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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Field Service Related ...
Microsoft Dynamics CRM (Archived)

Field Service Related Entity

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Posted on by Chadi Tannous 1,039

is there a way from field service mobile to retrieve extra data from related entity.

Ex: if I open an opportunity in the field service mobile and I  select a customer I need to get the customer mobile from the contact entity when I select it from the lookup and display it inside another mobile text field but inside the opened opportunity.

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  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    Hi Chadi,

    You can create a Load Reference to the related entity in the form rules. This means you have access to the attribute values from associated entities.

    I demonstrated an example here:

    community.dynamics.com/.../235959

    And here is a resco article on some advanced form rules:

    blog.resco.net/.../utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated

    Alternatively you can write some JavaScript to get the values:

    www.resco.net/javascript-bridge-reference

    Let me know if you need me to expand on anything.

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    Hi Chadi

    If you have Field Service installed you will also have access to "Woodford" this is the tool to edit the Field Service App for your organisation. You can make any changes to this you like

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