By using this website, you agree to our Terms of Use (click here)
Hey Everyone,
I'm writing an import scenario that will create a service order and automatically create an appointment.
How do you navigate when in the steps of an Import scenario an Action changes the screen? How do you on the newly created screen since the Target Objects come from originating screen?
I noticed Tim’s post here. It seems he had a funky action at the Target Object.
If you’ve created an import scenario that modifies multiple screens, I’d love to study it.
My Import Scenario:
Background: the import scenario comes from a business event. The business event is triggered on the customer screen. I've tested this import scenario from an Excel file of the customers - exporting the Customer screen GI as an excel file to test out the kinks of the Import scenario. As an Import Scenario, it imports correctly; as a business event, it imports correctly.
Screen Name = Service Orders (ScreenId=FS300100)
When you manually follow the steps of the import scenario, it works perfectly (except for the last 2 steps).
When you press “Create Appointment” the screen shifts to the Appointment screen (ScreenId=FS300200).
I assume the Target Object needs to be something like - Appointments$AppointmentRecords
Any insight would be helpful.
Thanks,
Paul
Alternative Solution (non-ideal):
Alternatively, I considered triggering a second import scenario after the first finishes. The second import scenario would exclusively create an appointment. (Notice the highlighted steps) the difficulty is pointing the appointment to the newly created service order.
I ended up isolating it by choosing the service order type, the date is today, and the Customer is the same Customer ID. This could create a few use case errors.
The second import scenario created the appointment successfully but messed up some of the service order details (odd behavior).
I could continue to tinker with the 2 import scenario method. But, I'd love to know if anyone has been able to create an Import Scenario that affects multiple screens.
I noticed Tim’s post here. It seems he had a funky action at the Target Object.
"Funky" is a great way to describe it. I didn't really understand it to be honest. Someone in Acumatica support created it and I just followed it.
If they were "in parallel", I think you could add multiple Import Scenarios to the SUBSCRIBERS tab on the Business Events (SM302050) screen so each Import Scenario would happen independent of each other.
But, in your situation, they seem to be "sequential" in that you need to create the Service Order, then attach the Appointment to the Service Order that just got created. What about "daisy chaining" Business Events? In other words, have a 2nd Business Event on the Service Order that creates the Appointment.
Not a bad idea. I honestly thought I'd have to follow this procedure.
Thanks, Tim. 😎 👍