This action is located in the gallery under the Field Service Order category. It creates a work order in the IDI platform and sends the work order to Zinier. This includes creating/updating the Zinier customer account, creating/updating the Zinier work order site, and creating the work order.
Review the required and optional parameters below and determine how to source the values. You can:
Populate the values manually using user defined extended data.
Populate the values automatically using data lookups.
Parameters marked with an asterisk are required.
Below are examples of data lookups to populate the Customer ID and Customer Name parameters:
Customer ID = #[Order(@[CartID]).CustomerID]
Customer Name = #[CustomerSummary(@[CustomerID]).CustomerName]
Customer ID
This is the IDI customer ID for whom the request is being generated,
Customer Name
This is the customer name.
Address Reference ID
This is the contact ID or service adddress ID used to create or update the site in Zinier.
Contact Name
This is the customer contact name.
Address 1, 2 & 3
Use these fields to specify the full address of the customer site, including city and state.
Note
Zinier will use the full address to perform latitude and longitude look-ups to aid in GPS mapping.
Phone Number
This is the site contact phone number. Use the contact’s mobile phone as Zinier has the capability to send SMS text updates.
Email
This is the site contact email address
Region
This is the Zinier region.
Note
It may be helpful to map the Zinier regions to an existing IDI value, like Market.
Site Name
Provide a descriptine name for the Zinier site.
City
This is the site city.
State
This is the site state.
Country
This is the site country.
Zip Code
This is the site zip code.
Workflow Signal Name
This is the Signal Name that will be used to advance workflow when the Zinier work order is completed. Signal Name is specified in ther Wait for Signal action as described below.
Work Order Type
This is the work order type, configured in Workflow, to be used for this field service order.
OrderID
Assign the "@[CartID] value if using with ??????