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Field Service forum

Add "Convert To Work Order" As Business Process Flow Step

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Posted on by

Hi,

Can we add "Convert To Work Order" as Business Process Flow Step?

ConvertToWorkOrder.png

So for example, I have several steps in the Business Process Flow, in the Complete Stage I want to automatically convert a Case to Work Order.

Please be kindly advise.

  • Suggested answer
    dian74 Profile Picture
    dian74 2,475 Most Valuable Professional on at
    RE: Add "Convert To Work Order" As Business Process Flow Step

    You can create a (date) field called "Convert to Work Order", that will trigger a power automate flow which can auto-create the work order when triggered (trigger can be when the "Convert to Work Order" field is populated) You can then put this field in the business process flow.

    Please mark this answer as verified if this was helpful.

  • Ainsley Profile Picture
    Ainsley 90 on at
    RE: Add "Convert To Work Order" As Business Process Flow Step

    Hi, I would like to do the same, is it possible?

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