1. Field Service Guide
  2. FS - Create Entitlement Workflow

FS - Create Entitlement Workflow

The FS - Create Entitlement workflow automatically creates entitlements from entitlement templates. This workflow automates the process of associating an entitlement template with a service product. For more information about the methods that this workflow calls, see FS Create Entitlement Business Service.

This workflow is called when a user clicks the Auto Entitlement button in the Line Items view for an agreement. For more information about configuring this button, see Configuring Auto-Entitlement for Quotes and Orders.

The following figure shows this workflow.

FS - Create Entitlement Workflow. This image is described in surrounding text.

Workflow Description. This workflow performs the following actions:

  1. Get Entitlement Template. This step uses the GetEntitlementTemplates method and the CreateCoveredProds method to retrieve the entitlement templates for the agreement and the service products that the entitlement templates cover.

  2. Validate Entitlement Template. This steps uses the ValidateEntitlementTemplates method to check to make sure that the entitlement templates were not already used to create entitlements for the agreement.

  3. Create Entitlements. This step uses the CreateEntitlements method to use the entitlement templates to create entitlements for the agreement.