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Service | Customer Service, Contact Center, Fie...
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Inspection Template Entity Lookup on Contacts does not use Full Name field

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Posted on by 10

I am creating a new Inspection Template. When I add the Entity Lookup from the Toolbox, I can choose the Contact entity, but the Attribute picklist just offers First Name and Last Name, which is completely useless when I have thousands of contacts.  Is anyone else having that problem?

I am using: 2021 release wave 2 enabled
Server version: 9.2.21123.00176
Client version: 1.4.3781-2112.3

  • Community Member Profile Picture
    on at

    Hi Nelson, 

    Based on document:

    Entity lookup: Allows technicians to choose a Dynamics 365 record. In the inspection designer interface, admins must select an entity and a field to display. For a chosen entity, the Name field and mandatory fields are the entity attributes that can be displayed in the lookup.

    https://docs.microsoft.com/en-us/dynamics365/field-service/inspections#question-types 

  • Eccountable Profile Picture
    10 on at

    Yea, I know. If you are having the same problem, then this is clearly a bug. I will report it.

  • Community Member Profile Picture
    on at

    Hi Nelson,

    Yes, the Attribute picklist just offers First Name and Last Name indeed in my environment:

    pastedimage1644542179361v1.png

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