Close a work order task as incomplete if there is work pending on the task.

Before you begin

Role required: wm_agent

Procedure

  1. Navigate to All > Field Service > Agent > Assigned to me.
  2. Open a work order task.
  3. Click Close Incomplete.
    The Close Incomplete pop-up appears.
  4. Do one of the following.
    OptionDescription
    Clone the task and create a follow-on task From the Create a follow on task? list, select Yes.
    Close the work order as incomplete without creating a follow-on task From the Create a follow on task? list, select No.
  5. In the Reason for the incomplete closure field, enter a reason for not completing the task.
    This information is copied to the Work Notes field on the work order task form.
  6. Click OK.
    The status of all unused parts automatically changes to In-Stock.
    The parent work order state changes based on the following conditions:
    If The work order state changes to
    All work order tasks are in the Closed-Complete or Canceled state and at least one work order task is in Closed-Incomplete state. Closed - Incomplete
    Only one work order task is associated with a work order and that task generates a follow-on task, which is in Draft state. Awaiting Qualification
    More than one work order task is associated with a work order and one or more those tasks generate a follow-on task, which is in Draft state. Work in Progress
    All follow-on tasks generated from any of the work order tasks are in Closed Complete state.
    Note: The task that generated the follow-on task will be in Closed Incomplete state.
    		 Closed Complete
    Note: Additionally,

    Closing child Work Order task also closes parent work order.

    This business rule is configured on parent (sm_task) table and runs when a (sm_task) record's state changes. There is logic hardcoded to rollup the state change to its parent.

    If this behavior is not desired for work orders you can implement the following condition on this business rule to ensure this business rule does not run for (wm_task/wm_order) records.

    Condition = current.sys_class_name != 'wm_task' && current.sys_class_name != 'wm_order'.