Update Service Request
Use this action to update the Service Request in Servicemax.
In most cases, you work with the latest copies of entities from the server. However, it is possible to work with entities that are downloaded to your workspace and not checked out. If changes occur to the same entities on the Servicemax server, then the entities in your workspace become out-of-date. When this occurs, you need to update the entity data in your workspace with the latest data from your Servicemax server. This process is known as an update.
Using the Update Service Request Action
To use this action in your workflow, connect it to ThingWorx Flow. To connect to the flow, do the following:
1. Drag the
Update Service Request action under the
Servicemax connector to the canvas, place the pointer on the action, and then click
or double-click the action. The Update Service Request action window opens.
2. Edit the label name, if needed. By default, the label name is same as the action name.
3. To add an authorization, refer to the
Authorize Servicemax section in the Servicemax connector topic.
| If you previously added an authorization for Servicemax, select an authorization from the list. |
4. In the Service Request ID field, select or specify the service request ID to update the service request.
5. Enter the Account ID and Contact ID to update the service request.
6. Click
to select the
Preferred Start Time in the ISO format.
7. Enter the
Appointment Duration, and then click
to select the
Actual Initial Response.
8. Select an option from the following fields—ERP External ID, Type, Priority, Status, and Service Request Source.
9. Click + to view the additional fields, and then enter the field details.
10. Click Done.