| Account |
The account associated with the work order. |
| Address |
The compound form of the address where the work order is completed. The work
order’s service appointments and line items inherit its address, though the address on
line items can be updated. |
| Asset |
The asset associated with the work order. |
| Business Hours |
The business hours associated with the work order. |
| Case |
The case associated with the work order. |
| City |
The city where the work order is completed. Maximum length is 40
characters. |
| Contact |
The contact associated with the work order. |
| Country |
The country where the work order is completed. Maximum length is 80
characters. |
| Currency ISO Code |
Three-letter currency code. Available only if the multicurrency feature is
enabled. |
| Description |
The description of the work order. We recommend describing the steps a user takes
to mark the work order Completed. |
| Discount |
(Read Only) The weighted average of the discounts on all line items on the work
order. It can be any positive number up to 100. |
| Duration |
The estimated time required to complete the work order. Specify the duration unit
in the Duration Type field.
Work order duration and work
order line item duration are independent of each other. If you want work order
duration to automatically show the sum of the work order line items’ duration,
replace the Duration field on work orders with a custom roll-up summary
field.
|
| DurationInMinutes |
The estimated time required to complete the work order, in minutes. This field is
for internal use. |
| Duration Type |
The unit of the duration: Minutes or Hours. |
| End Date |
The date when the work order is completed. This field is blank unless you set up
automation to configure it. For a sample workflow rule that configures the Start Date
field (a similar field), see Start Date. |
| Entitlement |
The entitlement associated with the work order. |
| Entitlement Process End Time |
The time the work order exits an entitlement process. If an entitlement process
applies to a work order, this field appears. |
| Entitlement Process Start Time |
The time the work order entered an entitlement process. If an entitlement process
applies to a work order, this field appears. |
| Generated from maintenance plan |
(Read Only) Indicates that the work order was generated from a maintenance plan
rather than manually created.
This option is deselected for work orders that were
generated from maintenance plans before Summer ’18.
|
| Geocode Accuracy |
The level of accuracy of a location’s geographical coordinates compared with its
physical address. A geocoding service typically provides this value based on the
address’s latitude and longitude coordinates. |
| Grand Total |
(Read Only) The total price of the work order with tax added. |
| Is Closed |
Indicates whether the work order is closed. Use this field to report on closed
versus open work orders. |
| Last Modified Date |
The date when the work order was last modified. |
| Last Viewed Date |
The date when the work order was last viewed. |
| Latitude |
Used with Longitude to specify the precise geolocation of the address where the
work order is completed. Acceptable values are numbers between –90 and 90 with up to
15 decimal places. |
| Line Items |
(Read Only) The number of work order line items on the work order. |
| Location |
The location associated with the work order. For example, a work site. |
| Longitude |
Used with Latitude to specify the precise geolocation of the address where the
work order is completed. Acceptable values are numbers between –180 and 180 with up to
15 decimal places. |
| Maintenance Plan |
The maintenance plan associated with the work order. When the work order is
auto-generated from a maintenance plan, this field automatically lists the related
plan. |
| Maintenance Work Rule Id |
(Read Only) ID of the maintenance work rule if the work order or work order line
item was created by a maintenance plan. If created by the One Work Order Line Item per
Asset option on the maintenance plan, the field is populated only on the work order
line item. |
| Milestone Status |
A milestone is a step in an entitlement process. It can have one of three
statuses: Compliant, Open Violation, and Closed Violation. If an entitlement process
applies to a work order, this field appears. |
| Milestone Status Icon |
An icon that corresponds to the milestone status.
 Compliant Open Violation Closed Violation
|
| Minimum Crew Size |
The minimum crew size allowed for a crew assigned to the work order.
If you’re
not using the Field Service managed package, this field serves as a suggestion
rather than a rule. If you’re using the managed package, the scheduling optimizer
counts the number of service crew members on a service crew to determine whether it
fits a work order’s minimum crew size requirement.
|
| Owner |
The work order’s assigned owner. |
| Parent Work Order |
The work order’s parent work order, if it has one. View, create, and delete a
work order’s child work orders in the Child Work Orders related list. |
| Postal Code |
The postal code where the work order is completed. Maximum length is 20
characters. |
| Post-Work Summary |
The summary of a completed work order that’s either entered manually, or, if
using Agentforce, the summary can be created by the AI agent. |
| Pre-Work Brief Prompt Template ID |
The ID of the activated Pre-Work Brief prompt template. |
| Price Book |
The price book associated with the work order. Adding a price book to the work
order lets you assign different price book entries (products) to the work order’s line
items. This field is only available if products are enabled. |
| Priority |
The priority of the work order. The picklist includes the following values, which
can be customized:
|
| Product Service Campaign |
The product service campaign associated with the work order. |
| Product Service Campaign Item |
The product service campaign item associated with the work order. |
| Recommended Crew Size |
The recommended number of people on the service crew assigned to the work
order. |
| Record Type |
The record type associated with the work type. |
| Return Order |
The return order associated with the work order. |
| Return Order Line Item |
The return order line item associated with the work order. |
| Root Work Order |
(Read Only) The top-level work order in a work order hierarchy. Depending on
where a work order lies in the hierarchy, its root can be the same as its
parent. |
| Service Appointment Count |
The number of service appointments on the work order. |
| Service Contract |
The service contract associated with the work order. |
| Service Report Language |
The language used for all service reports and service report previews created for
the work order, its service appointments, and its work order line items and their
service appointments. If the field is blank, service reports are generated in the
default language in Salesforce of the person creating the report.
To appear as an
option in the Service Report Language field, a language must be set up in
Translation Workbench or be one of the Salesforce 18 fully supported languages. Service report
field names are translated, but rich text field names, service report section names,
and text field values such as service notes aren’t translated.
|
| Service Report Template |
The service report template that the work order’s service reports uses.
If you don’t specify a service report template on a work order, it uses
the service report template listed on its work type. If the work type doesn’t list a
template or no work type is specified, the work order uses the default service
report template.
This field stays blank unless you update it on the work
order. So to find out which template the work order’s service reports uses, check
its work type.
|
| Service Territory |
The service territory where the work order is taking place. |
| Start Date |
The date when the work order goes into effect. This field is blank unless you set
up automation to populate it. See the example for a workflow rule that configures this
field.
The Start Date and End Date fields are blank by default, but you can set up
workflow rules to configure them.
|
| State |
The state where the work order is completed. Maximum length is 80
characters. |
| Status |
The status of the work order. The picklist includes the following values, which
can be customized:
- New—Work order was created, but there hasn’t yet been any activity.
- In Progress—Work has begun.
- On Hold—Work is paused.
- Completed—Work is complete.
- Cannot Complete—Work couldn’t be completed.
- Closed—All work and associated activity is complete.
- Canceled—Work is canceled, typically before any work began.
Changing a work order’s status doesn’t affect the status of its work order line
items or associated service appointments.
|
| Status Category |
The category that each status value falls into. The Status Category field has
eight default values: seven values that are identical to the default Status values,
and a None value for statuses without a status category.
If you create custom Status
values, you must indicate which category it belongs to. For example, if you create a
Waiting for Response value, you can decide that it belongs in the On Hold
category.
|
| Stopped |
Indicates that the milestone countdown has been paused. |
| Stopped Since |
The time the milestone countdown was paused. |
| Street |
The street number and name where the work order is completed. |
| Subject |
The subject of the work order. Describe the nature and purpose of the job to be
completed. For example: annual on-site well maintenance. The maximum length is 255
characters. |
| Subtotal |
(Read Only) The total of the work order line items’ subtotals before discounts
and taxes are applied. |
| Suggested Maintenance Date |
The suggested date that the work order is completed. When the work order is
generated from a maintenance plan, this field is automatically populated based on the
maintenance plan’s settings. |
| Tax |
The total tax on the work order. For example, in a work order whose total price
is $100, enter $10 to apply a 10 percent tax. You can enter a number with or without
the currency symbol and you can use up to two decimal places. |
| Total Price |
(Read Only) The total of the work order line items’ price after discounts but
before tax is added. |
| Work Order Number |
An autogenerated number that identifies the work order. |
| Work Type |
The work type associated with the work order. When a work type is selected, the
work order automatically inherits the work type’s Duration, Duration Type, and
required skills. |