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Service | Customer Service, Contact Center, Fie...
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i want to associate my one work order with multiple work order. Is there a way to do this?

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Posted on by 836

I have a situation, where my work order can have 3 to 4 work orders which are associated with each other. It will not be only one work order that I can do parent child relationship. I want that if word order a is associated with b and c, then from c i should know that this work order has 2 other associated work order.

Is there some cool way to do this?

I have the same question (0)
  • Suggested answer
    Nya Ng Profile Picture
    185 on at

    Hi, Ravi

    You can achieve your request by the next steps.

    1. Go to Advanced Settings > Settings > Customizations > Customize the System. Find and expand the Work Order Entity. Select Hierarchy Settings.

     pastedimage1614668647747v1.png

    1. New a Hierarchy Setting.

     pastedimage1614668661429v2.png

    1. Make a relationship as enabled for hierarchies. Select the relationship between Work Orders and mark it hierarchical.

     pastedimage1614668674719v3.png

    1. You’ll see the associations by click the “View Hierarchy” button in the top of the main form for Work Order after publishing the changes.

     pastedimage1614668684450v4.png

    pastedimage1614668692484v5.png

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Al Iggs Profile Picture
    on at

    If you are not happy with a parent/child relationship, what about using connections and displaying them directly on the form?

  • Ravi Fulani Profile Picture
    836 on at

    I want them to be performed in a particular sequence. Like A need to be scheduled before B, B need to  be Scheduled before C.

    So Connection do show me that they are connected to each other. But how do I fix  that A need to be scheduled first, Do I make a custom field of sequence on Connected Entity. Which will have sequence in which wor order to be scheduled??

    Whats the best way to do that.

    Because if i create a custom field then it would be like while booking put a plugin and extract connection of wo, and then of each work order extract first booking and compare. Big process.

    Any ideas to shorten the process.

  • Verified answer
    Al Iggs Profile Picture
    on at

    Ah, now that is a different story. There is no OOTB solution, so when you configure something I would use requirement dependencies as a starting point (docs.microsoft.com/.../rso-requirement-dependency ) and configure your work orders in a similar way. Even though the current capabilities of RSO and the Schedule Board may not be sufficient for your use case, you would be in line with future Microsoft development.

  • Ravi Fulani Profile Picture
    836 on at

    Nice to have this functionality, but seems I have to do backend Customization.

    As theory states: Requirement dependencies are not considered by the schedule assistant or when manually scheduling via the schedule board.

    I might need to create a new custom entity to find  build something like this. Thank you for this.

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