Method Community

I am trying to link fields on the Default work order template and fields from customer equipment together.  Is there a way to bring both of these tables together?

Hey Glenn,

It sounds like your looking to create a relationship between the 2 tables. I wrote a post about this awhile back, take a look at the link below.

http://www.methodintegration.com/cs/forums/p/381/1191.aspx#1191

Let me know if you have more questions about this topic.

I am having the same issue and have tried everything I could find in the posting and I still cannot get customer equipment to show up in report designer under the fields list. 

Hi Guy,

In order to display one of the fields from the customer equipment table on the work order template, the process is like this:

1. Work orders are based on the Activities table, so you will need to add a dropdown type field to that table, which references the CustomerEquipment table. Chose the Name field to display.
2. Add the dropdown to a screen, so that you can set the customer equipment field for work orders. You could make a copy of the existing FieldService_AddEditWorkOrder screen, however this will take some customization on your part.
3. Add the field to the report. The work order uses the report: FieldService_WorkOrderV3. I strongly suggest making a copy of this report, so that you can revert to the original if needed. To add the field, drag it from the field list onto the report:

If you are still having trouble with this, please let me know which step you are having difficulty with.

-Russell

I know this is an old thread, but I am trying to do the same, and when I make the dropdown field all I have to choose from is the ID number.

How do I get around this so I can show the name to the user and link the fields?

Hi Abbie,

Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name as well as the table and screen you're experiencing this on. I'll take a look and post back here with some insight.

- Justin

Hi Abbie,

The reason you're only able to select the RecordID for your dropdown is because it's the only Unique field in the table it's referencing.

In order for a field to be used to mark a relationship between two tables, it has to be unique. If you want to directly reference by this field (thus making it selectable), you'll have to make sure all its values in the table are unique before marking it as Unique in the Tables / Fields field editor. I would advise you go that route if at all possible, but here's a potential workaround if that's not an option for you:

1. Hide the dropdown that displays your custom table's RecordID, you'll want to keep it on the screen so you can use it in the background
2. Create a Dropdown object that references the field you want to select by (Name, for example)
• Since your values for this field aren't unique, you might want to add some additional detail columns so you can differentiate between records
3. Add an Enter Value Into Field On Screen action to the Text Change event for your new dropdown, use it to update your hidden RecordID dropdown with the RecordID of the value selected by the user

Hope this helps!

- Justin

Not really.  I"m just trying to get the Equipment Name from the Equipment table to this screen. so I can report on the equipment from the work order.  I don't necessarily want to assigne it here.

I'm not successful any way I try.  I've assigned the equipment Name to a shared result from the work order list screen - on an action from the select field.

Then on load of the add/edit work order screen I've then assigned that shared result to an ar result...then put to field.  I tried to put it in the Name field on this screen, but nothing shows up.

So frustrated.  WHat am I missing?

I got what I stated to work!  The table selection value changed when I changed the row to screen.