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Field Service Management Flow Designer actions

Field Service Management Flow Designer actions

Use Flow Designer actions as building blocks to create Field Service Management business processes.

Action Description
Get Work Order Retrieve a work order record using the work order number. If multiple records are found, only the first record is returned. 
Create Work Order Create a work order and optionally associate it with a case. 
Update Work Order Update a work order by providing the work order reference and the fields to update. 
Get Work Order Task Retrieve a work order task record using the work order task number. If multiple records are found, only the first record is returned.
Create Work Order Task Create a work order task and optionally associate it with a work order. 
Update Work Order Task Update a work order task by providing the work order task reference and the fields to update.
Add Work Note to Task Add a work note to a task or to task extended objects (for example, a work order or work order task).