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Service | Customer Service, Contact Center, Fie...
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Field Service Mobile App: Notes do not appear sporadically

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Posted on by 652

Hi community,

in an implementation, I recently have encountered some unexpected behavior:

Every now and then (time cannot be predicted), the dispatcher adds a note to a dispatched work order from D365.

The dispatched work order appears in the mobile app for the technician.

But sometimes the note does not appear in the work order using the mobile app, even after a full sync.

If the dispatcher now adds a second note to the work order, both notes appear in the mobile app suddenly.

This behavior cannot be reproduced as it occurs sporadically.

I have also observed the following:

  • When creating a note in D365, the note title is obligatory.
  • When opening that note in the mobile app, the title is mandatory.

Could this be a source of error, if the dispatcher hadn't entered a note title in the first place?

I would not expect this to be the source of error.

Does someone have an idea on where to start troubleshooting with this?

Sync filters are untouched from the product standard and in the majority of time, the notes appear as expected.

I appreciate your input on this.

Thank you.

I have the same question (0)
  • Suggested answer
    moko33 Profile Picture
    1,788 on at

    - maybe start troubleshooting by making the note entity visible on your home screen to check all notes that are available from mobile

    - does it appear only with Work Orders from the past/outside of WO sync filter ranges?

    - online/offline mode the same?

    - max. number of note records not succeeded?

    - same behavior also on another mobile client device?

  • Thomas David Dayman Profile Picture
    11,323 on at

    Just double check these rules:

    www.daymandynamics.com/.../

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