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Problem with quick create from

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Posted on by xsaeng

Hello everyone

This is what i want to accomplish:

The goal is to be able to create order directly from WorkOrder. This is for reducing time and clickling aroung.

What i have done so far:

I have manage to create the relationship, look up column and everyhting works. But i would to use quick create form instead of getting redirect to Order form.
I have also manage to create quick create form, activate it at table config and it works.

BUT when i create thorugh quick create form it seems the order is saving it self as read only as it say, /This form can only be used on service-maintenance based records. Record is read only./

As of my understand this is because there is 2 Order form in the system.

1 is order and other is fieldservice order form.

I have inactivate /Order/ form and was thinking that everything will be create as Fieldservice order.....but its dont work.

Anyone have any idé how i can fix it?

Thanks you

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Leah Ju Microsoft Employee on at

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Hi Partner,

Actually, it has very little to do with the form.

There is a column in the order table called Order Type (msdyn_ordertype) and the value selected determines this.

This is an choice column with the following values:

So you need add the column to the quick create form you are using, then you need ensure that the 'Service-Maintenance Based' option is selected in this column.

Test:

--In field service app, If you choose yes to the other two options, a message alert will appear on the form:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
Leah Ju Microsoft Employee on at

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Hi Partner,
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