Adding the Assign Technical Attribute Template at Runtime Task to Work Plan

Service Modules > Work Order Management > Work Plans and Task Management > Work Plans and Task Management for Administrators > Work Plan Library > Creating a Work Plan > Adding Tasks to a Work Plan > Adding the Assign Technical Attribute Template at Runtime Task to Work Plan

You can add the Assign Technical Attribute Template at Runtime as a linked activity for a task in the work plan. This enables dynamic assignment of the Technical Attribute Template based on the Installed Product linked to the work plan.

When a user executes the task from the work order, a list of technical attributes relevant to the associated Service Product is displayed for the user to capture values.

The system assigns the appropriate Technical Attribute Template based on the defined application criteria. For more information about application criteria, see Creating Technical Attribute templates.

The Assign Technical Attribute Template at Runtime option is available only if there is at least one Technical Attribute Template created in the org. For more information on how to create a template, see Creating a Technical Attribute Template.

To add the Assign Technical Attribute Template at Runtime type of task to the work plan:

1. From the Home page, go to the Work Plan Library.

The existing work plans are listed.

2. Click the work plan for which you want to add the task.

3. Click Add Task.

The Add Task pop-up window is displayed.

4. On the top-right, click Linked Activity drop-down and select Assign Technical Attribute Template at Runtime.

5. In the Details tab, enter the details as described in the following table:

Fields

Description

Fields with * are mandatory.

Task Name*

Enter a name for the task.

By default, The Task Name is updated as “Record Attributes”. You can modify it based on your requirements.

Status Options

Select the statuses the task can transition into.

Three status options — New, In Progress, and Complete — are selected by default.

You can add additional status values in Work Plan Task. Ensure that the same status values are added to Service Task and Service Task History objects as well.

Estimated Duration

Enter estimated time to complete the task.

Estimated Time Unit

Select the unit of time for the Estimated Duration field value from the dropdown list.

Mandatory Task

Select this checkbox if you want this task to be completed mandatorily as a part of the completion of work plan.

Create labor line on work order when status is changed to complete

Select this checkbox to generate labor lines based on the information captured in the service task. Labor lines are generated when the service engineer marks the task as complete. These labor lines are the Work Detail Lines of the type Labor, which include details about the service tasks and the time spent by technicians to complete them.

6. In the Instructions tab, add instructions that you want to provide to the service engineer executing the task. You can add photos, email addresses, bullets, numbered list, and so on.

7. In the Reference Files section, add any attachments for the task as required.

To add an attachment, click Upload Files and upload the file.

Drop the file you want to attach in the Reference Files section.

• You can add multiple files. However, the total size of the attached files must not exceed 800 MB.

• All the supported file types with Salesforce are supported.

8. Click Save.

From the Work Order, you can go to the relevant Service Product and execute this task from the work plan to record technical attributes. For more information, see Executing Technical Attribute Tasks.