Method Community

Hi,
Can you help me to solve the below problem?
I am trying to change a field, "Assigend to" (in the screen, "FieldService_AddEditWorkOrder")
: from user name to employee name.

but the following error popped up whenever I save the record.


**Error Message"
'AssignedToRef' is required field when saving a record.
Please make sure the field 'AssignedToRef' is available on the screen and a value is entered

action Sequence order: 1


How can I change the assigned to field from user to employee?

Hi there,

You’re getting this message because you’re trying to save a WorkOrder while one of the required fields ‘Assigned To’ is missing. If you removed the field from the screen, you’ll have to add it back before you can save the record.

By design WorkOrders are assigned to Method users because not every QuickBooks Employee or Vendor will be a Method user.

One option is to add an employee dropdown list in addition to ‘Assigned To’ for the WorkOrder. The other option is to link the Method user to the QuickBooks employee. Edit your Method users by going to Users under the Customize tab and in step 1 of 7 you will see an option ‘Link to Employee / Vendor / OtherName’. Use this to create an association between the Method user and the QuickBooks Employee.

Hope that helps,