web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Copy incident items on...
Microsoft Dynamics CRM (Archived)

Copy incident items on Agreement Booking Incident not working

(0) ShareShare
ReportReport
Posted on by Community Member

Hi Team,

We are facing below issue in Field Service.

When we create Agreement Booking Incidents manually, then the Incident items i.e. product/services/service tasks gets copied on the Agreement Booking Incidents.

But when we create the Agreement Booking Incident via a custom plugin, then the Incident items i.e. products/service tasks/ services are not copied on the Agreement booking incident.

Any help on the above issue would be appreciated.

Thanks,

Rekha

*This post is locked for comments

I have the same question (0)
  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    I think the Agreement Booking Incident items gets created by a workflow. It might be that your plugin is interfering with the oob workflow from triggering. Is your plugin executing on post operation or pre operation?

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at

    I presume you mean that when a Workorder is created the Agreement Incident Type related child records are not populating on Work order if created by custom plugin.

    How are you creating the Workorder just create?

    Is there an Incident Type listed on Workorder after creation.

    I have been running Post Operation Asynchronous Plugin on WorkOrder create and have no issues adding a Workorder Incident Type and populating related child records. I think you may not be targeting Workorder Incident Type as I suspect Agreement Incidents will only work if using system actions and system plugins!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans