Suggest a new Idea

  • 1

    Agreement Booking Setup's Recurrence Settings to draw from Entity Fields

    Suggested by Boris KlimovitskyNew 0
    Category: Field Service

    Currently, the only fields the Agreement Booking Setups default to are the Start Date and End Date of the parent Agreement Entity. The other fields: Recurrence Patterns and Range of Recurrence (except Start Date) all have to be entered manually on each Agreement Booking Setup. (and Recurrence Pattern XML does not appear to accept XML generated via Workflow) It would be helpful if they were instead drawing from explicit Agreement Booking Setup fields (that don't necessarily have to be displayed to Users), so that those fields could be prepopulated by organizational defaults or set by Workflows to reduce data entry burden for Users on each and every Agreement Booking Setup. For example, if a User is allowed to select a Weekly recurrence pattern and the company only works a Mon-Fri schedule, the Days fields could be preset by Workflow to prepopulate on the Booking Recurrence form, saving the User 5 clicks per Agreement Booking Schedule. The User would still have the option to override the defaults manually. If a User selects End Recurrence to be Never, After, or By, different fields would appear - for After, the Number of Occurrences, for By, a Date field. These would populate the appropriate fields in the Recurrence Dialog. This doesn't seem like a huge click savings, but consider that these fields could be prepopulated by Workflow and thereby saving considerable data entry.

  • 1

    Adding New Inventory Adjustment Product

    Suggested by Chad NelsonNew 0
    Category: Field Service

    How about adding ANIAP button that appears once the record is saved instead of having the user click on the arrow on the Adjustment Number then click on Product and then click on Add New Inventory Adjustment Product.

  • 1

    Creating Product Inventory

    Suggested by Chad NelsonNew 0
    Category: Field Service

    How To Create Product Inventory- Currently not natively visible on main menu. Creates confusion as to how to add Product Inventory.

  • 0

    Global search on all attributes and entities bing like

    Suggested by Gary TomazevicNew 0
    Category: Field Service

    Multi entities and attributes search
  • 0

    Agreement Booking Setup's Recurrence Settings to allow Date/Time Fields

    Suggested by Boris KlimovitskyNew 0
    Category: Field Service

    Currently, if you examine the Recurrence Settings XML, the dates are just dates. That's inconsistent with the rest of the product, where dates are date/times. Trying to create Recurrence Settings via workflow fails because the date as dynamically set via Workflow is set as a date/time and there does not appear to be any way to strip the time from the date. Recurrence Settings should instead accept Date/Time fields as the rest of the product does; then workflow-set recurrence settings wouldn't fail.

  • 0

    Natively adding more to the Warehouse

    Suggested by Chad NelsonNew 0
    Category: Field Service

    OOTB warehouse is very bare. It would be nice to have a some native subgrids on warehouse showing related inventory & vice versus on the product record showing related warehouses and quantity.