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Field Service- Work Order

Posted on by 10

Customer Assets filter based on account selected in Work Order

I have created sub grid view of customer asset in the work order , so in the grid view i want to get the details of the work order's account details. As of now i am getting details of all the customer asset in the sub grid view.
Thereby i want to get filters according to the work order's account.

 

 

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  • Trying Profile Picture
    Trying 75 on at
    RE: Field Service- Work Order

    Hi Sahil

    On the form you are showing the grid, edit the form, double click the grid, under Data Source, in Records field select "only related records"

    Cheers 

    only-realted-records.png

  • shreyas Profile Picture
    shreyas 10 on at
    RE: Field Service- Work Order

    Hi Thomas,

    I have created  a sub grid on work order form and I want filtered data in that sub grid according to the selected service account on work order.

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Field Service- Work Order

    You will probably want to write some JS to filter out those Customer Assets.

    community.dynamics.com/.../filter-subgrid-in-dynamics-365-with-new-form-rendering-or-turbo-form

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