Accurate product data is essential for inventory, accounting, and service operations. Allowing users to freely create products from various modules—especially in Field Service (FSM) Tasks—can lead to inconsistent naming, duplicate records, and data cleanup issues.
The Prevent Product Creation from FSM Task feature strengthens control over your product catalog by removing the "Create" option from the Products smart button in FSM tasks. This ensures that only authorized users or departments (e.g., inventory or purchasing teams) manage product creation.
Key Features & Benefits
Disables Product Creation in FSM Tasks
- Removes the “Create” and “Create and Edit” options from the Products smart button pop-up.
- Ensures technicians and field staff only select existing products.
Controls Product Master Integrity
- Prevents accidental creation of incomplete or duplicate product entries.
- Keeps product records consistent and centrally managed.
Seamless Field Service Experience
- Technicians can still @13without interruption.
- The FSM task interface remains clean and focused.
No Additional Configuration Needed
- Works automatically once installed.
- Integrates directly into the Field Service task view logic.
Example Use Case
A field technician is logging used materials during a site visit. They click on the Products smart button on the FSM task.
- Before this feature: They could mistakenly create a new product like "Cable-X123 (temp)" — causing duplication or poor data quality.
- After enabling this feature: The “Create” option is disabled, and they can only select from the pre-approved product list.
This ensures that only validated items are used in tasks and inventory remains clean.
Summary
The Prevent Product Creation from FSM Task module helps maintain clean and consistent product data by restricting product creation from within Field Service Tasks. It supports best practices in data governance, limits user error, and ensures that product management stays with the appropriate teams.
Ideal for organizations that want to safeguard their product catalog while still giving field teams full access to existing materials.
Prevent Product Creation From FSM Task