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Notification Template Note Reference on Service Orders Page
Best answer by davidpoole21
Hi
I didn’t see a good way to join to the NOTE table from the Service Orders screen, but I found a way to add FSServiceOrder.NoteText to my GI. Not sure how many, if any, of these fields are unique to my installation, but on mine it goes like this:
- Service Orders page; click Customization > Edit Generic Inquiry
- Results Grid tab
- + Add a row
- Object = FSServiceOrder
- Click in the Data Field column to edit the field, but then click the Pencil icon, not the selector arrow (It’s not in the selector list).
- Click Fields in the popup, double-click [FSServiceOrder.NoteText] in right-hand pane
- Ok, Save
- Go to the Notification Template; position the cursor where you want the Note text
- Insert > Datafield > FSServiceOrder > =[FSServiceOrder.NoteText]
- It will insert a formula where the Note text will appear.
+12Hi
Can you please try with the screen header view name ?
As per the below screenshot, it should be ((ServiceOrderRecords.NoteText)).
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+20Hi
We can create a Generic Inquiry and join with the NOTE table to fetch the note text value in the Notification templates.
Hope this helps!
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Hi
Can you please try with the screen header view name ?
As per the below screenshot, it should be ((ServiceOrderRecords.NoteText)).
This didn’t work. Thanks for trying, though. Guess I’ll have to add it to my Generic Inquiry.
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+20Hi
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Hi
I didn’t see a good way to join to the NOTE table from the Service Orders screen, but I found a way to add FSServiceOrder.NoteText to my GI. Not sure how many, if any, of these fields are unique to my installation, but on mine it goes like this:
- Service Orders page; click Customization > Edit Generic Inquiry
- Results Grid tab
- + Add a row
- Object = FSServiceOrder
- Click in the Data Field column to edit the field, but then click the Pencil icon, not the selector arrow (It’s not in the selector list).
- Click Fields in the popup, double-click [FSServiceOrder.NoteText] in right-hand pane
- Ok, Save
- Go to the Notification Template; position the cursor where you want the Note text
- Insert > Datafield > FSServiceOrder > =[FSServiceOrder.NoteText]
- It will insert a formula where the Note text will appear.
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Hi
Naveen -- Thanks for your help!
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