Setup the advanced configurations for work order templates to enable the templates to process data dynamically instead of using the static information described in the work order templates.

Template Management for Field Service provides advanced configurations for work order templates that enable the templates to work dynamically while creating a work order.

As an administrator, you can enable the work order templates to dynamically identify the information for populating fields in a work order and creating tasks through the following procedures:

• Enable the work order templates to map information from source table to work order attributes. For more information, see Configuring data mapping.
• Identify and create appropriate tasks for a work order based on the defined filtering conditions. For more information, see Configuring standalone task templates.
• Use extension points to customize the process of identifying the source of work order. For more information, see Extension points in Field Service Management.