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Service | Customer Service, Contact Center, Fie...
Answered

How to invoque FS System Workflow to generate Work Orders from Agreement booking dates

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Posted on by 20

Hi,

We have an issue whith agreements auto generating work orders from agreement booking dates. Many times, the "generate work orders with X days in advance" date is left behind and work order does not get generated. 

Also, even if this would have been working properly, sometimes we need work orders to be generated under other conditions not related to the standard dates and fields.

When using the buttom "Generate work order" on the agreement booking date, it always work perfectly even in the agreement booking dates that does not properly auto generate the work order.

So, we thought our best solution is run via plugin the system workflow: Field Service - Generate Work Order for Agreement Booking Date with the agreement booking date guid parameter. So far, we haven't be able to run this WF on demand via plugin. 

- What parameters or inputs, or in general which is needed to run this workflow on demand?

- We see this WF is set to run as a secundary process, so there is another thing should we invoque before this workflow?

- Also, since it all works fine when using the button manually from the agreement booking date, another solution seems to be recreate directly the actions this button executes, but so far we haven't been able to know what this button does. We only know at the end the generate work order from agreement booking date workflow runs, but don't know the intermediate steps or parameters for calling the workflow from the button.

Any of this solutions or another ones for generating under demand work orders from agreement booking dates will be really apreciated!

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Carlos.Rodriguez,

    If I forget all and only discuss on-demand workflow triggers via a plugin. 

    So, we thought our best solution is run via plugin the system workflow: Field Service - Generate Work Order for Agreement Booking Date with the agreement booking date guid parameter. So far, we haven't be able to run this WF on demand via plugin. 

    Are you experiencing any errors? Are you familiar with the below step? 

    pastedimage1663930382605v1.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Carlos.Rodriguez Profile Picture
    20 on at

    Hi Abdul Wahab,

    Thank you very much for your answer.

    My programmer teammate sent me this code where WorkFlowCreateOT.Id contains the ID of the Field Service - Generate Work Order for Agreement Booking Date system Workflow and fechaGuid contains the GUID of the Agreement Booking Date from the work order we want to be generated.

    pastedimage1663932871664v2.png

    The error we are experiencing while doing this is the following:

    pastedimage1663932725554v1.png

    Also, we don't know how the step you mentioned works.

    Thank you very much

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Carlos.Rodriguez,

    The issue is in fetchGuid, for the testing 'hard code' the agreement booking date into fetchGuid.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Carlos.Rodriguez Profile Picture
    20 on at

    Hello Abdul,

    We tried what you mentioned and also hard coding the ID of an agreement booking date, but we keep receiving the same error.

    Previously you mentioned this step:

    Image

    How is it supposed to work?

    Thanks.

    Regards,

    Carlos Rodríguez

  • Verified answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Carlos.Rodriguez,

    Please verify 

    1. Workflowid
    2. EntityId

    you must need to pass it correctly. In the first step hard code it. You can do one thing more as it is an on-demand process. You can first try it from the Agreement Booking Date whether it is working without error or not. If it worked then use the similar agreement booking date in the plugin to verify the code.

    I will describe the step later. Please first try to fix the above one.

  • Carlos.Rodriguez Profile Picture
    20 on at

    Thank you very much Abdul.

    We found the problem and it was we were including the "7b" characters on the guid.

    The problem related to this topic seems to be solved. One more time, thank you for help and your time.

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Carlos.Rodriguez,

    You are welcome. Your answer gives me energy. I am charged now. Thank You very much.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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