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Service | Customer Service, Contact Center, Fie...
Answered

Enabling Field Service mobile application with custom security role (new Powerapp mobile application)

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Posted on by 30

Hey Everyone!

My question revolves around the problem that I'm not sure how the mobile application enabling works. I made a custom security role for Field Service mobile application, I want to use it with the new PowerApp mobile application. I know from previous experiences and documentation that to use the mobile application you need to assign the needed security role (Field Service Resource, Dispatcher etc) and to add the user to the same Field Security Profile. So if I don't want to use the basic Field Service security profile, because I have restrictions which does not match the built in security profile - how can I use my custom security role and still enable the mobile application?

For me it's not clear what is the condition which decides that the mobile application is enabled? Is it based on an entity, a business rule, etc?

If anyone could help me set this straight it would be much appreciated!

Thank you!

I have the same question (0)
  • Al Iggs Profile Picture
    on at

    Have you tried removing the OOTB role and instead specifying your custom role?

  • szkvorcs Profile Picture
    50 on at

    Alexander, sorry, I'm not sure what you're suggesting, maybe you could specify it for me?

    What I did was :

    1. copied the Field Service Dispatcher role - did the customization I needed on this security role.

    2. Assigned it to the user

    3. Tried to open the new Mobile Application

    The app doesn't show me the needed environment. My question is if there's a solution for using my copied customized role, without using the basic, Microsoft-made security roles and field security profiles. (Field Service Resource, Dispatcher, etc)

    Thank you!

  • Al Iggs Profile Picture
    on at

    When you say "Tried to open the new Mobile Application", I assume this is a custom app, not "Field Service Mobile"?

  • szkvorcs Profile Picture
    50 on at

    Yes, maybe I wasn't clear about it - so by the new app I meant this application: play.google.com/.../details

    Until now we were using the Woodford mobile application.

  • Al Iggs Profile Picture
    on at

    No, no, this was totally clear. But when you launch that app (container), it's supposed to show you the "Field Service Mobile" model-driven app(s) from all available instances. Hence my question - what do you see when you launch the app container? Or what do you not see?

  • szkvorcs Profile Picture
    50 on at

    So there is an instance we have with 4 different environments. When I add my copied and customized security role to the user then the environment (on which I gave the mentioned security role) doesn't show in the Mobile Application. On the other 3 environments the same user has System Adminsitrator role, and when I open the Mobile Application I can see all 3 of them.

    So the problem is that with my copied and customized security role the environment doesn't show in the Mobile Application.

    I hope I answered your question!

  • Al Iggs Profile Picture
    on at

    And when you give him the FS Resource role on the 4th environment, the app shows all 4 apps?

    Weird, I see the apps regardless of the role, but cannot actually launch the app with insufficient security privileges.

  • szkvorcs Profile Picture
    50 on at

    When I give the Field Service Resource security role without adding the user to the Field Security profile: 

    pastedimage1617889242747v1.png

    I see this on the Mobile Application - all 4 environments:

    pastedimage1617889344012v2.png

    When I give the user the copied and customized security role only:

    pastedimage1617889455103v4.png

    I see only 3 environments - I cannot longer see the one on which I gave the user my customzied security role:

    pastedimage1617889579444v5.png

  • Al Iggs Profile Picture
    on at

    Sorry for asking presumably stupid questions - you gave the new role to the user AND also added it to the "Field Service Mobile" app? Did you log off, without this I did not see my changes.

  • szkvrcs Profile Picture
    30 on at

    How can I add the role to the Mobile App? I didn't read documentation regarding this.

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