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Mobile Redirect issue - New Create Opportunity action added to appointment and extended to Mobile won't redirect

  • 7 December 2022
  • 5 replies
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Customers of Field Service need to be able to schedule estimate/measurement appointments and provide their prospects with a quote.  To accomplish this, and minimize the errors and clicks, I have added an action to the appointment screen to create an opportunity.  It works perfectly in the UI and I can field update the opportunity with the customer id, contact info and a UDF to be populated with the service order nbr for linkage.

 

My main issue is that it is not redirecting in the mobile app and I am out of ideas on how to make this work.  I am not a developer but am very dangerous in no code workflow/customizations.

I have tried several combinations of various parameters and window modes.  When I click on the action in mobile it looks very much like it would like to redirect to Opp screen but it never does.  Help?? :-) 

 

 

Just for fun I tried adding these to no avail.  What’s weird is that when I looked at the XML I expected to see a line referring to the action NEWOPP since it is showing up in the appointment screen in the mobile app but there is nothing.

 

 

 

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Best answer by dgross54 12 January 2023, 16:47

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I would check the Screen WSDL for Appointments and see what your action is called there as this name would be important when adding

https://www.acumatica.com/blog/adding-a-status-to-the-acumatica-mobile-app-filter-for-field-service/

This has some info on how to look at this

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Hi Troy, I did and it is called NewOpp.  I am not a coder so what I am hoping to get is a basic understanding of some simple codes that I can use to modify the mobile app.  In this case it is I added both of the above examples and feel I am close.  My goal is to get the appointment action to open a new opportunity directly from the appointment screen.  I would be willing to pay someone for their time to show this to me.  acutech247@gmail.com if anyone is interested.

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Can you share the wsdl schema? Also which version is this being published on?

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Hi Troy, I got it to work.  I was SOOOOO close with my screenshots above.  Just needed to remove this line and it all went smoothly.  Thanks for responding!!

listActionsToExpand = 3

 

-David

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Thank you for sharing your solution with the community @dgross54 !

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