Ability to assign Invoice Ownership through Deluge in FSM

Ability to assign Invoice Ownership through Deluge in FSM

Hi,

As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge.

When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This prevent the field agent to access the invoice when the profile permission we use is "Own Records" for Invoices.


When the invoice is created manually from the UI in FSM by the field agent, they are assigned as the Owner of the Invoice in FSM.

We would like to be able to assign the Invoice Owner when it is created through Deluge. Otherwise, we need to give access to all invoices in the system to our field agents and this can become a security issue.

Thank you,