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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

    Posted 14 days ago
    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

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    Stewart Tranter
    Business Systems Manager
    TCL Group
    Derbyshire, UK
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  • 2.  RE: How to automatically create Work Orders when an Agreement is being created

    GOLD CONTRIBUTOR
    Posted 14 days ago
    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.

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    Andrew Butenko
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