The Work Order Form is a set of fields you fill in when creating a new work order. Orderry enables you to create multiple work order types and configure separate work order forms with different sets of fields for each one of them.
Navigate to the Settings > Forms editor > Work Orders page to set up a work order form.
The Orderry app has pre-configured work order forms (depending on the type of activity selected during registration). You can edit existing work order forms and create new ones.
Select the work order type you want to configure the work order form for.
How To Manage Fields
Fields are boxes found in the Work Order Form to input text or numerical data.
Please note that fields from the Client Form and from the Asset Form may be displayed in the work order. For this, it is necessary to add the Client or Asset system field to the work order form, respectively.
If you want to add some fields to the work order form from the Client or Asset form, then you need to check the Show in Order form checkbox in the Client or Asset form.
As a result, when creating a work order, the specified fields will be displayed.
Adding new fields
Step 1. Click Add field button.
In Orderry, there are 3 field types: System fields, Custom fields, and New fields.
System fields are the Ad Campaign, Due date, Estimated price, Payer, Malfunction, Manager notes, Scheduled for, Urgent. Orderry uses these system fields in generating reports, documents, and displays them under badges. These fields do not support editing but can be still removed if necessary.
Please note that the Payer system field is available only starting from the Business subscription plan.
Note: Prepayment, Manager and Assigned Specialist system fields cannot be deleted or changed, so they do not appear in the customization of work order forms.
Please note, that you can configure the values for the Ad Campaign field on the Settings > Marketing page.
Custom fields are the newly-created fields you’ve been adding over time.
Variable values for custom fields in the Work Order Form can be found in the printed document templates in the Order section. Their title includes a numerical code.
New fields are the fields you’re going to create. Newly created fields will be moved to the Custom section.
Fields are of the following types:
Text field allow alphabetic characters with a 256-character limit including spaces and can be tied to Custom Directories
Text area allow alphabetic characters with a 16384-character limit including spaces and can be tied to Custom Directories
Value list contains a list of values for a dropdown list, names separated by commas (255-character limit, including spaces) and can be tied to Custom Directories
Checkboxes are specific fields to select one of these: “Yes” and “No”
Date is to be filled with the date using a DD.MM.YYYY format (use this field to set the default values, which will be added to the current date)
Date + Time is to be filled with the date and time using a DD.MM.YYYY HH:MM format (use this field to set the default values, which will be added to the current date and time)
Number can be only filled with a numerical value (32-character limit, including dots and commas for decimal numbers)
Step 2. Enter the field name, select a Directory to connect (optionally), and click Save.
Note: you can add a maximum of 250 custom fields in the Work Order Form.
Field editing and configuration
To edit a field, hit the pencil icon to the right of its title. Only the title and type of the field can be edited. A variable value of the field will be generated automatically, it can not be edited.
Note: System fields do not allow changing the type and title of the field.
The following types of fields can be tied to Directory: Text field, Text area, and Value list. By doing so, you can fill the Work Order Forms quicker and eliminate human error.
Fields can be changed to mandatory by enabling the Required checkbox. Doing so, the Work Order can be created / edited only after filling out a mandatory field.
The following fields: Text field, Text area, Value list, and Number allow choosing default values for the fields to be displayed in the Work Order profile. To do this, you need to type the value directly in the field.
To move the field, click the icon (three vertical dots) to the left and complete your move.
To remove the field, click the delete icon from the right side of its title.
Note: Once the field is removed on the Settings > Forms editor > Work Orders page, it will be also removed from all Work Orders. To restore the field deleted by mistake, please contact Orderry support.
Working with headers
Unlike the fields in the Work Order forms, the headers over there are of the same type and do not create variables. Headings are used to visually separate information about the product.
Click Add header to create a new header, then select a title and click Create.
To edit or remove headers, click a button to the right (a “pencil” or “delete” icon).
To rearrange, click the icon from the left side of the header (three vertical dots) and drag them to a new location.
Keep in mind that you have to configure form fields and headlines for each of your work order types separately.