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Building an Advanced find over multiple Record Types

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Posted on by David Sharpe

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Good Morning,

Can someone please help.

I am trying to build a saved Advanced find to help my schedulers show allocated work and who is possibly booked on it and also what category (characteristics) the site requires.

I can create a report that shows all the open unscheduled work orders we have by site and company etc.

However i am having real trouble also adding something from the bookings and categories record types

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Bipin D365 28,983 Moderator on at

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Hi,

You would need to scroll down and then you will see Related section where you can select Booking and other related entity of work order

Please mark my answer verified if i were helpful

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