Manage the work plan template entries that store the work step templates associated with
your work plan template.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in
Enterprise, Unlimited, and Developer Editions.
|
| User Permissions Needed |
| To manage work plan template entries: |
Create, Update, and Delete on work plan templates |
| To add work plan template entries: |
Create on work plan templates |
| To reorder work plan template entries: |
Update on work plan templates |
| To remove work plan template entries: |
Update and Delete on work plan templates |
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On the work plan template, open the Related tab. On the Work Plan Template Entries related
list, click Manage.
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To add steps to the work plan template, click Add, and select work
step templates from the list.
-
Save your work.
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To remove steps from the work plan template, select the relevant work step templates, and
click Remove Selected.
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To confirm the action, click Remove.
-
To reorder the work step templates, click Reorder, and select the
relevant work step templates.
-
To reorder the steps, click Move to Top
, Move Up
, Move Down
, or Move to Bottom
, and then click Save Reorder.
-
If you’re done, click Done.
