Small and medium business | Business Central, N...

Bring Job Task lines from template to new Job

(1) Share

Report

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.

Categories:

Dynamics 365 Business Central

All responses (3)

Answers (0)

Suggested answer

YUN ZHU 75,561 Super User 2024 Season 2 on at

Like (0)

Report

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
Suggested answer

Jun Wang 7,440 Super User 2024 Season 2 on at

Like (1)

Report

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
Suggested answer

Valentin Castravet 24,913 Super User 2024 Season 2 on at

Like (0)

Report

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/