Admin‎ > ‎Workflow Definitions‎ > ‎

Header Fields

In many instances, users forget to populate important header fields such as Carrier, Origin Depot,  etc. when creating work orders. To prevent this, we've added new functionality within the workflow definition whereby Admins can select which fields from the work order header should be mandatory when creating work orders.

Go to Admin > Workflow Definitions, select a workflow and then select the "Header Fields" section. A list of header fields is displayed where you can select the ones you want to be mandatory or visible when creating work orders. 

You can also control the visibility of the Header fields that you want to show to the External User (such as Customer, Transporter.. etc).



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