Step 1: Create a custom field

Step 2: Create a connection for Zoho FSM

1. Navigate to Setup > Developer Space > Connections and click Create Service.
   
   
   
   
2. Enter the following details and click Create Service.
   
1. Service Name: FSMCon
   The Service Link Name will be automatically populated.
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Grant Type: Authorization Code
   
5. Generated Client ID, Client Secret
   
6. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
7. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
9. Scope: ZohoFSM.modules.all
   Provide a Scope Display Name.
   
   
   
   
3. Click Create Connection.
   
   
   
   
4. Perform the following and click Create And Connect:
   
1. Connection Name: FSMCon
   The Connection Link Name will be populated automatically.
2. Disable Use Credentials Of Login User.
3. Select the Scopes ZohoFSM.modules.all
   
   
   
   
5. Click Connect in the authentication page.
   
   
   
   
6. Click Accept in the Authorization page.
   
   
   

Step 3: Create a custom function

1. Navigate to Setup > Automation > Functions and click Create Function.
   
2. Enter the following details and click Save:
   
1. Function Name: CreateAndSendInvoice
   
2. Module: Work Order
   
3. In the Deluge Script Editor, enter the following script:
   
   

   Work_Order_Id = work_order.get("id"); Service_Line_Items = work_order.get("Service_Line_Items"); line_item_id_list = list(); for each  Service_Line_Item in Service_Line_Items {  line_item_id = Service_Line_Item.toMap().get("id");  line_item_id_list.add(line_item_id); } data = {"data":{{"Work_Order":Work_Order_Id,"$Service_Line_Items":line_item_id_list,"$finance_data":{"discount_preference":{"Adjustment":0}}}}}; invoice_response = invokeurl [  url :"https://fsm.zoho.com/fsm/v1/Invoices"  type :POST  parameters:data.toString()  connection:"fsmcon" ]; info "invoice_response: " + invoice_response; invoice_id = invoice_response.get("data").toMap().get("Invoices").toMap().get("id"); contact_id = work_order.get("Contact").toMap().get("id"); contactResp = zoho.fsm.getRecordById("Contacts",contact_id); contactData = contactResp.get("data").toMap(); email = contactData.get("Email"); email_list = list(); email_list.add(email); invoice_data = {"data":{"send_invoice_pdf":true,"to_mail_ids":email_list,"send_from_org_email_id":true}}; send_invoice_response = invokeurl [  url :"https://fsm.zoho.com/fsm/v1/Invoices/" + invoice_id + "/actions/send_invoice"  type :POST  parameters:invoice_data.toString()  connection:"fsmcon" ]; info send_invoice_response;

Step 4: Create a workflow rule

1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
   
2. Enter the following details, then click Next:
   
1. Module: Work Orders
   
2. Rule Name: CreateAndSendInvoice
   
3. Description: When the user selects the checkbox Create and Send Invoice in the work order, automatically create and send invoice.
   
   
   
   
3. Select the rule trigger as Created or Edited and click Next.
   
   
   
   
4. Select the rule criteria as Only to the Work Order matching certain conditions and add the condition Create and Send Invoice is Selected. Click Next.
   
   
   
   
5. Click +Action and select Function.
   
   
   
   
6. Select Existing Functions and click Next.
   
   
   
   
7. Select the custom function created in the previous step.
   
   
   
   
8. Click Save.
   
   

Testing the usecase