Hi all!
In our Org we setted the sharing rules for Service Appointment to private and make the right setting in order to let the Engineers have visibility only to Dispatched Service Appointments in the Field Service App.
Currently we have in place a process which requires the Engineers to book a Service Appointment through the action "book appointment" in the Salesforce 1 app, once the Appointment is created it has "Scheduled" as status and the Eng is able to see it since he is the owner. In order to avoid the Engineer to see the record we have created a Process Builder that changes the owner of the record, conditions are only the status and the created by profile. When the PB is active and we try to book an appointment, we receive an error that says "List has no rows for assignment to SObject". Do you have any idea why we are receiving the error? or do you have any suggestions on how we can avoid the Engineer to see the just created record?
Many thanks!
Sara
Hey @Sara Beltrame not sure specifically on the error. I'm wondering if it has something to do with the fact that when going through the Appointment Booking Action, SA records are committed to the database, but as there is a potential to roll back if a slot is not selected. I know you can update values during that action, with something like a before save flow but maybe there is something more with trying to update the Owner Field Specifically.
Have you tried using something like an after save flow vs a PB to see if the result is the same? Or possibly update the criteria to only fire once a scheduled start/end has been set on the SA? This would assume that the action has gone all the way through the process, slot selected, and then scheduled.
Also, which Object is the Engineer using Book Appointment on?
