News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Customise the Convert ...

Service | Customer Service, Contact Center, Fie...

Suggested answer

Customise the Convert To Work Order functionality

(1) Share

Report

Report

Posted on by barryjarvis

How can we customise the fields that are pre-populated on the Work Order when using the Convert To Work Order from a Case.

For example, I have a text field on the Case that I would like to copy that text over to a field in the Work Order when converting.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Haig Liu Microsoft Employee on at

Like (0)

Report

Customise the Convert To Work Order functionality

Hi Partner,

It is recommended that you create the following workflow, which is the simplest and most straightforward method I can think of.

The effect is as follows, if the fields on the work order are not updated, please click the /Refresh/ button.

Please feel free to contact me if you have any further questions.
Regards,
Haig

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,602 Super User 2024 Season 2

#2

Martin Dráb 230,338 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans