How to edit service maintenance based form?

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Posted on by NGould

I am currently having a problem trying to edit the correct form for use within field service. I understand that the field service app uses special service maintenance based forms, and that is why when records are created elsewhere they are showing as read only. However, how do i find which form is the correct "service maintenance" form to edit in the solution? and how do i set this form as the default?

Thanks in advance for your help

Nathan

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dian74 2,481 Most Valuable Professional on at

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Hi Nathan, are you talking about the opportunity form? If you have Project Service and Field Service installed, there 3 main forms for opportunities, one for Field Service, one for Sales and one for Project Service. (See below)

There is a field related to the opportunity entity that will decide which form will be used for the opportunity called msdyn_ordertype. I would recommend adding this to all the forms. If you select work-based it will load the Project form, if you select Item based it will load the Opportunity (regular sales) form, and Service-Maintenance based will load the Field Service form. Keep in mind that the default value of the field is Item Based. If you try to open an opportunity that is Service-Maintenance based or work-based in the Sales Hub it will show as ready only because of the script on these forms that run on-load. (to view open the form, click the Form Properties button to see the event handler and the script.)

So to answer your question, you want to edit the main forms(and possibly the opportunity quick create form to add the order type field)

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