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Problem with quick create from

Posted on by 4
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
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Problem with quick create from
    Hi Partner,
    Did that answer your question?
    Any updates? Please feel free to ask me any questions you may have!
    If someone answered your question, can you check this box to mark that response as an answer?
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Problem with quick create from
    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

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