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Question

How Set default a Work Status

  • February 26, 2022
  • 3 replies
  • 68 views

HumbertoFloresD
Sidekick (Customer)
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Hi everyone, i have this issue,  i have all stages for work Order, 

But i Need set a WorkStarted As Default Value, when create a new  work order, how can i do this ?

​​​​​​Thanks for the help.
Regards.
 

 

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3 replies

ZTC ZTC JGOTA
Hero (Customer)
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  • Hero (Customer)
  • 235 replies
  • February 26, 2022

Hey Humberto,

 

The easy way to do this is utilizing the Template option provided from IFS where the user can create templates.

 

I hope this help!.

Thanks,

JL


Dinushi Liyanage
Hero (Employee)
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  • Hero (Employee)
  • 164 replies
  • February 26, 2022

Hi @HumbertoFloresD ,

You can save the default values as a template and set it as the default template.

In order to this,

  1. Insert a new record and fill the default values that you would like to set but don’t save it yet.
  2. RMB on the line → click on Edit → click on Save As Template.
  3. Give it a Title and click on OK.
  4. RMB on the line → click on Edit →  click on New From Template → click on Set Default Template.
  5. Select the template you saved earlier and click on OK.

Now next time when you try to insert a new record, default values will be populated according to the template.

Hope this helps.

Kind regards,
Dinushi


Dinushi Liyanage
Hero (Employee)
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  • Hero (Employee)
  • 164 replies
  • March 17, 2022

Hello,

Glad if you could mark an answer for this topic so that it will help other colleagues too.

Kind regards,
Dinushi