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Inspection Templates

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Posted on by 15

Hello Everyone

I am new to Dynamics Field Service Inspection templates

As you all know there is an Entity Lookup control where the control is setup to lookup a specific Entity and the user picks a value from the dropdown

Is there a way to create a view and have the Entity Lookup control look up the view?

Thanks so much

 

Marco

  • Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: Inspection Templates

    Hi Marco,

    You need to set the properties of the field and set the ‘View Selector’ to the newly created view.

    1.Go to Advanced Setting->Customization. Create a new view.

    Picture1.png

    Picture2.png

    Picture3.png

    2.Create a new look up field in the entity you want, select this entity in the Target record type.

    Picture4.png

    Picture5.png

    3.Find the Main form you want to put the field in and put the field in this form.

    Picture6.png

    Picture7.png

    4.Click this field to select the new view in the View selector of Additional properties.

    Picture8.png

    The test results are as follows:

    Picture9.png

    Picture10.png

    Regards,

    Qingqing Xin

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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