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Roast Chef dschiess
Roast Chef

Re: Checkbox on Case "Work Order Created"

Thanks - that was my next step.  Will report back!

Message 11 of 14
Sushi Chef cpalmer
Sushi Chef

Re: Checkbox on Case "Work Order Created"

If you use SFM to create Work Order from Case, you can try to use "Source Object Update" in that SFM to update the field you want on your Case (Source) when the Work Order is Created. Update a filed on Case called "Has Work Order" to "True". 

On your report question for report type "Cases with/without work orders" I believe you will need to add Cross filter for that b/c you are including by default in your report type Cases that have and do not have Work Orders.


This should get you only Cases that have work orders..

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Message 12 of 14
Pastry Chef mmajerus6
Pastry Chef

Re: Checkbox on Case "Work Order Created"

Casey Palmer​ is right. We are also using the "Source Object Update" feature to update the Case upon Work Order creation. We also use this feature for several other use cases across our service solution.

Message 13 of 14
Line Chef laetitia_brito
Line Chef

Re: Checkbox on Case "Work Order Created"

@dan schiess

Are you using only SFM  to create the Work order from the Case?

If yes when setting up the SFM in the SFM transaction designer you can select the "Source Object Update" and setup for the case to be updated with the information you want upon creation.

Otherwise you can also use the declarative rollup summary app from the appexchange it will enable you to create rollup summary

Message 14 of 14