Field Service Guidelines for Creating Service Report Templates

Adding Fields

Service reports can contain fields from multiple objects. To add a field, select the object in the top-left section of the editor, then locate and drag the field onto your layout.

Use the Section element to organize fields on your layout. Your template comes with several default sections, which you can modify, rename, or delete. Click the wrench icon in a section to change the number of columns, edit or hide the title, and more.

Adding Related Lists

To add a related list to your template, drag the List element onto the layout. Enter a title, select the object, and select fields to display in the related list.

Filter a Related List

To hide unwanted records from a related list on generated service reports, create a filter. For example, filter the Work Order Line Items related list on work order service reports so it only shows completed line items.

Related list filters on service report templates work just like regular list view filters. You can create up to five filters per related list.

1. From the service report template editor, check the Related Templates field to make sure that you’re editing the desired sub-template.
2. On the related list you want to filter, click the wrench icon and select the Filters tab.
3. To define the filter, select a checkbox or picklist field, and choose an operator.
4. To select one or more values click the lookup icon, or enter values manually, separated by commas. Only records that list a selected value in the filter field appear in service reports that use the template. (Deactivated picklist values don’t appear in the lookup, but you can enter them manually.)
5. Click OK and save your changes. The filter you created is reflected in service reports that use your template.

Note

• The Status field on contract line items isn’t available for filtering.
• The Filters tab isn’t available in Internet Explorer 8.
• If the user generating the service report doesn’t have access to a field used to filter the related list, the filtering doesn’t occur.

Sort a Related List

To customize the order of records in a related list, sort the list by any number or date field. For example, order the records in the Work Order Line Items related list from earliest to latest completion date.

1. From the service report template editor, check the Related Templates field to make sure that you’re editing the desired sub-template.
2. On the related list you want to filter, click the wrench icon and select the Sorting tab.
3. Select a field to sort by, and choose ascending or descending order.
4. Click OK and save your changes. The sorting logic you added is reflected in service reports that use your template.

Note If the user generating the service report doesn’t have access to the field used to sort the related list, the sorting doesn’t occur.

Adding Signatures

To let mobile workers collect signatures on a service report, drag the Signature element onto your layout. You can add up to 20 signature blocks to a sub-template. Every signature block needs a different signature type. To learn more about signatures, see Field Service Guidelines for Using Signatures on Service Reports.

Adding Other Design Elements

• To add your company logo to service reports, drag the Text/Image Field element onto the layout and upload your logo. A 220-px wide logo is optimal, wider images are cropped. If the uploaded logo is wider than 220 px, resize the image by dragging its sizing hands in the Text/Image Field element. Images can be added to the header, footer, and body of a service report template.
• To customize the footer and add page numbers, click the wrench icon in the footer section. For example, add the Work Order Number field.
• To add space between fields or sections in the template, use the Blank Space field. Each Blank Space field adds 5 pixels of vertical space to the report PDF.