+11We have an issue where manually added check list lines are removed from the service order when Cause Code is updated.
The bottom two line sis from a check list that’s been assigned manually to the order (the top 4 are added automatically by Prod Category reference)
On Mobile - 6 as expected:
Setting Cause code:
And the manually added lines get removed:
This only happens to Check lists added manually to the order. Why?
Best answer by Phil Seifert
Hi Bjørn,
After review with R&D, the removal of the manual checklist is removed by design as it regenerates the checklists when reference data is updated (in this case order codes like cause code). Same happens in the Employee Portal as well when you use the Regenerate Checklist option.
I am not aware of a way to work around this functionality as it is designed. This would be an RFE and a billable change request to allow keeping the checklist that was added manually.
Phil
+15Hi Bjørn,
If you turn on the Audit API’s for this User flag for your mobile technician in the Employees Security module and run another test….do the APIs generated from the mobile side actually delete the checklists? Or is it just sending up a service order update with the new Cause Code value in that case?
If mobile is just sending up a Service Order update with the new Cause Code value then try running the same scenario but update the Cause Code value from directly within the Alliance application...see if the manually added checklist line entries get removed in that case as well…
Thanks,
Reid
+23Hi Bjørn,
Please log this as a case for Support. I reproduced the issue in the backend only and it seems it rebuilds the checklist when updates are made to the cause code in the backend.
+15I suspect there are a number of fields (that when changed) will trigger the rebuild of the associated checklist references (if it’s happening on the Cause Code then it’s probably also going to happen on Problem Code, Repair Code, Model, Product, Item, etc...so we’ll probably need to run that by R&D to determine whether the manually added checklist entries should be kept as part of this rebuild or if that is being done intentionally by design…
Thanks,
Reid
+23Hi Bjørn,
After review with R&D, the removal of the manual checklist is removed by design as it regenerates the checklists when reference data is updated (in this case order codes like cause code). Same happens in the Employee Portal as well when you use the Regenerate Checklist option.
I am not aware of a way to work around this functionality as it is designed. This would be an RFE and a billable change request to allow keeping the checklist that was added manually.
Phil
+11Thanks for the update
+11Quick followup - we clearly see the logic in having checklists generated by different criteria, and will use this to manage checklists rather than adding them manually
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