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Controlling the sync order from Field Service Mobile to CRM Online

Posted on by 125

We have an issue where we have a rule that if a purchase order is in Pending Approval, no more changes can be made to the PO. Our users work in Offline Mode in the Field Service Mobile app and make changes to the PO, submit it for approval and then sync. The issue is that sometimes the Pending Approval change lands in CRM Online before the other changes. Once the PO changes to Pending Approval, no more changes that were made to the PO actually land in CRM Online. Is there a way to control in which order the changes land? Or any other solutions to avoid this problem?

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Controlling the sync order from Field Service Mobile to CRM Online

    Im not sure what the latest version the Field Service Resco App is at the moment but you are able to control sync order in version 12.3.1

    docs.resco.net/.../Advanced_sync_setup

    There is a section called 'Custom upload order' in the link above. If the Field Service Resco App is below this version then I dont think there is a simple way of acheiving it.

    What I have done in the past is to create internal flag fields. So only triggering something if a flag is set to 'Yes' or 'No', to ensure things get executed in the right order

  • Avneet Profile Picture
    Avneet 125 on at
    RE: Controlling the sync order from Field Service Mobile to CRM Online

    We’re using the Resco app

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Controlling the sync order from Field Service Mobile to CRM Online

    Which mobile application are you using?

    Field Service (Xamarin) aka Resco. Or are you using the new Field Service Mobile app from Microsoft?

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