Auto Creation of a Work Order Required Tasks

Required tasks on Work Types represent the tasks that are needed to complete the work. Work Orders inherit their Work Type’s required tasks. Define the required tasks in the Tasks Required related list. No code is needed to set up the automation! If you add a Work Type to an existing Work Order, the Work Order only inherits the required tasks if the Work Order didn’t yet have any. Similarly, updating a Work Type’s required tasks doesn’t affect Work Orders that were already created using that Work Type. The previous rules are also true for Work Order Line Items. Work Order line items don’t inherit their parent Work Order’s required tasks.