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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Changed Advanced Lookup (default)

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Posted on by 79

Currently when using the Advanced Lookup for a Serial Number (Customer Asset) on Work Order form the default view  is Customer Assets related to account (default)

pastedimage1634695177447v2.png

How can I change the default to Active Serial Numbers.

Any suggestions appreciated 

Thank you

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Cpmt1977,

    Go to Settings > Customizations > Customize the System, select one entity(Work Order in your scenario) and open the form editor.

    Double-click the lookup field(Serial Number (Customer Asset) in your scenario)  to open "Field Properties" dialog, then you can change the "Default View".

    pastedimage1634707887671v1.png

    Save and publish.

    Test:

    Before:

    pastedimage1634707935271v2.png

    After:

    pastedimage1634708022461v3.png

  • Community Member Profile Picture
    on at

    Hi Partner,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1634786049050v1.png

    Thanks. 

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