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That is Correct Ryan, I Appreciate the help.   Thank You.   Jim

Hi,   I am having a problem with entering a new customer from the Add / Edit Work Order Page, I get a popup screen error that says : "Screen ID not Found" "There was no screen id passed in. If this is a pop up screen, then please verify the actions from the calling page are referencing a valid page. If this is coming ...

Hi Amanda, I got it working! I am glad I did not have to start over and make a new template just to get the customer information linked to my design. The person who made the EntityRef is awesome.   Thank you very much for the help.   Jim

Hi Amanda, Thank you for your response. However, I have a few more questions. How do I add the Entity Table to my existing modified Work Order Design? What steps do I need to do in order to get this "Entity Table" linked to my Design, using Activity as the Master Table. I tried creating a Design with the Customer table as the master ...

Hi, I am having some difficulties with trying to link the data from the "Customer Table" to the new design template I made for the "Default Work Order Template (Print)". I just found out why I cannot use the Customer Table as the Master Table because it will not allow me to select it for the ...

Based on the report name 'FieldService_WorkOrder(company name)', we could not find the filter field RecordID, the report could not be run.  Additional Information  Action Sequence Order:3   I am working on a modified Work Order Print Screen and after changing a few things, when I try to Print Work Order in the Add / Edit ...