Method Community

Hi Valbon, I was able to do this, BUT I also need to be able to enter a word in the "date acquired" screen if the equipment is pre-existing. I've tried every setting possible, but I'm only able to enter numbers into that field. How can I change that? My next project is setting up a way to run a Work Order History for a ...

Well I made some progress. I was able to get the new tab inserted. I made sure the grid was "attached", but after publishing and refreshing, the equipment tab (on the customer screen) was empty. There is just a gray line. Is it safe to assume that I will need to build in each field separately? I was able to take a screen shot of the page ...

Hi Valbon, I'm already onto a new problem. Within Field Services, I would like "Equipment" to show up as a tab within the "Customer" Screen. How would I go about making that change?   Thanks again for your help.

 Hi Valbon, I was able to remove the Conditional Warning from the save button. I wasn't aware that was even an option. Thank You! I believe that may be it for this project, but  I still have numerous other tasks that I'm sure I will need help with. I am working with Climate Control Corp to set up their ...

Now the drop down is showing me the name options, but when I go to save the workorder, it is telling me that "Assigned To" is a required field (eventhough I have selected a name from the drop down). Any suggestions?

Valbon,   Thank you for the help. I've successfully been able to add the Technicians names into the "Assigned To" field. However, when I went back to the Field Service>Add/Edit Work order screen, I am unable to load the drop down. I keep getting an error message.    

 Hi Valbon, Thank you for getting back to me. Let me start by telling you my ultimate goal. I need to make a drop down menu on the add/edit workorder screen in Field Servies. I want to call it "Tech Assigned" so that when a job is assigned to a tech, we can select that persons name, and then it will appear on the ...

 I've created a new table within the customize tab of Field Services, and I want to insert it into the AddEdit WorkOrder screen (within Field Services). For some reason, it does not appear as an option. Can someone please assist?