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Suggested answer

Bring Job Task lines from template to new Job

Posted on by 22
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 c
ondition is to Bring lines from template to newly created Job upon selecting the value on 'Job Project No.' field.
 
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 62,096 Super User on at
    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 Profile Picture
    Jun Wang 4,806 Super User on at
    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 Profile Picture
    Valentin Castravet 5,288 Super User on at
    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)
     

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