How_do_I_add_or_remove_additional_fields_from_the_service_order_entry_form_

How do I add or remove additional fields from the service order entry form?

You can add fields to collect additional information to the service order entry form.

If you want to print the additional information on a service order, you can add the corresponding variable to the service order form (Organization > Forms).

This is how the service order entry form look when there aren't any additional fields.

Service order entry form

When you add additional fields to the service order entry form, the additional fields will be added like this...

Service order entry form with additional fields

Adding additional fields to the service order entry form

1. Open Connect Utility Management > Service Orders > Create New Service Orders or Modify Existing Service Orders.

2. Click Options F12.

3. Find the Additional Fields field, click Select.

Select button

The Selection window displays.

 

4. Select the fields that you want to add to the service order entry form and move them to the Selected Additional Fields list.

5. Click OK.

The selected fields display in the Additional Fields list. on the Options form.

Additional fields field on the Options form

6. Click OK.

The additional fields have been added to the service order entry form.

2019.05, 2019Jul10

Removing additional fields from the service order entry form

1. Open Connect Utility Management > Service Orders > Create New Service Orders or Modify Existing Service Orders.

2. Click Options F12.

3. Find the Additional Fields field, click Select.

Select button

The Selection window displays.

4. Select the fields that you want to remove from the service order entry form and move them to the Available Additional Fields list.

5. Click OK.

The selected fields display in the Additional Fields list. on the Options form.

Additional fields field on the Options form

6. Click OK.

The selected fields have been removed from the service order entry form.

2019.05, 2019Jul10

 

 

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