings 
(all operands will be converted to String)

concat(this, "#", activity.PROP_A1)

+

+

+

concat(string1, string2 [... ,stringN]])
up to 20 arguments

String to lower case 
(operand will be converted to String)

toLowerCase(activity.PROP_A1)

+

+

+

toLowerCase(string)

String to upper case 
(operand will be converted to String)

toUpperCase(activity.PROP_A1)

+

+

+

toUpperCase(string)

Returns true if `value` is undefined or empty string or NaN or Boolean, false in all other cases

empty(activity.PROP_A1)
NOT empty(activity.PROP_A2)

+

+

+

empty(value)

LANGUAGE EXPRESSIONS

The language containing various operators and functions should be used for configuration of default values, validation rules and visibility of fields/properties. The language is described below.

TYPES CONVERSION

The table provides the list of format characters in a local date/time function with description and examples for each format character.

Category

Number

String

Boolean

NaN

Infinity

Undefined

Boolean

true →1

false0

true →"true"

false""

-

-

-

-

Infinity

→ Infinity

""

→ false

-

-

-

NaN

→ NaN

""

→ false

-

-

-

Number

-

123 → "123"

1.5 => "1.5"

1 → true

0 → true

-10 → true

-

-

-

String

"" → 0

"1asda" → 0

"1.5" → 1.5

"2,3" → 0

-

"" → false

"anything" → true

"0" → true

"false" -> true

-

-

-

Undefined

→ 0

""

false

-

-

-

AVAILABILITY

EXAMPLES

Key resources

Enhancement: ICS Adapter Enhancements

In August 2017 (17.8) release, the integration capabilities and APIs have been expanded to allow you to easily integrate with backend systems. In the ICS integration expansion, the integration layer now supports capacity (activityBookingOptions) in addition to adding Search Activities, User Events and Resource Inventory Events operations.

The Event API, part of Oracle Service Cloud’s Core API, allows subscriptions to events and receive notifications in near real-time.

Users can now do the following:

STEPS TO ENABLE

Open the Oracloe Field Service Cloud ICS Adapter and configure objects you want to use.

Key resources

Enhancement: Statistics Control on Resource Type and Display Initial Ratio

This enhancement includes a set of changes made to the Statistics Parameters section in the Configuration, Resource Type screen:

STEPS TO ENABLE

No steps are required to enable this feature.

Key resources

Enhancement: Visibility Configuration for Tabs and Sections in Visual Form Editor

In previous releases, it was possible to configure Tab and Section visibilities for Mobility but the configurations were not applied. With the August 2017 (17.8) release, the Tab and Section visibility configurations in Mobility will be applied.

To maintain backwards compatibility for existing Tabs and Sections visibilities, configurations will be substituted with a default unconditional visibility.

STEPS TO ENABLE

No steps are required to enable this feature.

Key resources

File Properties Configuration Improvement

Earlier, when you tried to create or modify a File type of property, the Add New Property and Modify Property dialogs displayed four options—File element, Signature element, Image element, and Capture image element. Now the Image element and Capture image element options are merged into one option—Image element. This means that the ability to capture an image using the device is now available with the Image element option. As a result, the MIME type configuration settings are removed. The default image size is increased to 1000 x 1000 pixels.

On the same screen, the option to configure custom file types—File element—now includes the mandatory field File size limit. Specify the maximum size of the file that can be uploaded. When upgraded from a previous version, the existing file properties will be set to 5 MB. Further, existing files stored in the properties are not affected in any way.

Metadata API. Property related functions remain fully backward compatible. This feature includes the following changes:

STEPS TO ENABLE

No steps are required to enable this feature.

Key resources

Grouping for Visibility Conditions of Context Items and Values

This feature has enhanced the display of context items and values in the Visual Form Editor. Visibility settings for property values are shown as groups, providing a better display of complex layout configurations.

The following image depicts the differences on how the values with identical visibility settings were stored separately creating long lists that were difficult to manage.

Grouping of Visibility settings

For example if a user wants to modify an existing set of values, clicking the row with the values will open the Properties dialog. The user may enable or disable the check boxes for these values.

If the user wants to add new values, clicking the ‘Add new’ link opens the dialog. The user can enable or disable the check boxes for the values and configure all the conditions again. A new group will appear in the list showing the result of the user’s recent action and it will be retained until the layout is saved. Once saved, all values with identical conditions will be grouped together.

STEPS TO ENABLE

No steps are required to enable this feature.

Key resources

Message Scenario Improvements

Message Scenarios now include the ability to delivery notifications using Collaboration. Messages can automatically be delivered to defined users, user groups and help desks based on message scenario-conditions.

The following changes have been made to the Message Scenario module:

Steps to Enable

No steps are required to enable this feature.

Key resources

Three Field Login Screen Redesign

This new login portal page of the Oracle Field Service Cloud user interface now has an updated new look and feel for users using the three field page.

STEPS TO ENABLE

Navigate to the Oracle Field Service Cloud Login page. The login screen that requires three fields username, password, and instance name fields opens:

Login Screen (narrow) for Mobility

Key resources

Capacity

Capacity ManagementBooking Screen View

Currently, managing quota in Capacity management has been further improved thereby, providing a way to effectively and efficiently manage quota relative to the available capacity. This feature includes the following:

Steps to Enable

To view the Capacity by category report, use the following steps.

  1. Click Dashboard to open the Dashboard.
  2. Select the Capacity by category chart from the Dashboard.
  3. The title bar of the chart displays a set of icons.

  4. Click the Options icon to display the options for the chart.
  5. Select the following Date options from the drop-down list:
  6. Select the following Capacity category type from the drop-down list:
  7. In the Booking intervals field, select an option from the drop-down list.
  8. Optionally, select a time-slot option from the drop-down list in the Time slots field.
  9. Modify the following values, if necessary

Key Resources

REST API Additions

The following REST methods have been added to more effectively and efficiently access and manage quota and capacity-related data via an API:

The following metadata REST methods have been added:

The following REST methods have been added to an ofscMetadata node in order to access capacity areas-related data via API:

Here are some examples of REST method requests and what they return:

Key Resources

Daily Extract

Embedding of Oracle Business Intelligence Cloud Services (BICS) Reports/Dashboards Into Oracle Field Service Cloud

The August 2017 (17.8) enables Oracle Business Intelligence Cloud reports, visualizations, and dashboards to be embedded into Oracle Field Service Cloud. With this capability, users need not navigate between applications to access data; they can use Oracle Field Service Cloud as the single location to view complex reports used to achieve additional insight into the operation. Embedding also helps share content and data among Oracle Field Service Cloud and BICS.

NOTE: Requires a subscription to Oracle Business Intelligence Cloud.

Users can add any parameter values to the reports/dashboards embedded into Oracle Field Service Cloud. The reports / dashboards will be refreshed based on these parameter values.

Reports can be embedded by following three simple steps:

  1. Whitelist the Oracle Field Service Cloud domain in Business Intelligence Cloud ServiceS.
  2. Find the Business Intelligence Cloud Services URL of the object you want to embed.
  3. Sign in to Oracle Field Service Cloud. Embed the Oracle Business Intelligence Cloud Service content inside action link and use the copied URL.

STEPS TO ENABLE

To embed Oracle Business Intelligence Cloud report into Oracle Field Service Cloud:

  1. In Oracle Business Intelligence Cloud Service, add the domain name associated with Oracle Field Service Cloud to the Allow embedding in whitelist for Oracle Business Intelligence Cloud Service. For example adding *.etadirect.com in this field indicates that the access to etadirect.com specific content is approved.
  2. NOTE: Only administrators have the privilege to add safe domains to the whitelist. For information about safe domains, refer Whitelisting Safe Domains section in the Using Oracle Business Intelligence Cloud Service guide in the Oracle Business Intelligence Cloud Service documentation.

  3. Get the Oracle Business Intelligence Cloud Service URL you want to embed:
    1. Open the Catalog screen.
    2. Open the Object (Analysis/ Dashboard/ Visual Analyzer)
    3. Copy the URL displayed in the new opened window.
  4. Log into Oracle Field Service Cloud and perform the following steps:
    1. Click Configuration in the Navigation Pane.
    2. In the Configuration screen, click Action Management.
    3. In the Action Management screen, click Add action link.
    4. In the Add action link window, complete the fields in the General tab to add the Oracle Business Intelligence Cloud Service dashboard link as an action link. For instructions on how to create an action link, see the Action Management section in Administering Oracle Field Service Cloud.
  5. Complete the following fields in Plug-in Details tab:
  6. Click Configuration in the Navigation Pane and select User Types.
  7. In the User Types screen, click Screen Configuration.
  8. In the Action Management screen, click Add action link.
  9. Set the visibility to Read only for the appropriate user.

ADD PARAMETER VALUES

To add parameter values in embedded reports, users can create corresponding filter in BICS reports/dashboards. Use the following steps:

  1. Add resource tree parameters {pid} in the BICS URL:
  2. Create a filter in the BICS report / dashboard with PID.
    Add resource tree parameters {pid} in the BICS URL as follows:
  3. Configure SSO in both Oracle Field Service Cloud and Oracle Business Intelligence Cloud to avoid multiple login sessions.

To configure SSO in Oracle Field Service Cloud, use these steps

  1. Log into Oracle Field Service Cloud as an administrator–enter username and password.
  2. NOTE: Ensure that the username in Oracle Field Service Cloud matches the username in Oracle Business Intelligence Cloud.

  3. Click Configuration.
  4. Click Login Policies.
  5. Click Add New button.
  6. The Add Policy dialog is displayed. The values for SAML identity provider Encryption and Signing Certificates and SAML identity provider login/logout URLs are automatically populated from the Metadata xml.

  7. Complete the following fields:
    1. In the Authenticate using field, enter the SAML value.
    2. In the IdP Metadata XML field, enter the name of the Metadata file provided by IdP.
    3. In the label field, enter the unique identifier label. This will be used for the SSO login screen.
    4. In the OFSC Metadata XML field, download and update the SAML Idp metadata file.
    5. Enter the Policy name assigned to this policy.
    6. In the Specify SAML IdP field, enter the Upload metadata XML.
  8. Click Add.

To configure SSO in Oracle Business Intelligence Cloud, use these steps:

  1. Log onto Oracle Business Intelligence Cloud as an administratorenter username and password.
  2. NOTE: Ensure that the username in Oracle Field Service Cloud matches the username in Oracle Business Intelligence Cloud.

  3. To enable SSO, Click SSO Configuration.
  4. SSO Configuration Tab Options

  5. Click Configure SSO.
  6. Select Import IP metadata option. Browse and select the same SSO file that was used for Oracle Field Service Cloud from SAML IDP Provider.
  7. In SSO protocol field, enter HTTP POST.
  8. In the User Identifier, custom attribute field, enter uid.
  9. Export Oracle Business Intelligence Cloud Service Provider metadata and update the SAML IDP provider in Oracle Field Service Cloud.
  10. Click Test and then select Start SSO.
  11. When you enter the administrator user name and password, you should see the message indicating a successful login session.
  12. Click Enable SSO.

NOTE: Oracle Business Intelligence Cloud instance should be active while accessing the embedded reports in Oracle Field Service Cloud. If not, a blank page will be displayed with error details.

Key Resources

Removal of CSV Files for the Daily Extract

Previously, the removal of CSV files for Daily Extract had been announced. The daily extract data is no longer saved in .csv files.

The following screens have been modified to cater to this change:

Key Resources

Manage

Oracle Field Service Cloud Manage Header Redesign

All applications within the Oracle Cloud portfolio should have consistent look and feel so that users who have installed multiple cloud applications are presented with a similar user experience. The application now has a modern style header, with the default theme 'Vanilla'. The new header displays icons to access the most frequently used screens in Manage and Mobility.

Steps to Enable

  1. You can configure the header icons for your choice of the most frequently used screens.
  2. Remember that only four icons will be shown regardless of the number of icons you choose.
  3. You can access the remaining screens by clicking the navigation button in the top-left corner, next to Oracle logo.
  4. The four header icons are separated from the icons for search, collaboration, and user by a marker ‘|’. The search, collaboration, and user icons appear on the right of the | marker.
  5. The following figure shows the redesigned header:

    Redesigned Manage Header

    The legends are:

  6. The new style is available only for the 'Vanilla' theme under "Configuration, Themes".
  7. All other themes use the classic look, which is, using tabs with words instead of icons and no navigation (hamburger) menu. The menu configuration has not changed and can be done in the "Configuration, User Types, Main menu items" screen.
  8. Oracle logo and the header icons adapt to the screen size. For wide screens all the header icons are present, for smaller screens the application name disappears, and for the smallest the application name and header icons disappear. In such cases the menu is accessible using the left pane.
  9. The following figure shows the icons that you can use in the header:

Redesigned Manage Header Icons

Key Resources

Manage and Mobility

Access hours support

This feature discusses the support for Access schedule consisting of set of access schedule intervals (up to two intervals per week day), and the set of exception dates.

As Access Schedule is always set up in the activity time zone, the Access Hours field is calculated in the time zone of the Activity Provider time, so Access Hours field is recalculated every time the activity is rescheduled or reassigned.

Access Schedule Edit Dialog

SET OR EDIT THE ACCESS SCHEDULE

To set or edit Access Schedule, ensure that Access Schedule field is added to the context.

  1. To edit Access Schedule, click the pencil next to Access Schedule field.
  2. The Access Schedule editor window is displayed.

  3. To set Access Schedule, first choose the day(s) of week to set the access schedule for. You can set up to two Access Schedule Intervals per day of week.
  4. Exceptions Days section includes the dates for which asset is completely inaccessible.

For example if you set the following Access Schedule:

This indicates that asset is accessible from 8AM till 12PM and from 13PM till 17PM Monday to Friday and from 10AM till 12PM Saturday and is closed on Sundays. The non-working days are January 1st 2018 and May 1st 2018.

INTERPRETING A SCHEDULE

The following rules are used to interpret a schedule:

INTERPRETING ACCESS HOURS

Access Hours are recalculated after any changes in the access schedule and/or activity rescheduling. Access Hours are always shown in the provider time zone with respect to overnight settings.

For example, if the company has overnight set to 5 hours and no access schedule (that is 24x7 access), Access Hours will be calculated as 05AM-12PM, 12PM-05AM. If tomorrow is the exception date, only today segment is shown (i.e. 05AM-12PM). If the exception date is today, only the tomorrow segment is shown (i.e. 12PM-05AM).

ROUTING THE ACTIVITIES WITH RESPECT TO ACCESS SCHEDULE

Generally it is presumed that no work could be done beyond the hours defined by the Access Schedule. Thus all the kinds of the routing (including Urgent, Immediate and Bulk routing) will not schedule activity with the non-empty Access Schedule outside of defined Access Hours.

The only exception is the case when activity was manually scheduled to be performed beyond Access Hours. In this case traditional routing engine may leave the activity service window unchanged.

PERFORMING THE WORK BEYOND ACCESS SCHEDULE

If you try to assign the activity with non-empty Access Schedule to some provider, Oracle Field Service Cloud will assign it to the free place in the provider queue without breaking the Access Schedule if possible. Otherwise an alert that asset may not be accessible beyond the defined access hours is shown.

Operators may supersede this notification and confirm the activity scheduling. However, the alert is still shown at the activity level.

ADDING ACCESS SCHEDULE FIELDS TO UI

To get access to Access Schedule via the user interface, add Access Schedule (access_schedule) or Access Hours (access_hours) to the appropriate display context. Access Schedule can have visibility in both read-only and read-write modes; however, Access Hours can have only read-only visibility. Many screens including activity-related screens, lists and hints with the only exception of Mobility → Activity details screen. Access Schedule field includes Access Hours if they are calculated.

Key Resources

Standardization of Branding Area

All applications within the Oracle Cloud portfolio should have consistent look and feel so that users who have installed multiple cloud applications are presented with a similar user experience.

The application now has a modern style header, with the default theme 'Vanilla'. Changes have been made to the OFSC header so that opening Manage, Map, Calendar, or Resources screens.

The menu on the left side of the screen is always available and doesn't depend on the width of the screen.

Oracle Field Service Cloud menu bar (wide screen)

Oracle Field Service Cloud Menu Bar (narrow screen)

The menu elements that are shown in the header are replaced with the icons.

The description of the icons is described in the following table:

Icon

Description

Manage screen

Opens the Manage screen

Maps screen

Opens the Maps screen

Calendars screen

Opens the Calendars screen

Resources screen

Opens the Resources screen

Steps to Enable

  1. Select My Display from the menu bar to open the My Display dialog.
  2. In the Design Theme field, select Vanilla from the drop-down list.

The Oracle Field Service Cloud main window changes to show the Vanilla theme.

      

Oracle Field Service Cloud Mobility Window Showing Vanilla Theme

The header will include a navigation panel, depending on the screen size, and new graphical elements, icons, have been added to represent functional areas of the system. Clicking the Navigation button shows the list of available options in the Navigation Pane.

Key Resources

Mobility

Remove SLA Alert When Activity is Before SLA Window

Currently Oracle Field Service Cloud shows a warning when activity is scheduled or when activity is started before the start of SLA window. For August 2017 (17.8) release, the warning ‘SLA window can be lost’ alert has been updated. The alert is no longer shown when the activity is scheduled to a day before start of SLA window on all screens in Core Manage and Mobility except the following two screens:

Key Resources

Route Map Offline Availability

Earlier, it was tedious to manage offline users. This feature has improved the maps behavior in Mobility when user is offline and enhanced the activity management on map in Mobility with functionality from Activity List screen.

This feature provides the following benefits:

This feature also includes the following functionality discussed in detail.

MAP IN ONLINE MODE

In online mode, for activities in route that have no coordinates, the following priority is applied:

MAP IN OFFLINE MODE

In offline mode the following functionality is provided:

The following changes are applicable to Route Hint:

Route Map Showing Preloaded Tiles When the User Goes Offline

REVISED BACK BUTTON FUNCTIONALITY

Previously Back button on Activity Details screen displayed only the Activity List screen. Now users can return from Activity Details using Back button to the Route Map that they accessed from.

The name of the Back button depends on the target screen:

Key Resources

Parts Catalog

Language Usage Improvements

This enhancement improves the usability of the Parts catalog when there are users using different languages within the same instance. Today users with languages that differ from the language of Parts Catalog do not have access to the catalog. This release changes that behavior.

Key Resources

Plugin Framework

Navigation Improvements

The new features of Plugin API in 'Plugin Framework' functionality are as follows:

The updated Plugin Framework is backwards compatible with the version introduced in February 2017 (17.2) release.

The enhancements include:

In releases prior to August 2017 (17.8), clicking the Back button allowed the user to only return to the Default, Activity By ID, Next Activity and Activity List screens. If not, the user was redirected back to the activity list. With the August 2017 (17.8) release, clicking the Back button allowed the user to return to the following screens too:

Steps to Enable

No steps are required to enable this feature.

Key Resources

Routing

Routing Plan, Profile and Screen Improvements

The August 2017 (17.8) release includes several updates to Oracle Field Service Cloud’s Routing module. Enhancements include allowing activities to be assigned to field resources that are located in a different part of the resource tree and providing new routing configuration parameters from the Routing Screen, including the ability to view, add, edit and manage routing profiles and plans.

As part of the enhancement and the removal notice in the release notes, the Routing Execution Log screen is no longer available. All the actions that were available in the Routing Execution Log screen are now available via the Routing Screen.

The following changes were made:

New functionalities include:

During the upgrade:

STEPS TO ENABLE

To configure this functionality, use the following steps:

Permissions for Routing Plans Tab

Following sections discuss how to use this functionality.

Key Resources

Routing to Resources Outside the Parent Bucket

The August 2017 (17.8) release includes several updates to Oracle Field Service Cloud’s Routing module. Enhancements include allowing activities to be assigned to field resources that are located in a different part of the resource tree.

Normally Routing takes activities from parent bucket and routes them to the children in the resource tree. However, there could be a situation when you need to move personnel to do work in a particular area.

  1. First, ensure that work zones are turned on the business rules level, and the bucket where you'd like to add more personnel has some work zones assigned.
  2. Choose the resources that you would like to temporarily reassign. Assign them to one (or more) of the bucket work zones.
  3. NOTE: The work zones should be assigned directly to the field resource, assignment to the group will not be enough.

  4. If the organizations are already enabled and more than one organization is defined, activities can be routed to temporary assigned resources only if the resource's organization matches either the bucket's organization or the organization of any bucket/organization unit down the hierarchical tree.
  5. In the Modify Routing Plan dialog, open Filters tab and ensure that the Assign activities only to the resources down the hierarchical tree check box is disabled.
  6. Modify Routing Plan Dialog Showing Filters Tab Options

  7. Routing will now include temporary assigned resources during the routing plan run (whether it is manual, once a day, recurrent or sequential plan) and show the correct number of resources available for the given bucket and routing plan on the Routing Screen.

From the processing perspective, there is no difference between resources that are permanently located in the bucket and temporary assigned resources. Both are treated the same way for the day of assignment.

Assign activities to temporary assigned resources via immediate/urgent plans is not available in this release.

To improve responsiveness of the Routing screen, information about the number of resources may need couple of minutes to be refreshed to reflect accurate numbers after actual work zone assignment.

NOTE: If routing plans are started simultaneously on the two (or more) buckets sharing the same resources (either via temporary assignment or via tree hierarchy) then the run of the subsequent plans will be paused until the previous plans are finished. This may lead to delays in obtaining routing run results.

Key Resources

Urgent Routing Improvements

The August 2017 (17.8) release includes several updates to Oracle Field Service Cloud’s Routing module. Urgent routing plans have been enhanced, offering a new activity assignment option that will allow work to be assigned to the field resource regardless of their assigned work zones.

All new routing plans have the Assign only to resources that have appropriate work zone option enabled by default. Hence, the Urgent activities will be assigned to providers regardless of work zones.

The same rules of processing work zones will be used for bundling activities along with the routed Urgent activity.

During upgrade, all the existing Urgent routing plans are migrated with "Assign only to resources that have appropriate work zone enabled" option turned on, so the functionality of existing routing plans remains the intact.

NOTE: This functionality requires the Using Work Zones check box to be enabled on the Business Rules screen.

Steps to Enable

  1. Locate the Urgent Routing plan you want to update.
  2. Click Modify
  3. Under Assignment and Fallback, update the Assign only to resources with appropriate work zone enabled parameter.

Key resources

Immediate Routing Improvements

The August 2017 (17.8) release includes several updates to Oracle Field Service Cloud’s Routing module. Immediate routing plans have been enhanced, offering multiday activity assignment when the Activity Type = Multi-day activity flag is set. Multiday activities will be assigned in the same way as any other activity matching the Immediate Routing filter.  The activity will be assigned to the same resource for duration of the activity, just like if it was manually assigned.

Steps to Enable

No steps are required to enable this feature. 

SmartLocation

Data Presentation Improvements

With August 2017 (17.8) release, functionality has been added to improve text descriptions and other visual information in the screens in Manage and Mobility. This feature includes the following changes:

NOTE: If the value previous value was less than 5 minutes, it will be set to 5 minutes during the upgrade.

steps to enable

No steps are required to enable this feature.

Key Resources

API

Events API Improvements

A number of Events API improvements have been made to improve and simplify integration. The following updates were made:

CREATE SUBSCRIPTION REQUEST EXAMPLE

Example for Create Subscription Request

GET SUBSCRIPTION LIST - NEW ENDPOINT

This new endpoint retrieves the list of created subscriptions in order to manage them:

This operation returns the list of subscriptions based on the following parameters.

Following is an example for Get list of subscriptions request /response:

Example for Get List of Subscriptions Request/Response

GET SUBSCRIPTION ENDPOINT CHANGES

The existing "Get subscription" endpoint now returns additional elements:

Prior to this change it returned only the SUBSCRIPTIONID, EVENTS, and LINKS elements. Now it returns additional fields:

DELETE SUBSCRIPTION - NEW ENDPOINT

It might be necessary when the limit of one hundred active subscriptions reached. As soon as some subscription(s) deleted it will allow new one to be created.

STEPS TO ENABLE

No steps are required to enable this change.

Key Resources

HTTP Basic Authentication Option for Outbound API

With August 2017 (17.8) release, users can either use the standard HTTP header 'Authorization' or the <user> SOAP structure to send user credentials in the HTTP request. This provides greater flexibility when integrating to external systems that require authorization in the HTTP header.

The Allow basic access authentication check box has been added to the Message Scenario, Delivery Channel screen to cater to this solution.

End-Point Info Dialog Showing the Allow Basic Access Authentication Check Box

SOAP Request Example

Key Resources

Removal: External Trigger API and Parts Catalog

Access to the following functionality has been removed with August 2017 (17.8) release:

STEPS TO ENABLE

No steps are required to enable this change.

Key Resources

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