[ADD] field_service: create new page about worksheet

task-3991994

closes odoo/documentation#10085

X-original-commit: 18ca6d9f80
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Guillaume Gallant (guga) <guga@odoo.com>

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

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 <studio/fields/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.