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Identify Products as Customer Assets

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Posted on by SabrinaDB

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I have a Field Service environment where Products are unique. Each Product is a unique piece and cannot be sold twice. For that reason it would be helpful when I use the product lookup in the Work Order Product record to filter only the products that aren't yet in the customer asset entity. How can I achieve this?

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yanoh 155 on at

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RE: Identify Products as Customer Assets

Hi SabrinaDB,

Did you achieve this?

Please mark some answer verified if it provided resolution to the issue faced.

Best regards
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Pankaj Gogoi 3,177 on at

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RE: Identify Products as Customer Assets

Hi Sabrina,

You can create a custom view between Product and CustomerAsset and use that view in addCustomView function. You can also use addCustomFilter to display the results in lookups.

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomfilter

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/controls/addcustomview

Here is a community thread for reference

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/273499/addcustomview-in-addpresearch-removes-value-from-the-lookup-after-saving-the-code/897356

Hope this helps

Best Regards

PG

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