Work Order Creation - Toolbar Settings

Work Order Creation Toolbar: Provides quick access to a customer’s Contacts, Devices, and historical Work Orders when creating a new Work Order.

• Example: Search by Account name to view related historical Work Orders, the Account’s Devices, Contacts, and other information

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

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• Display on creation page: Enable or disable the toolbar. If disabled, the entire toolbar is hidden
• Related objects and field configuration:
• (1) Show or hide: Account information is shown by default; other objects can be selected as needed
• (2) Object data permission rules:
  • Select “Respect Role permissions” to display data according to the current user’s Roles
  • Select “Bypass Role permissions” to show all related data regardless of the logged-in user’s Role permissions; note that record detail visibility on the detail page remains governed by Role permissions
• (3) Object column summary fields: Choose key fields to display for quick reference by the person creating the Work Order
• (4) Historical Work Order quick filters: Support quick filtering by associated Device or by serial number matching the new Work Order; enable to quickly surface matching records

Note: The Work Order Creation Toolbar is visible on the Web only; it is not available on mobile

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