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.
Reorder detail-page tabs
On the same Settings โ Work Order Form page you can set the order the detail tabs appear in. Use the up and down arrows, then Save. A common use: move Custom above Signatures so your closure fields are filled in before the work order is signed. The Details tab always stays first, and the same order is used for the sections of the exported PDF.
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