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Dynamics 365 Community / Forums / Field Service forum / Prevent closure of a b...
Field Service forum

Prevent closure of a booking

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Posted on by aindike 144

Need to prevent the closure of a booking when the Entity service task is open, I am new plz can someone give me an idea

Thanks

Categories:
Work Order
Connected Field Service
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  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    You would need a custom sync workflow or JavaScript.

    As you can have more than 1 Service Task, you would need to get all the service tasks related to your work order and check if any are still "open" and show and error message when a user is trying to close the work order with open service tasks

    I would suggest making this onchange or onsave of the system status of the work order and check if the value is 'Closed - Posted' and if its is then create a query to fetch the service tasks related to the work order and check if at least 1 service task is till open and then show and error message

  • aindike Profile Picture
    aindike 144 on at

    Hi, If you have a simple answer can u post it, it would be very helpful for me

    Thanks

  • moko33 Profile Picture
    moko33 1,788 on at

    Hey, do you need that on the Field Service Mobile client or for the browser version?

  • aindike Profile Picture
    aindike 144 on at

    I have to do it in both (Mobile client or for the browser version) , if you can provide me at least brower version, It would be better .

    Thanks

  • Suggested answer
    aindike Profile Picture
    aindike 144 on at

    I have done that, so we need to check BOOKABLE RESOURCE BOOKING entity Booking status and need to link three entity Work Order, Work Order Service Task and Bookable Resource Booking. Then using a custom workflow, we can prevent the closure of a booking

  • Tuyo Profile Picture
    Tuyo 40 on at

    Hi Ajith

    Glad that you found a solution. I am currently facing a similar requirement where I need to restrict the Field Technician from closing or marking the booking as complete if there are any in-complete "work order service tasks" that are related to this booking. Can you please share the code of what you built for this ?  

    Can someone help  me with the below questions please:

    1. Is this functionality of restricting the closing of booking on incomplete service tasks an out of box feature on the woodford's Field Service Mobile App that uses MSTF mobile template ?

    2. Coming to the web,  is using Web API through java script a good choice for this requirement ? If I chose this option it will not work on the mobile app right ?  And is plugin or work flow the only choice for mobile app or is there any customization's we can use on the wood ford side ? And if I have to achieve this functionality on both web and mobile then is Plugin a better choice vs custom work flow ?

    Any help on these is highly appreciated. Thank You in advance !!

    Thanks

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