Line Chef
Line Chef

Trigger a Data Sync from SFM?

Is there a method for triggering a sync that will download Proforma Invoice Details/Lines automatically upon closure of a Work Order?

Similarly, is there a method for triggering a sync that will refresh a Work Order Details object after the Debrief Work Order function has been completed?

Right now, we have told our users to complete a data sync before generating a Service Report or a Proforma Invoice, which is a human solution to both of these problems, but if there were a way to push a sync of the appropriate objects, it would resolve both of these issues automatically and save our users some headache, as they forget the steps rather frequently, resulting in headaches for our finance group.

For reference, my Org is currently on the Winter '17 version.