Display Images in Service Report (Salesforce Field Service / FSL)
This article demonstrates how to display a SharinPix Image record in a Service Report. This can be performed by either storing the image in a SharinPix Image field of type Formula or Rich Text.
Note:
In order to display images in a Service Report, SharinPix Image Sync should be set up for the object you intend to use.
For this demo, we will be using the Work Order object. Therefore, Image Sync should be enabled for this object. You should also make sure that the option **Enable Image Sync **is checked for the SharinPix Album component added to the Work Order object.
You can refer to the following article for more details on how to set up Image Sync for an object: Setup SharinPix Image Sync
Using Formula fields to display images in a Service Report
In this section, we will:
Make use of Formula fields on the SharinPix Image object to store the image
Add the Formula field to the required Service Report Template
Use of the Formula field
The SharinPix package already includes some Formula fields that store images with different dimensions on the SharinPix Image object. These fields are:
Image Original: corresponds to the original size
Image Mini: corresponds to a size of 100 x 100 pixels
Image Thumbnail: corresponds to a size of 200 x 200 pixels
**Image Full: **corresponds to a size of **1920 x 1280 **pixels
You can either use the above Formula fields in your Service Report template or use custom Formula fields to store the images. The custom Formula fields should be in the following format:
IMAGE(<Image_URL>, <Alternate_Text>, Height, Width)
Tips:
The height and width in the Formula field are optional.
You can use the SharinPix Transformation feature to customize the image size for better results. SharinPix Transformation allows automatic resizing of your images.
Using this feature, you can easily play with the height and width until the desired image display is obtained. You can find more information on SharinPix Transformation here: SharinPix Transformation - get your images automatically resized!
The best practices when it comes to the usage of the SharinPix Transformation are:
Firstly, add a SharinPix Transformation on a custom URL field. For example, a custom field named** PDF_Image_version_URL__c**.
Then, make the transformation fit your needs in terms of resolution.
Finally, use the transformation URL field in a Formula field without setting the formula's height and width as demonstrated below:
IF (ISBLANK(PDF_Image_version_URL__c), "", IMAGE(PDF_Image_version_URL__c, ""))
**Note: **The IF(ISBLANK()) part is used as an alternate in cases where the URL field (PDF_Image_version_URL__c in this scenario) is blank. This will ensure that no broken image links are displayed.
Addition of the Formula field to the Service Report template
Now that your Formula field is ready, go ahead and add the SharinPix Images related list on the Service Report Template by following the steps below:
From Setup, search and select Service Report Template
Click on the **Edit **link, next to the required template
From the left menu, click on Work Order
Drag and drop the **List **element onto the template
On the **List Properties **modal:
Enter **SharinPix Images **as the Title
Select **SharinPix Images **as the Object
From the **Available Fields **list, search and add the required Formula field. For example, Image Thumbnail
Click **OK **when done
Then, click on Save
Your Service Report template is now ready!
Using Rich Text fields to display images in a Service Report
In this section, we will:
Create a Rich Text field on the SharinPix Image object to store the image
Create a Flow that will populate the Rich Text field
Add the Rich Text field to the required Service Report Template
Creation of the Rich Text field
Before creating the Flow, we need to create a field that will display the image. To do so, follow the steps below:
Go on** Setup**, then click on** Object Manager**
Search and select SharinPix Image
Next, create a Rich Text field as follows:
Data type: Text Area (Rich)
Field Label: Display Image
Creation of the Flow
To create the Flow,
Go to Setup. In the Quick Find Box, type Flows.
Under Process Automation , select Flows.
Click on the New Flow button.
Select the option Record-Triggered Flow , and click on the **Create **button.
After clicking on Create , the _Configure Start _modal will be displayed. Fill in the modal as indicated below:
Select Object : SharinPix Image
Configure Trigger : A record is created or updated
Set Entry Conditions : None
Optimize the Flow for : Actions and Related Records
Click on Done to save the configurations.
Next, add an Update Triggering Records element.
On the _Update Triggering Record _modal, enter the following information:
Label**: **Update SharinPix Image Record
How to Find Records to Update and Set Their Values: Use the sharinpix image record that triggered the flow
Condition Requirements to Update Record: None - Always Update Record
In the** Set Field Values for the Account Records **section:
For the Field , select the **Display **Image field.
For the Value , click on New Resource _ _ and enter the following information
**Resource Type: **Variable
API Name**: **retrieveImageURL
**Description: **Optional
**Default Value: **
<img src={!$Record__Prior.sharinpix__ImageURLThumbnail__c}/>
Save the newly-created resource and the _Update Triggering Record _element.
Next, save the Flow and activate it.
Addition of the Rich Text field to the Service Report template
Now that your Flow is ready, go ahead and add the SharinPix Images related list on the Service Report Template by following the steps below:
From Setup, search and select Service Report Template
Click on the **Edit **link, next to the required template
From the left menu, click on Work Order
Drag and drop the **List **element onto the template
On the **List Properties **modal:
Enter **SharinPix Images **as the Title
Select **SharinPix Images **as the Object
From the **Available Fields **list, search and add the Formula field labeled as Display Image Formula
Click **OK **when done
Then, click on Save
Your Service Report template is now ready!
DEPRECATED: Creation of the Process Builder
This section is deprecated and is only used for Process Builder maintenance.
Go to Setup. In the Quick Find Box, type Process Builder
Under Process Automation , select Process Builder
Click on New
For the newly-created Process Builder:
For the field, **Process Name **enter Add Image to Rich Text Field on SharinPix Image
Enter a description of the process. (This step is optional)
For the field, The process starts when select A record changes
Click Save
Once on the Process Builder editor:
Click on Add Object
For the field Object , select** **SharinPix Image
For the field Start the process , choose when a record is created or edited
Click on Save
Click on Add Criteria
For the field Criteria Name , enter No Criteria
For the field Criteria for Executing Actions , choose No criteria—just execute the actions!
Click on Save
Click on Add Action
For the **Action Type **field, choose Update Records
For the Action Name , enter** **Update SharinPix Image Record
For the Record Type , select Select the sharinpix__SharinPixImage__c record that started your process
Click on Choose
Leave Criteria for Updating Records on No criteria—just update the records!
Inside the** Set new field values for the records you update** section:
For the Field , select the Rich Text field created previously, that is Display Image
For the Type , select Formula
For the Value , click on Build a formula
Inside the formula builder, use the following formula:
" <img src="" & [sharinpix__SharinPixImage__c].sharinpix__ImageURLThumbnail__c & "" />"
The above formula makes use of the field [sharinpix__SharinPixImage__c].sharinpix__ImageURLThumbnail__c which stores the image's URL in a thumbnail format on the SharinPix Image object.
Click on **Save **when done.
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