The following are my responses to your questions:
2) I created a new report "maitenance ticket" and am having some trouble with some of the fields. I have in the report Activity.Name, Activity.phonenumber, and Activity.mobilephone that show no information, even though there is information in the contact record? Is there another field I should be using?
The field names that you want to choose are Activity.ContactName, Activity.ContactPhone, and Acticity.ContactMobile. If you are basing your report on the Work Order report that we have available called FieldService_WorkOrder, then the above fields represent the customers information that you have in Field Services.
3) As a test I put multiple items on a work order, how do i get those to show on the report? I added the field Activity.jobitems.item once and that did not do it. So I added it a couple of times and that didn't do it either. Like I said earlier a report showing what fields line up with what parts of the program would be great and a little description too.
We have a report which I recommend you start off with and it is called FieldService_WorkOrder. In regards to the field that you are referring to, the field that you are looking for is ActivityJobItems.Activity.Item.
4) Is there a way to schedule without the time? We do a lot of sequence based scheduling and having to schedule work orders with the time is kind of a pain. Or if I have to schedule with the time, is there a way that it will not print on the work orders as this could lead to customer service issues?
When you create the work order, if you are referring to the information in the Date Start and Date End which includes the date and the time for those respective dates, the time in Method can’t be removed.
In the report designer though, you can make changes to properties of the field. I recommend thought that you first make a copy of the report before making any changes in the fields. In the FieldService_WorkOrder report, just under theActivity.Comments field, there are two fields called Activity.DueDateStart and Activity.DueDateEnd. When you select the first field, you will see a small boxed arrow pointing to the right on the top right hand side of the field. When you click on that, you will have the option of changing the format of the output.
If you click on the … button in the “Format String” section, you will see the category DateTime where you will then need to select the choice of dd/MM/yyyy or a similar standard date choice for formatting purposes but without the time formatting such ash:mm tt. You can then attach this report to the Print Work Order button through actions when you are making customizations if you are going to be making these changes to the new report.
5) Can a line break be added in an item description? Or can an item have sub assemblies that can print with the item on a work order?
If you look at the FieldService_WorkOrder report, if you right click in white space area within the DetailReport – “Activity.Activity.JobItems.Activity”, you can select Insert Detail Report which will be unbound where you can add the other items from the work order.
I hope that this helps.