An upsell or follow-up work suggestion raised against an Asset — most often generated automatically when a check-in inspection checklist line is saved and a matching ServiceRecommendationRule fires, or from a complaint line. It records the observed condition (Condition holds the checklist RAG value, NumericValue/TextValue the reading), the Item being recommended, and where it came from and went to: ChecklistLineId, and the RepairOrderId/RepairOrderLineId, OpportunityId/OpportunityLineId, QuoteId/QuoteLineId pairs, which are the service-order links under their legacy repair-order names. On a service order the Get Service Recommendation action lists the open ones for the asset and Post Service Recommendation accepts or rejects them, turning accepted ones into new service order lines; a recommendation consumed on an invoiced order is flagged IsUtilized and can no longer be deleted.
Fields
| Field | Label | Type | Required | What it does |
|---|
AcceptLabel | Accept Label | Text | | |
AssetId | Asset | Lookup → Asset | | |
ChecklistLineId | Checklist Line | Lookup | | The inspection checklist line whose reading produced this recommendation. Re-saving that line re-evaluates the rules against it, updating the recommendation in place or deleting it when no rule matches any more and it has not been utilised. |
ComplaintItemId | Complaint Item | Lookup | | |
ComplaintLineId | Complaint Line | Lookup | | |
Condition | Condition | PickList | | The red/amber/green health verdict copied from the source checklist line's RAG value — the state observed, not the action proposed. Values: Red, Amber, Green. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExternalId | External | MultiLineText, unique | | |
IconName | Icon Name | Text | | |
Id | Id | Guid | Yes | |
IsAccepted | Is Accepted | Boolean | Yes | Set when the customer accepts the recommendation through the post-recommendation action. Newly accepted recommendations that are not yet linked to a line are what trigger creation of the service order lines. |
IsConsumed | Is Consumed | Boolean | Yes | |
IsRejected | Is Rejected | Boolean | Yes | |
IsUtilized | Is Utilized | Boolean | Yes | Set when the work was actually carried out and billed — the invoice run marks every recommendation behind an invoiced line as utilised. A utilised recommendation can no longer be deleted, and it is never removed by a rule re-evaluation. |
ItemId | Item | Lookup → Item | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
NumericValue | Numeric Value | Number | | The numeric reading taken on the checklist line (a measurement such as a thickness or depth). Be aware that when a recommendation is accepted, this value is used as the quantity of the service order line created from it, rather than the recommendation's own Quantity field. |
OpportunityId | Opportunity | Lookup | | |
OpportunityLineId | Opportunity Line | Lookup | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Quantity | Quantity | Number | | A quantity slot on the recommendation. Note that the accept path does not read it — the service order line it creates takes its quantity from NumericValue — so a quantity set here does not carry through. |
QuoteId | Quote | Lookup → Quote | | |
QuoteLineId | Quote Line | Lookup | | |
Recommendation | Recommendation | Text | | |
RecommendationRemarks | Recommendation Remarks | Text | | |
RecommendationType | Recommendation Type | PickList | | Where the recommendation came from — seeded as Health (a check sheet reading), Past (previously deferred work), Complaint or IOT. It is copied from the rule that fired and, with the item, is what identifies an existing recommendation as belonging to that rule when the checklist line is re-saved. Values: Health, Past, Complaint, IOT. |
RecordTypeId | Record Type | Guid, hidden | | |
RejectLabel | Reject Label | Text | | |
RepairOrderId | Repair Order | Lookup | | The ServiceOrder this recommendation was raised on or accepted into, under the legacy repair-order name. It is set when the source checklist line belongs to a service order, and a recommendation that already carries one is excluded from the open list offered for other jobs on the same asset. |
RepairOrderLineId | Repair Order Line | Lookup | | The ServiceOrderLine created from this recommendation when it was accepted, again under the legacy repair-order name. It is filled either when the accept action creates the line or when the order is invoiced, and it is how the platform knows the recommendation has been converted. |
ServiceRequestId | ServiceRequest | Guid | | |
ServiceRequestLineId | ServiceRequestLine | Guid | | |
Source | Source | PickList | | Values: Repair Order Complaint, Opportunity Complaint. |
TextValue | Text Value | Text | | |
Title | Title | Text | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
ValueType | Value Type | PickList | | Values: Numeric, Boolean, RAG. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
Edit2 | Edit | EditInline | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLineHeader | Edit | EditInline | Edit In Line Header |
New | New | New | New |
