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Adding custom placeholder in work item instructions

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Is there a way to add custom placeholder in the work item instructions?

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Dynamics 365 Finance

Microsoft Dynamics AX

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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Hi,
I discussed this in a thread last September, it might help you also: https://community.dynamics.com/forums/thread/details/?threadid=6f5714f5-5473-ef11-a671-0022482a08f6

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Saif Ali Sabri 2,439 Moderator on at

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Yes, you can add custom placeholders in work item instructions in Dynamics 365 Guides or Dynamics 365 Field Service (Work Orders) by using variables or custom fields. Here’s how you can do it:

Solution: Adding Custom Placeholders in Work Item Instructions

1. Using Work Order Incident Types (Field Service)

Navigate to Field Service > Settings > Incident Types

Add or edit an Incident Type and define custom placeholders in the description using dynamic values like {CustomerName} or {AssetName}.

In the Work Order form, use these placeholders in instructions.

Use Power Automate to replace placeholders with actual values when generating instructions.

2. Using Custom Fields in Work Order Instructions

Open Power Apps and navigate to the Work Order entity.

Add a custom field (e.g., new_CustomPlaceholder).

Update the Work Order Form and insert this field into instructions.

Use Business Rules or Power Automate to populate the placeholder dynamically.

3. Using Power Automate to Replace Placeholders

Create a Power Automate flow triggered when a Work Order is created.

Use a Replace() function in a Compose action to replace placeholders with actual values.

Update the Work Order Instructions field with the processed text.

Outcome

With this setup, work item instructions can dynamically display relevant details like customer names, asset details, or technician instructions, improving efficiency.

Would you like a step-by-step guide on implementing a specific approach?

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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@Saif Ali Sabri this is D365 F&O, not D365 Guides or D365 Field Service, and won't work in this case.

If you can share your ChatGPT prompt we can help you fix it, and show you how to verify in D365 F&O.

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Saif Ali Sabri 2,439 Moderator on at

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@Jonas "Jones" Melgaard

Thank you for taking the time to review my reply and for providing your valuable feedback. I sincerely appreciate your insight and expertise, and I fully agree with your objection—your criticism is 100% correct.

Your contributions to the Microsoft community are truly exceptional, and your expertise has been a guiding light for many, including myself. I deeply respect your knowledge and the effort you put into ensuring accuracy and clarity in discussions.

I wholeheartedly accept and welcome your feedback, and I will ensure that my future contributions reflect the high standards you consistently uphold. Thank you once again for your constructive input—it is always a privilege to learn from someone as brilliant and dedicated as you.

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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@Saif Ali Sabri It's not criticism at all! We are all here to learn and grow, I am also making (A LOT) mistakes but learn from others.

Do feel free to reach out to me, also directly on LinkedIn, if you need help with anything. We are all supporting each other ❤️

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