Step 1: Create a connection for Zoho FSM  

1. Navigate to Setup > Developer Space > Connections and under Custom Services, 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. If this is disabled, the connection will utilize the credentials of the connection owner.

3. Select the Scopes ZohoFSM.modules.all
   
   
5. Click Connect.
   
   
   
   
6. Click Accept.
   
   

Step 2: 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: CopyNotesFromWO
   
2. Module: Service Appointments
   
3. In the Deluge Script Editor, enter the following script:
   
   

   service_appointment_id = service_appointment.get("id"); work_order_id = service_appointment.get("Appointments_X_Services").toMap().get("Work_Order").toMap().get("id"); response = invokeurl [  url :"https://fsm.zoho.com/fsm/v1/Work_Orders/" + work_order_id + "/Notes"  type :GET  connection:"fsmcon" ]; responseData = response.get("data").toList(); for each  eachResponseData in responseData {  notes_list = list();  attachments_List = list();  attachmentList = List();  eachResponseMap = eachResponseData.toMap();  Note_Title = eachResponseMap.get("Note_Title");  Note_Content = eachResponseMap.get("Note_Content");  notes_map = Map();  notes_map.put("Note_Content",Note_Content);  notes_map.put("Note_Title",Note_Title);  notes_list.add(notes_map);  attachments = eachResponseMap.get("$attachments");  notes_create_map = Map();  notes_create_map.put("data",notes_list);  create_response = invokeurl  [   url :"https://fsm.zoho.com/fsm/v1/Service_Appointments/" + service_appointment_id + "/Notes"   type :POST   parameters:notes_create_map.toString()   connection:"fsmcon"  ];  newNoteId = create_response.get("data").toMap().get("details").get("id");  if(attachments != null)  {   attachments_List = attachments.toList();   for each  attachment_item in attachments_List   {    fileId = attachment_item.toMap().get("$file_id");    fileName = attachment_item.toMap().get("File_Name");    attachmentsMap = Map();    attachmentsMap.put("File_Id",fileId);    attachmentsMap.put("File_Name",fileName);    attachmentList.add(attachmentsMap);    notes_create_map1 = Map();    notes_create_map1.put("data",attachmentList);   }   create_response1 = invokeurl   [    url :"https://fsm.zoho.com/fsm/v1/Notes/" + newNoteId + "/Attachments"    type :POST    parameters:notes_create_map1.toString()    connection:"fsmcon"   ];   info create_response1;  } }

Step 3: 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: Service Appointments
   
2. Rule Name: Copy Notes
   
3. Description: Copy the Notes from the parent Work Order when a Service Appointment is created.
   
   
   
   
3. Select the rule trigger as Edited and click Next.
   
   
   
   
4. Select the rule criteria as To all Service Appointment and 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