I have added a custom action to the Field Service > Appointment scree (FS300200) to Print Service Order. Everything is working fine with it, except it isn’t saving before navigating to the report.
Is there a way to get the action to save the record before navigating to the new screen?
Best answer by sweta68
View originalHi
Within the custom action's code, before you navigate to the new screen, you can use the Base.Save.Press() method to trigger the saving of the current record.
CommitChanges = true attribute ensures that changes are committed before executing the action.
Regards,
Sweta
+11
Have you added this custom action into a workflow? If you do that, you can set the persist options to save before running.
What
Thank you
I haven’t migrated it to code, so the first option isn’t an option unless I do so. Not opposed, just haven’t done it yet so a bit nervous…
For the Workflow option, same story. I haven’t got into workflows at all yet. I was just poking around in the customization and saw I could add an action for a report. Easy enough! I’ll run through the ACU University for workflows and give it a shot if I choose not to do the code option.
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