Create post-inspection form entry from CRM update for auditors
Create post-inspection form entry from CRM update for auditors
Post-inspection CRM records can lack a matching mobile user, leaving auditors unassigned. It creates form entries and routes them to the correct mobile user for same-day inspections.
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Overview
When CRM post-inspection notifications don't produce matching mobile users, auditors go unassigned and closeout drags into manual work. This flow turns those CRM updates into standardized mobile-form entries and files a case when no user matches, keeping inspections ready the same day.