Enable work order template to fetch data from the source table

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Enable work order template to identify the source of work order and then map data from that source table to the work order fields. This can be achieved by associating a table map with the work order template.

    Before you begin

    Role required: wm_admin

    Procedure

    1. Navigate to All > Field Service > Template Management > Attribute Mapping.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Template Attribute Mapping form
      Field Description
      Table map Name of the mapping stored in the CSM table map.
      Order model Name of the work order template for which you want to use the table-mapping configurations.
    4. Select Submit.

    Result

    The work order template is enabled to copy data from the source table to the corresponding work order fields based on the associated table mapping. You can find this newly created attribute mapping in the Template Attribute Mapping related list in the work order template form.