You use user defined fields (UDFs) to gather additional information about a service order. You can configure the same service order UDFs for all service orders regardless of the event, or you can configure them on an event by event basis. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs).
To configure the same service order user defined fields for all events:
- Click the Event Management Configuration link from the Main Menu. The Event Management Configuration screen opens.
- Select the Defaults tab.
- Select the user defined field set from the Order User Defined Fields drop-down. Only UDF sets created in the Opportunity Types screen are available for selection.
- Click OK. A User Defined Fields tab is available on the Add/Edit Service Order screen with all the UDFs in the UDF set.
To configure service order user defined fields at the event level:
- Click the Events button from the Global Navigation Bar. The Events screen opens.
- Select the event to assign the service order UDFs.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Details tab.
- Select the user field set from the Order User Fields Type drop-down in the Configuration section. Only UDF sets created in the Opportunity Types screen are available for selection.
- Click OK. A User Defined Fields tab is available on the Add/Edit Service Order screen with all the UDFs in the UDF set.
Comments
13 comments
We use UDFs on our service orders and really appreciate being able to collect key information. It would be even better if we could see this extra information on the work order or when viewing the work order grid as most of the information collected is needed for installation of services.
0 upvotes
When will we be able to move around the Service Order UDF's like we can on events and accounts?
0 upvotes
Kieron:
Thank you for your question. The difference in the ability to Edit the Layout to move these fields around in Service Orders is based upon the way Opportunity or Issue Type is assigned. For accounts and events, these are handled through an organization parameter, and are in a sense fixed for all accounts in that designation or events in that organization. Service Order (and Function) UDF's are assigned at the event level, so the Edit Layout window would need to be data-dependent so as not to show every UDF label on every custom field set assigned to Service Orders in the system. The Software Engineering team is aware of this need, but it is not currently on a development roadmap.
0 upvotes
Thanks Ken, In our business case we only have a single UDF used for service orders hence the question. perhaps by linking UDF's to event "type", or more appropriately the Order category(which is already allows a unique layout) would be a way in the future to help reduce the issue you described above and help functionality come in the future?
Based on the limitations of your explanation above which I understand, Surely it should be possible at the very least to be able to use the edit layout to layout the UDF's in a nicer fashion within the "UDF" tab?
As it is extremely inflexible with them being auto generated the way they are now, It would at least bring it a bit closer to being more user friendly.
0 upvotes
Hi Ken,
Is there an equivalent to the MS | MS32 Membership Order Issue Type parameter for Service Orders?
I had to get this parameter from support as my DB did not have it even though I have 'updated' the parameters.
(Can we ensure that USIORGPM.XML contains all available parameters?)
0 upvotes
I agree with Kieron that linking the UDF to event type would be very helpful. Additionally it would be helpful if this linking process could be set up so the event with the assigned type would automatically link the associated SO UDF. To Sean's point it would also be valuable to have a SO UDF Org Parm to automatically set the SO UDF for event types that are not assigned, having the option of 'None' or a standard SO UDF by default.
0 upvotes
Thank you all for your suggestions. We have discussed this with our Product Management teams and there are many ways to modify the way service order UDFs are handled at a level higher than events. When the Product team is ready to address this, we will create a forum,to gather more input on the topic.
Thank you for your effective usage of the Support Center. This is exactly what we envisioned to advance conversations in practical areas.
0 upvotes
Hi Ken, has any further discussion taken place on this topic?
We are probably going to log a bug as the "Order User Defined Fields" drop down doesn't seem to be working.
0 upvotes
Hi Lee,
Ken is out of the office right now but after talking with Product Management, there hasn't been additional discussion on this topic.
Thanks,
Maggie
-1 upvotes
Hi Lee
Found the same with the dropdown in v20, but used the old v19 Org Parms to set this - need to look for EM300 (we required the update parameters to pull this one down!).
We're still having challenges having the UDF section appear on the SO Window - working on this now!
Cheers
Jerry
1 upvotes
Thanks Jerry
0 upvotes
Is there any word on being able to place UDF's? or is this just something that will never happen?
1 upvotes
Hey Kieron,
The ability to place UDFs is on the backlog, but not currently on the immediate roadmap.
Thanks,
Jake Griesenauer
Product Manager - Venue Operations
0 upvotes
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