Adding Applies To Items to a Work Plan
The Applies To tab displays all the items for which the work plan is applicable.
When you add an item to a work plan, the work plan is displayed in the recommendations for any work order raised for that item. For example, if you add Mercedes product to the work plan, the work plan is recommended for any work order raised for installed products belonging to the product Mercedes.
By default, you can configure fields from the Product object in the Applies To tab to apply Work Plans based on those fields. You can also configure additional objects as lookup fields in the Work Plan Association object for them to appear in the Applies To tab. This allows you to assign Work Plans based on the fields defined in the Applies To section for those objects. For more information on configuring additional objects as selectable options in the Applies To tab, see Configuring Additional Objects for Work Plan Association.
For example, if you want the Work Plan to apply to all Work Orders of the Field Service type, add the relevant Work Order field that holds this information. To do this, go to the Applies To tab, select the Work Order object, add the Order Type field, and set its value to Field Service.
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It is optional to add items to the work plan. If you do not add any item to your work plan, the work plan is still valid. However, the work plan will be listed as Service Type Only plan that can be added to the work order and not to the service product.
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To add items to a work plan:
1. Navigate to the Work Plan Library list view.
The existing work plans are listed.
2. Open the work plan to which you want to add Applies To items.
3. Click the Applies To tab.
All the Applies To items already added to the work plan, if any, are displayed.
4. From the drop-down list, select the object whose fields you want to configure to apply work plan. For example, Product.
The Add Work Plan Associations pop-up window is displayed with the selected object.
5. In the Select field, select the required field based on which you want to apply work plan.
The field values are listed based on the selected field.
6. Select the required field values.
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• It is optional to add items, or any specific type of items.
• You can add multiple items of same type. For example, you can add five items of type Product. The Work Plan will be applicable for all specified products.
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7. Click Save.
The work plan is applied to the configured items.
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After you add Applies To items to a work plan, you can manage the items by performing some actions on them. For more information, see Managing Applies To Items in a Work Plan.
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