Enable Service Call Creation for Inactive Customers

For Signature 18.04b06 or higher, new service calls cannot be created for inactive customers' service locations. If you want your technicians to be able to create new service calls for an inactive customer's service locations, you will need to make offline HTML modifications. 

To enable service call creation for only inactive locations, see Enable Service Call Creation for Inactive Locations or to enable for both inactive customers and inactive locations, see Enable Service Call Creation for Inactive Customers and Inactive Locations. (The directions for enabling service calls for both inactive customers and inactive locations combine the separate instructions.)

Update the New Service Call Form

To enable service call creation for inactive customers' service locations from the New Service Call Form: 

1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard. 
2. Enter the Email and Password and select Log in. 
3. In the left navigation, select Woodford.
4. Open the MobileTech Woodford project.
5. In the left navigation under Components, select Offline HTML.
6. Double-click entity.
7. Double-click servicecall.
8. Select servicecall-form_new.html. 
9. From the menu bar, select Edit.
10. In the Edit window, scroll down to  // ----- LOCATION ----- .

11. Locate the line if (afterVersion2018R6) {

12. Add the comment out slashes // to the front of the following line:
    customerLink.addFilter().where(SCHEMA.customer.Properties.isinactive, 'eq', 'false');
    

    View screenshot

    Add the comment out slashes as shown below:

    

13. Select Save in the Edit window.
14. Select Save.
15. Publish the project
16. Sync the devices.

Update the BOB Dashboard and BOB Fault List

You will only need to do these steps if you are using the Building Optimization Broker integration and you want to allow for service calls and service requests to be created for inactive customers' service locations.

Update the BOB Dashboard

To enable service call and service request creation inactive customers' service locations from the BOB Dashboard: 

1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard. 
2. Enter the Email and Password and select Log in. 
3. In the left navigation, select Woodford.
4. Open the MobileTech Woodford project.
5. In the left navigation under Components, select Offline HTML.
6. Double-click entity.
7. Double-click bobdata.
8. Select bobdata-list_dashboard.html. 
9. From the menu bar, select Edit.

10. In the Edit window, scroll down to the following line:  var dynamicActionItems = [];

11. You will need to remove the customer is inactive checks from the function treeViewItemSelected:

    1. In the following line, you will need to remove  || selected.equipment.iscustomerinactive
       if ((afterVersion2018R6 && (selected.equipment.islocationinactive || selected.equipment.iscustomerinactive)) || !canCreateCall) {


    2. In the same section, you will also need to remove: || selected.equipment.iscustomerinactive
       else if (afterVersion2018R6 && (selected.equipment.islocationinactive || selected.equipment.iscustomerinactive)) {
       

    View screenshot

    Remove the highlighted text:

    

12. Select Save in the Edit window.

13. Select Save.
14. Continue with the steps below.

Update the BOB Entity Form List

To enable service call and service request creation for inactive customers' service locations from the BOB Entity Form List: 

1. In MobileTech Administration, select Tools > Launch Resco Cloud Dashboard. 
2. Enter the Email and Password and select Log in. 
3. In the left navigation, select Woodford.
4. Open the MobileTech Woodford project.
5. In the left navigation under Components, select Offline HTML.
6. Double-click entity.
7. Double-click bobdata.
8. Select bobdata-list_entityform.html. 
9. From the menu bar, select Edit.

10. In the Edit window, scroll down to the following line: == LIST ITEM FUNCTIONS ===

11. In the following line, you will need to remove: || customer.properties.isinactive
    if ((afterVersion2018R6 && (location.properties.isinactive || customer.properties.isinactive)) ||

    View screenshot

    Remove the highlighted text:

    

12. Select Save in the Edit window.
13. Select Save.
14. Publish the project
15. Sync the devices.