Category Archives: Customization

Facility/Equipment

Technical entity name: equipment
Microsoft reference here.

Originally coming from Service module.

  • Reachable in menu via Settings=> Business Management.

If you’re opening the form from Unified Interface you’ll see the lookup field Organizational Unit on the form.

For Organisational Unit there is no helpful field description [improve@MS].

But if you’re opening it from the former UI you’ll get another lookup field Site instead:

For Site there is a field description: “Site where the facility/equipment is located.”

So is Organizational Unit the “newer” replacement for Site (at least when it comes to Field Service?

If you are creating a Bookable Resource with Resource Type Equipment than the Organizational Unit gets automatically populated from Facility/Equipment.’Organizational Unit’ into ‘Bookable Resource’.’Organizational Unit’.

Work Hours

There is a Work Hours ribbon button in Unified Interface:

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Customize new Subgrid List in Unified Interface

In the new Unified Interface your surely stumbled already over this new Subgrid layout called “List View”:

Standard Layout OOB

This layout will change to the “old” Grid View as soon as you allow the section to have more horizontal space. This can be done by formatting the Form (or simply make your browser window wider).

This mechanism is called “Reflow”.

But did you know that you can also determine whether you want to display the Subgrid List View or the “old” Grid View by deactivating Reflow for a certain Subgrid?

Just open the parent Form in edit mode, double click on the Subgrid => Controls =>Add Control… => choose the “Read Only Grid”.

Than you can edit the property “Reflow behavior” to fix the Grid layout to the one or the other View type.

Another very nice feature is that you can customize the content displayed in the “List View” by creating a Card Form and referencing it in the Control properties (see above).

You would than be able to get something like this:

Recognize also the column names appearing for those fields added in the Footer.

For that, create a new Form of the Type “Card” and adjust it as to your needs:

Up to now I couldn’t find out how to get the “Color Strip” working.
I tried this without success.
There is an Idea out there that indicates that it doesn’t work (yet?).
So if you know more please let me know.

You can also add more than three columns into the Card’s body and additional fields into the Header and the Footer of the Card Form.
To control whether the footer is expanded by default or not go to System Settings => “General” => “Set the default card state for Interactive Dashboards” => “Display cards in expanded state”. Sadly this setting can be done only once system wide.

But still, I’m really exited by the great capability to customize the List View.

Sources & more information:

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