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Hi,
I need to know about the Technical Implementation of the Agreement feature like how it is implemented or if I want to do some customization for the automatic generation of Schedule Work orders based on customized parameters.
Can anyone help me out with the actual implementation like which workflow or process is being used or is there any article that contains the details of its implementation?
Thanks in advance.
Hi Irfan K,
The agreement uses the Agreement Booking Date to generate work orders. Here is the workflow: Field Service - Generate Work Order for Agreement Booking Date reponibble for the purpose
Hi Irfan.
You can follow this document to configure your agreement.
learn.microsoft.com/.../set-up-customer-agreements
Basically, I have to add some parameters and check those parameters as well along with booking recurrence patterns, I believe there will be customization required for additional parameters but the OOB workflow is managed which is not exposing the complete details of implementation.
What do you mean by 'OOB workflow is managed which is not exposing the complete details of implementation?
You can still use the Agreement Booking Setup to configure it.
Add your logic to update the Agreement Booking Date. You create records as well as update the existing status.
Hi Irfan K
I like Gabriel Dias Junckes suggestion. Instead of extending the workflow, You can play with booking dates... It all depends on the situation, requirement and architecture.
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