diff --git a/content/applications/services/field_service.rst b/content/applications/services/field_service.rst index adf4ef45b..654adf793 100644 --- a/content/applications/services/field_service.rst +++ b/content/applications/services/field_service.rst @@ -16,3 +16,4 @@ Field Service field_service/onsite_interventions field_service/default_warehouse field_service/planning_itinerary + field_service/worksheets diff --git a/content/applications/services/field_service/worksheets.rst b/content/applications/services/field_service/worksheets.rst new file mode 100644 index 000000000..60f35acf5 --- /dev/null +++ b/content/applications/services/field_service/worksheets.rst @@ -0,0 +1,66 @@ +========== +Worksheets +========== + +**Worksheets** help your field service workers perform and report their on-site tasks. They can +feature various information, such as instructions, to-do lists, etc. You can also format your +worksheet using checkboxes, bullet points, blank fields to fill in, HTML, and add files, images, +links, and more. + +It is common for businesses to have their workers perform the same type of field service +repeatedly. Making custom **worksheet templates** eliminates the need to recreate the same +worksheet each time you plan a similar field service task. + +Configuration +============= + +To use worksheets in Field Service, go to :menuselection:`Field Service --> Configuration --> +Settings`, enable the :guilabel:`Worksheets` feature, and click :guilabel:`Save`. + +.. warning:: + Worksheet templates are designed using **Studio**. Enabling the :guilabel:`Worksheets` + feature automatically installs the **Studio** app, which may impact your price plan. + +Create a worksheet template +--------------------------- + +To create your **worksheet templates**, go to :menuselection:`Field Service --> Configuration --> +Worksheet Templates`. Click :guilabel:`New` and give your worksheet template a name. Manually save, +then click :guilabel:`Design Template` to open **Studio** and customize your worksheet template. + +In Studio, drag and drop the desired fields from the left column into your worksheet on the right. +To rearrange the fields on the worksheet, drag and drop them in the desired order. Click a field to +customize its :ref:`properties `. + +When your worksheet template is complete, click :guilabel:`Close` in the top right corner of the +page to leave **Studio**. + +.. seealso:: + :doc:`Fields and widgets in Studio <../../studio/fields>` + +Add a worksheet template to a field service task +================================================ + +Go to your field service task, select a :guilabel:`Worksheet Template`, and click :guilabel:`Save`. + +By default, the :guilabel:`Default Worksheet` template is selected. To define another default +worksheet template, click the :guilabel:`➔` (:guilabel:`Internal link`) icon that appears when you +hover your mouse over the :guilabel:`Project` field on the task form. + +.. image:: worksheets/template-default.png + :scale: 75% + :alt: Mouse on project name to setup default worksheet template + +Then, in the :guilabel:`Settings` tab, scroll down to the :guilabel:`Field service` section and +select the :guilabel:`Worksheet Template` you want to set up as default. + +Use worksheets on site +====================== + +To complete the worksheet on site, access the task and click the :guilabel:`Worksheet` smart button. + +.. note:: + - As soon as you save a worksheet, the label of the :guilabel:`Worksheet` smart button on + the task changes to :guilabel:`Worksheet Complete` instead, even if some fields are + left blank. + - Any field defined as :guilabel:`Required` has to be filled for a worksheet to be saved. diff --git a/content/applications/services/field_service/worksheets/template-default.png b/content/applications/services/field_service/worksheets/template-default.png new file mode 100644 index 000000000..79b842244 Binary files /dev/null and b/content/applications/services/field_service/worksheets/template-default.png differ