| Work Order |
- Arrange the fields. The
default layout includes only some of the available fields.
- Confirm that your page layout has the desired related lists:
- Child Work Orders: The work order’s child work orders
- Object Milestones: Milestones on the work order (available only if entitlement
management is set up)
- Products Consumed: Products used during the completion of the work order
- Product Requests: Products requested for the work order
- Product Request Line Items: Line items on product requests
- Products Required: Products needed to complete the work order
- Resource Preferences: Preferred, required, or excluded service resources on the
work order
- Service Appointments: Appointments indicating when the work is scheduled
- Service Reports: Reports summarizing the work for customers
- Skill Requirements: Skills needed to complete the work order
- Time Sheet Entries: Schedule of mobile workers’ time spent on the work order
- Work Order Line Items: Sub tasks or steps on the work order
- Optionally, add your own custom values to the Status picklist field. The Status field
comes with these default values:
- New
- In Progress
- On Hold
- Completed
- Cannot Complete
- Closed
- Canceled
When you create a custom value, select a status category that the value falls
into. The available status categories match the default status values. For example, if
you create a Customer Absent value, you may decide that it belongs in the Cannot
Complete category.
To learn which processes reference Status Category, see How are Status Categories Used?
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