Dynamics Community Forum Thread Details

Primary Incident Customer Asset Auto-Mapping

Hello everyone,

In the field service Accounts entity, I have a sub-grid that is linked to the account customer asset and another grid showing the related work order for that account.
8130.Capture2.PNG

Usually, I create the work order directly by pressing (+) from the sub-grid in the account entity, and once the form is opened, it automatically links the account to the Work order.

I want the "Primary Customer Asset field" to be also mapped automatically when I create the Work order from a related account.

The problem is if I do this directly from the "Accounts entity" the asset is not mapped to the Work order. However, If I try to create the Work order from a sub-grid inside the asset entity, the current asset related to the service account will be mapped to the Work order.

Customer Asset Blank Primary Asset Filled from asset

I already configured the filter query of the Primary customer asset field as below:

4380.Capture1.PNG

Can please someone explain in detail and provide an example to achieve the above scenario?

Any help is highly appreciated.

Thank you!

Hi EBMRay,

Account(Parent) and Asset(Child) is 1:N relationship;

Account(Parent) and Work order(Child) is 1:N relationship;

Asset(Parent) and Work order(Child) is 1:N relationship.

Mapping function can get value from parent to child, which is irreversible.

(1)Create Work order from Account:

Only accountid has been mapped into Work order.

Asset is child of account, one account have many assets, you can't map many assets to one lookup field in the work order form, which is impossible.

So you only can filter related records in 'Primary Customer Asset' lookup field, like screenshot you provide: