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Customize Work Order information in Schedule Board (Field Service)

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Posted on by CMilton

110

Hi all,

I am trying to add the system status into the work order box which is displayed on the schedule board.

4834.885402.Capture.PNG

Does anyone know if this is possible?

Thanks in advance,

Chris

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Field Services

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Hi Chris,

The system status is indicated by the colour of the box. These can be set in; 'Admin & Settings' -> 'Work Order Schedule Sub-Statuses'.

When hovered over in the schedule board, the statuses (along with other info') should appear as well, but I've not seen anything that displays the information in the work order box itself.

Cheers

Ed
CMilton 110 on at

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Thanks Ed,

That's perfect!

Chris
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Chris, there is a way to customize the data that displays in the time slot on the schedule board. First start by double clicking the name of the schedule board tab that you would like the time slot data updated on. Once the Tab Settings dialog opens go to the Schedule Types section and click on Work Orders. Go to the Booking Template section and add your custom html so it displays the data you require (sample below). The sample html below is using only default field service attributes, so go ahead and copy, paste, and adjust as needed. Note: this only updates the time slot data for the Hours view within the schedule board and I am currently not aware of a supported method for updating the time slot tiles for Day, Week, or Month schedule board views.

<div style='line-height: 11px !important; width: 99%; overflow: hidden; display: block; text-overflow: ellipsis;'> {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_account_msdyn_workorder_ServiceAccount.name} - {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_systemstatus} {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_city} , {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_stateorprovince} - {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_workordertype} {msdyn_msdyn_workorder_bookableresourcebooking_WorkOrder.msdyn_primaryincidenttype}</div>

Hope this helps,
Rob Pike
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Mr. Pike, is there an update for support on customizing the Day, Week, or Month schedule board slots?

Thanks for your help.
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Hi Rob, do you have any example custom html code for FieldOne (as opposed to Field Services), in particular for adding the Service Account name to the time slot?

Shane
Thomas David Dayman 11,323 on at

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Hi Shane,

Try this:

 Customer: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_serviceaccount} Primary Incident Type: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_primaryincidenttype} Post Code: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_zip} Start Time: {f1_starttime} End Time: {f1_endtime}
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Yes, but it is currently only possible to adjust the time slot template in the hours view of the schedule board. Here is a link to an article that does a nice job of explaining the time slot template customizations you can make: https://crmtipoftheday.com/2016/10/31/how-to-customize-schedule-board-slots/
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Here is a sample of the fieldone version. I do not have access to a fieldone setup anymore so I was not able to update the html below to include the service account name, but I think you will be able to figure it out and replace the Post Code line. Also here is a link to an article that does a nice job of explaining the F1 schedule board customizations you can make including the time slot template customization below: http://www.kentom.co.uk/?p=95



WO Number: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_name}

 

Primary Incident Type: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_primaryincidenttype}

 

Post Code: {f1_f1_workorder_f1_workorderresource_WorkOrder.f1_zip}

 

Start Time: {f1_starttime}

 

End Time: {f1_endtime}
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Hi Thomas, great advice, it worked perfectly.

Thanks very much!
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Hi Rob, the code worked perfectly and the articles definitely help. Appreciate the advice.

Thanks, Shane