show Timeline entries from one entity (case) to another (workorder) in Field Service.

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Posted on by Jaime Lee

Hi all,

Does anyone know how to to show Timeline entries from one entity (case) to another (work order) in Field Service.

For example: If I create a timeline entry (email or appointment) on a case and I go to the related work order in field service, I should show the email/ appointment that I just created on the case, to appear on the related work order.

What I noticed is that, the email/ appointment or any timeline entry uses the "regarding" field which is a field that documents the related case.

Any help on how to configure or create a Power Automate flow to show timeline entries from one entity to another will be appreciated.

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Hi Jaime,

The 'Regarding' field need to be replaced with the work order if you want to view the email in related work order form, but it will be removed from case.

And the case and work order is 1:N relationship, which means that one case can be related with multiple work orders, but regrading field can be filled with only one value.

So you can create a quick view form for case, which includes one activities sub-grid.

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

Go Settings > Customizations > Customize the system > Entities > Case > Forms to create a new quick view form.

Then Go to work Order > Forms to open one main form to add 'Quick View Form' Control.

Test Result:

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