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            Post Deployment Steps for Short Cycle Work

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            Post Deployment Steps for Short Cycle Work

            After downloading and deploying the Short Cycle Work static resources, complete these post-deployment steps.

            Deploy Sample Data for Short Cycle Work

            Deploy the sample data to test Short Cycle Work features.

            1. Retrieve Apex classes from the source org and then deploy to the target org using the EU_SFS_Flows_SampleData.zip file.
              1. Open VS Code.
              2. Ensure that you're using the latest version of SFDX and the org authorization plug in. Enter these commands in the VS Code terminal: sfdx update followed by sfdx plugins:install @salesforce/plugin-auth. Wait for the first command to complete before entering the second one.
              3. Create a project in VS Code. Press Ctrl+Shift+P (Windows) or Cmd+Shift+P (macOS) to open the command palette. Enter and select SFDX: Create Project with Manifest. Select Standard, then enter any project name you like.
              4. Unzip the components file locally into your force-app\main\default folder.
              5. Replace the contents of the package.xml file in the manifest folder with the contents of the package.xml file from the downloaded zip file.
              6. Authenticate your target org by selecting SFDX: Authorize an Org in the command palette.
              7. Deploy the components to your target org. Using the Explorer pane in VS Code, right-click on the force-app\main\default folder and select SFDX: Deploy Source to Org. The retrieved components are now available in your target org.
            2. Execute the following Apex code in an anonymous window in Developer Console: EUFlowCreateSampleData.createRecords().

            Enable Work Plan Settings

            Enable work plans and work steps in Field Service settings.

            1. From Setup, in the Quick Find box, enter Work Plan, and then click Work Plans.
            2. Select Generate Work Plans and Work Steps from templates and selection rules.
            3. Save your changes.

            Add Work Type to Work Order Page

            Add the Work Type field to the Work Order Page to provide reference data to Short Cycle Work Flows components.

            1. From Setup, click Object Manager.
            2. In the Quick Find box, enter Work Order , and then click Work Order.
            3. Click Page Layout.
            4. Click Work Order Layout.
            5. From Fields, drag Work Type to the Information section of Work Order Detail.
            6. Save your changes.
             
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