Revert Status of Records
You can revert the status of cancelled or terminated work orders and service appointment records back to their previous state. You can also revert a completed service appointment.
Permission Required: Revert
To revert the status of a record:
- Click the record whose status you want to revert, and in the [Module] Details page, select Revert.
- Click Revert in the confirmation message.
The following tables detail the statuses the record will have after their status is reverted.
Status Before Cancellation /Termination | On Cancellation /Termination | After Reverting |
Work Orders | ||
New | Cancelled | New |
Scheduled Appointment | Cancelled | New |
In Progress | Cancelled | In Progress |
In Progress | Cancelled | In Progress |
Work Order Line Items | ||
New | New | New |
Scheduled | New | New |
In Progress | Partially Completed | Partially Completed |
Completed (completed the associated service appointment) | Completed | Completed |
Status Before Cancellation /Termination | On Cancellation /Termination | After Reverting |
Service Appointments | ||
New | Cancelled | New |
Scheduled | Cancelled | Scheduled |
Dispatched | Cancelled | Dispatched |
In Progress | Cancelled | In Progress |
In Progress | Cancelled | In Progress |
Service Appointments Line Items | ||
Scheduled | Cancelled | Scheduled |
Scheduled | Cancelled | Scheduled |
Scheduled | Cancelled | Scheduled |
In Progress | Partially Completed | Partially Completed |
In Progress (resumed work) | Partially Completed | Partially Completed |
Revert a Completed Service Appointment
You can revert the status of a completed service appointment. After a service appointment is completed, its completed line items will have a Partially Complete option. Using this option, you can revert the status of a completed service appointment. To do so:
- Click Partially Complete for any of the completed line items.
- Click Partially Complete in the confirmation message.
- Click Keep it in "In Progress" in the confirmation message.
The status of the service appointment will be reverted to In Progress. The status of the line item will change to Partially Completed. If you choose Complete Appointment in the above confirmation message, then the status of the service appointment will change to Completed. The status of the line item will change to Partially Completed.
Points to remember
- When you try to revert a service appointment, if all its line items are active in any other service appointments associated with the parent work order, then you will encounter an error.
When you try to revert a service appointment, if only few of the line items are active in any other service appointments associated with the parent work order, then the status of the service appointment will be reverted with the status of these line items unchanged. - If after reverting the status of a service appointment, changes are made that result in the duration of the service appointment, then it will affect the number of appointments used for 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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Add records
You can create records using the zoho.fsm.createRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.createRecord(<module>, <KEY-VALUE>); Using the Connection of a Service (Default/Custom) <Response> = ...Fetch records
You can fetch records from a module using the zoho.fsm.getRecords() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.getRecords(<module>); Using the Connection of a Service (Default/Custom) <Response> = ...Updating Records
You can update a record of a module using the zoho.fsm.updateRecord() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.updateRecord(<module>, <NUMBER>, <KEY-VALUE>); Using the Connection of a Service ...Getting Related Records
You can fetch related information (Notes, Tasks, Contacts, etc.) about a record using the zoho.fsm.getRelatedRecords() deluge task. Syntax Method Used Syntax Using the Internal Connection <Response> = zoho.fsm.getRelatedRecords(<relationName>, ...Merge Records
In Zoho FSM you can easily eliminate duplicate records. While syncing data with external systems (e.g. Zoho Invoice/Books), or importing external data, there are chances of duplicate records getting added to Zoho FSM. In this case, you might want to ...
New to Zoho LandingPage?
Zoho LandingPage Resources