Step 1: Create a connection for Zoho FSM

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: 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.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. Disable Use Credentials Of Log​​​​​in User. If this is disabled, the connection will utilize the credentials of the connection owner.

3. Select the Scopes ZohoFSM.files.READ
   
   
5. Click Connect in the authentication page.
   
   
   
   
6. Click Accept in the Authorization page.
   
   
   
   
   

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: 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"); info reportpdfResp; if(reportpdfResp != null) { fileurl = reportpdfResp.get(0).get("download_Url"); fileResp = invokeurl [ url :"https://" + fileurl type :GET connection:"fsmcon" ]; filename = apRelatedrecords.get("Name") + ".pdf"; fileResp.setFileType("pdf"); fileResp.setFileName(filename); sendmail [ 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  

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.