I am working on a Field Services customization which adds an extra state to the appointment workflow for a particular service order type. The state, called “Ready to Bill”, sits between Completed and Closed. I have an action defined in a graph extension of FSAppointmentEntry which runs some custom billing logic. The intent is to have users run this action before they can close a completed appointment, so that the detail lines are updated based on our business rules and the charges are all correct. The action itself is working perfectly.
The problem I have? No matter what I do, I cannot get the UI button for the action to actually transition the state of the appointment. I followed the instructions in the open university course W150 and the wiki:
- Extend System Workflow
- Add new state
- Add existing action (picked my action, defined in code, from the list)
- Add my action to the Completed state
- Add transition to the Completed state
The instructions just end here, as if that is all you need to do, but I am obviously missing something as no state change is occurring even though I have proof of the action running my code successfully.
I’m at a bit of a loss as to what to try next, so if anyone has any ideas I would be most grateful!

