Send Service Report To Customer

Send Service Report To Customer

Usecase: Email the service report to the customer on service appointment completion.
Follow the steps below to implement this usecase:

Step 1: Create a connection for Zoho FSM

To use the FSM APIs via the invokeURL task in the custom function, you need to create a connection for FSM. To do so:
  1. Navigate to Setup > Developer Space > Connections and 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:
    7. Access Token URL:
    8. Refresh Token URL:
    9. Scope: ZohoFSM.files.READ
      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.files.READ

  5. Click Connect in the authentication page.

  6. Click Accept in the Authorization page.

In the custom function, where the FSM API is used via the invokeURL task, use this Connection Link Name.

Step 2: Create a custom function  

Create a custom function in Zoho FSM to email the service report to the customer on service appointment completion.
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details and click Save:
    1. Function Name: SendServiceReport
    2. Module: Service Appointments
    3. In the Deluge Script Editor, enter the following script:

      contactId = service_appointment.get("Contact").get("id");
      contactResp = zoho.fsm.getRecordById("Contacts",contactId);
      email = contactResp.get("data").toMap().get("Email");
      service_list = service_appointment.get("Appointments_X_Services").toList();
      for each  services in service_list
       aptId = services.get("Service_Appointment").toMap().get("id");
       get_record = zoho.fsm.getRecordById("Service_Appointments",aptId);
       srResp = zoho.fsm.getRelatedRecords("Service_Reports","Service_Appointments",aptId);
       if(srResp != null && srResp.containKey("data"))
        apRelatedrecords = srResp.get("data").get(0);
        reportpdfResp = apRelatedrecords.get("Service_Report_PDF");
        if(reportpdfResp != null)
         fileurl = reportpdfResp.get(0).get("download_Url");
         fileResp = invokeurl
          url :"https://" + fileurl
          type :GET
          from :zoho.adminuserid
          to :email
          subject :"Zoho FSM Service Report"
          message :"PFA the service report pdf."
          Attachments :file:fileResp

Step 3: Create a workflow rule  

Create a workflow rule in Zoho FSM to automatically email the service report to the customer on service appointment completion.
  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: Send Service Report
    3. Description: Email the service report to the customer on service appointment completion.

  3. Select the rule trigger as Edited and click Next.

  4. Select the rule criteria as Only to the Service Appointment matching certain conditions and add the condition Status is Completed. 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  

  1. Create a Service Appointment.
  2. Create a Service Report.
  3. Click Complete Work for the service appointment.

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