Use Visual Forms in work orders

Add Visual Forms to the right work so employees see the correct document.

Visual Forms work best when they are linked to the right job.

You can add them through a work type or directly on a work order.

Two common ways to add a Visual Form

Through a work type

Use this when the same jobs always need the same Visual Form.

Directly on a work order

Use this when only some jobs need that form.

1

Choose how you want to add the form

Decide whether the Visual Form should follow the work type or only one work order.

2

Open the work type or work order

Go to the place where you want to add the form.

3

Select the Visual Form

Choose the right form from the list.

4

Save and test

Save the change.

Then open a test work order to check the result.

Why this helps

• employees see the right document
• planners miss fewer forms
• the process stays more consistent

Frequently asked questions

Can I add more than one form to a work order?

Yes.

That depends on your process.

Should I link the form through the work type?

Usually yes.

That is often the easiest setup.

Can I change the linked form later?

Yes.

Update it before broad use.

Related topics

• Forms
• Link forms to work orders
• Create a Visual Form