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ServiceM8 Smart Job Creation

Create or update ServiceM8 jobs with intelligent client/contact deduplication

Actions2

Update Job

AI-generated

Summary

Update an existing ServiceM8 job by specifying it either via a dropdown list of jobs or directly by job number, and modify its description, status, address, category, add badges, upload attachments, and add notes as configured.

Inputs

  • Job Selection Mode (required) — Choose how to specify the job to update: select from a dropdown list or input job number directly.
  • Job (required) — Select the target job from a searchable dropdown when using dropdown selection mode.
  • Job Number (required) — Enter the job number (e.g., J00123) directly or via expression when using dynamic selection mode.
  • Fields to Update — Optional fields to update including job description, status, address, and category.
  • Add Badges — Boolean flag to enable adding badges to the job.
  • Badges — Select one or more badges to add when Add Badges is enabled.
  • Upload Attachments — Boolean flag to enable uploading attachments to the job.
  • Attachment Mode — Choose how attachments are uploaded: all binary data from the item or a list of URLs.
  • URL List — Comma-separated URLs to fetch and attach to the job when URL List mode is selected.
  • Add Note — Boolean flag to enable adding a custom note to the job.
  • Note Content — Text content of the note to add when Add Note is enabled.
  • Additional Options — Additional options for the update operation, e.g., option to return headers containing created record UUIDs.

Output shape

a single record representing the updated job details and optionally created record UUIDs for notes and attachments

The output optionally includes created record UUIDs for added notes and attachments if Return Headers option is enabled. The operation updates an existing job identified by UUID or job number and modifies specified fields, badges, attachments, and notes accordingly.

Examples

Example 1: Update job J00123 to set status In Progress, add badges, attach files, and add a note

Select 'Dynamic' mode and specify job number 'J00123'. Provide new status 'In Progress' under Fields to Update. Enable Add Badges and select badges to add. Enable Upload Attachments using 'All Binary Data' mode to upload files from binary fields. Enable Add Note and provide note content. Enable Return Headers under Additional Options to receive UUIDs of new entities in the output.

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