If you want to get access to the fields within a view, you will use this solution here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/display-custom-icons-instead This will give you access to the fields within your view. But its not exactly clear on how to read fields which belong to another entity.   I have added several… Continue Reading Reading field values in a view from a related entity using JavaScript

The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford.   Below is an example of creating a new Customer Asset form via a Command on the Work… Continue Reading Open and prepopulate fields onto a new form in Resco using JSBridge

I had a requirement for providing push notifications on the Field Service mobile application for Field Engineers when a Work Order is Scheduled to them.   Resco provide some Workflow Activities already in their solution. One being the ‘Send Chat Message’ Workflow. I am triggering this workflow on change of… Continue Reading Resco Chat Messages & Push Notifications for Field Service

If you have lots of users which need their work hours added into CRM, it can take a long time to manually set up each user through the user interface. Below is the code to update user’s work hours in bulk for a regular 9am-5pm schedule and will also reflect… Continue Reading Bulk update user work hours for the Schedule Board

Below is another example of a Booking Rule as well as an interesting find. This new Booking rule fetches the Characteristics from both the Resource and the Work Order and compares them to see if the Resource is valid to do the job. First of all it will check if… Continue Reading Field Service – Another Booking Rule example

You may have found text pop ups when using and navigating the Resco Mobile App. But what if you need to edit the message of the Alert? Here’s how you do it!   Go to Localizations   Drop down the ‘Standard App UI’ and click on ‘Alerts’   When I… Continue Reading Edit System Alerts in Woodford

I will demonstrate in this post how you can send a simple dynamic HTML email in Resco CRM.   In this example I want to send an email to the Customer when the Work Order Schedule Status Reason field is marked as ‘Planned’. Below is a screenshot on my full… Continue Reading Resco CRM – Sending a simple dynamic HTML Email

In this article I will go into detail of creating a Booking Rule and will also show an example of one.   Below is a working piece of source code which when a Resource Requirement is placed on the Schedule Board, runs a query to retrieve the Work Order ID… Continue Reading Field Service – Booking Rule example

Here I will go into detail on how you can retrieve data from other entities without the need for code!   Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve data from. In my example I want to retrieve the… Continue Reading How to fetch data from other Entities in Woodford (Without code)