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I want to have the ability for a User to de-activate a Customer Asset record from the Field Service Mobile app but only a very small amount of the command buttons seem to be available. I've tried adding Custom buttons but these also dont show.
If you're using Mobile app in offline, then some commands are not supported offline (I think the Deactivate is one.)
For custom buttons, you need you need to enable this rule: IsEntityAvailableForUserInMocaOffline
See: learn.microsoft.com/.../ribbon-issues-button-hidden
You can use Command Checker to see why a button is not visible.
Hi, Many thanks for your response. I have done this and now have the button visible on the form and within the subgrid. However when i select multiple records its then not visible which i the key thing i need it for really. Any ideas?
To allow a User to deactivate a Customer Asset record from the Field Service Mobile app, you will need to configure the app's user interface (UI) to include the necessary command buttons. Here are some steps you can follow:
Check the Field Service Mobile app's documentation or user guide to determine which command buttons are available by default for the Customer Asset object. You may also want to review any relevant configuration settings for the app.
If the default command buttons do not include the deactivation option, you may need to create a custom button. To do this, go to the Salesforce setup page and navigate to the Customer Asset object. From there, you can create a new custom button and add it to the appropriate layout. Make sure that the button's functionality is set up to deactivate the record when clicked.
Once you have created the custom button, make sure that it is visible to the appropriate user profiles. You can do this by editing the profile settings and adding the custom button to the Mobile Layout.
Finally, check the Field Service Mobile app to ensure that the command button is visible and functional. You may need to refresh the app or log out and back in to see any changes.
If the custom button is still not visible in the app, you may need to troubleshoot the app's UI configuration or consult with Salesforce support for further assistance.
You will need to go into the Ribbon Workbench and add the Enable Rule of moca offline to the button. I dont know if the buttons will work but this is how you show the buttons on the mobile
It sounds like you are trying to give your users the ability to deactivate a Customer Asset record from the Field Service Mobile app, but are having trouble accessing the necessary command buttons.
Firstly, make sure that the user has the appropriate permissions to edit and deactivate Customer Asset records in Dynamics 365. You can check this by going to the "Security Roles" section in Dynamics 365 and verifying that the user has the necessary privileges.
If the user has the necessary permissions, you may need to customize the Field Service Mobile app to display the required command buttons. One option is to use the Command Bar Customization feature in Dynamics 365 to add a custom button that allows the user to deactivate the Customer Asset record.
To do this, go to the "Command Bar" section in Dynamics 365 and select the form where you want to add the custom button (in this case, the Customer Asset form). Click on "Add Control" and select "Button" from the dropdown list. Give the button a name and select the appropriate icon.
Next, you will need to define the action that the button will perform when clicked. You can use JavaScript to create a custom function that deactivates the Customer Asset record. Once you have defined the action, save and publish the changes.
Now, when the user opens the Customer Asset record in the Field Service Mobile app, they should see the custom button that you created. Clicking on the button will execute the custom function and deactivate the record.
If you have already tried adding custom buttons and they are not showing up, you may need to further troubleshoot the customization process to ensure that the button is properly configured and published.
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