Work Order Fields for Field Service

The estimated time required to complete the work order. Specify the duration unit in the Duration Type field.

Work order duration and work order line item duration are independent of each other. If you want work order duration to automatically show the sum of the work order line items’ duration, replace the Duration field on work orders with a custom roll-up summary field.

(Read Only) Indicates that the work order was generated from a maintenance plan rather than manually created.

This option is deselected for work orders that were generated from maintenance plans before Summer ’18.

An icon that corresponds to the milestone status.

• Compliant
• Open Violation
• Closed Violation

The minimum crew size allowed for a crew assigned to the work order.

If you’re not using the Field Service managed package, this field serves as a suggestion rather than a rule. If you’re using the managed package, the scheduling optimizer counts the number of service crew members on a service crew to determine whether it fits a work order’s minimum crew size requirement.

The priority of the work order. The picklist includes the following values, which can be customized:

• Low
• Medium
• High
• Critical

The language used for all service reports and service report previews created for the work order, its service appointments, and its work order line items and their service appointments. If the field is blank, service reports are generated in the default language in Salesforce of the person creating the report.

To appear as an option in the Service Report Language field, a language must be set up in Translation Workbench or be one of the Salesforce 18 fully supported languages. Service report field names are translated, but rich text field names, service report section names, and text field values such as service notes aren’t translated.

The service report template that the work order’s service reports uses.

If you don’t specify a service report template on a work order, it uses the service report template listed on its work type. If the work type doesn’t list a template or no work type is specified, the work order uses the default service report template.

This field stays blank unless you update it on the work order. So to find out which template the work order’s service reports uses, check its work type.

The date when the work order goes into effect. This field is blank unless you set up automation to populate it. See the example for a workflow rule that configures this field.

The Start Date and End Date fields are blank by default, but you can set up workflow rules to configure them.

The status of the work order. The picklist includes the following values, which can be customized:

• New—Work order was created, but there hasn’t yet been any activity.
• In Progress—Work has begun.
• On Hold—Work is paused.
• Completed—Work is complete.
• Cannot Complete—Work couldn’t be completed.
• Closed—All work and associated activity is complete.
• Canceled—Work is canceled, typically before any work began.

Changing a work order’s status doesn’t affect the status of its work order line items or associated service appointments.

The category that each status value falls into. The Status Category field has eight default values: seven values that are identical to the default Status values, and a None value for statuses without a status category.

If you create custom Status values, you must indicate which category it belongs to. For example, if you create a Waiting for Response value, you can decide that it belongs in the On Hold category.