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Can I exclude closed orders from the Activity Tracking Module?

  • Jul 14, 2023 11:33 AM UTC
  • 2 replies
  • 64 views

Chris_Perkins
Hero (Customer)
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Hi,

I was just testing SU4, which fixes the issue of not being able to open order in history from the Activity tracking module, which works well BUT is there any way we can exclude closed orders from the list, so we can concentrate only on open Service Orders?  

I would like a way to exclude them in my search or a way to identify the order status in the search list, so i can avoid opening those that are already done with.

Thanks

Chris

Best answer by Phil Seifert

Hi Chris,

I believe you should be able to exclude the activities for orders in history with this setting:

 

 

From the Field Service Queues.pdf document:

 

 

Note, you can also filter to a range of demand status as well the two columns to the left in the screen shot.

For example Demand Status <= Resolved should get you only the actionable orders as beyond that is completed, invoiced, etc.

 

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2 replies

Phil Seifert
Ultimate Hero (Employee)
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  • Ultimate Hero (Employee)
  • Answer
  • Jul 14, 2023 11:38 AM UTC

Hi Chris,

I believe you should be able to exclude the activities for orders in history with this setting:

 

 

From the Field Service Queues.pdf document:

 

 

Note, you can also filter to a range of demand status as well the two columns to the left in the screen shot.

For example Demand Status <= Resolved should get you only the actionable orders as beyond that is completed, invoiced, etc.

 


Chris_Perkins
Hero (Customer)
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  • Author
  • Hero (Customer)
  • Jul 14, 2023 12:09 PM UTC

Thanks Phil, I should have spotted that… clue’s in the name!