D365FO PU15 - Change based alerts on line records

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Posted on by Pete Syrad

Hi,

We're currently testing Dynamics 365FO PU15 and we have a requirement to use change based alerts on fields that are on the Service Order Line. However, when navigating to the only access point for service order lines (the service order (header) form) I can't find a way to select a field and set a change based alert on the Service Order Line.

Could someone advice how this can be applied? It seems possible via the table browser, however then the notification I receive does not show the reference record & hyperlink so is not very useful. I also tried creating an alert when looking at the Service Order Line in the "Record Info > Show all fields" form however the "Create Rule Alert" menu item is active, but unresponsive.

On another note, if i set up a change based alert on a field on the service order header - this works correctly, however when i click the link it doesn't take me to the specific record, but just the form. Is this standard functionality or should it take me to the record?

Any help would be appreciated.

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Ludwig Reinhard Microsoft Employee on at

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Hello Pete,

The creation of alerts at the service order line seems currently not supported.

Why do you need alerts at this level?

What is the underlying business requirement?

Do you use the standard service module or a 3rd party extension of the service module?

Best regards,

Ludwig

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Pete Syrad on at

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Hi Ludwig, we manage SO's on behalf of customers and are integrated with their systems so when they update their SO, we want to see the SO change with an alert. However we'll investigate building a "view" form of the SO Line and extending alerts to support it.

Pete

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AffanFarooqi 4 on at

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Hi Pete,

I believe this requirement can be handled by using Microsoft Flow. You can create a flow based on schedule trigger and then take all the records of current time minus last flow run hours (for example you schedule a flow to run after every two hours so it can be any records created date time=Now-2)

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guk1964 10,888 on at

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I would generally advise against putting alerts on order lines.

What might work for you is to run an exception report of such changes as a batch task, and email it to yourself e.g. twice a day.

for Sales orders we now have the functionality for order events - maybe suggest on Ideas that that functionality is extended similarly to service orders or maybe your developer can adapt the code..

To save changes that you make to repair lines, you click the Update icon for each service order line. Adding a last updated date=time field and a user id field to the line should not be a lot of coding, and the code could be called when the update button is clicked.

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