FS Mobile: Complex sync filter on work orders

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Posted on by Al Iggs

Business requirement: As a technician using FS Mobile, I would like to see work orders that I'm booked on during the next 7 days. To be able to pick an additional job if time permits, I would also like to see all unscheduled work orders (ideally in my region, maybe even within a date range to limit the number of records).

This would be a combination of an inner join and an outer join to the BRB entity. Advanced Find doesn't let me add BRBs twice and I was not able to massage my FetchXML appropriately. Any suggestion or workaround more than welcome.

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John Holmes 260 on at

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Could you not use a View on Bookings to see the ones you are booked on and a Work Order View for the unscheduled? I know that would give you Bookings on your Home Screen which you may not have but would distinguish between the two.

You could then sync Work Order for your region (presumably you only have Bookings for Work Order in your Region)

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ba365guy 2,950 on at

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Bookable Resource Bookings will be visible under "Bookings" in mobile app.

Related Work Orders are visible under "Work Orders" - Standard Sync. Filter

Based on your requirement, you can change the sync. filter and configure 2 views accordingly.

My Work Orders - Scheduled work orders for current resource

Unscheduled Work Orders - Work Orders in the current region of the resource.

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Al Iggs on at

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That part of the procedure is clear, but how do you define a sync filter that gives me "my" work orders plus the unscheduled ones? I know that I can define different views, but the question is about the underlying sync filter. I want to have the least-possible # of work orders.

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ba365guy 2,950 on at

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Sample Sync. filter as follows:

I took Time to Promised parameters for next 7 days. We can also use Time from Promised in addition to Time To Promised.

This gives the required data which can be segregated via views.

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Thomas David Dayman 11,323 on at

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Hi Alex, maybe my blog post will give you some ideas?

www.daymandynamics.com/.../

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Al Iggs on at

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Hi ba365guy, I know the standard sync filter, however you will see that it only includes WOs against which I'm booked. For the 2nd part of my requirement I need an additional outer join, and I'm not able to combine the two.

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ba365guy 2,950 on at

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Hi Alex,

I changed the query of the sync filter added outer join. Below is the fetch i exported. With this query, i was able to see the work orders scheduled for me and unscheduled work orders for 7 days.

690970003 690970002 690970001 690970000 690970003 690970002 690970001 690970000

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Al Iggs on at

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Thanks for your efforts! Unfortunately the sync filter also gives me work orders that have been scheduled to someone else. I know you could put an additional filter onto the view, but ideally I would like to limit the synced records.

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Thomas David Dayman 11,323 on at

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Hi Alex. This could work.

You need to make all the links outer so it can bring back the other work orders which are not scheduled to yourself.

You then need to add the condition to the work order entity itself. Look at the OR condition at the top.

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Al Iggs on at

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Thanks Thomas, that was the missing pointer. Here is what finally solved my issue:

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