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Dynamics 365 Community / Forums / Field Service forum / Notes in Work Order Ti...
Field Service forum

Notes in Work Order Timeline, Unified Interface

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Posted on by HartmutE 17

These are two different issues, but related.

We recently upgraded to Field Service 8 (8.8). With the changes in the social pane, Activities, Polls and Notes no longer have separate tabs on the Work Order form, but share the Timeline.

In the old format, the system would show us who created the record, but now all we see is when it was created and who modified it and when the modification took place.

We would really like to have the 'Created By' information on the Timeline for Notes. Is there a way to customize this?

Notes.png

As a work around, we can go to the Attachment section (we are using Azure Blob Storage).

Unfortunately, there does not appear to be a a definable sort order for the attachments.

Is there a way to sort these by the CREATED ON column?

Attachments.png

Appreciate your feedback!

Hartmut

Categories:
Work Order
  • Suggested answer
    HartmutE Profile Picture
    HartmutE 17 on at
    RE: Notes in Work Order Timeline, Unified Interface

    We found a way to sort the Attachment section.

    When you look at the msdyn_filesandattachments Web Resource, search for the function getGridResults().

    Three dozen lines in you find a definition for var options:

    var options = "$select=annotationid,_createdby_value,createdon,filename,filesize,notetext,_ownerid_value,subject,objecttypecode,_objectid_value&$filter=_objectid_value eq "   entityId;

    These are the options passed into the SDK.WebAPI.retrieveMultipleRecords() call that follows below.

    Here you can define the column you want to sort by, by adding the $orderby query option. In our case, we changed this to

    var options = "$select=annotationid,_createdby_value,createdon,filename,filesize,notetext,_ownerid_value,subject,objecttypecode,_objectid_value&$orderby=createdon desc&$filter=_objectid_value eq "   entityId;

    showing the most recently added attachments first.

    Don't expect this to persist through the next upgrade, but an easy enough change to re-apply as needed.

    Turns out the there is an issue with the attachments showing in the table for newly added files if you are not on the 2019 wave 2 release. Our Sandbox was upgraded and it worked well. When we deployed this to Production we ran into the issue. After Production got upgraded to the wave 2 release, this started to work there as well.

  • Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at
    RE: Notes in Work Order Timeline, Unified Interface

    moving to general forum as this is more of a general Unified Interface item and not necessarily just FS.

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