---
schema_version: "1"
id: 89761a8243c040ecb58a95d7a936a52652234ec7e2551569010f352d0eaaa74b
title: Generate Work Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_work_plans_generate_work_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_work_plans_generate_work_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b47a9fa9842f25344be68bff2eff461c4f02b9f8dc8e53070e45e8a7ebcce773
description: Generate work plans automatically on work orders and work order line items.
products:
  - Field Service
release: "264"
---
# Generate Work Plans

Generate work plans automatically on work orders and work order line items.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d47061e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d47061e69 ">To generate work plans on a work order or work order line item:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d47061e69 ">
              <p>Edit and Read on work order or work order line item</p>
              <p>Read and View All Records on work plan templates and work step templates to use
                the Add Work Plan and Generate Work Plans actions</p>
              <p style="margin-bottom:0;">Read on work plan selection rules</p>
            </td>

          </tr>
        </tbody>
      </table>

After you define templates and rules, you can generate work plans on new or existing work.

Here’s how to generate work plans on a new work order or work order line item.

1. In the app launcher, click **Work Orders** or **Work Order Line Items**.
2. Click **New**.
3. To match the trigger in your selection rule, select one or more fields. For example, select Work Type.
    
    ![New Work Order](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_generate_on_new_work_order.png)
4. Click **Save**.
5. To see the work steps and work plans that your rules generated, open the work order or work order line item, and view the Work Plans Lightning web component.
    
    ![Work Plans Component](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_work_plans_generated_work_plans_on_work_order.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note If you have customizations such as validation rules or lookup filters that prevent the creation of a work step connected to a work plan, that work plan doesn’t auto-generate.

On a work order or work order line item, you can select **Generate Work Plans** from the action menu. When columns in a rule match a field in the work order or work order line item, the rule generates a work plan on that record. This action doesn’t change preexisting work plans, but it’s a handy way to add a plan.