From e180e1066f60148ad2fd5fa2c79a30745c8638a8 Mon Sep 17 00:00:00 2001 From: "guillaume gallant (guga)" <“guga@odoo.com”~> Date: Tue, 11 Jun 2024 15:34:26 +0200 Subject: [PATCH] [ADD] field_service: create new page about worksheet task-3991994 closes odoo/documentation#10085 X-original-commit: 18ca6d9f8064cda4732c84ea4c2c6bbc204a5ab1 Signed-off-by: Audrey Vandromme (auva) Signed-off-by: Guillaume Gallant (guga) --- .../applications/services/field_service.rst | 1 + .../services/field_service/worksheets.rst | 66 ++++++++++++++++++ .../worksheets/template-default.png | Bin 0 -> 11555 bytes 3 files changed, 67 insertions(+) create mode 100644 content/applications/services/field_service/worksheets.rst create mode 100644 content/applications/services/field_service/worksheets/template-default.png 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 0000000000000000000000000000000000000000..79b8422444abf186d3a73bd2c1912f2bedb3ba7a GIT binary patch literal 11555 zcma)iRZtv2vo66Q1mEE98z8v5JG-zr1b26rK#)KPx>z7MEbdN_0Kwhe-GV!N^4Gmj z=bpNC=4EDjx~IEms(Zew>8~I)`FEJ4mSrmeiI$wpIuTK1+qEj_GUA)N zWAVQG2N7o(NyFs|7-ue~x_nD*0MCYebqw}iukv*E{G{=6E=`MJx1 zPZ`Zh$qaly2EpXSa)8>PX}wPpJL?IT^GvlQE+pURQnRhIm#&I)Tt7TkbWVRG>N~{o zND5&_qmjXBw{@~;PyR`_XpZlayZZjLhFj68Fs^p!>qxMf(KspDI@8Gi9>!avmz#nV-}o*(!x1O5$SR(cvu<@Wi| zfV*i_LU8IhS8D3?p9(9_ooV%H?lDns!Ef82tdM^yZ>NnU8WZccUawg#t7p|Msm=zd zU(vjebaIc;EwxK$BneWQMPlZ+A8)D1=3N$8MU9DT*!P`Vv{vHe8dK^u;U$nF>yXoQ zzS*J@9HU`dcFDjiE1mIh*Gw~v#{?W)T%eVeXIl@^~ zQa$cFU(Y=d<8vJIvi2zw%Dls#Utd~qz`n~DA_v^aH;L;D(#&o&WTKOPM$mPeOB2?Xi$g*yvzKX+B7J|g?O+|+FVC02`s5Ik$rU|j4%rXCwutHI% zZr|ej{tVp^G&WoOd44VR+hznpUaj?yy-RB32kLd z2u6hCN+5I07{Bpb@`X|jtuxmt&vrkQtcC=ZuHa@!E1s`Nxshsiska&th^L=sQugV9 zPWHX#G-nA1$KsmxVp8Z7js4`xY;Say=bTyXuDY>&L-`rN;hTqc@seHH`s(r7loJtK zyc^Wfjm2)b>3u7Pk5Kc6BH@o2jTEdn1(60ONZ;~)*4MCKU-DwOC@+at%A6=L3&(frv1 zIdeKN5#^7D6I4-j-!yX&194Z>2L&#y1hIan^uOQMYy`W-W1(+Or`iBmgS_;?2~IR% ze99@nb>mI~gZ<6KX`cGy?;f9lTnr8bB1hwTb_v2hGo$u}8f>QGwdpnEp2W5j+314P zne4j__gg2fH{Ro)W9bO}dC>^wIk_Q2#fE>8-^ObDO8hI zx4BOV^pFhJSY;Z)Q6MKgCGiZK@@~_-)drSlpx}xH`4cKhhb&<=WGTG)ysN}_p!C~m z&c3P0H2M*XwBo%GRPIL-R+s9&B%;|!9!7vkoR>Wh{R+*TvZXX&>LC8yjZZ17hR%ci z8O4ISGB#pL=Cp+;)iBCAn$;%J9j#+tDO?9*srcS;vDGQJkwi{ZkEUNrl*=2hm-m+L z?7xX!)lZQLD9Sd8|uBJ~{#=Aw1v50oO2LYpaB zFMF@!aX&UyDtb+>X_5w$)R{QOPDEWDN&3YCBY{ya8a33OZrw>r2tuUJXBs?x`7Q{b zU4X*S6!cy51R;Pxr!lAU+P6L&(J?@FV1KFKtG{@1zIiFjpBi5?H*{v2`KMHMe^&MA zA%KnUK34!|NRdeIT6CwTpB`RjUsQUB5fQfa*|RbTgl_0T{Z=cCBd6wSO3;y~BE{fO zy6!2IFH4*gABoHg509lM#XPq$pZ>e#_??Xu*^Y_CQt1L z7QzK`oP6GnD)5gC=eZG_m4U8NG9&55hT998o}sJvTozy2QzpI<@L~fU2FGra_?x++xV; zN`q9yNEHQ@?ef)cMdWlb*PI=4ozX-4mMXtvQ_abwz5$o?s-f5Vw*1*+Crhv zmM)Ytv>>wLCe0jrj!YCA&-Q8B9MbT7R2qH{r z&{M1P?ZieblkZK^9~rkZm0bt~;=8@Un|UYbmY;2JoW6Vaa1#gLyNmmZcyT=nN2~_5 zw;_vhF8qUMk02F@EF2Dhety2Wxp{hex*kP%czAeudHsjj@Q9gSUtf=pj~A9!cXoE} z?(VLxt}ZSv_74uu|Nh;5Z?% zK!Pj<96nF1lt~OJ5fKnnrDHM_1H<7*zyE2y{sm+LW`daE@JBT^i32$N^_Md)t)7Lf z;UXOF?Cgxk;Ugfei!Bxn?++AnZIzYN6btBuFJ=D;Glb8_!Qp@Bz9}Rv!)d7);jcTJ zaQNEht`I2`3BADQ$f&)1Llb#NR|PHje%(d2L82luwJd_J*n`U}rnU4*}O zWfc_I)SijkR(%Wb>~q)I&YFbobs3)}V;0X>ll;Ykj_tunk?zw|IN93v41UUzP=|6Z1QqrmaY`IVsC1H`} z(g$BmbLeX>P*0e1YuJ&I^Xp9e0*8-}i&(LdW zZ6nuQGr6K~CB?+Otg|37yQZW&wsPTnVh(L^I9cg3UP`yx*Qi`2_6-CCY6L|YNr=zV zNtQndGEdR3F5j~vtd^nZeNuZ8&HRPgK*m%SSzA(%3LPNR2P4C!!sVEq)R$L@XXY}? 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