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

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)

This post will go into detail on the current state of Reporting for Field Service Mobile version 9.1. Below is just showing evidence of the version number of the app I was running. Mobile Reports One way of developing custom reports for Field Service is created Mobile Reports. These are… Continue Reading The state of Reporting for Field Service Mobile version 9.1

If you have been using Resco Mobile CRM for a while you may have realised that by default the mobile app does not update certain changes while you are in offline mode. One example would be that a back office user has deleted a record in CRM but that record… Continue Reading Plugins in Resco Woodford – “The secret setting”

This article will go into how you can use the JSBridge for Resco to streamline and automate processes. This example will demonstrate how you can add Order Products to an Order just by scanning products within the CRM system. I will assume that you already know how to create custom… Continue Reading How to add an Order Product to an Order using the Barcode Scanner with Resco Mobile CRM

This article will go into detail on how to create a report using SSRS which will run for one or more selected records. Firstly you should create two reports: Main Report Sub Report You can call these what ever you like.   Within the Main Report you should create a… Continue Reading How to create a SSRS Report for one or more selected records

In this post I will go through how you can create a SSRS Report parameter which contains Option Set values. To get all the values of your Option set, you will need to use the FetchXML below: <fetch> <entity name=”stringmap” > <attribute name=”attributevalue” /> <attribute name=”value” /> <filter type=”and” >… Continue Reading How to add an Option Set as a parameter in a SSRS Report

In FieldOne Sky and Field Service you can create Booking Alerts which get displayed on the Schedule Board. First of all you go to the Schedule Board and click on the Actions tab and in the drop down list click on New Booking Alert.   This will open up a… Continue Reading Field Service – Booking Alerts