Loading

Field Service: Record Type Assignment for Work Orders Generated from Maintenance Plans

Publish Date: Jun 4, 2026
Description

This article describes the behavior that controls which Record Type is assigned to Work Orders when they are generated from a Maintenance Plan.

Resolution

When a Maintenance Plan generates Work Orders, the owner of the work order is determined as follows:

  • Manual generation → the Work Order owner is the user who clicks "Generate Work Orders" → their default Work Order Record Type is used when the work orders are generated.
  • Auto generation → the Work Order owner is the Maintenance Plan Owner → their default Work Order Record Type is used when work orders are generated.

If the default record type is --Master-- , the generated Work Orders are created with no Record Type (RecordTypeId = null).

Knowledge Article Number

005386247

 
Loading
Salesforce Help | Article