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Service | Customer Service, Contact Center, Fie...
Answered

How can I add a property log sub grid in work order to show the property of that particular asset which is selected in that work order.

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Posted on by 186

I have to add a sub grid in work order to show that this asset has this and this property.

and can change property from there to

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Daniyal3165,

    The Customer Asset(Parent) and Property Log(Child) is 1:N relationship.

    The Customer Asset(Parent) and Work order(Child) is 1:N relationship.

    You want to show child records(Property Log) related to parent lookup value(Customer Asse) in another child record's(Work order) form. 

    Maybe you can use quick view form to achieve it. 

    Use quick view forms in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    1.Create a quick view form in Customer Asset entity, and add Property Log sub-grid to it.

    pastedimage1636014643284v1.png

    2.Add quick view control in WO form.

    pastedimage1636015074812v2.png

    After filling Customer Asset lookup field, the quick view form will be shown automatically.

    pastedimage1636015548325v4.png

  • Verified answer
    Dan Gittler - Dynamics Field Service Profile Picture
    Microsoft Employee on at

    Another option could be to create a new asset form and only add the property log to the form, So a one tab form with the property log view. Then add that form as a form component to the work order form. You can follow the pattern of how field service displays work order service tasks on the booking form.

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