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Service Order Details Field on Service Order Print Page


jaymarzian
Varsity I
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Hey folks, does anyone know how to populate this field on the Service Order Print Page?
 

 

Best answer by dsimmerly

@jaymarzian As @lbarker shows above are the details from the standard out of the box report.  Assuming your report has not been modified this area will show the Workflow, Assigned Staff, Project, and Deadline.  If any of these fields are blank on the service order the report will show blank

Your report can be edited and you can replace this data as needed

 

 

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dsimmerly
Pro I
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  • January 30, 2024

@jaymarzian - What is the report ID and where is the information on the Service Order you need to see in that area ?


lbarker
Varsity III
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  • Varsity III
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  • January 30, 2024

If u look at the form in report designer, its compiling from the following::

=IIf([FSServiceOrder.WFStageID]<>null, 'Workflow Stage ID: ' + [FSServiceOrder.WFStageID]+'{br}','')
+ IIf([FSServiceOrder.AssignedEmpID]<>null, 'Supervisor: ' + [FSServiceOrder.AssignedEmpID_BAccountStaffMember_acctName]+'{br}','') 
+ IIf([FSServiceOrder.ProjectID] <>null, 'Project: ' + [FSServiceOrder.ProjectID]+' - '+ [FSServiceOrder.ProjectID_description]+ '{br}','')
+ IIf([FSServiceOrder.SLAETA]<>null, 'Deadline Date: ' + [FSServiceOrder.SLAETA_Date]+'{br}','')


jaymarzian
Varsity I
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  • January 30, 2024

Thanks for asking,

Would it be fs641000.rps ?   I guess what I am wondering is “ Where is the information stored that populates this field.”   We would want to add advisory type comments to the customer here.  Do I have to customize the report template each time?


dsimmerly
Pro I
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  • Pro I
  • 117 replies
  • Answer
  • January 30, 2024

@jaymarzian As @lbarker shows above are the details from the standard out of the box report.  Assuming your report has not been modified this area will show the Workflow, Assigned Staff, Project, and Deadline.  If any of these fields are blank on the service order the report will show blank

Your report can be edited and you can replace this data as needed

 

 


jaymarzian
Varsity I
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  • 32 replies
  • January 30, 2024
lbarker wrote:

If u look at the form in report designer, its compiling from the following::

=IIf([FSServiceOrder.WFStageID]<>null, 'Workflow Stage ID: ' + [FSServiceOrder.WFStageID]+'{br}','')
+ IIf([FSServiceOrder.AssignedEmpID]<>null, 'Supervisor: ' + [FSServiceOrder.AssignedEmpID_BAccountStaffMember_acctName]+'{br}','') 
+ IIf([FSServiceOrder.ProjectID] <>null, 'Project: ' + [FSServiceOrder.ProjectID]+' - '+ [FSServiceOrder.ProjectID_description]+ '{br}','')
+ IIf([FSServiceOrder.SLAETA]<>null, 'Deadline Date: ' + [FSServiceOrder.SLAETA_Date]+'{br}','')

OK - these folks are not using the Project module, so this field is really not something they can utilize without a customization.   Does that sound correct?


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