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Service Order Details Field on Service Order Print Page

  • Jan 30, 2024 2:33 PM UTC
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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 dalesimmerly58

@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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- John

5 replies

dalesimmerly58
Pro I
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@jaymarzian - What is the report ID and where is the information on the Service Order you need to see in that area ?

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    LeanneM
    Semi-Pro III
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    • LeanneM
    • Semi-Pro III
    • Jan 30, 2024 3:52 PM UTC

    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}','')

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      jaymarzian
      Varsity I
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      • jaymarzian
      • Author
      • Varsity I
      • Jan 30, 2024 3:52 PM UTC

      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?

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      - John
      dalesimmerly58
      Pro I
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      @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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        jaymarzian
        Varsity I
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        • jaymarzian
        • Author
        • Varsity I
        • Jan 30, 2024 4:10 PM UTC

        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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        - John
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