Service | Customer Service, Contact Center, Fie...

Work Order Excel Template Option Button Greyed Out

(0) Share

Report

Posted on by Alex Spodkiewicz

We have found that for the Work Order entity via an advanced find that the excel template option is greyed out. Does anyone know a way around this or why it is greyed out?

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Community Member on at

Like (1)

Report

Hi Alex,

In the Unified Interface framework app, navigate to Field Service >Settings > Field Service Settings. turn off 'show simplified work order command'.

This setting influences the command bar on the work order's grid and form.

The following commands will be hidden from the list view when a record is selected: activate, deactivate, email a link, add to queue, flow, Word templates, Excel templates (also hidden when a record is selected).

https://docs.microsoft.com/en-us/dynamics365/field-service/configure-default-settings#work-order-and-bookings-settings

Was this reply helpful? Yes No
Alex Spodkiewicz 45 on at

Like (0)

Report

Thanks this has helped as the excel template option is now available on the ribbon but do you know if its possible to enable the excel template button within advanced find for work orders as well. It appears changing this setting doesn't change that availability of the button in advanced find? Many thanks for helping!

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Alex,

This may be because the 'Advanced Find' opens a web client not UCI.

Enable the hybrid experience - Power Platform | Microsoft Docs

Was this reply helpful? Yes No