Link a WO to a Proposal
Subscribers can attach an existing work order (WO) to a proposal. This may be useful when there is a service request in the system for the project the proposal was created for. If the proposal already has a linked work order, you can reassign it by attaching a different service request.
Step 1. Get the Required Parameters
First, get the unique numeric IDs of the proposal and work order that you want to link.
proposalId
Get the ID of the proposal you want to link a work order to.
workorderId
workorderId
is a unique ID, or tracking number, of the work order that you want to attach to the proposal.
You can retrieve the WOs you have using the following methods. The field you are looking for is Id
.
Important: Before you send the API request, please consider the following:
- The trade, category, location, and assigned provider of the work order must be the same as those of the proposal.
- You cannot attach an invoiced work order.
Step 2. Attach a Work Order to a Proposal
Now you can send the following API request to link a work order to a proposal:
PUT /proposals/{proposalId}/assignWO
Header | Value |
---|---|
Content-Type | application/json |
Parameter | Parameter type | Example value |
---|---|---|
proposalId | Path | 10010836 |
workorderId | Body | 140324907 |
PUT https://sb2api.servicechannel.com/v3/proposals/10010836/assignWO HTTP/1.1
Authorization: Bearer {access_token}
Content-Type: application/json
140324907
Response code: HTTP/1.1 204 No Content