Automate Note Creation for Service Appointments

Automate Note Creation for Service Appointments

Hi Latha,

I hope you're doing great.

Thank you for your continued support in helping resolve previous issues — it's truly appreciated.

I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I want to automatically create a Note under the “Notes” section (Service Appointment module) whenever a Service Appointment is created.

The Note should include details of all Equipment resources assigned to the Service Appointment. Below are the details I would like to include in the Note content:

  • Equipment Name

  • Equipment Serial Number (Equipment_Serial_Number)

  • Calibration Status (Calibration_Status__C)

  • Calibration Due Date (Calibration_Due1__C)

  • Owner (Owner__C)

I would appreciate your team's support in helping me achieve this automation through Deluge.

Looking forward to your guidance.

Best regards,
Chethiya.


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