Create a Visual Work Order

Use a work type and visual template to create a PDF-based work order.

Create a Visual Work Order when the job must use a fixed document layout.

This works best when the work type already points to the right visual template.

Create the work order

1

Prepare the visual template

Make sure the right Visual Form template already exists.

2

Link the template to the work type

Use a work type that should create a visual work order.

3

Create the work order

Start a new work order.

Then choose the work type with the visual setup.

4

Select the visual option

If your setup offers both flows, choose the Visual Work Order option.

5

Save and test in the app

Save the work order.

Then open it on a test device and confirm the PDF layout behaves as expected.

Good setup tips

• use clear work types for visual flows
• keep one template per document scenario
• test line limits and output before rollout

Frequently asked questions

Can I switch back to a standard work order?

That depends on your setup.

Test both flows before rollout.

Do I need a separate template per work type?

Usually yes.

That keeps the layout predictable.

Should I test on mobile first?

Yes.

Visual layout issues are easiest to spot on the target device.

Related topics

• Visual Work Orders (beta)
• What is Visual Work Orders?
• Use the Visual Forms Configurator