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Dynamics 365 Community / Forums / Field Service forum / Changing the Work Orde...
Field Service forum

Changing the Work Order Service Tasks parental relationship?

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Posted on by Community Member

Hello!

I'm having some challenges in achieving the results I want in regards to the Work Order Service Task entity.

Out-of-the-box the Work Order entity is the parent of the Work Order Service Task, and the Work Order Incident it links to is optional. In terms of what the relationships are set up with, deleting a Work Order Incident should "Remove Link" on delete. This does not actually happen. Instead, you are prompted with an error, stating that the Service Tasks need to be deleted first, before the Incident can be deleted. 

5444.WO-Incident-Delete-Error.JPG

We would like it to be the other way around, with the Work Order Incident as the parental, (so that when you delete a Work Order Incident, all its related Service Tasks are also deleted), and the Work Order as the referential. 

Are there any obvious pitfalls and/or dangers in doing this? 

If so, is there another way of achieving what we want?

I appreciate any and all input!

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Field Service
  • antc Profile Picture
    antc 2,911 on at

    Hi Ariel,

    I'm interested if you have tried this yet, it would obviously require removing dependencies on forms then recreating.

    I have a situation where Agreement Bookings are set up for maintenance on a set schedule i.e. monthly and have Incident types that populate service tasks. Issue is that they need an Annual service which has more tasks once a year. I can change Incident type however the service tasks stay the same. I need to remove all Service tasks, remove Incident type and then link new Incident type to repopulate service tasks. This works however I have to re associate customer asset with the Work Order as it's linked with the service account rather than the customer asset.

    I can create a new Agreement booking with a schedule of 12 monthly however I then need to delete / cancel the other monthly booking / workorder which is fairly simple however as my recurrence start dates our different to my anniversary date it's a bit messy especially on assets that are quarterly etc. If these dates where in sync this would be a 5 minute workflow.

    I presume I will have to use a plugin to fulfill this task deleting all service tasks and then create new workorder incident and populate customer asset.

    I do have ticket open on this as I believe that it's reasonable that if you change workorder incident type you would want to delete the service tasks, services, products etc associated with that incident type and populate the new ones.

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