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Bring Job Task lines from template to new Job

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Posted on by Syed Safwan

Hi There,
I have one custom field called 'Job Project No.' on Job card page/table and have given table relation to existing Jobs which starts from 'JOB-AGT-'.
The condition is to Bring lines from template to newly created Job upon selecting the value on 'Job Project No.' field.

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Business Central

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YUN ZHU 71,565 Super User 2024 Season 2 on at

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Bring Job Task lines from template to new Job

If you want to customize the copy function, it is recommended to directly extend the Copy Job (1040, StandardDialog) page.

Hope this helps.

Thanks.

ZHU
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Jun Wang 7,377 Super User 2024 Season 2 on at

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Bring Job Task lines from template to new Job

this should be easy to do, reference the below screen, user is able to copy an existing job or copy part of the tasks.

Jun Wang
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Valentin Castravet 23,733 Super User 2024 Season 2 on at

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Bring Job Task lines from template to new Job

Business Central already has the functionality to copy job task lines - Create a job task via copy function - Dynamics 365 Business Central (usedynamics.com)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/