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Service | Customer Service, Contact Center, Fie...
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I have to view my Asset in Work order Resolution. How can I Make a relationship.

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Posted on by 186

In my Work Order Resolution View I have to show Customer asset in that how can I do that.

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  • Community Member Profile Picture
    on at
    RE: I have to view my Asset in Work order Resolution. How can I Make a relationship.

    Hello,

    I'm not sure what you want to achieve.  Actually, Work Order Resolution has a many-to-one relationship with Customer asset.

    Please see the below screenshot:

    pastedimage1635497982161v1.png

    Do you want to automatically generate the Customer asset in the Work Order Resolution which is the same as the Primary Customer Asset in Work Order you selected?

  • James_Oliver Profile Picture
    186 on at
    RE: I have to view my Asset in Work order Resolution. How can I Make a relationship.

    Hello Steve,

    Yes Exactly I want to automatically generate the Customer asset in the Work Order Resolution which is the same as the Primary Customer Asset in Work Order.

    Thanks

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: I have to view my Asset in Work order Resolution. How can I Make a relationship.

    Hi,

    You could create a workflow to achieve this:

    1.create a workflow whose entity is work order resolution:

    pastedimage1635735819422v1.png

    2. check Record is created and Record fields change

    pastedimage1635735863852v2.png

    pastedimage1635735911181v3.png

    3. set the Customer Asset value:

    pastedimage1635735974643v4.png

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