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Tie the Manage Lookups to Serviceable Items

We would like the ability to use a dropdown in form templates that can select a specific sites serviceable items. The goal is to create a historical record for certain forms like warranty documents tied to a specific piece of equipment aka (serviceable items)

  • James Tomlinson
  • Apr 7 2022
Company Veregy
Job Title / Role Service Coordinator
I need it... 6 months
  • Attach files
  • James Tomlinson commented
    April 18, 2022 22:18

    Kevin where is this SQL field you are referring to? I originally thought it was the SQL Choices Override field in the manage look up section

  • Kevin Halme commented
    April 07, 2022 19:16

    This is currently possible by using the following in the lookup SQL field:


    SELECT ServiceItem AS ChoiceShortName, ServiceItem + ' - ' + items.Description + ' - ' + Model + ' - ' + SerialNumber AS ChoiceLongName FROM ScopeChecklistInstance i

    INNER JOIN kSMWorkOrder wo on i.SMCo = wo.SMCo and i.SMWorkOrder = wo.WorkOrder

    INNER JOIN kSMServiceItems items on i.SMCo = items.SMCo and wo.ServiceSite = items.ServiceSite

    WHERE i.ChecklistInstanceID = @ChecklistInstanceID

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