Blocked accounts in Field Service

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Posted on by K Crawford

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We have a need to prevent work orders from being created when an account is in a blocked status (using any of the block status options). I would like to have a flag or an error pop up when trying to use the blocked account.

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Community Member on at

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Hi Crawford,

The blocked field is in account form?

Maybe you can create a real time workflow to achieve it.

Go Settings > Processes:

Set workflow:

Condition:

Stop workflow with canceled:

Save and Active it:

Test:

Account 'A. Datum Corporation (sample)' is blocked:

One error will appear when you select blocked account to create work order:

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K Crawford 105 on at

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Hi Leah Ju - thank you so much for this response. I would like to confirm that with the workflow the billing account can be marked as blocked and it will carry to all of the service accounts as well.

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Dan Gittler - Dynam... on at

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The workflow can have an "or" condition to check the account through both the service and billing account fields on the work order.

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Community Member on at

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Hi,

Another way to prevent such would be to change the view for Service and Billing Accounts fields on WO form to display only non-blocked accounts. If the account is blocked then user won't see this account on a drop-down.

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K Crawford 105 on at

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Thanks!

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K Crawford 105 on at

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I am not sure what step(s) I am missing, but I am still able to create work orders with this activate workflow. Can you point me in the right direction?

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Community Member on at

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Try to uncheck 'Run it in a background'.

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K Crawford 105 on at

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That option automatically populates and I am under to uncheck it. I am going to try selecting As an on-demand process and see if that will work.

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K Crawford 105 on at

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I was still able to create W11911, however, I found this in the process sessions. The WO doesn't seem effected and is sitting in an unscheduled status

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Is there 'Convert to a real-time workflow' button at the top ribbon during workflow edition? You have to make it a real-time workflow to have an impact on current form.

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