Configuring standalone task templates

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read

    • Template management enables you to create standalone work order task templates and link them to different work order templates. This enables the work order templates to identify an appropriate task and create it for different work orders based on the defined filtering conditions.

    You first create standalone work order task templates and then map them to the work order templates.

    Create a work order task template

    Create a standalone work order task template, which can be used by different work order templates to create the same task for their work orders. It saves you the effort of creating the same task template every time for each work order template.

    Before you begin

    You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).

    Role required: admin

    Procedure

    1. Navigate to All > Field Service > Template Management > Work Order Task Templates.
    2. On the form, fill in the fields.
      Table 1. Task information form
      Fields Description
      Task type The type of task to create. The default is Work Order Task.
      Name Unique and descriptive name for this task.
      Short Description Summary of this task
      Description A description of this task.
      Parts and quantities Parts requirements and quantities, as needed. If you selected Part requirements are not needed by agents on the Field Service Configuration screen, the Parts and quantities fields are not displayed.
      Checklist template Select a checklist template from the list to add a checklist to the tasks created from this work order template.
      Dispatch group The dispatch group used to select the individuals who fulfill the task.
    3. Click Submit.

    Result

    A standalone task template is created and ready to be mapped it to any work order template.

    What to do next

    After creating a standalone task template, map it to a work order template. This enables the work order template to create similar tasks for different work orders, if required. See Enable a work order template to create relevant tasks for a work order.

    Enable a work order template to create relevant tasks for a work order

    Add the standalone task template to a work order template along with filtering conditions. This enables the work order template to identify and create the same task for different work orders only when the filtering conditions matches.

    Before you begin

    You must activate the Template Management for Field Service plugin (com.snc.fsm_template_management).

    Role required: admin

    Procedure

    1. Navigate to All > Field Service > Template Management > Work Order Templates.
    2. Open a work order template from the Work Order Templates list.
    3. In the Service Order Task Models related list, select Add.
    4. On the form, fill in the fields.
      Table 2. Service Order Task Models form
      Field Description
      Order Model Name of the work order template to which you are adding the task template.

      This field is automatically set based on the selected order model.
      Table Table that is associated with this work order template. For example, wm_order.
      Task Model Name of the work order task template that you want to add to the work order template.
      Order Order in which the task template should be evaluated to create the task for a work order.
    5. Add filter conditions.
      1. Select Add Filter Condition.
      2. Create the condition.
        For example, [Account] [is] [Boxeo] AND [Active] [is] [true].
      3. If you want to add an alternate condition set to the query, select New condition set and add the conditions for the alternate set.
      The conditions to help determine the task for a work order when using this work order template are set.
    6. Click Submit.

    Result

    The work order template is enabled to create this task for different work orders if the defined filtering conditions matches.