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Customize Work Order information in Schedule Board (Field Service)

Posted on by 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

Categories:
  • Yasser Mokhtar Profile Picture
    Yasser Mokhtar 5 on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Mr.Rob

    Thanks For This Script Working Perfectly For Whole Year

    After Updating To Field Service Unified Interface Not Showing Any Data

    there Any Update so i can Use ?  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi  have created the following MS Ideas to make the same tile customizing also possible in the day view , please vote for it, to increase the priority:

    experience.dynamics.com/.../idea

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi Jyoti,

    You don't need to make a relationship to it you can just specify the field you want from the BRB like so:

    <div style='line-height: 11px !important; width: 99%; overflow: hidden; display: 
    block; text-overflow: ellipsis;'> <b>{starttime}</b> </div>
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi,

    I would like to display some fields on to the scheduled board block  looking up from the Bookable Resource Booking. I have tried to do this by creating a relationship with the BRB but no luck. 

    Is this possible ?

    Thanks

  • Suggested answer
    CMilton Profile Picture
    CMilton 110 on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi Rob,

    This is exactly what I was looking for.

    Thanks for your help.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi Rob, the code worked perfectly and the articles definitely help.  Appreciate the advice.

    Thanks, Shane

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi Thomas, great advice, it worked perfectly.

    Thanks very much!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    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 

    <p style='line-height: 15px;'>

    WO Number: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_name}</b>

    <br>

    Primary Incident Type: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_primaryincidenttype}</b>

    <br>

    Post Code: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_zip}</b>

    <br>

    Start Time: <b>{f1_starttime}</b>

    <br>

    End Time: <b>{f1_endtime}</b>

    <br>

    </p>

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    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/ 

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Customize Work Order information in Schedule Board (Field Service)

    Hi Shane,

    Try this:

    <p style="line-height: 15px;">
    Customer: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_serviceaccount}</b><br>
    Primary Incident Type: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_primaryincidenttype}</b><br>
    Post Code: <b>{f1_f1_workorder_f1_workorderresource_WorkOrder.f1_zip}</b><br>
    Start Time: <b>{f1_starttime}</b><br>
    End Time: <b>{f1_endtime}</b><br>
    </p>


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