Put the code below in an empty txt-File and save it as "WorkOrderHelper.js".
Than open your customization Mobile Project in Woodford (typically a derive of that one provided by Microsoft).
Go to Offline HTML=>Open folder "WorkOrder".
There you'll find a "WorkOrderHelper.js". Replace (overwrite) this with the new one.
If having trouble to overwrite/delete the old version (locked file), try to edit it slightly and than overwrite it afterwards.
Here is the script:
var FS = FS || {};
FS.WorkOrderHelper = {
// Sets the Work Order Product or Service's fields onLoad
setLoadValues: function (entityForm, schemaName) {
if (entityForm && entityForm.entity && entityForm.entity.properties) {
var entityProperties = entityForm.entity.properties;
if (entityProperties[schemaName.properties.msdyn_priceList] == null) {
FS.WorkOrderHelper.setDefaultValuesFromWorkOrder(entityForm.entity, schemaName);
}
if (entityProperties[schemaName.properties.msdyn_workOrderIncident] == null) {
FS.WorkOrderHelper.setWorkOrderIncident(entityForm.entity, schemaName);
}
if (entityProperties[schemaName.properties.msdyn_customerAsset] == null) {
FS.WorkOrderHelper.setCustomerAsset(entityForm.entity, schemaName);
}
if (entityForm.entity.entityName === FS.Schema.WorkOrderProduct.name) {
if (entityForm.entity.isNew && entityProperties[FS.Schema.WorkOrderProduct.properties.msdyn_warehouse] == null) {
FS.WorkOrderProduct.setWarehouse(entityForm.entity);
}
}
}
},
// Sets the Work Order Product or Service's Discount Amount, Discount Percent, Quantity, and Unit Amount fields when the Line Status changed from Estimated to Used
checkEstimateToUsedChanged: function (entity, schemaName, initial) {
if (entity && entity.properties) {
var used, estimated;
if (entity.entityName === FS.Schema.WorkOrderProduct.name) {
used = FS.Enums.msdyn_workorderproductmsdyn_LineStatus.Used;
estimated = FS.Enums.msdyn_workorderproductmsdyn_LineStatus.Estimated;
}
else if (entity.entityName === FS.Schema.WorkOrderService.name) {
used = FS.Enums.msdyn_workorderservicemsdyn_LineStatus.Used;
estimated = FS.Enums.msdyn_workorderservicemsdyn_LineStatus.Estimated;
}
var lineStatus = entity.properties[schemaName.properties.msdyn_lineStatus];
if (!entity.isNew && lineStatus === used && initial === estimated) {
if (entity.entityName === FS.Schema.WorkOrderProduct.name) {
FS.WorkOrderHelper.copyAndNullifyIfNeeded(entity, [{ pricingAttribute: FS.Schema.WorkOrderProduct.properties.msdyn_quantity, estimateAttribute: FS.Schema.WorkOrderProduct.properties.msdyn_estimateQuantity }]);
}
else if (entity.entityName === FS.Schema.WorkOrderService.name) {
FS.WorkOrderHelper.copyAndNullifyIfNeeded(entity, [{ pricingAttribute: FS.Schema.WorkOrderService.properties.msdyn_duration, estimateAttribute: FS.Schema.WorkOrderService.properties.msdyn_estimateDuration }]);
}
FS.WorkOrderHelper.copyAndNullifyIfNeeded(entity, [
{ pricingAttribute: schemaName.properties.msdyn_discountAmount, estimateAttribute: schemaName.properties.msdyn_estimateDiscountAmount },
{ pricingAttribute: schemaName.properties.msdyn_discountPercent, estimateAttribute: schemaName.properties.msdyn_estimateDiscountPercent },
{ pricingAttribute: schemaName.properties.msdyn_unitAmount, estimateAttribute: schemaName.properties.msdyn_estimateUnitAmount },
{ pricingAttribute: schemaName.properties.msdyn_unitCost, estimateAttribute: schemaName.properties.msdyn_estimateUnitCost }
]);
}
}
},
copyAndNullifyIfNeeded: function (entity, pairs) {
for (var i = 0; i < pairs.length; i++) {
entity.properties[pairs[i].pricingAttribute] = entity.properties[pairs[i].estimateAttribute] || null;
}
},
// Clears the values in the Pricing tab if Line Status is Estimated
clearPricingTab: function (entity, schemaName) {
if (entity && entity.properties) {
var lineStatus = entity.properties[schemaName.properties.msdyn_lineStatus];
var estimated;
if (entity.entityName === FS.Schema.WorkOrderProduct.name) {
estimated = FS.Enums.msdyn_workorderproductmsdyn_LineStatus.Estimated;
}
else if (entity.entityName === FS.Schema.WorkOrderService.name) {
estimated = FS.Enums.msdyn_workorderservicemsdyn_LineStatus.Estimated;
}
if (lineStatus === estimated) {
if (entity.entityName === FS.Schema.WorkOrderProduct.name) {
entity.properties[schemaName.properties.msdyn_quantity] = null;
entity.properties[schemaName.properties.msdyn_qtyToBill] = null;
}
else if (entity.entityName === FS.Schema.WorkOrderService.name) {
entity.properties[schemaName.properties.msdyn_minimumChargeAmount] = null;
entity.properties[schemaName.properties.msdyn_minimumChargeDuration] = null;
}
entity.properties[schemaName.properties.msdyn_unitAmount] = null;
entity.properties[schemaName.properties.msdyn_subtotal] = null;
entity.properties[schemaName.properties.msdyn_discountPercent] = null;
entity.properties[schemaName.properties.msdyn_discountAmount] = null;
entity.properties[schemaName.properties.msdyn_totalAmount] = null;
entity.properties[schemaName.properties.msdyn_unitCost] = null;
entity.properties[schemaName.properties.msdyn_additionalCost] = null;
entity.properties[schemaName.properties.msdyn_commissionCosts] = null;
entity.properties[schemaName.properties.msdyn_totalCost] = null;
}
}
},
// Sets the Work Order Product or Service's Description, Taxable, Name, and Unit fields
setDefaultValuesFromProduct: function (entity, schemaName, value) {
if (entity && entity.properties) {
var entityField = entity.properties[value];
if (entityField) {
var fetchEntity = new MobileCRM.FetchXml.Entity(FS.Schema.Product.name);
fetchEntity.addAttribute(FS.Schema.Product.properties.description); // index 0
fetchEntity.addAttribute(FS.Schema.Product.properties.msdyn_taxable); // index 1
fetchEntity.addAttribute(FS.Schema.Product.properties.name); // index 2
fetchEntity.addAttribute(FS.Schema.Product.properties.defaultUoMId); // index 3
fetchEntity.filter = new MobileCRM.FetchXml.Filter();
fetchEntity.filter.where(FS.Schema.Product.properties.productId, "eq", entityField.id);
var fetch = new MobileCRM.FetchXml.Fetch(fetchEntity);
fetch.execute("Array",
function (results) {
if (results && results.length > 0) {
var fetchedProduct = results[0];
if (fetchedProduct) {
MobileCRM.UI.EntityForm.requestObject(function (entityForm) {
entityForm.entity.properties[schemaName.properties.msdyn_description] = fetchedProduct[0];
entityForm.entity.properties[schemaName.properties.msdyn_taxable] = fetchedProduct[1] == "True";
entityForm.entity.properties[schemaName.properties.msdyn_name] = fetchedProduct[2];
entityForm.entity.properties[schemaName.properties.msdyn_unit] = fetchedProduct[3];
}, MobileCRM.bridge.alert);
}
}
}, MobileCRM.bridge.alert, null);
}
}
},
// Sets the Work Order Product's Price List and Currency fields
setDefaultValuesFromWorkOrder: function (entity, schemaName) {
if (entity && entity.properties) {
var workOrder = entity.properties[schemaName.properties.msdyn_workOrder];
if (workOrder) {
var fetchEntity = new MobileCRM.FetchXml.Entity(FS.Schema.WorkOrder.name);
fetchEntity.addAttribute(FS.Schema.WorkOrder.properties.msdyn_priceList); // index 0
fetchEntity.addAttribute(FS.Schema.WorkOrder.properties.transactionCurrencyId); // index 1
fetchEntity.filter = new MobileCRM.FetchXml.Filter();
fetchEntity.filter.where(FS.Schema.WorkOrder.properties.woNumber, "eq", workOrder.id);
var fetch = new MobileCRM.FetchXml.Fetch(fetchEntity);
fetch.execute("Array",
function (results) {
if (results && results.length > 0) {
var fetchedWorkOrder = results[0];
if (fetchedWorkOrder) {
MobileCRM.UI.EntityForm.requestObject(function (entityForm) {
entityForm.entity.properties[schemaName.properties.msdyn_priceList] = fetchedWorkOrder[0];
entityForm.entity.properties[schemaName.properties.transactionCurrencyId] = fetchedWorkOrder[1];
}, MobileCRM.bridge.alert);
}
}
}, MobileCRM.bridge.alert, null);
}
}
},
// Sets the Work Order Product or Service's Customer Asset field
setCustomerAsset: function (entity, schemaName) {
if (entity && entity.properties) {
var customerAsset = entity.properties[schemaName.properties.msdyn_customerAsset];
//Only Set if current CustomerAsset has not been set
if (customerAsset == null) {
var workOrderIncident = entity.properties[schemaName.properties.msdyn_workOrderIncident];
// Set the CustomerAsset of WorkOrderIncident that is on this Work Order Product or Service
if (workOrderIncident) {
FS.WorkOrderHelper.fetchWorkOrderIncidents(workOrderIncident.id, [FS.Schema.WorkOrderIncident.properties.msdyn_customerAsset], FS.Schema.WorkOrderIncident.properties.msdyn_workOrderIncidentId,
function (results) {
if (results && results.length > 0) {
var fetchedWOIncident = results[0];
if (fetchedWOIncident) {
MobileCRM.UI.EntityForm.requestObject(function (entityForm) {
entityForm.entity.properties[schemaName.properties.msdyn_customerAsset] = fetchedWOIncident[0];
}, MobileCRM.bridge.alert);
}
}
}, MobileCRM.bridge.alert, null);
}
else { //Set the CustomerAsset of the first (non-primary) WorkOrderIncident from the same WorkOrder that is on this Work Order Product or Service
var workOrder = entity.properties[schemaName.properties.msdyn_workOrder];
if (workOrder) {
FS.WorkOrderHelper.fetchWorkOrderIncidents(workOrder.id, [FS.Schema.WorkOrderIncident.properties.msdyn_customerAsset], FS.Schema.WorkOrderIncident.properties.msdyn_workOrder,
function (results) {
if (results && results.length > 0) {
var fetchedWOIncident = results[0];
if (fetchedWOIncident && fetchedWOIncident[0]) {
MobileCRM.UI.EntityForm.requestObject(function (entityForm) {
entityForm.entity.properties[schemaName.properties.msdyn_customerAsset] = fetchedWOIncident[0];
}, MobileCRM.bridge.alert);
}
}
}, MobileCRM.bridge.alert, null);
}
}
}
}
},
// Sets the Work Order Product or Service's Work Order Incident field
setWorkOrderIncident: function (entity, schemaName) {
if (entity && entity.properties) {
var workOrder = entity.properties[schemaName.properties.msdyn_workOrder];
if (workOrder) {
FS.WorkOrderHelper.fetchWorkOrderIncidents(workOrder.id, [FS.Schema.WorkOrderIncident.properties.msdyn_workOrderIncidentId, FS.Schema.WorkOrderIncident.properties.msdyn_name], FS.Schema.WorkOrderIncident.properties.msdyn_workOrder,
function (results) {
if (results && results.length === 1) {
//results[0][0] is the msdyn_workOrderIncidentId field and results[0][1] is the msdyn_name field
var workOrderIncidentReference = new MobileCRM.Reference(FS.Schema.WorkOrderIncident.name, results[0][0], results[0][1]);
MobileCRM.UI.EntityForm.requestObject(function (entityForm) {
entityForm.entity.properties[schemaName.properties.msdyn_workOrderIncident] = workOrderIncidentReference;
}, MobileCRM.bridge.alert);
}
}, MobileCRM.bridge.alert, null);
}
}
},
fetchWorkOrderIncidents: function (id, attributes, fetchType, success, failure, scope) {
var fetchEntity = new MobileCRM.FetchXml.Entity(FS.Schema.WorkOrderIncident.name);
for (var i = 0; i < attributes.length; i++) {
fetchEntity.addAttribute(attributes[i]);
}
fetchEntity.filter = new MobileCRM.FetchXml.Filter();
fetchEntity.filter.where(fetchType, "eq", id);
var fetch = new MobileCRM.FetchXml.Fetch(fetchEntity);
fetch.execute("Array", success, failure, scope);
}
};
