Category Archives: Field Service Mobile

All around the Microsoft Field Service Mobile App, and its configuration in Woodford.

FS Mobile: Remove Signature from Notes

Last Updated on

On Resco for Dynamics or Field Service Mobile Client you by default have this (in my opinion unnecessary) Signature field on every Note form.

Note Form with Signature panel

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:

On Can Execute Command on 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.

Note Form without Signature panel
Note menu without Signature command

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

  1. in Woodford, go to Entity where you want to add the Signature
  2. click “Add Media”
  3. provide Name
  4. Select “Capture Signature” and “Clear”
  5. Optional: Provide “Required for Status”. Example: Status “Approved” only possible with Signature
  6. 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.

More information & sources

More details/inspirational source of how to add a Signature to a Form:
https://red365ce.wordpress.com/2015/03/10/resco-mobilecrm-adding-a-digital-signature-to-forms/

For more information about On Can Execute, which enables you to conditionally hide or show commands/buttons in the upper right corner of forms, see here:
https://www.resco.net/woodford-user-guide/#__RefHeading__5865_1627906509

Share it on

Standard Setup Tasks Field Service Mobile

Last Updated on

Always, when I setup a new Field Service Mobile, there are some steps I go through to ensure, everything is initially working in a comfortable manner.

Surely some of the steps aren’t required but have proven to be my best practice for new instances.

  1. create Resources and ensure that they are enabled for FS Mobile
  2. install Woodford
  3. install the latest Project Template from here and make a derivate out of it in which you perform all following mobile customizations
  4. in Woodford, go to plugins and activate the most important Delete plugins: Work Order, WO Product, WO Service, WO Service Task, …
  5. in your Project Template derivate, go to Configuration and set Save Password to true

6. edit the Sync Filters to also include data from the past (1-2 weeks) for: Work Order, WO Product, WO Service Task, WO Service, WO Incident, Resource Booking.

7. switch the default Booking View Layout from Calendar to List. To do so, go to Home=>Bookable Resource Bookings=>Properties=>Properties=>Initial Control=>switch from Calendar to List

8. activate your 30-days Trial of Woodford here: https://docs.microsoft.com/en-us/dynamics365/field-service/activate-fs-mobile-app-license

Share it on

Mobile: Only load Customer Assets for which you have Work Orders

Last Updated on

If you have too many Customer Assets in your Dynamics 365 database and you don’t want to have all of them offline available in your Field Service Mobile client you can set up a Sync Filter to do that.

Open Woodford=>Customer Asset and click on Sync Filter.
Than set it up like this:

Woodford Sync Filter Customer Assets

After saving the filter don’t forget to set the Incremental Linked SyncFilter (on top of the field list) to Enable:

If you want to go deeper, you can read here what this flag does:
https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509

Share it on

Activate CE Field Mappings in Field Service Mobile

Last Updated on

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.

Resco Field Mapping
Share it on

Embed Forms Pro Survey into Field Service Mobile

Last Updated on

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.

Microsoft Forms Pro embedded in Field Service Mobile
Share it on