Standard Work Order Templates and Group Projects - ER120234

Kristie Mallory

We expanded our use of standard work order templates, and found that selecting the work order template when creating a group project (from an asset group) doesn't autofill the work order fields defined in the template. In every other method of creating a work order (e.g. from asset service request and work management menu) the fields autofill after selecting the standard work order template. After opening a support ticket, developed said the page functions as designed and suggested I open an enhancement request. This is my shameless plug for votes on ER120234. I'm happy to discuss this in more detail if anyone has questions.

Mike Carroll (Public Sector)

Kristie,

I see what you are referring to, and think that would be a positive change. It is currently working in the same manner as on maintenance schedules where it is applied on add, but of course those don't show the entry forms prior to the work orders being generated.

Another work around not mentioned would be using a Postback formula on the standard work order field. Using this you could have the form fields populate based on the SWO when it is specified which would give you exactly what you are looking for (other than it being a workflow rather than out of the box functionality of course.)

Mike