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Service | Customer Service, Contact Center, Fie...
Suggested answer

Price List Products

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Hi! Is there a way that when you select a price list in the work order form then when I search for the New Work Order products, only the products under that price list will show? Currently, when you select the price list, all products still appear.
Please help
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    2,273 Most Valuable Professional on at
    Price List Products
    Hi! By default, the Work Order Product lookup shows all products. To filter it by the selected Price List:
    Use a custom JavaScript on the Work Order Product form or a Power Automate + custom view:
    • In JavaScript, on Price List change, filter the Product lookup using addCustomFilter.
    • Alternatively, create a custom view that filters products by price list and apply it dynamically.
    There’s no OOB feature to auto-filter by price list — customization is required.
     
  • Suggested answer
    PerezAguiar Profile Picture
    Microsoft Employee on at
    Price List Products
    Hey!
     
    I couldn't find anything on this but definitively sounds like a nice feature:  If you have a price list associated, only the products under the price list should be allowed.  You can search if this has been a suggestion to Microsoft's engineering on https://experience.dynamics.com/ideas/search-ideas/?q=work%20order%20price%20list and if it hasn't been suggested, you can provide this feedback!
     
    Regards,

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