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.
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