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.
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.
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.