Introduction
Recently, we had a business requirement where we wanted to change the status of Bookable Resource Booking record from ‘Entity List’ in Resco mobile app. So, in order to achieve this functionality we have used ‘Custom Command’ of ‘Entity List’.
Follow the steps given below to add ‘Custom Command’ on the ‘Entity List’.
1. Navigate to the entity (e.g. Bookable Resource Booking) in Woodford Configuration Tool, open ‘Entity List’ (for which you want to add a ‘Custom Command’) and click on the ‘Buttons’ in order to open Commands window.
Please refer below screenshots:
2. Then click on ‘New Command’ button in order to add new Command for that ‘Entity List’, and provide an appropriate name for the same (e.g. custom_ChangeStatus).
Please refer below screenshot:
3. Develop a HTML file with Java Script code for updating status of Bookable Resource Booking entity record.
Note: While developing, you will need to use ‘JSBridge reference file’ and use its MobileCRM.UI.EntityList.onCommand(“custom_ChangeStatus”, function (entityList){} funtion in order to get access to all the Resco Functions.
Code snippet:
<!DOCTYPE html><html xmlns="http://www.w3.org/1999/xhtml"><head><title></title><meta charset="utf-8" /><meta http-equiv="X-UA-Compatible" content="IE=edge" /><meta name="viewport" content="initial-scale=1, user-scalable=no" />
<link href="CSS/bootstrap.css" rel="stylesheet" /><script src="JSBridge.js"></script><script type="text/javascript">
var brbRecord = null;
var brbID = null;
function fnLoad() {
try {
//function to capture command of Bookable Resource Booking entity list
MobileCRM.UI.EntityList.onCommand("custom_ChangeStatus", function (entityList) {
//Storing id of the record on which command is executed
brbID = entityList.context.entities[0].id != null ? entityList.context.entities[0].id : null;
//Check if Bookable Resource Booking contains data
if (brbID != null) {
//Load Bookable Resource Booking record using id
MobileCRM.DynamicEntity.loadById("bookableresourcebooking", brbID, function (Entity) {
//Set Booking as In-Progress
Entity.properties.bookingstatus = new MobileCRM.Reference("bookingstatus", "53F39908-D08A-4D9C-90E8-907FD7BEC07D", "In Progress");
//Set Actual Arrival Time
Entity.properties.msdyn_actualarrivaltime = new Date();
//Save the Bookable Resource Booking record
Entity.save(
function (err) {
if (!err) {
// store the Bookable Resource Booking id for further use
var brbID = this.id;
}
else
MobileCRM.bridge.alert(" An Error Has occurred \n" + err);
}, null);
})
}
});
} catch (e) {
MobileCRM.bridge.alert("An Error Has occurred " + e);
}
}
</script>
</head><body onload="fnLoad();">
</body></html>4. Then add this HTML File (with Java Script Code) in ‘Offline HTML’ section of Woodford.
Please refer below screenshot:
5. After uploading the HTML File, add an ‘IFrame’ on the ‘Entity List’ of Bookable Resource Booking entity.
Please refer below screenshots:
6. After adding the ‘IFrame’ on ‘Entity List’, save the ‘Entity List’ and publish the Resco Project on 11.2 or higher version.
Please refer below screenshot:
Note: The Custom Commands of the Entity Lists are only supported in Woodford Version 11.2 and higher.
7. Then sync the Resco Mobile App with Dynamics 365 CRM.
8. Once the Resco Mobile App is synced, navigate to the Bookable Resource Booking entity, Swipe Left on any record and click the ‘Start’ button to update the record.
Please refer below screenshots:
Conclusion
As illustrated above, you can now add your own Custom Buttons on Entity Lists using Custom Commands.
