Hi,
is there a way to get attachments auto-added to a service order, e. g. by a special customer contract or other service order criteria? currently, there is an excel file which needs to be added to every order of a special type.
can we automate this in any way, or is the addition of files only manually possible?
thanks & regards
Torsten
Best answer by Phil Seifert
Hi Michael,
I did discuss this with R&D and it does not look like this will be possible without an RFE or change. My understanding is that you want to attach an Excel to the Customer and then based on the service order request type, clone that attachment to the service order.
The API that was investigated does not clone the attachment but relinks it to the service order record which means the attachment is basically moved from the customer record to the service order record thus not available for additional service orders.
+23Hi Torsten,
I am not aware there standard functionality to do this, especially on a specific type of order (presuming you mean by request type).
I asked R&D and they agreed no functionality exists but also thought it might be possible with a process flow. Using a process flow is NOT confirmed.
+2Hi Phil,
is there maybe an solution via API possible?
Something like this (but this is not working):
<root>
<session alias="" email="">
<state bc_name="Service_Order">
<action name="data">
<main>
<row number="1">
<order_id dtype="string" in_var="" out_var="">SV2205020161@@1</order_id>
</row>
</main>
<ap_attachments_xref>
<row number="1">
<ap_attachment_id in_var="" out_var="">3485748</ap_attachment_id>
<table_key in_var="" out_var="">SV2205020161@@1</table_key>
<table_name dtype="string" in_var="" out_var="">order_line</table_name>
</row>
</ap_attachments_xref>
</action>
</state>
</session>
</root>
We do have an ap_attachment_id at the customer, maybe we can use this to add a reference to the order itself.
Just an idea.
Thanks.
Michael
+23Hi Michael,
I did discuss this with R&D and it does not look like this will be possible without an RFE or change. My understanding is that you want to attach an Excel to the Customer and then based on the service order request type, clone that attachment to the service order.
The API that was investigated does not clone the attachment but relinks it to the service order record which means the attachment is basically moved from the customer record to the service order record thus not available for additional service orders.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
