Filtered Lookup in Resco Mobile App

We have talked about Lookup filters for Dynamics 365 web app for many occasions in this blog. Now we will see how to implement this in Resco Mobile app for Field Service. This customisation has to be done through Resco Woodford Solution Customisation application.

Suppose we have below related entities in our scenarios;

What this means is Locations are associated to Accounts. When we set a Location to an Asset we don’t need to see entire list of Locations, but can pick one from the list which are associated to the Account of the Asset. Now this is a typical candidate for a Filtered lookup.

This filtering needs two steps;

1) Create new Lookup view in Location Entity

Create a new View, in fact Clone from Default View. Then Rename the view name accordingly and select Lookup as type.  Check Hide in View Selector since we don’t need to list this as a view in usual browsing.

Now Click Edit filter and add Condition to set Account and click Set Variable which result you with a pop-up to set it. Now select Asset from the Variable Selector and set Account field within it. This is because we are planning to use this to filter by Account Id when we are in Asset Entity.

2) Set newly created Lookup view to Lookup field in Asset

Now go to Asset Entity and Open the form we need to set the filter. Add the Location field and Open the Properties. Then we have to set newly created Lookup as the Initial View by clicking relevant checkbox. Also we have the option to keep the other view or hide it by clicking the check of in the beginning of the row.

Now click Publish All and check the Mobile App after synchronising.

Track Field Technicians locations through Resco Mobile App

We are provided a very strong insight in to Scheduled Jobs’ location and Resource’s suggested path in Dynamics 365 Field Service Schedule Board. In fact, we can optimise the route, prioritise Bookings in terms of geographical location considering and travel time and etc. Anyway, how we going to track what Field Technicians’ real locations are?

Here I am going to explain how to do that.

1) Associate Google Map API Key to Woodford Solution

a. If you don’t have a Google Map API key, sign-up here and retrieve one. Once you register you get $300 worth credits free. It will ask for a credit card number for authenticity, just like in Azure registration, but nothing will be charged, without your consent after fully consumption of free credits.

b. Now go to Settings > Solutions and Open Resco MobileCRM Woodford solution and click Configuration. Then paste the key and save.

c. Now there is a way to check if Key is valid and correctly associated. Browse to Settings > MobileCRM > Mobile Auditing. Then click Mobile Auditing Map link. If a Map is loaded without any issue, everything is in order.

Otherwise you will get below error message.

2) Configure Map for Users

Now go to User Form Customisation and click Web Resource.

Allocate resco_MobileCRM/MapIframe.html web resource as shown below. Also make sure to click “Pass record object-type code and unique identifier as parameters” Then save and publish.

3) Check how its working

Now Browse to User Form of the Field Technician you want to track the location. You will see points within the map in newly added Iframe where User/ Field Technician performed any action with the Resco Mobile App as below.