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Just signed up for the Field Services module and had a couple of questions:

1) How can I add a "Notes" section to the Add/Edit Work Order screen? I see that I can create tables and such, but how would I go about creating a table where a user had a free text entry for a note, but also tracked the user name of the logged in user and a current timestamp?

2) How can I change the starting activity number? I would like to have this number start close to our current work order number so we don't go backwards and have duplicate numbers from years past.

All help is greatly appreciated!

Thanks!

Ok - So I figured out the Notes. A new table, a textbox, button, grid, and a whole bunch of actions and I got what I needed.

I am still having trouble trying to get the Record ID for Work Orders to start at a higher value. Can anyone provide some insight?

Thanks!

vdefabis-

vdefabis:

I am still having trouble trying to get the Record ID for Work Orders to start at a higher value. Can anyone provide some insight?

Right now the only way to do this is to insert Work Orders(Or Activities since a work order is just a type of activity), until you get to the desired number you are looking for.

One way to make this process faster is to create a series and in that series delete and reinsert the occurances over and over, this should allow you to bring up the number alot quicker and easily delete the dummy work orders at the end.

-Michael

vdefabis-

There may actually be another option. Can you email me directly at m.melo@methodintegration.com?

-Michael