You need to sign in to do that
Don't have an account?
Andrew G
FSL - what fires the Auto Create feature in Work Type?
Hello
Playing with Work Types and the Auto Create feature. I know there is a check box to tick which will auto create the Service Appointments.
However, I have a need to generate multiple Service Appointments for a single Work Order. The multiple appointments will have the same parameters as a crew will come together to do that particular piece of work. (Note: the Service Crew feature in FSL does not meet the needs of the business).
Now, I have played with Process Builder to action this, but I get unusual results when the auto create feature is enabled. (And yes, we do need the auto create feature for other business processes).
In process builder I can populate the address for the Work Order from the Case, and then address to Service Appointment from Work Order. I can get the multiple service appointments by using the recursive feature of the Process Builder.
However, if I set the WorkType to a type with Auto Create, I get extra Service Appointments and/or Service Appointments without addresses.
So, the question is, in the execution process of events, (i.e. before trigger, after triggers, process builder...etc), where does the Auto Create feature kick in ? It is obviously part of the managed package and can't be viewed by us mere mortals, but it is happening, but when/where?
And a slight aside, when does the standard field Service Appointment Count (in Work Order) populate in that series of events? As understanding that may also provide an option for a solution.
Part of the reason for asking is that I am looking to take this to a trigger, but I'm thinking i may run into the same issues there.
Regards
Andrew
Playing with Work Types and the Auto Create feature. I know there is a check box to tick which will auto create the Service Appointments.
However, I have a need to generate multiple Service Appointments for a single Work Order. The multiple appointments will have the same parameters as a crew will come together to do that particular piece of work. (Note: the Service Crew feature in FSL does not meet the needs of the business).
Now, I have played with Process Builder to action this, but I get unusual results when the auto create feature is enabled. (And yes, we do need the auto create feature for other business processes).
In process builder I can populate the address for the Work Order from the Case, and then address to Service Appointment from Work Order. I can get the multiple service appointments by using the recursive feature of the Process Builder.
However, if I set the WorkType to a type with Auto Create, I get extra Service Appointments and/or Service Appointments without addresses.
So, the question is, in the execution process of events, (i.e. before trigger, after triggers, process builder...etc), where does the Auto Create feature kick in ? It is obviously part of the managed package and can't be viewed by us mere mortals, but it is happening, but when/where?
And a slight aside, when does the standard field Service Appointment Count (in Work Order) populate in that series of events? As understanding that may also provide an option for a solution.
Part of the reason for asking is that I am looking to take this to a trigger, but I'm thinking i may run into the same issues there.
Regards
Andrew