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Service | Customer Service, Contact Center, Fie...
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Automate creation of Work Order Product

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Posted on by 70

Hi,

Greetings!

I have a requirement where I will be creating new button "Add All Products" above Work Order Product grid in Work Order.
On click of this button we need to Add all the products as Work Order Product in the Work Order provided products are having same Service Account and Functional Location in product and work order.
I will add Service Account and Functional Location on Product form.
Kindly provide me solution for the same.
Thank you
I have the same question (0)
  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at
    RE: Automate creation of Work Order Product

    You will need to execute some javascript from a custom ribbon button.

    In the JavaScript you would need to fetch all the products where

    - (Work Order) Account = (Product) Account

    - (Work Order) Functional Location = (Product) Functional Location

    Then for each product you bring back you will need to create a Work Order Product with the values prefilled.

    d365demystified.com/.../

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