Exposing Service Orders Screen to the Mobile App

Hi @plmainard,

did you ever find a solution to this?

Thank you for the quick and detailed response @RaphaelPfaff12!

Worked great!

@Matthew Shaw You have to add the screen, fields, actions, etc to the page.

If you haven’t already, I highly recommend going through the Mobile Development learning path in Acumatica University. 

I have successfully added screens FS3001PL & FS300100 to mobile, using the already existing FS300200 & FS400100 as a guide of how to use the code. 

The code I used is posted below, if you would like to use it, but again explore the learning path!
 

update sitemap {
  # service order screen
  add item "FS300100"{
    displayName = "Service Orders"
    visible = False
  }

  # service order list screen
  add folder "ServiceOrderList" {
    type = HubFolder
    isDefaultFavorite = True
    displayName = "Service Order List"
    icon = "system://Ticket"
    add item "FS3001PL" {
      displayName = "Service Orders"
    }
  }  

  # Service Order report
  add item "FS641000" {
    visible = False
  }
}

add screen FS3001PL {
  type = FilterListScreen
  add container "Filter_"{
    add field "Branch"  {
      selectorDisplayFormat = KeyDescription
    }
  }
  add container "Result"{
    fieldsToShow = 8
    add field "OrderNbr" {
      listDisplayFormat = CaptionValue
    }
    add field "Date" {
      listDisplayFormat = CaptionValue
    }
    add field "Status" {
      listDisplayFormat = CaptionValue
    }
    add field "Customer" {
      displayName = "Cust. ID"
      selectorDisplayFormat = KeyDescription
      listDisplayFormat = CaptionValue
    }
#    add field "Location" {
#      displayName = "Loc. ID"
#      selectorDisplayFormat = KeyDescription
#      listDisplayFormat = CaptionValue
#    }
    add field "Description" {
      displayName = "Description"
      listDisplayFormat = CaptionValue
    }
    add field "InvoiceTotal" {
      listDisplayFormat = CaptionValue
    }
    add containerAction "EditDetail" {
      behavior = Open
      redirect = True  
    }
    add containerAction "Insert" {
      icon = "system://Plus"
      behavior = Create
      redirect = True
    }
  }
}

add screen FS300100 {
  # not sure what this does, but appointment does it.
  openAs = Form

  # default container required.
  add container "ServiceOrder" {
    # how many fields to show on summary page
    fieldsToShow = 5
    # layout for the header
    add layout "ServiceOrderHeader" {
      layout = "HeaderSimple"
      # row 1 of header
      add layout "ServiceOrderHeaderRow1" {
        layout = "Inline"
        add field "OrderNbr"{
          listPriority = 99
          listDisplayFormat = CaptionValue
        }
        add field "Status"{
          listPriority = 98
          listDisplayFormat = CaptionValue
        }
      }
      # row 2 of header
      add layout "ServiceOrderHeaderRow2" {
        layout = "Inline"
        add field "ServiceOrder#EstimatedTaxTotal" { displayName = "Tax" }
        add field "InvoiceTotal"{
          listPriority = 97
          listDisplayFormat = CaptionValue
        }
      }

#      # can not figure out how to show remaining bal here and on totals tab
#      # row 3 of header
#      add layout "ServiceOrderHeaderRow3" {
#        layout = "Inline"
#        add field "TotalsPrepaymentTotals#ServiceOrderUnpaidBalance" {displayName = "Unpaid Balance"}
#      }
    }

    # start of summary tab layouts

    # service order & show on map button
    add layout "ServiceOrderTypeLine" {
      displayName = "ServiceOrderTypeLine"
      layout = "Inline"
      add field "OrderType" {
        selectorDisplayFormat = KeyDescription
        weight = 2
        selector {
          fieldsToShow = 2
          add field "OrderType" {
            listDisplayFormat = CaptionValue
          }
          add field "Description" {
            listDisplayFormat = CaptionValue
          }
        }
      }
      add recordActionLink "ViewDirectionOnMap"
    }
    #add field "OrderNbr" # cant show here and in header...

    # customer information
    add field "Customer"{
        listPriority = 92
        listDisplayFormat = CaptionValue
      }
    add field "Location"
    add layout "BranchLine" {
      displayName = "BranchLine"
      layout = "Inline"
      add field "FinancialFinancialInformation#Branch" {
        selectorDisplayFormat = KeyDescription
        selector {
          fieldsToShow = 2
          add field "BranchID" {
            listDisplayFormat = CaptionValue
          }
          add field "AcctName" {
            listDisplayFormat = CaptionValue
          }
        }
      }

      # branch location
      add field "BranchLocation"{
        selectorDisplayFormat = KeyDescription
        selector {
          fieldsToShow = 2
          add field "BranchLocationID" {
            listDisplayFormat = CaptionValue
          }
          add field "Description" {
            listDisplayFormat = CaptionValue
          }
        }
      }
    }

    # Service Orderdescription
    add field "Description"{
        listPriority = 91
        listDisplayFormat = CaptionValue
      }

    # add attributes to Summary
    add containerLink "Attributes"

    # note text for service order
    add field "NoteText" {
      textType = PlainMultiLine
    }

    # staff commetents for service order (formally longdesc)
    add field "StaffComments" {
      textType = PlainMultiLine
    }

    # financial colapsable layout
    add group "FinancialSettingsGroup" {
      displayName = "Financial Information"
      collapsable = True
      collapsed = True
      add field "FinancialFinancialInformation#BillingCustomer" {
        special = AllowEdit
        selectorDisplayFormat = KeyDescription
        pickerType = Searchable
        selector {
          fieldsToShow = 2
          add field "CustomerID" {
            listDisplayFormat = CaptionValue
          }
          add field "CustomerName" {
            listDisplayFormat = CaptionValue
          }
        }
      }
      add field "FinancialFinancialInformation#BillingLocation" {
        forceIsVisible = True
        special = AllowEdit
        selectorDisplayFormat = KeyDescription
        selector {
          fieldsToShow = 2
          add field "LocationID" {
            listDisplayFormat = CaptionValue
          }
          add field "LocationName" {
            listDisplayFormat = CaptionValue
          }
        }
      }
    }

    # address collapsable layout
    add group "AddressGroup" {
      displayName = "Address"
      collapsable = True
      collapsed = True
      add field "SettingsAddress#AddressLine1"
      add field "SettingsAddress#AddressLine2"
      add layout "CityLine" {
        displayName = "CityLine"
        layout = "Inline"
        add field "SettingsAddress#City"
        add field "SettingsAddress#State" {
          selectorDisplayFormat = KeyDescription
          listDisplayFormat = CaptionValue
          selector {
            fieldsToShow = 2
            add field "StateID" {
              listDisplayFormat = CaptionValue
            }
            add field "StateName" {
              listDisplayFormat = CaptionValue
            }
          }
        }
      }
      add layout "CountryLine" {
        displayName = "CountryLine"
        layout = "Inline"
        add field "SettingsAddress#Country" {
          selectorDisplayFormat = KeyDescription
          listDisplayFormat = CaptionValue
          selector {
            fieldsToShow = 2
            add field "CountryID" {
              listDisplayFormat = CaptionValue
            }
            add field "Country" {
              listDisplayFormat = CaptionValue
            }
          }
        }
        add field "SettingsAddress#PostalCode"
        add recordActionLink "ViewDirectionOnMap"
      }
    }

    # contact collapsable layout
    add group "ContactGroup" {
      displayName = "Contact"
      collapsable = True
      collapsed = True
      add field "SettingsContactContact#Contact" {
        selectorDisplayFormat = KeyDescription
        selector {
          fieldsToShow = 2
          add field "Contact" {
            listDisplayFormat = CaptionValue
          }
          add field "Email" {
            listDisplayFormat = CaptionValue
          }
        }
      }
      add field "SettingsContact#Email" {
        special = EmailSend
      }
      add layout "PhoneLine" {
        displayName = "PhoneLine"
        layout = "Inline"
        add field "SettingsContact#Phone1Type" {
          special = PhoneCall
        }
        add field "SettingsContact#Phone1" {
          special = PhoneCall
        }
      }
    }

    # add a details tab    
    add layout "DetailsTab" {
      displayName = "Details"
      layout = "DataTab"
      add containerLink "Details"
    }

    # add Appointments tab
    add layout "AppointmentTab" {
      displayName = "Appointments"
      layout = "DataTab"
      add containerLink "Appointments"
    }

    # totals tab
    add layout "TotalsTab" {
      displayName = "Totals"
      layout = "Tab"
      add group "SrvOdrTotalsGroup" {
        displayName = "Service Order Totals"
        add layout "ServiceOrderTotalLine" {
          displayName = "ServiceOrderTotalLine"
          layout = "Inline"
          add field "TotalsServiceOrderTotals#EstimatedTaxTotal"
          add field "TotalsServiceOrderTotals#EstimatedTotal"
        }
      }
      add group "TotalsGroup" {
        displayName = "Appointment Totals"
        add layout "LineTotalLine" {
          displayName = "AppointmentTotalsLine"
          layout = "Inline"
          add field "TotalsAppointmentTotals#ActualBillableTotal"
          add field "TotalsAppointmentTotals#ActualTaxTotal"
        }
        add field "TotalsAppointmentTotals#InvoiceTotal"
      }      
      add group "PrepaymentTotalsGroup" {
        displayName = "Prepayment Totals"
        add layout "PrepaymentTotalsLine" {
          displayName = "PrepaymentTotalsLine"
          layout = "Inline"
          add field "TotalsPrepaymentTotals#PrepaymentReceived"
          add field "TotalsPrepaymentTotals#PrepaymentApplied"
          add field "TotalsPrepaymentTotals#PrepaymentRemaining"
        }
        add layout "SOPrepaymentTotalsLine" {
          displayName = "SOPrepaymentTotalsLine"
          layout = "Inline"
          add field "TotalsPrepaymentTotals#ServiceOrderUnpaidBalance"
          add field "TotalsPrepaymentTotals#ServiceOrderBillableUnpaidBalance"
        }
      }
      add containerLink "Prepayments"
    }

    # add ability to save changes for Service Order
    add recordAction "Save" {
      behavior = Save
    }

    # confused
    add recordAction "Cancel" {
      behavior = Cancel
    }    

    # add schedule appoitnment to 3 dots
    add recordAction "ScheduleAppointment"{
      displayName = "Create Appointment"
      behavior = Void
      redirect = True
    }

    # add ability to create new Service Order
    # I disabled this to get rid of the + symbol. may now add new service
    #    orders via new summary page FS3001PL similar to appointments
#    add recordAction "Insert" {
#      behavior = Create
#    }

    # Preview Service Order report
    ## Currently not working...
    add recordAction "PrintServiceOrder" {
      displayName = "Preview Report"
      behavior = Record
      redirect = True
    }

    # open address in google maps
    add recordAction "ViewDirectionOnMap" {
      behavior = Void
      redirect = True
    }
  }

  # Setup Appointments Container
  add container "Appointments" {
    fieldsToShow = 5
    add field "AppointmentNbr" {
      # this adds the icon next to Appoitnment Nbr to link to appointments screen
      special = AllowEdit      
      listDisplayFormat = CaptionValue
    }
    add field "Status" { listDisplayFormat = CaptionValue }
    add field "ScheduledStartDate" { listDisplayFormat = CaptionValue }
    add field "ScheduledStartTime"  { listDisplayFormat = CaptionValue }
    add field "InvoiceTotal"  { listDisplayFormat = CaptionValue }
    add field "Appointments#NoteText" { listDisplayFormat = CaptionValue }
    add field "StaffComments" { listDisplayFormat = CaptionValue }
  }

  # details container setup  
  add container "Details" {
    fieldsToShow = 8
    listActionsToExpand = 1
    formActionsToExpand = 2
    containerActionsToExpand = 1
    add layout "RefNbrLine" {
      displayName = "RefNbrLine"
      layout = "Inline"
      add field "RefNbr" {
        listPriority = 97
        listDisplayFormat = CaptionValue
      }
      add field "LineStatus" {
        listPriority = 96
        listDisplayFormat = CaptionValue
      }
      add field "LineType" {
        listPriority = 98
      }
    }
    add field "InventoryID" {
      listPriority = 99
      selectorDisplayFormat = Key
      pickerType = Searchable
      selector {
        fieldsToShow = 2
        add field "InventoryID" {
          listDisplayFormat = CaptionValue
        }
        add field "Description" {
          listDisplayFormat = CaptionValue
        }
      }
    }
    add field "Description" {
      listPriority = 94
      listDisplayFormat = CaptionValue
    }
    add layout "QuantityLine" {
      displayName = "QuantityLine"
      layout = "Inline"
      add field "EstimatedQuantity"
      add field "Quantity"{
          listPriority = 93
          listDisplayFormat = CaptionValue
        }
    }
    add field "UOM"
    add layout "LocationLine" {
      displayName = "LocationLine"
      layout = "Inline"
      add field "Warehouse" {
        selectorDisplayFormat = KeyDescription
        selector {
          fieldsToShow = 2
          add field "WarehouseID" {
            listDisplayFormat = CaptionValue
          }
          add field "Description" {
            listDisplayFormat = CaptionValue
          }
        }
      }
      add field "Location"
    }
    add field "LotSerialNbr"
    add group "PurchaseOrderSection" {
      displayName = "Purchase Order"
      collapsable = True
      collapsed = True
      add field "MarkForPO"
      add field "POSource"
      add layout "VendorGroup" {
        displayName = "VendorGroup"
        layout = "Inline"
        add field "VendorID" {
          pickerType = Searchable
          selector {
            fieldsToShow = 2
            add field "Vendor"
            add field "VendorName" {
              listDisplayFormat = CaptionValue
            }
          }
        }
        add field "VendorLocationID" {
          selector {
            fieldsToShow = 2
            add field "LocationID"
            add field "LocationName" {
              listDisplayFormat = CaptionValue
            }
          }
        }
      }
      add field "PONbr" {
        special = AllowEdit
      }
    }
    add group "BillingInformationGroup" {
      displayName = "Billing Information"
      collapsable = True
      collapsed = True
      add layout "BillingLine" {
        displayName = "BillingLine"
        layout = "Inline"
        add field "Billable"
        add field "FreeItem"
      }
      add field "UnitPrice" {
        listPriority = 91
        listDisplayFormat = CaptionValue
      }
      add field "ExtPrice" {
        listPriority = 90
        listDisplayFormat = CaptionValue
      }
      add field "UnitCost"
      add field "ExtCost"
    }
    add field "NoteText" {
      textType = PlainMultiLine
    }    
    add containerAction "Insert" {
      displayName = "Add New"
      icon = "system://Plus"
      behavior = Create
    }
    add selectionAction "Delete" {
      icon = "system://Trash"
      behavior = Delete
    }
    add recordAction "Delete" {
      icon = "system://Trash"
      behavior = Delete
      after = Close
    }
    add recordAction "Insert" {
      displayName = "Add Another"
      icon = "system://Plus"
      behavior = Create
    }
  }

  # attributes container setup  
  add container "Attributes" {
    attributes = True
    attachments {
    }
  }

  # prepayments container setup
  add container "Prepayments" {
    fieldsToShow = 4
    listActionsToExpand = 2
    formActionsToExpand = 2
    containerActionsToExpand = 1
    add field "ReferenceNbr" {
      forceIsDisabled = True
      listPriority = 99
      listDisplayFormat = CaptionValue
    }
    add layout "ApplicationDateLine" {
      displayName = "ApplicationDateLine"
      layout = "Inline"
      add field "ApplicationDate" {
        forceIsDisabled = True
      }
      add field "PaymentMethod" {
        listPriority = 97
        listDisplayFormat = CaptionValue
      }
    }
    add layout "PaymentAmountLine" {
      displayName = "PaymentAmountLine"
      layout = "Inline"
      add field "PaymentAmount" {
        forceIsDisabled = True
        listPriority = 98
        listDisplayFormat = CaptionValue
      }
      add field "AvailableBalance" {
        listPriority = 96
        listDisplayFormat = CaptionValue
      }
    }
    add layout "AppliedToOrdersLine" {
      displayName = "AppliedToOrdersLine"
      layout = "Inline"
      add field "AppliedToOrders"
      add field "Currency" {
        forceIsDisabled = True
      }
    }
    add field "NoteText" {
      textType = PlainMultiLine
    }
    add containerAction "CreatePrepayment" {
      behavior = Void
      redirect = True
    }
    add recordAction "ViewPayment" {
      displayName = "View Document"
      behavior = Void
      after = Close
      redirect = True
    }
    attachments {
    }
  }  
}