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Dynamics 365 Community / Forums / Field Service forum / Field Service - Work O...
Field Service forum

Field Service - Work Order Inactive Status?

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Posted on by 10

I'm working through modifying/creating new a business process for the Work Order entity.  I created a simple business rule that states:

If System Status = "Closed - Posted" or "Closed - Canceled", set the Status to "Inactive".

The business rule works, but I assumed the Work Order when then be locked down and not editable (which is the goal).

I am still able to edit a work order record after the business rule sets the Status to "Inactive".

Am I missing something?  Thanks!

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  • Suggested answer
    trentmbell Profile Picture
    10 on at

    I realized my miss.  Both the "Status" and "Status Reason" had to be set to "Inactive".

  • Community Member Profile Picture
    on at

    You can also use the out of the box settings in the Field Services Administration Area. Under the 'Deactivate Work Order / Booking' section, you can configure when you would like to deactivate the Work Orders:

    - When Posted

    - When Canceled

    and Bookings:

    - When Completed

    - When Canceled.

    Thanks,

    Shubhangini

    shubhangini365.wordpress.com

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