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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1
Atsakyti
2050
Rodiniai
You can do that using an Automated Action by following these steps:
- 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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