Email Customer the Job Sheets when a Service Appointment is Completed
Step 1: Create a connection
- Navigate to Setup > Developer Space > Connections and under Custom Services, and click Create Service.
- Enter the following details and click Create Service.
- Service Name: ZFSM
The Service Link Name will be automatically populated. - Authentication Type: OAuth2
- Parameter Type: Header
- Grant Type: Authorization Code
- Generated Consumer Key, Consumer Secret
- Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
- Access Token URL: https://accounts.zoho.com/oauth/v2/token
- Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
- Scope: ZohoFSM.modules.JobSheets.READ
Provide a Scope Display Name. - Click Create Connection.
- Perform the following and click Create And Connect:
- Connection Name: ZFSM
The Connection Link Name will be populated automatically. - Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.
- Select the Scopes ZohoFSM.modules.JobSheets.READ
- Click Connect.
- Click Accept.
Step 2: Create a custom function
- Navigate to Setup > Automation > Functions and click Create Function.
- Enter the following details and click Save:
- Function Name: SendJobsheetsToCust
- Module: Service Appointments
- In the Deluge Script Editor, enter the following script:
try { file_list = list(); Appointment_id = service_appointment.get("id"); contactId = service_appointment.get("Contact").get("id"); contactResp = zoho.fsm.getRecordById("Contacts",contactId); email = contactResp.get("data").toMap().get("Email"); info email; related_resp = invokeurl [ url :"https://fsm.zoho.com/fsm/v1/Service_Appointments/" + Appointment_id + "/Job_Sheets" type :GET connection:"zfsm" ]; if(!related_resp.isNull() && !related_resp.isEmpty()) { jobsheetResp = related_resp.get("data"); if(jobsheetResp.isNull() || jobsheetResp.isEmpty()) { info "No jobsheets present in the SA !!!"; } else { jobsheet_list = related_resp.get("data").toList(); for each jobsheet in jobsheet_list { Status = jobsheet.get("Status"); if(Status.equalsIgnoreCase("Completed")) { filename = jobsheet.get("Name"); file_id = jobsheet.get("id"); if(!file_id.isNull() && !file_id.isEmpty()) { fileResp = invokeurl [ url :"https://fsm.zoho.com/fsm/v1/Job_Sheets/" + file_id + "/actions/download?type=pdf" type :GET connection:"zfsm" ]; filename = filename + ".pdf"; fileResp.setFileType("pdf"); fileResp.setFileName(filename); file_list.add(fileResp); } } } } } if(!file_list.isEmpty()) { sendmail [ from :zoho.adminuserid to :email subject :"Jobsheets " message :"PFA" Attachments :file:file_list ] } } catch (err) { info err; sendmail [ from :zoho.adminuserid to :zoho.adminuserid subject :"Error in executing the code" message :err ] } |
Step 3: Create a workflow rule
- Go to Setup > Automation > Workflow Rules and click Create Workflow.
- Enter the following details, then click Next:
- Module: Service Appointments
- Rule Name: SendJobsheetsToCust
- Description: On service appointment completion, email the job sheets in service appointment to the customer.
- Select the rule trigger as Edited. Select Specific field(s) gets modified and add the condition When Status is modified to the value Completed. Check Repeat this workflow whenever a Service Appointment is edited. Click Next.
- Select the rule criteria as To all Service Appointments. Click Next.
- Click +Action and select Functions.
- Select Existing Functions and click Next.
- Select the custom function created in the previous step.
- Click Save.
Testing the usecase
- Create a Service Appointment.
- Complete a job sheet in the service appointment.
- Click Complete Work for the service appointment.
The job sheets will be emailed to the contact in the service appointment.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...Email Customers the Attachments in Service Appointment Notes
Usecase: On service appointment completion, email the attachments in service appointment notes to the customer. Follow the steps below to implement this usecase: Step 1: Create a connection for Zoho FSM Step 2: Create a custom function Step 3: Create ...Email Customer the Service Reports along with the Invoices
Usecase: When a service appointment is completed, email to the customer the service reports in the service appointment and the invoices in the parent work order. Follow the steps below to implement this usecase: Step 1: Create connections Step 2: ...Service Tasks
Service tasks are subtasks or child tasks that you can add to a service. When you want to handle a service that is a composite task consisting of several activities, then creating service tasks for the service will come in handy. For example, ...Service Appointments
Service appointments are jobs created for carrying out the services in a work order. These service appointments are assigned to field agents or crew who will then perform the services at the contact location. As many service appointments as the ...