Document templates for completed work orders
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Hi there, I have configured a custom document template that we need to use for the customer to sign after a work order is completed but I don't have the option to select it on the field service configuration section. I don't get the option to select the document template. How can I fix this?
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Wednesday
Things to check
1) is your document template added under category "Field Service"?
2) Is your document template published?
3) if your document template associated to wm_order table only?
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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Wednesday
I can confirm that the document template is published under the field service category and is on the work order table only.
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Wednesday
then it should work
did you try to clear instance cache using cache.do and then logout and login again?
If my response helped please mark it correct and close the thread so that it benefits future readers.
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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Wednesday
A wild guess, is it build in right scope?
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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