Zoho FSM | Create Work Orders in Bulk using Zoho Sheets

Create Work Orders in Bulk using Zoho Sheets

Use case: Using Zoho Sheets, import/create multiple work orders at once.
 
Follow the steps below to implement this use case:

Step 1: Prepare a sheet with the work order values

Prepare a sheet with the values you want to create the work orders with. Refer to the attached sheet to know the format in which you need to add the values in the sheet.
 
NoteBecause of Zoho FSM API limits, at a time, include only up to 100 entries in the sheet.

Step 2: Create a custom function

In Zoho FSM, create a function to generate work orders from the sheet.
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details and click Save:
    1. Function Name: CreateBulkWOs
    2. Module: Work Orders
    3. In the Deluge Script Editor, enter the following script:

      bodyMap = Map();
      headerMap = Map();
      headerMap.put("Authorization","Zoho-oauthtoken 1000.XXXXX");
      response = postUrl(url,bodyMap,headerMap);
      response_list = response.get("records").toList();
      for each  response_map in response_list
      {
       create_response = zoho.fsm.createRecord("Work_Orders",response_map.toMap());
       info create_response;
      }
In the above function, the Zoho Sheet API used to create work orders from the Zoho Sheet values is Fetch records from worksheet.
 
Following are the details on how to fetch the parameter values for this API.
  1. <resource_id>
    The resource_id is the alphanumeric value in the sheet's URL. Refer to the screenshot below.



  2. <worksheet_name>
    Go to the List all worksheets API page. Select your Spreadsheet Name and click Submit. You can find the worksheet_name in the Response. Refer to the screenshot below.



    Here the worksheet_name value is BulkWOs.

  3. <worksheet_id>

    Go to the List all worksheets API page. Select your Spreadsheet Name and click Submit. You can find the worksheet_id in the Response. Refer to the screenshot below.



    Here the value of worksheet_id is 0#.
To fetch the Zoho-oauthtoken:
  1. Click Generate Access Token.



  2. The Zoho-oauthtoken value will be displayed as shown in the screenshot below.

Testing the usecase

  1. Navigate to Setup > Automation > Functions and click on the function CreateBulkWOs.
  2. In the Deluge Script Editor, click Save & Execute.
  3. In the Execute Function pop-up, enter a Request record ID or click Click here to get the list to obtain the list of available Request IDs.
  4. Select a Request ID and click Execute.

The created work orders can be seen in the Work Orders List page.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Work Orders

                                                                                                                              A work order is a record created for executing a contact service request. Available in Editions: All Editions Create Work Orders Permission Required: Work Orders A Work Order can be created in one of the following ways: From Requests: Use the Convert ...
                                                                                                                            • Time Sheets

                                                                                                                              Time spent working on an appointment can be logged using Time Sheets. Time sheet entries can be recorded by the field agent from the FSM mobile app. Time sheets can be also be recorded from the FSM web app. - Permission Required: Time Sheets - Check ...
                                                                                                                            • Job Sheets

                                                                                                                              Job Sheets are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on location, the checklists and instructions within the job sheet guarantee that the ...
                                                                                                                            • Can I convert multiple Requests into Work Orders in bulk in Zoho FSM?

                                                                                                                              No. In Zoho FSM, Requests cannot be converted into Work Orders in bulk. Each Request must be opened and converted into a Work Order individually.
                                                                                                                            • Create a Work Order in Zoho FSM from a Sales Order in Zoho Books

                                                                                                                              Use case: Whenever a Sales Order is created in Zoho Books, create a Work Order for it in Zoho FSM. Follow the steps below to implement this use case: Step 1: Create a connection for Zoho FSM in Zoho Books Step 2: Create a custom function in Zoho ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources