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Former Member
May 29, 2013 at 01:21 AM

Is it possible to have a default attachment list for Service Orders?


Apologies if this has been discussed before but I couldn't find it anywhere.

What we would like to do is have a default set of documents (URL links mainly) that are automatically saved in the attachment list of a Service Order when it is created. These documents would typically be Health and Safety documentation and some general work instructions. More specific information, such as asset drawings, can then be added manually.

I thought there may be some configuration we could do linking a document list to a order type or better yet, maintenance activity type, but I couldn't find anything.

Any help would be appreciated.