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We generate recurring field service tasks upon the confirmation of a sales order. The sales order also have a subscription. How can I stop the recurrence of the tasks and mark all of them as done when I end the subscription automatically?

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Tekijä Paras vastaus

You can do that using an Automated Action by following these steps:

  1. Create a new Automated Action with the following conditions:
  • Model: Sales Order
  • Trigger: On Save
  • Before Update Domain: 
    • Recurring is set
    • Subscription Status = In Progress
  • Apply On: 
    • Subscription Status = Churned
    • Recurring is set
  • Actions to Do:
  • Update Tasks associated to this sales > Recurrent to No (False)
  • Update Tasks associated to this sales > Task Done to Yes (True)
  • Update Tasks associated to this sales > State to Done
  • Update Tasks associated to this sales > Stage to Done


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