web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update Incident Servic...
Microsoft Dynamics CRM (Archived)

Update Incident Service Tasks

(0) ShareShare
ReportReport
Posted on by antc 2,909

Anyone know which "Field Service - System Action" copy's the Service Tasks to Work Order?

When a WO is created and the Incident type is selected it populates the associated service tasks. When the existing Incident type is changed it doesn't update the associated Service tasks on WO. I have tried running WF "Copy Incident Items to Work Order" however it doesn't update. I presume there is a flag or similar that shows it has already run and exits the WF. Hopefully if I can find the right type number to run it from a workflow.

*This post is locked for comments

I have the same question (0)
  • antc Profile Picture
    antc 2,909 on at

    Have found what in hindsight is the correct way to do it, will try and replicate with workflow to take care of the manual steps and update here if it works.

    Select Service Tasks related to work order.

    Select all Service tasks (all will have a tick) and Delete

    Now go to related Incidents

    Select Incident Type and Delete

    Now select Add New Work Order Incident Type

    Select Incident Type in new form

    Save and close

    Refresh Browser and will have correct Service Tasks

  • antc Profile Picture
    antc 2,909 on at

    I didn't realise but when you delete the Primary Incident from a WO and select a new on it clears the Customer Asset so it's no longer associated with the WO.

    As you are creating / selecting a new one from the WO it maintains a relationship with WO and not Customer Asset. Might have to see what the WO to Incident Type relationship is.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans