web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Field Service forum / Technician creating Wo...
Field Service forum

Technician creating Work Orders on FS Mobile and booking to themselves

(0) ShareShare
ReportReport
Posted on by 670

The scenario is as follows: Whilst on-site for a work order, the technician becomes aware of an issue with a different asset at the same service account. We want him to create a new Work Order for this asset ( we  have only one asset / incident per work order ) and record his time, work Order products etc against this work order. For this he needs a) for the work order to stay on the device and b) create a booking for himself against that work order - all on-line and off-line. He can create a work order, but it gets removed  if the system synchronises as it is not booked to the technician. Even if no synchronisation takes place, he is unable to add a booking to that work order. This of course relates to Field Service Mobile/Resco. Any suggestions gratefully received.

I have the same question (0)
  • Fannie30 Profile Picture
    2,990 Moderator on at

    On mobile, there are sync filters on work orders and bookings. As well as the views.  You will want to look at those filters and revise them accordingly.

  • Al Iggs Profile Picture
    Microsoft Employee on at

    Keep in mind that there is server-side logic upon creating the WO, in particular around the incident type. This would get triggered after the sync.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Field Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans