Enable a work order template to create relevant tasks for a work order
Add the standalone task template to a work order template along with filtering conditions. This enables the work order template to identify and create the same task for different work orders only when the filtering conditions matches.
Before you begin
You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).
Role required: wm_admin
Procedure
Navigate to All > Field Service > Template Management > Work Order Templates.
Open a work order template from the Work Order Templates list.
In the Service Order Task Models related list, select Add.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Order Model | Name of the work order template to which you’re adding the task template.This field is automatically set based on the selected order model. |
| Table | Table that is associated with this work order template. For example, wm\_order. |
| Task Model | Name of the work order task template that you want to add to the work order template. |
| Order | Order in which the task template should be evaluated to create the task for a work order. |
Add filter conditions.
Select Add Filter Condition.
Create the condition.
For example, [Account] [is] [Boxeo] AND [Active] [is] [true].
If you want to add an alternate condition set to the query, select New condition set and add the conditions for the alternate set.
The conditions to help determine the task for a work order when using this work order template are set.
Select Submit.
Result
The work order template is enabled to create this task for different work orders if the defined filtering conditions match.