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Posted on by Community Member Microsoft Employee

hi all,

i am trying to automate generating work order ,

i am not sure about it ,,,

There is an option with is Resources Scheduling optimization but it is not supported because i am running dynamics 365 On Premise

another way i tried to create a workflow step to create a work order where is also not possible because work order should has user or owner which it will be belong for ,

now still have the option for creating bookable resource but i need the resource which is the most suitable

for that work order through (skills, priority , distance and capability) ..

could anybody guide about this point or any suggestable point would be great

thanks guys

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Community Member Microsoft Employee on at

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RE: field service

thanks man ,

actually i did that successfully where i have added a look up for the new connection application from the workorder and because of it we can get access to my entity and update some new information , but because of workorder needs a service account and there no account yet in that state so i created to a dummy account where i could achieve what i want but from dummy account ( my wants to book my custom entity which is booking a new connection application ) where it is new not yet having account .

and it was done successfully but still the process maybe fragile and could be better when i am booking an entity as a booking source

i have enabled the entity to be scheduled from Enable Resource Scheduling for Entities / Resource Scheduling , and i have created a view in the Resource Requirement but now i could schedule my entity on my schedule board but it is not coming on tablet !!

not sure ,

on tablet there is a tab which Bookable Resource Bookings which mean different requirement could be booked and i am intending to get my booked record of my entity in that tab but still didnt get it ,

if u took a look on the attached image u would see that both entities ( workorder and new connection application are being scheduled but on tablet i am not able to get the scheduled entity as as booking in bookable resource booking however workorder is getting well ?!

thanks again
Thomas David Dayman 11,323 on at

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RE: field service

If you really need to have the fields on the Work Order form then you can use the Load Reference in the Form Rules. But you would also need to duplicate those fields you want from your Custom Entity which you want to display on the Work Order:

Work Order Entity

new_networkavailabilty

new_landcapable

etc....

Work Order Form Rule

Add Condition: If (entity.customentity) Contains Data

Add Variable: Entity - CustomEntity Load Reference Entity.customentity

Add Step: Entity.new_networkavailabilty Assign CustomEntity.networkavailabilty

Add Step: Entity.new_landcapable Assign CustomEntity.landcapable

etc........

I wouldn't recommend this as you might want to add more fields on the work order and it might get messy.

Do you need a customer lookup on your custom entity? Would you not get that information from the work order? Apologies if i misunderstood you.
Community Member Microsoft Employee on at

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RE: field service

thanks

actually i did that by making a relation as what u told me

and i added a lookup to the workorder form where i can get into it to my

cutomized fields of the intended entity .

but i needed those fields that are seen on the workorder to be updated in the entity by the input from the resource .

till here were done .

but i am facing an issue where at this moment i have no account created yet in new connection application , and i dunno if we can create a workorder as a step in a workflow with no account , i saw that we can assign requirement to the resource thats mean not only work order, i i am tried to assign for the resource a new connection application where i have the choice and show loading that it is being assigned but not showing nor on the schedule board nor in mobile

is it possible ?
Thomas David Dayman 11,323 on at

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RE: field service

Ah. This seems more like a Work Order Service Task.

Does this sort of work only fall under a certain incident Type? Because you can relate a Service Task to a Incident Type which then gets automatically added to the Work Order whenever that Incident Type is assigned.

All you then will need to do is relate the Work Order Service Task to your Custom Entity.
Community Member Microsoft Employee on at

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RE: field service

actually there will be specialist ( the engineer ) he will be at site to fix that meter and collect some information related to the site , while those information that he is asked to full fill about the site like ( network availabilty , land capable , ... issues related to the service ) and those are fields in the new connection application entity.

so when ever he got the order from the customer service (Organization) he will fullfill the requirements after finishing the job and those requirement which are part or almost a tab of that entity where located in the middle of the form , once they r fulfilled and the Customer service will continue filling the application till the end.

i am really appreciating u still spending time :) thanks again

so till now i am trying to got those information on the tablet in order to use field service correctly , synchronize input
Thomas David Dayman 11,323 on at

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RE: field service

So your back office will create a Electric meter installation record before the resource sees it?

This means that your Customer Service team will create an Electric meter installation and will add it to the work order. (They should go into the work order form and click on the Electric meter installation lookup field and create new and save)

So when the Resource gets the Work Order the Electric meter installation is already attached. As I said before, you will need to add a Electric meter lookup field to the Work Order form in woodford as well
Community Member Microsoft Employee on at

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RE: field service

my process is to get a request from a customer for electric meter installation

and there will be inspection in the middle of the process where there are steps fulled by the customer service and within these steps there is a work order suppose to be assigned to a certain resource and he must get the same entity that the customer service is working in where he complete several steps when he complete his work and then the customer service will continue filling the application form which is my entity ( new connection application )

now relation is there i am playing around woodford trying to set a lookup where the resource will access it and take him to that entity where he fulfill the needed info ? isn't it what suppose to be the process ?

or i should link each field to a different lookup ?

known that is needed on mobile for sure

again thanks for helping bro
Community Member Microsoft Employee on at

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RE: field service

actually what i need to be able to register new data for that entity from the resource mobile app , i created that relation and made sure it is there but in woodford not sure how to relate that entity contents to be in the workorder ? workorder is there and bookable resource booking as well .
Thomas David Dayman 11,323 on at

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RE: field service

I would:

make a Custom Entity Lookup field in the Work Order Entity.

make a Work Order Lookup field in the Custom Entity

This will give it a relationship both ways.

Then add the Custom Entity Lookup field on to the Work order form in the woodford configuration and make it mandatory. This will prompt the resource to add a new Custom Entity which is then related with the Work Order.

I'm just guessing your business process at the moment. You might not want it mandatory. But if you need the Resource to fill in a Custom Entity every time they finish a job, it will force them to complete it. Also it depends if you want the Work Order to have many Custom Entity or if you want 1 Custom Entity to Many Work orders. Im just guessing what you want at this time.
Community Member Microsoft Employee on at

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RE: field service

thanks for ur attention thomas

did u mean from the Custom entity to the workorder as 1 : N relation ?

and

about the lookup to be placed in workorder entity in woodford ?

thanks again