Closed dianamartin closed 4 years ago
I was able to add this functionality, however, it puts the work order and the job into an On Hold
status. I need to tweak the HOLD PLANS
conditional rule in the object table. Because I tweaked a rule, it made the maintenance rule obsolete making 484 maintenance records to go to the On Hold
status.
In the process of copying over a new development environment.
Insert a connected record - a new work order signs markings attachment - connected to work order markings
.
When - default blank
Values
ATTACHMENT TYPE
- to custom value - Plans
ATTACHMENT DETAILS
- to custom value - Automated Attachment - DO NOT USE
ATTACHMENT
- to a custom value - AUTOMATED ATTACHMENT.pdfVIA GRANDE DR & VIA VERDE DR, AUSTIN, TX
- 19-00283497
SHORT LINE
, SPECIALTY MARKINGS
On Hold
Checked work order and Jobs were created - Status:
Issued
. Seems like record rule didn't work. Returned to Service Request details and the Jobs records are now showing up.
I checked the back end of the MRK19-009600
and noticed the Requester
field wasn't populated. I made sure the form's record rules were updated to include that.
I will also manually change the Requester
field for MRK19-009600
to see if the Work Order Status updates.
311 SR
It did nothing. Will test on new SR.
SPRUCE CANYON DR & VIA GRANDE DR, AUSTIN, TX
- 19-00283490
Raised Pavement Markings
work groupI refreshed the Service Request details page and the connected job showed up with Job Status:
Issued
. The work order status also updated toIssued
.
I went into the markings work order the
311 SR
Page:
I want to be able to convert this SR into a Marking Job that is assigned to a particular work group (Creates a work order --> markings job)
Review Activity form Review Record rules on form
When
Dispatch Technician/Crew
- this trigger will create Work Order --> Job.