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Right. I didn't mention I've already changed the table by removing the Required flag for these fields in addition to removing the other validation actions around these dates. Although it's not clear at this time how we plan to use the WO calendar, I'd rather one didn't show up on there just yet. Once a WO has a start or ...

I'm customizing the Field Service Work Order screens to work for my business. Regarding Work Orders, I don't require that Date Start/End have a value. So I'm killing off all the actions around these field validations. For some reason, there's still some page load action on the FieldService AddEditWorkOrder screen that is firing 2 ...

We usually get an order from a salesman, then split up work orders based on the type of work...I think I'm gonna customize our Sales Order actually, and add checkboxes at the line item level to create work orders. Don't know if it's gonna work, but I'll try it.

Yeah, I can see how that could work. Thx for the help...will give it a shot. 

Are we able to create different work orders by specifiying certain line items from an Estimate? Does this functionality exist but I'm just missing it? When we create Estimates, we commonly need to create different work orders by type of work - deliveries, service work, spray applications, etc. It would be great if I could select line items on ...

That's what I thought. Thanks for the info, Mark.

While the button click kicking off the process the way you describe is not completely automated, I think I see how your solution works...seems easy enough to do. I seem to remember reading somewhere on these forums that scheduled tasks/functions isn't a feature Method has, yet...am I remembering correctly? Thanks Mark

Michael...answering your other questions: The criteria for automatically creating orders would be based on a date. Usually it's 60 days out that an Order is created and comes in house. That way we make sure we have the inventory (if it's an order containing products for delivery) or can see it sitting in a particular box in the office ...

Thanks Mark... I've been approaching this from a DIY standpoint. When you say 'some of this functionality' can you elaborate a bit (not looking for all the details here, of course) on the solutions you provided?

Thanks Michael... I had not looked at Field Services yet...I'm reading about it now. It seems like the method of working in Field Services might work for how we currently operation. Right now, salesmen write up actual carbon copy orders about 60 days out from delivery based on the afore mentioned 'programs' they set up for each ...