Create project from scheduled ticket for field team
Create project from scheduled ticket for field team
Your scheduled tickets lack linked site records and addresses, delaying field setup. The workflow creates the project and returns the project link to the ticket so crews have context same day.
Overview
Tickets that move to scheduled should generate a site project automatically so crews and schedulers stop wasting time on manual setup and missed context. This flow creates the project record and returns the project link to the ticket, giving field coordinators full context the same day.