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Service | Customer Service, Contact Center, Fie...
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Showing associated customer assets on bookings

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I'm trying to add a new quick form or editable sub-grid to the Field Services Mobile App when an engineer is within a booking that shows relevant customer assets. Essentially I want engineers to be able to see a list of assets which are allocated to the Service Account that the booking has been made for, but I can't seem to find an 'associated view' for this either.
 
Any pointers greatly appreciated, I'd have assumed this would have been a default but apparently not.
  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at
    Showing associated customer assets on bookings
    You will need to bring the Service Account field to the Booking, so you will be able to add a form control in the booking to show the account form with a subgrid of the Customer Assets.
     
    You can use Flow or a Plug-in to set the field Service Account in the bookings. 
     
    Alternatively, you can develop a web resource to that will fetch and create a list for you.
     
    Note: Consider reviewing the Offline Profile to include those customer assets.

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