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Dynamics 365 Community / Forums / Field Service forum / Send Work Order and Se...
Field Service forum

Send Work Order and Service Task information via email (Workflow Utilities)

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Posted on by 590

Hi,

I am trying to send an automated email when a work order is closed posted using Aidens workflow utilities. The email I am sending is a work order summary that includes the associated service tasks. My issue is when the workflow runs and sends an email it is sending the entire list of service tasks, not the ones associated with the work order

For kicks I selected the view I created under the associated work order service task view and it shows the records associated with the work order correctly but when I use this same view in workflow utilities it shows all the service tasks.

I also built a similar view using fetch with an inner and an outer join but it still sends all the service tasks not related to the work order. Any ideas?

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  • Suggested answer
    Andreas Cieslik Profile Picture
    9,267 on at

    Have you followed this guide to only fetch the related records?

    kaskelasolutions.com/how-to-limit-query-result-to-related-records

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