Field Agents who frequently travel will most likely be comfortable with using well known and familiar applications to set their journey directions, such as Google Maps or Waze. Below is code which is triggered from a command. In this case…
Category: Field Service
Field Service for Microsoft CRM
Open and prepopulate fields onto a new form using JavaScript in Resco Mobile CRM
The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford. Below is an example of creating a…
Bulk Update Work Hours – XRMToolBox Plugin
Bulk Update Work Hours An XRMToolBox plugin to bulk update Resource work hours on the schedule board. Download Here How to set Working Hours Once you have selected the resource work hours you want to update, you need to copy…
Resco Chat Messages & Push Notifications for Field Service
I had a requirement for providing push notifications on the Field Service mobile application for Field Engineers when a Work Order is Scheduled to them. Resco provide some Workflow Activities already in their solution. One being the ‘Send Chat Message’…
Bulk update user work hours for the Schedule Board
If you have lots of users which need their work hours added into CRM, it can take a long time to manually set up each user through the user interface. Below is the code to update user’s work hours in…
Field Service – Another Booking Rule example
Below is another example of a Booking Rule as well as an interesting find. This new Booking rule fetches the Characteristics from both the Resource and the Work Order and compares them to see if the Resource is valid to…
Edit System Alerts in Woodford
You may have found text pop ups when using and navigating the Resco Mobile App. But what if you need to edit the message of the Alert? Here’s how you do it! Go to Localizations Drop down the…
Field Service – Booking Rule example
In this article I will go into detail of creating a Booking Rule and will also show an example of one. Below is a working piece of source code which when a Resource Requirement is placed on the Schedule…
How to fetch data from other Entities in Woodford (Without code)
Here I will go into detail on how you can retrieve data from other entities without the need for code! Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve…
The state of Reporting for Field Service Mobile version 9.1
This post will go into detail on the current state of Reporting for Field Service Mobile version 9.1. Below is just showing evidence of the version number of the app I was running. Mobile Reports One way of developing custom…