A template is a pre-configured and pre-formatted document outline that can be used as a starting point for your work-related documents. The following pre-configured templates are available:
You can also create custom templates to suit your specific business needs. Click here to view a detailed guide for creating custom document templates.
The following tables list the field mappings that can be used to create custom document templates.
System fields
| Application | PDF Form | .Net |
| System_CurrentDate | System_CurrentDate | System.DateTime |
Work Order fields
| Application | PDF Form | .Net |
| AssetBarcode | WorkOrder_AssetBarcode | String |
| AssetCode | WorkOrder_AssetCode | String |
| AssetDescription | WorkOrder_AssetDescription | String |
| AssetLookupFreeText | WorkOrder_AssetLookupFreeText | String |
| AssetSerialNumber | WorkOrder_AssetSerialNumber | String |
| AssetTreePath | WorkOrder_AssetTreePath | String |
| Code | WorkOrder_Code | String |
| CompleteBy | WorkOrder_CompleteBy | DateTime |
| CompletedOn | WorkOrder_CompletedOn | DateTime |
| Contact | WorkOrder_Contact | String |
| ContractorWorkPerformed | WorkOrder_ContractorWorkPerformed | String |
| WorkOrder_Email | String | |
| GeneralLedgerCode | WorkOrder_GeneralLedgerCode | String |
| GeneralLedgerDescription | WorkOrder_GeneralLedgerDescription | String |
| ImportanceCode | WorkOrder_ImportanceCode | String |
| ImportanceWeight | WorkOrder_ImportanceWeight | String |
| ImportanceDescription | WorkOrder_ImportanceDescription | String |
| LocationCode | WorkOrder_LocationCode | String |
| LocationDescription | WorkOrder_LocationDescription | String |
| Phone | WorkOrder_Phone | String |
| Requester | WorkOrder_Requester | String |
| Signature | WorkOrder_ArtisanSignature | Byte[] |
| SignatureName | WorkOrder_ArtisanSignatureName | String |
| ClientSignature | WorkOrder_ClientSignature | Byte[] |
| ClientSignatureName | WorkOrder_ClientSignatureName | String |
| SiteAddressLine1 | WorkOrder_SiteAddressLine1 | String |
| SiteAddressLine2 | WorkOrder_SiteAddressLine2 | String |
| SiteAddressLine3 | WorkOrder_SiteAddressLine3 | String |
| SiteCode | WorkOrder_SiteCod | String |
| SiteContact1 | WorkOrder_SiteContact1 | String |
| SiteContact1Email | WorkOrder_SiteContact1Email | String |
| SiteContact1Mobile | WorkOrder_SiteContact1Mobile | String |
| SiteContact1Phone | WorkOrder_SiteContact1Phone | String |
| SiteContact2 | WorkOrder_SiteContact2 | String |
| SiteContact2Email | WorkOrder_SiteContact2Email | String |
| SiteContact2Mobile | WorkOrder_SiteContact2Mobile | String |
| SiteContact2Phone | WorkOrder_SiteContact2Phone | String |
| SiteDescription | WorkOrder_SiteDescription | String |
| SiteEmail | WorkOrder_SiteEmail | String |
| SitePhone | WorkOrder_SitePhone | String |
| StaffCode | WorkOrder_StaffCode | String |
| StaffDescription | WorkOrder_StaffDescription | String |
| WorkRequired | WorkOrder_WorkRequired | String |
| WorkStartedOn | WorkOrder_WorkStartedOn | DateTime |
| FailureTypeCode | WorkOrder_FailureTypeCode | String |
| FailureTypeDescription | WorkOrder_FailureTypeDescription | String |
| FailureCode | WorkOrder_FailureCode | String |
| FailureDescription | WorkOrder_FailureDescription | String |
| RootCauseCode | WorkOrder_RootCauseCode | String |
| RootCauseDescription | WorkOrder_RootCauseDescription | String |
| RepairTypeCode | WorkOrder_RepairTypeCode | String |
| RepairTypeDescription | WorkOrder_RepairTypeDescription | String |
| FailedComponentCode | WorkOrder_FailedComponentCode | String |
| FailedComponentDescription | WorkOrder_FailedComponentDescription | String |
| GeoLocation | WorkOrder_GeoLocation | String |
| AssetGeoLocation | WorkOrder_AssetGeoLocation | String |
| Notes | WorkOrder_Notes | String |
| TypeOfWorkCode | WorkOrder_TypeOfWorkCode | String |
| TypeOfWorkDescription | WorkOrder_TypeOfWorkDescription | String |
| SiteGeoLocation | WorkOrder_SiteGeoLocation | String |
|
Approved |
WorkOrder_Approved |
Boolean |
|
ApprovedByUserCode |
WorkOrder_ApprovedByUserCode |
String |
|
ApprovedByUserDescription |
WorkOrder_ApprovedByUserDescription |
String |
|
ApprovedOn |
WorkOrder_ApprovedOn |
DateTime |
|
AssetLocationGeoLocation |
WorkOrder_AssetLocationLocation |
String |
|
ContractorWorkPerformed |
WorkOrder_ContractorWorkPerformed |
String |
|
CostCentreCode |
WorkOrder_CostCentreCode |
String |
|
CostCentreDescription |
WorkOrder_CostCentreDescription |
String |
|
DurationInDays |
WorkOrder_DurationInDays |
Integer |
|
EstimatedDowntimeInMinutes |
WorkOrder_EstimatedDowntimeInMinutes |
Integer |
|
EstimatedDurationInMinutes |
WorkOrder_EstimatedDurationInMinutes |
Integer |
|
EventCode |
WorkOrder_EventCode |
String |
|
EventDescription |
WorkOrder_EventDescription |
String |
|
EventWorkOrdersEventCode |
WorkOrder_EventWorkOrdersEventCode |
String |
|
EventWorkOrdersEventDescription |
WorkOrder_EventWorkOrdersEventDescription |
String |
|
GeographicDataEndPosition |
WorkOrder_GeographicDataEndPosition |
String |
|
GeographicDataLength |
WorkOrder_GeographicDataLength |
double |
|
GeographicDataMeasurementUnitCode |
WorkOrder_GeographicDataMeasurementUnitCode |
String |
|
GeographicDataMeasurementUnitDescription |
WorkOrder_GeographicDataMeasurementUnitDescription |
String |
|
GeographicDataNotes |
WorkOrder_GeographicDataNotes |
String |
|
GeographicDataReferenceAssetCode |
WorkOrder_GeographicDataReferenceAssetCode |
String |
|
GeographicDataReferenceAssetDescription |
WorkOrder_GeographicDataReferenceAssetDescription |
String |
|
GeographicDataStartPosition |
WorkOrder_GeographicDataStartPosition |
String |
|
IntervalCode |
WorkOrder_IntervalCode |
String |
|
Investigated |
WorkOrder_Investigated |
Boolean |
|
InvestigatedByUserCode |
WorkOrder_InvestigatedByUserCode |
String |
|
InvestigatedByUserDescription |
WorkOrder_InvestigatedByUserDescription |
String |
|
InvestigatedOn |
WorkOrder_InvestigatedOn |
DateTime |
|
IsPermitRequired |
WorkOrder_IsPermitRequired |
Boolean |
|
IsScheduled |
WorkOrder_IsScheduled |
Boolean |
|
MotionType |
WorkOrder_MotionType |
Integer |
|
MotionTypeDescription |
WorkOrder_MotionTypeDescription |
String |
|
NumberOfTimesScheduled |
WorkOrder_NumberOfTimesScheduled |
Integer |
|
OriginatorContactCode |
WorkOrder_OriginatorContactCode |
String |
|
ParentWorkOrderCode |
WorkOrder_ParentWorkOrderCode |
String |
|
ParentWorkOrderDescription |
WorkOrder_ParentWorkOrderDescription |
String |
|
PermitNumber |
WorkOrder_PermitNumber |
String |
|
PlanningAndSchedulingStatus |
WorkOrder_PlanningAndSchedulingStatus |
Integer |
|
Priority |
WorkOrder_Priority |
double |
|
ProgressPercentage |
WorkOrder_ProgressPercentage |
double |
|
ProposalNumber |
WorkOrder_ProposalNumber |
String |
|
ReceivedOn |
WorkOrder_ReceivedOn |
DateTime |
|
SectionCode |
WorkOrder_SectionCode |
String |
|
SectionDescription |
WorkOrder_SectionDescription |
String |
|
ServiceLevelAgreementCode |
WorkOrder_ServiceLevelAgreementCode |
String |
|
SiteCode |
WorkOrder_SiteCode |
String |
|
StartOnDate |
WorkOrder_StartOnDate |
DateTime |
|
TaskClassification1ValueCode |
WorkOrder_TaskClassification1ValueCode |
String |
|
TaskClassification1ValueDescription |
WorkOrder_TaskClassification1ValueDescription |
String |
|
TaskClassification2ValueCode |
WorkOrder_TaskClassification2ValueCode |
String |
|
TaskClassification2ValueDescription |
WorkOrder_TaskClassification2ValueDescription |
String |
|
TaskClassification3ValueCode |
WorkOrder_TaskClassification3ValueCode |
String |
|
TaskClassification3ValueDescription |
WorkOrder_TaskClassification3ValueDescription |
String |
|
TaskClassification4ValueCode |
WorkOrder_TaskClassification4ValueCode |
String |
|
TaskClassification4ValueDescription |
WorkOrder_TaskClassification4ValueDescription |
String |
|
TaskClassification5ValueCode |
WorkOrder_TaskClassification5ValueCode |
String |
|
TaskClassification5ValueDescription |
WorkOrder_TaskClassification5ValueDescription |
String |
|
TaskClassification6ValueCode |
WorkOrder_TaskClassification6ValueCode |
String |
|
TaskClassification6ValueDescription |
WorkOrder_TaskClassification6ValueDescription |
String |
|
TaskClassification7ValueCode |
WorkOrder_TaskClassification7ValueCode |
String |
|
TaskClassification7ValueDescription |
WorkOrder_TaskClassification7ValueDescription |
String |
|
TaskClassification8ValueCode |
WorkOrder_TaskClassification8ValueCode |
String |
|
TaskClassification8ValueDescription |
WorkOrder_TaskClassification8ValueDescription |
String |
|
TradeCode |
WorkOrder_TradeCode |
String |
|
TradeDescription |
WorkOrder_TradeDescription |
String |
|
WorkClassification1ValueCode |
WorkOrder_WorkClassification1ValueCode |
String |
|
WorkClassification1ValueDescription |
WorkOrder_WorkClassification1ValueDescription |
String |
|
WorkClassification2ValueCode |
WorkOrder_WorkClassification2ValueCode |
String |
|
WorkClassification2ValueDescription |
WorkOrder_WorkClassification2ValueDescription |
String |
|
WorkClassification3ValueCode |
WorkOrder_WorkClassification3ValueCode |
String |
|
WorkClassification3ValueDescription |
WorkOrder_WorkClassification3ValueDescription |
String |
|
WorkClassification4ValueCode |
WorkOrder_WorkClassification4ValueCode |
String |
|
WorkClassification4ValueDescription |
WorkOrder_WorkClassification4ValueDescription |
String |
|
WorkClassification5ValueCode |
WorkOrder_WorkClassification5ValueCode |
String |
|
WorkClassification5ValueDescription |
WorkOrder_WorkClassification5ValueDescription |
String |
Work Task fields
| Application | PDF Form | .Net |
| AssetPath | WorkTask_AssetPath | String |
| AssetSeqNumPath | WorkTask_AssetSeqNumPath | String |
| AssetTaskCode | WorkTask_AssetTaskCode | String |
| AssetTaskDescription | WorkTask_AssetTaskDescription | String |
| AssetTaskDescriptionLong | WorkTask_AssetTaskDescriptionLong | String |
| AssetTaskSequenceNumber | CompletedOnWorkTask_AssetTaskSequenceNumber | Short |
| CompletedOn | WorkTask_CompletedOn | DateTime |
| CompletedOnMeterReading | WorkTask_CompletedOnMeterReading | Double |
| ComponentPath | WorkTask_ComponentPath | String |
| ComponentSeqNumPath | WorkTask_ComponentSeqNumPath | String |
| ErrorCount | WorkTask_ErrorCount | Integer |
| FollowupTaskCount | WorkTask_FollowupTaskCount | Integer |
| FollowUpTaskSequenceNumber | WorkTask_FollowUpTaskSequenceNumber | Short |
| FollowUpTaskTriggerWhenLower1Exceeded | WorkTask_FollowUpTaskTriggerWhenLower1Exceeded | Boolean |
| FollowUpTaskTriggerWhenLower2Exceeded | WorkTask_FollowUpTaskTriggerWhenLower2Exceeded | Boolean |
| FollowUpTaskTriggerWhenUpper1Exceeded | WorkTask_FollowUpTaskTriggerWhenUpper1Exceeded | Boolean |
| FollowUpTaskTriggerWhenUpper2Exceeded | WorkTask_FollowUpTaskTriggerWhenUpper2Exceeded | Boolean |
| GroupKey | WorkTask_GroupKey | String |
| InspectionPassed | WorkTask_InspectionPassed | Boolean |
| IsComplete | WorkTask_IsComplete | Boolean |
| IsReadingRequired | WorkTask_IsReadingRequired | Boolean |
| MeterReadingUnitOfMeasurementCode | WorkTask_MeterReadingUnitOfMeasurementCode | String |
| MonitoringPointLowerCriticalBound | WorkTask_MonitoringPointLowerCriticalBound | Double |
| MonitoringPointLowerWarningBound | WorkTask_MonitoringPointLowerWarningBound | Double |
| MonitoringPointReadingValue | WorkTask_MonitoringPointReadingValue | Double |
| MonitoringPointTypeBoundsBasedOnReferenceValue | WorkTask_MonitoringPointTypeBoundsBasedOnReferenceValue | Boolean |
| MonitoringPointTypeHasLowerCriticalBound | WorkTask_MonitoringPointTypeHasLowerCriticalBound | Boolean |
| MonitoringPointTypeHasLowerWarningBound | WorkTask_MonitoringPointTypeHasLowerWarningBound | Boolean |
| MonitoringPointTypeHasUpperCriticalBound | WorkTask_MonitoringPointTypeHasUpperCriticalBound | Boolean |
| MonitoringPointTypeHasUpperWarningBound | WorkTask_MonitoringPointTypeHasUpperWarningBound | Boolean |
| MonitoringPointUnitOfMeasurementCode | WorkTask_MonitoringPointUnitOfMeasurementCode | String |
| MonitoringPointUpperCriticalBound | WorkTask_MonitoringPointUpperCriticalBound | Double |
| MonitoringPointUpperWarningBound | WorkTask_MonitoringPointUpperWarningBound | Double |
| SequenceNumber | WorkTask_SequenceNumber | Short |
| SubTaskSequenceNumber | WorkTask_SubTaskSequenceNumber | Short |
| TaskAssetCode | WorkTask_TaskAssetCode | String |
| TaskAssetDescription | WorkTask_TaskAssetDescription | String |
| TaskComponentCode | WorkTask_TaskComponentCode | String |
| TaskComponentDescription | WorkTask_TaskComponentDescription | String |
| TaskIsInspection | WorkTask_TaskIsInspection | Boolean |
| TaskIsMandatory | WorkTask_TaskIsMandatory | Boolean |
| TaskMeterCode | WorkTask_TaskMeterCode | String |
| TaskMeterDescription | WorkTask_TaskMeterDescription | String |
| TaskMonitoringPointCode | WorkTask_TaskMonitoringPointCode | String |
| TaskMonitoringPointDescription | WorkTask_TaskMonitoringPointDescription | String |
| TaskSchedulingKind | WorkTask_TaskSchedulingKind | Integer |
| TaskSchedulingMethod | WorkTask_TaskSchedulingMethod | Integer |
| TaskType | WorkTask_TaskType | String |
| WorkOrderCode | WorkTask_WorkOrderCode | String |
| Notes | WorkTask_Notes | String |
Work Task Spare fields
| Application | PDF Form | .Net |
| AssetTaskCode | WorkTaskSpare_AssetTaskCode | String |
| AssetTaskDescription | WorkTaskSpare_AssetTaskDescription | String |
| ItemCode | WorkTaskSpare_ItemCode | String |
| ItemDescription | WorkTaskSpare_ItemDescription | String |
| ItemTypeString | WorkTaskSpare_ItemType | String |
| QuantityApproved | WorkTaskSpare_QuantityApproved | Double |
| QuantityRequired | WorkTaskSpare_QuantityRequired | Double |
| QuantityUsed | WorkTaskSpare_QuantityUsed | Double |
| SourceCurrencyCode | WorkTaskSpare_SourceCurrencyCode | String |
| SupplierCode | WorkTaskSpare_SupplierCode | String |
| SupplierDescription | WorkTaskSpare_SupplierDescription | String |
| UnitCode | WorkTaskSpare_UnitCode | String |
| UnitDescription | WorkTaskSpare_UnitDescription | String |
| UnitPrice | WorkTaskSpare_UnitPrice | Decimal |
| WarehouseCode | WorkTaskSpare_WarehouseCode | String |
| WarehouseDescription | WorkTaskSpare_WarehouseDescription | String |
| WorkOrderCode | WorkTaskSpare_WorkOrderCode | String |