Work Order Creation - Toolbar Settings

Work Order Creation Toolbar: When creating a new work order, users can quickly query related Contacts, equipment, and historical work orders under the Account.

• Example: Query historical work orders, equipment, and Contacts associated with an Account based on the Account name.

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• Configuration path: Service Connector > System Settings > Work Order Management > Work Order Creation Toolbar

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• Display on creation page: Enable or disable this feature. When disabled, the entire toolbar will be hidden.

• Related object and field configuration:

  • (1) Display settings: Account information is displayed by default. Other objects can be selectively displayed.

  • (2) Data permission settings:
    • “Apply Role Permissions”: The list page displays data based on the user’s Role permissions.
    • “Bypass Role Permissions”: The list page displays all associated data regardless of Role permissions (view permissions on detail pages still apply).

  • (3) Summary field settings: Select key fields to display for quick reference during work order creation.

  • (4) Historical work order filtering:
    • Filter by equipment associated with the new work order.
    • Filter by serial numbers matching the new work order data.

Note: The creation toolbar is only visible on the Web interface, not on mobile devices.

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