mfr - Field Service Management icon

mfr - Field Service Management

Field service management app for scheduling technicians.

Actions20

Service Request → Create One

AI-generated

Overview

This node operation creates a new Service Request in the Field Service Management system. It allows users to specify the name of the service request, associate service objects and appointments either via JSON input or UI-based selection, and set various additional optional fields such as customer, description, state, due date, and more. This operation is useful for automating the creation of service requests with detailed scheduling and resource allocation, for example, when integrating with other systems to automatically generate service tasks or work orders.

Use Case Examples

  1. Automatically create a service request with associated service objects and appointments from an external CRM system.
  2. Generate a service request with specific scheduling details and customer information for dispatching field technicians.

Properties

Name Meaning
Name The name of the service request to be created, required for identification.
useJsonServiceObjects Boolean flag to determine if service objects are provided as raw JSON or via UI selection.
ServiceObjects JSON array of service objects to associate with the service request, used if 'Use JSON for Service Objects' is true.
ServiceObjectsUi UI-based selection of service objects to associate with the service request, used if 'Use JSON for Service Objects' is false.
useJsonAppointments Boolean flag to determine if appointments are provided as raw JSON or via UI selection.
Appointments JSON array of appointments to associate with the service request, used if 'Use JSON for Appointments' is true.
AppointmentsUI UI-based selection of appointments to associate with the service request, used if 'Use JSON for Appointments' is false.
additionalFields Additional optional fields for the service request such as Cost Center ID, Customer, Description, Due Date Range End, External ID, Qualifications, Service Request Template, State, and Target Time in Minutes.

Output

JSON

  • Id - The unique identifier of the created service request.
  • Name - The name of the created service request.
  • ServiceObjects - The list of service objects associated with the created service request.
  • Appointments - The list of appointments associated with the created service request.
  • CustomerId - The customer associated with the service request.
  • Description - Description of the service request.
  • State - Current state of the service request.
  • ExternalId - External identifier for the service request, if provided.

Dependencies

  • An API key credential for authenticating requests to the Field Service Management API

Troubleshooting

  • Ensure the 'Name' field is provided as it is required; missing it will cause the request to fail.
  • If using JSON input for service objects or appointments, ensure the JSON is correctly formatted and parsable.
  • Check API authentication credentials if requests fail with authorization errors.
  • Verify that optional fields like CustomerId and Service Request Template IDs are valid and exist in the system to avoid errors.

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