A quick blog post around why sometimes you wont see records when using the Resco Mobile application. There are 3 areas to check: Security Roles Sync Filters View Filters 1. Security Role The first place to look and the least likely…
Tag: CRM
Reading field values in a view from a related entity using JavaScript
If you want to get access to the fields within a view, you will use this solution here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/display-custom-icons-instead This will give you access to the fields within your view. But its not exactly clear on how to read fields…
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…
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…
Resco CRM – Sending a simple dynamic HTML Email
I will demonstrate in this post how you can send a simple dynamic HTML email in Resco CRM. In this example I want to send an email to the Customer when the Work Order Schedule Status Reason field is marked…
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 Board,…
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 data…
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…