Product Update – January 2016

2.17.2016, Written by Ross French

This product update will take effect on January 23, 2016. The following release notes detail the changes available with this new update. Please contact your Field Nation representative with any questions regarding this release.


Work Order Template Manager: 

Elevate introduced templates with notable differences to classic however the interface for engaging with templates was tightly coupled to the add/edit form of work orders which introduced some confusion for users when working with them regularly.

This new feature relocates templates into a top-level navigation under a “Template Manager” feature umbrella. With this change, the project planner no longer has its own template editor. Both project templates and work order templates are now combined and controlled in one place: the new template manager.


This allows buyers to find and create work order templates very easily in a dedicated space. It also allows for mass editing of template values and summarizes templates (the small gray text) to help differentiate them between one another quickly.


WO Template


Creating Templates:

The template creation process is similar to a work order creation process in Elevate. However, it differs visually from a work order creation process, thus helping to reduce the confusion between “is this a template” or “is this a work order”.

template creation

Thus, if you are familiar with project planner templates, the template interface comes directly from that. Note that at this stage, you only need to add details such as template name, type of work details, custom fields, project contacts, scope of work, tasks, pay and schedule which can be common across work orders.


temp creation 1 temp creation 2


Managing Templates:

The new work order templates have mass edit capabilities for higher efficiency.

temp edit


Also, in the new work order template, templates created in Elevate are separate from templates created in Classic (old work order format) and both will show up in the list. Classic templates include an icon in their title differentiating them. Either can be used to create work orders.


legacy temp

Projects can also have multiple templates; but there can be only one default template per project. This is the template that is used when creating a work order under a project and no template is specifically specified. This is mostly used for integrations such as with Worksmart Connect.

Work Order Creation:

The earlier interface to create work orders allowed users to select a template, project or client on-the-fly. Due to this, it was possible that custom fields, tasks, privileges would fail to apply in certain circumstances. To avoid this, an interceptor step has been introduced.

This step requires the user to select a client, project and template prior to starting the creation of a work order (though all are optional). Pop-up messages have been added at this stage to assist in navigating at this stage. Depending on your selection, the custom fields, tasks, bonuses, penalties are preset so that the work order form becomes firm. Template values are applied and project-specific custom fields get added.


Benefits: –

  • With the new work order template, custom fields no longer have to be added one-by-one. All custom fields, optional, required or otherwise are now added as form elements in their own real estate on the form.


  • If you select a template, the template values get pre-applied to the form. You will also be able to view which template created your work order when adding (or editing later) right near the title.

preapplied fields

  • You can also view the number of work orders created by each template in the manager (clicking the number will show you which work orders).

number of WO

Note: this data only collects going forward. Also, legacy templates do not capture this information.

  • To optimize time when creating work orders, the modal saves your last five selections for reuse. Clicking any of these options pre-selects the values and immediately shows the work order creation form.

preselect temp


Work Order Form:

A few updates have also been made to the work order creation form in order to accommodate the new template changes. These updates relate to: –

  • Action Bar/ Header:

The previous header had many references to template loading, creating and saving. All buttons and actions linked to templates have been removed. The new action bar only includes options to save your work order as a draft, or to quickly publish or route (if you completed all required fields).

Old format:

header old

New format:


header old

  • Projects / Clients:

Projects and clients can no longer be changed on the work order. This means you cannot accidentally delete custom fields, bonuses, penalties, tasks or other data visible only to that project/client by mistake.


Old format                                                                                               New format

clients old format clients new format

Project/ client information gets populated based on template as shown above.

  • Additional Contacts:

The contacts view has been modified to reflect the new design formats from elevate.

Old Format



New format


  • Scheduling:

The most popular dates and time selected by people for work orders is usually the next day between 8:00 am and 3:00 pm. To simplify the selection of these values, few “quick-select” links have been put in-place. There is also a range version that includes the same values with 3-hour increments.


  • Shipments:

A few changes have been made to the shipments layout to avoid the errors of tracking numbers being entered in item descriptions.

Old Format


New Format


We hope you find these changes useful. If you have any queries about these changes, please contact your CSM /Sales representative or the Field Nation Support team.