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Form Template Workflow should be applied to the Trip instead of the Scope of a Work Order

When you have a form setup with a workflow in Field Service for 'User Group to Route to', currently when a tech adds this form on their trip, it will send all forms of the same type entered from all trips as separate emails rather than one email from the form the tech entered on his particular trip. This is causing many duplicate emails to send when Scopes have multiple of the same forms on them.

  • Peter Gaynor
  • Mar 25 2022
Company UMC
Job Title / Role Application Specialist
I need it... Yesterday...Come on already
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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