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In either the Winter 17 iPad App or Field Service App, is there an option to view Location History and Records?

Sushi Chef
Sushi Chef

In either the Winter 17 iPad App or Field Service App, is there an option to view Location History and Records?

I like the "Account History and Records" section of the iPad App and FSA, but for us this produces a list with too many Work Orders in, such that it is not user friendly.  Our Accounts have many Locations and when an Engineer is looking at a WO, it is only really useful to see previous WOs for that Location.  Is this functionality that exists already, or can it be achieved some other way?

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Pastry Chef
Pastry Chef

Re: In either the Winter 17 iPad App or Field Service App, is there an option to view Location History and Records?

Hello Aidan.

We created a custom advanced download criteria for the work order object which matches the record id of the location on the work order being work on in the FSA mobile app to other work orders. This way, work orders at that location are automatically downloaded to the FSA. Then we created an SFM Search which allows the engineer to easily search for those work orders by location. We only go back 6 months, but it has been sufficient to get an idea of what work has been done recently at a given location.