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