Skip to main content

Notifications

Announcements

No record found.

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

Incident Type - Services and Services Tasks unable to added for Second Resource but Only First Resource able to added and view.

Posted on by 20

Pre-Request: Incident Type have Services and Services Tasks created in system.

I have created new work order along with Incident Tye, I have Booked Work order to User 1 and he is able view Services and Service Tasks.

I have booked same work order to User 2 and he is unable to view Services and Service Tasks.

  • Al Iggs Profile Picture
    Al Iggs on at
    RE: Incident Type - Services and Services Tasks unable to added for Second Resource but Only First Resource able to added and view.

    For troubleshooting, what happens if you first assign it to user 2, then to user 1? Also which app is used by these users? Did you check the sync filters?

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Incident Type - Services and Services Tasks unable to added for Second Resource but Only First Resource able to added and view.

    What are the security roles for the users?

    Field Serivce OOB will share the Services and Service Tasks with the users when they get booked to the work order. So maybe you can check if the records are being shared correctly with the users?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans