Mobile Notes

Field workers can create structured notes. Notes can be categorized by a main category and sub-category, both specified in the OMD web fronted.

showNoteIcon
Type Default Value Example Android HTML 5
Boolean true false + +

When notes are created by the mobile worker, an e-mail is sent to the recipients as specified on the territory's entry in OMD. The list of recipients can be adapted by entering another list of recepient's on the category level itself. By checking the Territory in CC button, the note is send to the specified addresses with a CC to the list of recipients mentioned on the Territory entry. The layout of the e-mail can be controlled by the taskAttachmentNoteTemplate, an XSLT document reflecting the requested transformation of the notes XML document.

A template could look similar to this stylesheet:

<xml version="1.0" encoding="UTF-8"?>
<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
         <xsl:output media-type="text/html"/>
         <xsl:template match="//omd.domain.s4.TaskAttachment">
                <html>
                     <body style="font-family:arial">
                         <p>Dear Depot Manager,
                         </p>
                         <p>
                         A note for customer <xsl:value-of select="../@name"/> 
                         (<xsl:value-of select="../@accountNumber"/>) in trip 
                         <xsl:value-of select="../@taskGroupId"/> has been forwarded 
                         to you.
                         </p>
                         <p>

The content of this note is:

                         </p>
                         <p style="font-weight: bold">
                         <xsl:value-of select="@content"/>
                         </p>
                         <p style="font-weight: bold">
                         <xsl:value-of select="@reference"/>
                         </p>
                         <p>
                                     <a      href="http://www.optimizemyday.com/omdservices-basic/Configuration/{../@configurationId}/Report/Task/{../@externalId}?subType=servicesheet_external&amp;amp;full=true">View the Internal Delivery Report</a>

                          </p>
                      </body>
                </html>
       </xsl:template>
</xsl:stylesheet>

The templates need to be specified in the Templates form of the settings. They are applied server-side. OMD Mobile only provides an activity to enter a note. This note will be attached to the task as any other attachement, with subtype note.

taskAttachmentNoteTemplate
Type Default Value Example
String Undefined See above.

The server preference taskAttachmentNoteSubject customizes a note-email's subject, otherwise the static text "Note" will be used. If the preference contains the name of an existing template, the template will be used to generate the note's subject.

taskAttachmentNoteSubject
Type Default Value Example
String Note Note from OMD Mobile

Similar to the notes, an e-mail is sent to the recipients specified on the territory's entry in OMD if the mobile worker has captured a picture. The layout of the e-mail can be controlled by the taskAttachmentImageTemplate, an XSLT document reflecting the requested transformation of the note's XML document.

taskAttachmentImageTemplate
Type Default Value Example
String Undefined Similar to the note template.

The server preference taskAttachmentImageNoteSubject customizes an image-email's subject, otherwise the static text "Image" will be used. If the preference contains the name of an existing template, the template will be used to generate the note's subject.

taskAttachmentImageNoteSubject
Type Default Value Example
String Image Image from OMD Mobile

Normally, the territory is retrieved from the territory as specified on the task. However, in some cases, one may want to use the territory to which the assigned resource is working in. In that case, one may use the retrieveTerritoryFromResource preference (note that this preference is a server preference, not a flow preference).

retrieveTerritoryFromResource
Type Default Value Example
String Undefined See above.

By default, a note must contain text entered by the mobile worker. If the note category and sub-category are sufficient to process the notes, one may choose to allow the notes to be empty, i.e. the mobile worker will not have to specify text before confirming the note on the device.

allowEmptyNote
Type Default Value Example Android HTML 5
Boolean false true + +

Photos can be attached to a mail that is created from a note. They can either be selected from the Android Gallery on the mobile device, or they can be shot on the mobile device while creating the note. This feature is activated within the notes view on the device by setting the flow preference allowNotePictures.

allowNotePictures
Type Default Value Example Android HTML 5
Boolean false true + -

See the server preference sendNoteImageEmail for more details.

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