Hi all,
Since the Wave 2 update in Field Service I'm missing the button to set a work order active or inactive...
Any idea how to change the status for workorders now without these buttons?
Kind regards,
Boudewijn Corbach
Thanks for the info! I've restored the ribbon.
The reason we use this function daily is because of our asset managament system.
Once a work order is completed we want it to be read-only (after checking all is well in our asset management system). If not things could be changed in the work order and the information in Field Service is different than in our asset management system (we use Infor EAM for asset management for now).
We have a lot of 'triggers' behind the scenes that synchronize between FS and Infor, so a change in a WO field will also trigger a change in Infor, and when a WO is completed that should not happen because that will mess up the information in Infor with no way to revert the change if you don't know what was previous there.
I've seen other ways you can do this by automating this process if I'm correct, implementing business rules that automatically set the work orders to inactive when completed. Or other ways maybe.. We've just started with FS so all is quite new and sometimes confusing. There are so many settings everywhere, it's hard to wrap my head around all the settings options.. but that's a learning curve and I will also get more training in the near future. This Wave 2 update caught me/us by surprise but that's also part of the learning curve.
Anyway, I've learned a lot the past days trying to catch up with all the information surrounding the Wave 2 update.
Kind regards,
Boudewijn Corbach
Hi pbc278,
As Jason said, the application of the "Work Order Ribbon Simplification" feature is the reason.
This setting influences the command bar on the work order's grid and form. By default, this field will be set to Yes.
The following commands will be hidden from the form: deactivate, check access, process, add to queue, queue item details, assign, share, email a link, flow, Word templates. The following commands will be hidden from the list view when no records are selected: email a link, flow, Excel templates, import from Excel. The following commands will be hidden from the list view when a record is selected: activate, deactivate, email a link, add to queue, flow, Word templates.
Also, you can refer following document for more details:
Hi Boudewijn,
The Wave 2 update rolled out a simplified command ribbon that does not have the activate and deactivate commands. If you would like to revert to the old ribbon, navigate to Settings -> Field Service Settings -> Work Order / Bookings. Look for the "Show Simplified Work Order Commands" toggle and set it to "No".
We would love to better understand how you use the activate and deactivate commands today. Would you mind elaborating on why you deactivate or activate work orders. Are all work orders that are completed deactivated? Are work orders that see no actions after a certain amount of time deactivated? For what reasons does a work order get reactivated?
Thank you,
Jason Shotts
PM Field Service
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