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Customise the Convert To Work Order functionality

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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.

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Haig Liu Microsoft Employee on at

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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

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