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Question

Default work order from request

  • June 2, 2025
  • 1 reply
  • 53 views

JCathey
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Does anyone know if I can create a work order template and make it the default? I have a template we want to use for all requests.

Thanks everyone,

John 

1 reply

JCathey
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  • Author
  • Junior Specialist
  • June 4, 2025

To update I created a custom field for the work orders but unless I fill it when creating the WO it doesn’t appear on the WO. If I put something in the field, it’s then already filled and the tech can’t add anything. If we select a template when creating a WO from a request it fills the description from the template not the request. I’m talking to our rep this afternoon and hopefully he can help.