Add Custom Fields to a Work Order Template

Custom fields are additional fields configured by the administrator that users can populate on a work order. These fields can be set as required so that a user cannot close the work order until they are populated. Custom fields can also be used to search for a work order. When added to a work order template, they show up on a work order in the Custom Fields panel.

While custom fields can be defined as text, code, date, or numeric types, they are stored in the database as text. Because of this, custom fields can only be mapped to text fields in the GIS.

PREREQUISITES: Custom Fields must be created under Work Orders > Custom Fields. See Add or Edit a Custom Field Category for more information.

1. From the home page, click Configure and click Work Activity Templates.
2. Select Work Order Template.

TIP: You can filter the list of records displayed. See Filter Records for more information.

3. Select the template from the Work OrderTemplates panel that you would like to add Custom Fields to.
4. On the General tab, select the desired Custom Field Category.

Once a work order has been created from this template, the custom fields and category automatically appear in the Custom Fields panel.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.