Customize the Work Order form
Hide optional fields
4 min read
Hide optional Work Order fields your team doesn't use to keep the create and edit form clean. This is a Business plan feature.
How to hide fields
- Open Settings โ Work Order Form.
- Check the optional fields you want to hide.
- Click Save โ the form updates for everyone in your company.
Fields you can hide
- Task template
- Category
- Failure category
- Maintenance type
- Scheduling
- External links
- Vendor
- Customer
- Cost analytics
Tip
Core fields (title, description, priority, status, location, asset, assignment) stay visible and can't be hidden. Hidden fields keep their existing data โ values are preserved, just not shown on the form.
Hide detail-page tabs
On the same Settings โ Work Order Form page you can also hide tabs you don't use from the work order detail page. The change applies to everyone in your company.
- Procedure & Tasks
- LOTO / Lockout
- Work Permits
- Relations
- Parts
- Files
- Time Tracking
- Machine downtime
- Additional Costs
- Comments
- Signatures
- Custom
- History
Tip
The Details tab always stays visible and can't be hidden. Hidden tabs keep their existing data โ it is only removed from view.
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