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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Inspection Template Ac...
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Suggested answer

Inspection Template Access

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Posted on by Community member 4
Hello all,
 
I am trying to create a new inspection template in Field Service. I am assigned as the Field Service - Administrator, I have access to the inspection in my security role, and I can view active templates page in my settings (currently none have been created by our organization.) However, I have no option to create a new inspection. I'm assuming some security setting that I have missed, any recommendations?
 
 
  • HanVo Profile Picture
    HanVo 79 on at
    Inspection Template Access
    You should not create/update Inspection Template (msdyn_inspection) directly. The ribbon NewRecord button is hidden.

    You should only create/edit Inspection Template Version (msdyn_inspectiondefinition). Once you publish the Inspection Template Version, the backend process will create/update the Inspection Template.
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Inspection Template Access
    Hi,
     
    I am using the Dynamics 365 Field Service Trial.
    I did not encounter your problem.
    I logged in as a user who has only been given the Field Service - Administrator role.
    I can create a new Inspection Template.
     
    You can use the Command Checker to check what rule for the New button is false that causes it to be hidden.
     
     
    Then, you can contact your system administrator to modify the relevant rules using the Ribbon Workbench.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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