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While working with one of the customer we figured out that they have multiple sequential tasks to be executed while working on a work order. This is fulfilled through usage of Service tasks under an incident type. However, the service tasks also have a conditional logic and for each of the service task they also have series of steps to be executed. The scenario looks something like below. Service- task-1: Conditional check (review procedure) Service- task-2: If output of review procedure is A then execute Service task-3 Else Execute Service task-4 Service- task-3: Step-1 Step-2 Step-3 Step-n Service-task-4: Step-1 Step-2 Step-3 Step-n Currently, service tasks under the incident types does have the feature of conditional logic and to add steps under each service tasks. We can customise this by creating a custom "Steps" entity with 1:N relationship. However, an out of the box feature to build conditional logic around service tasks and the flexibility to add steps would really help.

Category: Work order
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This suggestion is very similar to something already in our roadmap. While there are some differences, I suspect they both acheive the same functional end.

In April 2020, we will be releasing a preview of our Inspections functionality. In October, we expect this feature to be GA. Initially, during preview, this will not accomodate conditional logic; however, it is on our near-term roadmap. I hope that, by October 2020, the inspections with conditional logic functionality will enable a customer to drive an equivalent functional scenario.

Thanks for your idea and please check out our inspections preview.

Jason Cohen
PM, Dynamics 365 Field Service