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Relation Workorder to Service call

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Denis_35
Collector

Relation Workorder to Service call

Hello all!
I need to create Workorder from Service call form, i know that system action "Create Workorder copy fields..." exists in SD.
But i need to copy some custom fields from SC to WO, system action can't perform it.
How can i do it?
5 REPLIES
Mike Bush
Honored Contributor

Re: Relation Workorder to Service call

You'll need to use UI rule(s) which fire when a new WO is created where its owning SD field is not null.
Denis_35
Collector

Re: Relation Workorder to Service call

I used sd_dataform.bat
But via sd_dataform i can relate WO to SC.
Ken Briscoe
Honored Contributor
Solution

Re: Relation Workorder to Service call

Denis...I think sddataform.bat should do everything you want. You pass service Call.ID as one parameter, plus whatever other parameters (including custom fields) you want from the Service Call.
I've just done exactly this and it works fine.
What is it that you can't get to work? Maybe you can attach a copy of your sddataform smart action or UI rule action.
My email is kenilian@bigpond.com.au
Denis_35
Collector

Re: Relation Workorder to Service call

Thank you!
I've already found how to resolve this situation.
Call.ID - this is solution :)
Denis_35
Collector

Re: Relation Workorder to Service call

Resolved.
//Add this to "OnDomLoad" event