Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Field Service updates!Learn about the key capabilities and features of Dynamics 365 Field Service and experience some of the new features.
Download overview guide | Watch Field Service video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We have a custom field against each product or service on the Work Order that holds an Invoice Note.
I want to concatenate all of these notes together and hold them on the Invoice that is created when the Work Order is Posted.
Is it possible to amend the job that creates the Invoice record to hold this data as well?
Sorry for the rookie question!
There should be a link to the Work Order Product and Service on the Invoice Line?
You could create a workflow on create of Invoice Line which appends the notes from the Work Order Product and Service to a text field on the Invoice?
Hi - I tried that but it only seems to put one of the notes there at once. Is this something that I need to use Flow for instead? Each work order could have multiple products and multiple services, each with different notes on them.
Can definitely do with flow.
Get the content from the work order then use a component like convert text to pdf or some other format and save to annotation or some other location.
Sorry missed the invoice part, you should be able to trigger a flow on invoice and add text concatenated to a field on invoice.
You have to add the 'append with' function so it doesn't overwrite the previous value - community.dynamics.com/.../how-do-i-add-data-to-a-memo-field-via-workflow-without-overwriting-it
I think this could work.
I'll try out the append first and see if that works and let you know
Business Applications communities