18ca6d9f80
task-3991994 closes odoo/documentation#9795 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
67 lines
2.9 KiB
ReStructuredText
67 lines
2.9 KiB
ReStructuredText
==========
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Worksheets
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==========
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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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=============
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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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Create a worksheet template
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---------------------------
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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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Add a worksheet template to a field service task
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================================================
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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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:scale: 75%
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:alt: Mouse on project name to setup default worksheet template
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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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======================
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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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