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Replace Field Settings into the Customer Service Report

Replace Field Settings into the Customer Service Report and eSign it in minutes

Aug 6th, 2022

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How to Replace Field Settings into the Customer Service Report

4.8 out of 5

41 votes

This is a new reporting feature for the new PowerApps-based Field Service mobile. Tt is fully offline supported and its integrated into the application with a PCF control and so the basic scenario is the service technicians on site whether theyre um in a in a basement or somewhere with with good wi-fi accessand connectivity on their phone they will be able to consistently pull up a report show it to theircustomer draw signatures or you know sometimes the technician themselves have to sign off on thework theyre done so they would sign themselves and then send that to their send that to the customer as a record of work that was completed we generally refer to this as a servicereport the service report is integrated into the application as a pcf control so currently it will be a pro a professional developer developed report we would provide this pcf control as a sample an example that the developer can work against so they would download this package that

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do you create a service report in field service?

To create a service report in the app, navigate to a service appointment, work order, or work order line item. Tap the action icon, then tap Create Service Report. If the service report template includes a signature section, youre prompted to Sign Confirm.

Where is field setting in Excel?

In the PivotTable, select the field of interest. This displays the PivotTable Tools tab on the ribbon. On the Analyze or Options tab in the Active Field group, click Field Settings. The Field Settings dialog box displays labels and report filters; the Values Field Settings dialog box displays values.

How do you edit a field service report template?

From Setup, enter Service Report in the Quick Find box, then click Service Report Templates under Field Service. Click New, or click Edit next to a report template youd like to adjust.

How do I change the field settings in a pivot chart?

Select a field in the Values area for which you want to change the summary function of the PivotTable report. On the Analyze tab, in the Active Field group, click Active Field, and then click Field Settings. The Value Field Settings dialog box is displayed. The Source Name is the name of the field in the data source.

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