This is a new reporting feature for the new PowerApps-based Field Service mobile.
Tt is fully offline supported and it's integrated into the application with a PCF control
and so the basic scenario is the service technicians on site whether they're um in a in a
basement or somewhere with with good wi-fi access and connectivity on their phone they will be able
to consistently pull up a report show it to their customer draw signatures or you know sometimes the
technician themselves have to sign off on the work they're 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 service report 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 we will provide it would have all of our
template report available to them that they can view and see how we created the sample report
they would update their branding they would update their logos in the report
any if there's additional data or layout areas they would need to do they would have to do that
and then they could publish this this pcf control back consider org just like any other pcf control
and then the reporting functionality would light up in their application or on the web
and we will demonstrate that this today um so i think with that let's just jump in we
can show a few examples on and show how it works consistently on the web and mobile
and then uh talk a little more about questions and answers if you have anything
so first let's let's just show mobile first this is the primary use case on mobile so
for example i have a booking generally this would happen after the booking is complete
just for demo purposes i just have a new booking very simple to execute the report
so in the commanding bar there's a more option currently my application is offline i would click
report and there it is um the report itself is there's a preview shown directly on the page
uh depending on the the width of your device or you may have to scroll a little bit to see
both borders but all the data in the report is pulled down from if you're offline it's
pulled from the device devices cache if you're online it would start with the devices cache
and work follow the standard online offline behavior of the application um this sample report
uh is what we're shipping out of the box that you can you know this is a reference to update
um it would populate products and services and continue to populate those type of details uh as
many as there are on the work order there's also a signature field we use a standard signature field
from the bookable resource booking form on this but we also position it below the report so you
know the general workflow would be flow would be you review this report with your customer
they can see the details of what was done it's okay you go down below you can sign it let me try
this check and so i accepted the signature and the signature is now on the report preview so they're
previewing exactly what they would ultimately get in their inbox okay i've just saved this report
and now you can go back to your notes tab you can see in the time
sorry let me save this report again
this is still a work in progress so if there's any
minor bugs we would be working those out okay so currently it's not stepping back
to the timeline but normally you would be the flow here would be you save this back to your timeline
you would show your report go to a separate work order which should have a report saved to it
yeah so in this case we've we've been testing quite a few in this org there's a number of
reports saved so generally when you click save it would save it back to your timeline and you'd be
able to access your report from there you could open it up on your device and then
if you so choose you can see this is the report that you had previewed before you can also you
know use your standard device controls to send the report on the back end you could also create
a power automate flow to automatically detect when a new report is saved against a booking
and then automatically mail that to the booking or as you so choose and as you set up that flow
we can also demonstrate the same thing works in the field service app module from the desktop
client so again there is a report button here this is the nice preview of the report in this
case i have no products and service tests set up in this org again you have your signature
there's a signature and you can save your report
in this case it will save to my house be able to download to my desktop so i can
do whatever i want with it and then it is saved back to your timeline
where you can also open it on your desktop and see that report okay and so that's that's the
basic flow of this report um i think uh other things that to point out is we would support uh
online offline when you're offline uh one caveat is you have to have the data available to the
report in your offline profile if it's just pulling in data from the typical work order
generally that would already be available but if you're you're pulling other entities that may
not be directly associated with that work order you'd have to make sure that they are included in
your offline profile for it to be downloaded to the device and available for the report
um also the you know this the person that's generating the report doesn't
have to be the technician as we demonstrated it works on the web
so you know if the back office need to regenerate the report after the fact
they could always do that against the booking bookable resource booking in the work order
um i think that's you know in a nutshell that summarizes it uh you have any questions dave
yeah uh thanks jonathan so without getting into the details what's the general flow
of how i would go about customizing the report to change the field and maybe put in my my personal
needs logo at the top um what uh you said it's a developer experience but can you just maybe
at a very high level say what that flow would look like yeah so we um we'll as i mentioned
we'll make the available a uh biscuit zip file with all the source code of this report
we'll actually provide a package which will actually be a solution so you can install this
demo this um see how it enter how it functions but we'll provide the source code as well
and the developer would download the source code they could use whatever their favorite ide is to
you know that they would they would work with this in the uis you know basic html css javascript
built in react and they would they would need to modify you know if they if they like the current
report the out-of-the-box report they it should be pretty straightforward you know update a logo
maybe update uh font or something like that you know depending on their corporate style guide
if they need additional fields and things it will be up to them to to lay out the new report um you
know using css and and um you know developing the the ui of this we will have you know the sample
report does have include the api calls to show you how you get your data from your device and things
like that so it'd really be just replicating that for every new field you'd be adding to the report
from there you would you know you save that package up uh the platform provides
pcf tools it will allow you to upload that package publish it back to your
organization and with that publish it would suddenly become available to your users.