Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

How to automatically create Work Orders when an Agreement is being created

  • 1.  How to automatically create Work Orders when an Agreement is being created

    SILVER CONTRIBUTOR
    Posted Jul 03, 2019 10:41 AM
    Hi,

    On our agreements entity we have a custom field called "Plots" which holds the total number of Work Orders we'll need for an agreement.  Would there be a way of taking this number and creating the corresponding number of Work Orders?  Each work order will need to have the value of Total Value of Agreement ÷ Plots.

    I'm guessing it's theoretically possible with a plug-in?

    Stewart

    ------------------------------
    -----------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------
    Conference-CRMUG_200x200


  • 2.  RE: How to automatically create Work Orders when an Agreement is being created

    MICROSOFT MVP
    Posted Jul 03, 2019 11:09 AM
    Hello,
    I believe you have plenty of options that includes plugins, workflows and flow and it's up to you and your skillset to choose the optimal way.

    ------------------------------
    Andrew Butenko
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: How to automatically create Work Orders when an Agreement is being created

    SILVER CONTRIBUTOR
    Posted Aug 22, 2019 04:40 AM
    In the end, I created a flow and it works perfectly.  I think flow is brilliant, it covers so much of what used to be only possible through plugins and there's lots of powerful features.

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role