VeloCITY uses the workflows included with Dynamics 365 and are a powerful tool that allows for simple, or complex automation of tasks such as work order automation. The work order workflows are unique to each city and situation, and as a result need to be implemented to suit each situation and attached to the appropriate interaction type.
Workflow | Description |
|---|---|
ABS - Case - Cancel active work orders on merge | If associate Case is merged into another Case, associated Work Orders are closed. |
ABS - Case - Verify Work Orders are completed | Case cannot be closed if any associated Work Order is open. |
Information on creating workflows can be found by searching “Use Workflow processes to automate processes that don't require user interaction” on the Microsoft documentation site or click here.
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