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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
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