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. 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