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

How can I get the saved value from assets in work orders.

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Posted on by 186

I have made a new field in the assets form . for eg (Technician)

when creating an asset you will have to enter the name of that technician.

Now I have to auto generate show the name of that technician when selecting a asset on work Order.

Anyone?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: How can I get the saved value from assets in work orders.

    Hi,

    You could create an onChange event on your "Customer Asset" field with the following code:

    function onChange(executionContext){
    	var formContext = executionContext.getFormContext();
        formContext.getAttribute("new_technician").setValue(null);
    	var asset = formContext.getAttribute("msdyn_customerasset").getValue();
    	if(asset != null && asset.length > 0){
    		var assetID = asset[0].id;
    		Xrm.WebApi.retrieveRecord("msdyn_customerasset",assetID).then(
    			function success(result){
    			    // the below new_technician is the name of Technician in your Customer Asset entity
    				var technician = result['new_technician'];
    				
    				// this new_technician is the name of Technician in your Work Order entity
    				formContext.getAttribute("new_technician").setValue(technician);
    			},
    			function (error){
    				console.log(error.message);
    			}
    		)
    	}
    }

    Result:

    Select a Customer Asset, Steve is Technician name.

    pastedimage1635299936294v1.png

    Then Technician on the Work Order form would be generated automatically:

    pastedimage1635300071067v2.png

  • James_Oliver Profile Picture
    186 on at
    RE: How can I get the saved value from assets in work orders.

    I have already done that.

    Now Whatever asset I am saving here. should reflect on Work order.

    if I am Selecting any asset on work order I have added a field there, now what I want is if I enter asset on work order Technician name should come automatically.

    Thanks

  • Community Member Profile Picture
    on at
    RE: How can I get the saved value from assets in work orders.

    Hi,

    Do you mean you want to show Technician filed on the drop down list of asset field?

    pastedimage1635237154746v1.png

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