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I need to add phone number field to a custom report in Method based off of work orders.  The current custom work order screen does not have a phone number field on it.  So I know I will need to add the phone number field to the work order.  I need to pull the phone number from the customer record.  I have created a field for the phone number on the work order screen.  There are several phone number options available - I have tried several so I think I have isolated my problem down to I either have the wrong phone field - 

    Can you give me tips of how to trace a field to make sure I am using the correct field - from the correct table - I know you have the field names and caption names and how to check that but then sometimes I see something like ActivitesPhoneNumber not just phone.  

or

My retrieve from table action is wrong - I am pulling from the Customer Table - the phone field - using FullName - from the screen - Customer* (required field) = Record ID value and asking it to retrieve first is more than one - put value on screen - phone field

Thanks for your help.

Hi VLocke,

Starting with a fresh FieldService_AddEditWorkOrder Screen, first add the field "Contact Phone Number" to your screen.  Then, edit the Customer field, and add a new "Retrieve Value from Table " action.  Here you will be adding the Phone Number stored in the Customer table, to the Contact Phone Number Field you just added to your screen.  Please look below for a screenshot of how I edited this one action:

I hope this helps, please let us know if you require any further details.

- Ben