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Automating Task List and Materials Import in Service Orders

yassine_b
Participant
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Dear [Expert's Name],

I am reaching out to seek your expertise and assistance regarding a specific requirement in my workflow.

I have a list of Service Materials categorized by service, and when I add these materials to a Service Order, I also have a corresponding task list and materials associated with each service material. My objective is to streamline this process by ensuring that the task list and materials are imported automatically into the Service Order.

Could you please guide me on how to achieve this integration and automation? Your insights and assistance on this matter would be highly appreciated.

Thank you for your time and support.

Best regards,

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