Configuring work order templates

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Work order templates allow you to quickly create well-defined work orders.

    These templates automatically create tasks and part requirements on work orders for common activities, such as password reset or memory upgrades. Work order templates and work order task templates are added to the product catalog when the Field Service Management plugin is activated.

    You can enable the advanced configurations for work order templates by activating the Template Management for Field Service plugin (com.snc.fsm_template_management). Activation of this plugin adds the source table mapping, attribute mapping, work order task templates, and work order templates to the product catalog that helps configure the template to work dynamically. For more information, see Configuring Template Management for Field Service.

    Users with the wm_admin or model_manager role can create, edit, and delete work order templates and work order task templates.

    When you create a template you can use knowledge articles for a work order or work order tasks. You can then add Contextual Search to the knowledge article. Contextual Search helps you to create, or work on, a task with relevant knowledge articles based on the content of the task.
    • Define Search Fields: Specify the criteria to be used to search across your desired content sources.
    • Work Order Form: Add the contextual search results field to the Work Order form. Configure the form and add the Contextual Search Results field to your desired location on the form.
    • Work Order Task Form: Add the contextual search field to the Work Order Task form. Configure the form and add the Contextual Search Results field to your desired location on the form.
    • Article Attachment field: Set the field where the knowledge article will be attached. Configure the glide.knowman.attach.fields property to include work_notes field.