Woodford Configuration Question - Hide Form Title

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Posted on by Steve T

Hi, I'm working on some filters for our Field Service Mobile (2017) users to hide the PO Number on a PO until it is approved.

I have been able to set "Row Script" and "on load" rules to hide it in the form and the views.

However, when you open the form in Mobile to view the PO Record, the PO Number (purchaseorder.msdyn_name) shows in the ribbon at the top of the form near the back button. Is there a way to hide this, or instead of showing the PO Number, just show text stating 'Purchase Order"?.

NOTE: We don't need to show the number here at all, whether the PO is approved or not.

Thanks

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Web and mobile experience

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Steve T on at

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RE: Woodford Configuration Question - Hide Form Title

I received an email back from Resco suggesting that I use the "Caption - Assign" step in my "On Load" rules for the form so I added the following:

It works great if I'm using the Resco Mobile app. However, our company is using Field Service Mobile (2017) and it throws the following error:

Is there a Javascript line that I can add to our current js file to permanently change the caption on the form to "Purchase Order" ??

The entity name is msdyn_purchaseorder and the form name is Default
Fannie30 2,990 on at

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RE: Woodford Configuration Question - Hide Form Title

Can do that as well. Once I get to Microsoft campus, I’ll send you a sample rule.
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Thomas David Dayman 11,323 on at

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RE: Woodford Configuration Question - Hide Form Title

I was going to suggest that on save of a PO you could store the number into a a custom field and then replace the msdyn_name field with 'Purchase Order'. Then when it gets approved you can apply the number from the custom field into the msdyn_name.
Steve T on at

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RE: Woodford Configuration Question - Hide Form Title

Thanks Scott. You're suggesting that I replace the msdyn_name value with text until the PO is approved and then change the value to the CRM assigned PO Number, correct? Could you please give an example of what the rule would look like?
Fannie30 2,990 on at

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RE: Woodford Configuration Question - Hide Form Title

Why not, instead of trying to hide it, display a message in that area saying it’s not yet approved. You can do that with form rules.
Steve T on at

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RE: Woodford Configuration Question - Hide Form Title

Usually the PO is created in Mobile, but it does not get a PO number until it is synced with CRM (We run Mobile in Offline mode due to connectivity issues)
Thomas David Dayman 11,323 on at

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RE: Woodford Configuration Question - Hide Form Title

Do you create the Purchase Order from the Mobile or from CRM?