You can view the existing attachments for a work order task or add attachments to a work order task.

You can add attachments of type:

  • File
  • Picture
  • Video
  • Audio

When you save an attachment:

  • It is uploaded to SharePoint.
  • An attachment is added to the related work order line in D365 F&SCM. This attachment is of type URL and its URL refers to the attachment as stored in SharePoint.
  • An attachment entry is added to the Attachments page of the Rental Mobile Operations - Field Service app.

Note:

  • If you are working offline, the attachment is not synchronized with D365 F&SCM until you are back online.
  • In D365 F&SCM, you can add attachments to a work order line. These attachments are shown in the Rental Mobile Operations - Field Service app. Note: Only attachments of type URL are supported by the Rental Mobile Operations - Field Service app.


Standard procedure

1. On the Booking page, on the General tab, tap the Work Order name.
2. You can view existing attachments or add an attachment.
  To add an attachment, on the attachments page, tap the Create record [+] button > Note.
3. Enter a title and description.
4. Subtask: Add a file.
  4.1 Tap the Add a file [paperclip] button.
  4.2 Browse for and tap the desired file.
  4.3 Tap Add note.
5. Subtask: Add a picture.
  5.1 Tap the Add a picture [camera] button.
  5.2 Take the picture.
  5.3 Tap the Accept [v] button.
  5.4 Tap Add note.
6. Subtask: Add a video.
  6.1 Tap the Add a video [video] button.
  6.2 Record the video.
  6.3 Tap the Accept [v] button.
  6.4 Tap Add note.
7. Subtask: Add audio.
  7.1 Tap the Add audio [microphone] button.
  7.2 Record the audio.
  7.3 Tap OK.
  7.4 Tap Add note.
8. Close the Attachments page (tap Go Back [<]).

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