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Session Id : TpbLwmCn++JxXX3V3ssXmm
Microsoft Dynamics CRM (Archived)

Field Services - Schedule Board Booking Requirements Search(Filter)

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Posted on 13 Dec 2017 21:37:42 by 1,260

I would like to change the key that we're searching from the Search for the Booking Requirements view.

Upon my investigation, it is just using the Primary Key of the Unscheduled Work Orders view which is the Name field.

Any ideas on how I can change it to use another field(custom field) as a key for the search? or is it even possible?

schedule-board-filte.png

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  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on 14 Dec 2017 at 11:25:36
    RE: Field Services - Schedule Board Booking Requirements Search(Filter)

    I dont think you can currently search by a custom or another field.

    I think the only way you can get around this is to create as many defined views as you can which will give your users an easier time to search for work order numbers

    5850.Screenshot_5F00_1.jpg

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