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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Plugin validation on the WO is failing the workflow Generate Work Order for Agreement Booking Date

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Posted on by 905

Hello,

I created a plugin that will validate if the customer asset is blank in WO it will prevent the user from saving the form and it is working perfectly if the user tries to create a WO without a customer asset.
WOPlugValidation.png
However, we are facing the below problem:

We have bookings setups that are scheduled based on a specific date which will trigger the OOB workflow that is "Field Service - Generate Work Order for Agreement Booking Date".

The above workflow is failing because of the plugin validation that we did for the Work Order on the customer asset.
Generate-WO-failing.png

We require to have this validation required on the Work order but we want in parallel the workflow that generates the WO for the agreement booking date also work as expected, generate a work order even if the primary customer asset is null or blank for a WO.

What will be the solution to make the workflow works perfectly with the plugin validation assigned for the WO? I am open to any suggestions.

Any help is greatly appreciated.

Best regards,
EBMRay

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  • Suggested answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at

    Hi.

    There is a field called 'Agreement' on the work order. This field will be populated when the work order is generated from an agreement.

    If you add a condition on our plugin to skip the validation when Agreements contains data, does it work?

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