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Nick Sauer

FSL Service Report Template - Functionality Improvements

Customer Experience

FSL Service Report Templates have a number of limitations that make them very difficult to use.  See other Ideas for Conditional Field Layout, HTML Section, Page Break and Text Wrap Ideas/Issues.

Separately, the following should be addressed:
  1. Mobile App - Service Appointment for Work Order layout is the defaulted template, and this is not changeable by the User.
    1. This causes any mobile-created ServiceReport to be attached to the ServiceAppointment instead of the parent WorkOrder
    2. There is no configuration to control this, and the api will not allow reparenting of the ServiceReport.
    3. As such, the current workaround is to:
      1. Clone the ServiceReport
      2. Link to parent WorkOrder (problem here is that the WorkOrder template version will override so this is not a like for like reparenting and thus usable in only limited scenarios).
      3. Delete old ServiceReport
      4. Delete old file against the ServiceAppointment
    4. Effectively, the only viable approach is to wait for File to be created from the ServiceReport, clone the File, reparent to the WorkOrder, and clean up the File/ServiceReport on the ServiceAppointment.  There is no way to move the ServiceReport itself, so it becomes essentially useless.
  2. At the config level the ServiceReport available on mobile should be defineable so the customization is not required.  As from the above, make the ServiceReport more customizable from the api, as opposed to an inaccessible intermediate object as it is today. 
  3. Remove the 'Create and Send Report' button - allow configuration of this selection so it can be removed.
  4. Make the ServiceReport accessible in metadata so it can be migrated. 
  5. Allow Clone of existing template.

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Nick Sauer

2 years ago

140 Points Open
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