Actions20
- Company Actions
- Contact Actions
- Appointment Actions
- Item Type Actions
- Service Object Actions
- Service Request Actions
- Document Actions
- User Actions
- Report Actions
Report → Generate Report
AI-generatedOverview
This node operation generates a report from a specified report definition for a given service request in the mfr (Field Service Management) system. It is useful for automating the creation of reports based on service requests, such as generating invoices or service summaries. For example, a user can select a service request and a report definition code to produce a PDF report automatically.
Use Case Examples
- Generate a service report PDF for a specific service request using a predefined report template.
- Automate invoice generation by specifying the report definition code related to billing and linking it to a service request.
Properties
| Name | Meaning |
|---|---|
| Search Service Request | The service request to generate the report from, which can be selected from a list or specified by ID. |
| Report Definition Code | The code of the report definition to use for generating the report. |
Output
Binary
The node outputs the generated report as a binary PDF file.
JSON
json- The original input JSON data for the item.binaryfile- The generated report file in PDF format as binary data.
Dependencies
- Requires authentication with the mfr API using an API key credential.
Troubleshooting
- Common issues include invalid service request IDs or report definition codes, which may cause the API to return errors or no report.
- If the report generation fails, ensure the service request exists and the report definition code is correct and accessible.
- Errors related to HTTP requests may indicate network or authentication problems; verify API credentials and connectivity.
