On Resco for Dynamics or Field Service Mobile Client you by default have this (in my opinion unnecessary) Signature field on every Note form.
So you might ask yourself why do you need the huge Signature area on each and every Note form. Usually it should be enough to capture Notes only on Work Orders and maybe for some special (custom) forms/processes. It confuses the End User if all he wants is adding an attachment or even only a text Note.
So what you can do is removing the Signature area by a simple On Can Execute rule on the Note form:
After you have configured this you would not see the Signature panel on a Note form anymore and also not the Signature command from the upper right burger menu of the Note form.
You can still configure one or more Signature sections for each of your forms as you already have it OOB on the Work Order form in FS Mobile.
Add Signature Tab to a Form
in Woodford, go to Entity where you want to add the Signature
click “Add Media”
Select “Capture Signature” and “Clear”
Optional: Provide “Required for Status”. Example: Status “Approved” only possible with Signature
Subject: Title of the Note
Similarly you can apply this for Photos, Videos, Files, … You could also have one Tab for Signature capturing and another Tab for Photo and/or Video capturing. Or collect multiple Signatures on one form by having different Tabs for that.
Say you add the Contact subgrid into your Account form on Field Service Mobile because you’re expecting your Field Agents to also capture new Contacts and they are first searching for the Account first instead of adding the Contacts directly from Home=>Contacts.
Now if you tab on “+” at the top of the Contacts subgrid on the Account form the “New” form for Contacts opens.
And now the difference here is: if you leave the setting from below in its standard configuration as it comes out of the box, your address fields will stay empty so that for the new Contact you have to fill everything in manually.
But if you change the setting “Use Entity & Attribute Map” to “true”, the address fields on a new Contact form are automatically populated from the same fields on the Account form were you had started your journey.
Here is a nice article by Thomas Dayman that gives a short overview of how to embed a Survey Questionnaire created with the new Microsoft Forms Pro into the Field Service Mobile app. The approach is to create an Offline HTML file where Thomas provides a sample code snippet for, and embed that via iFrame into a Form in Woodford.
Compared to Resco’s new Inspections the Forms Pro integration doesn’t support offline scenarios. Resco Inspections comes with additional licence cost whereas for Forms Pro it is still not clear how the licencing will look like.
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