Advanced view allows you to edit work orders directly from the work orders list without opening each record individually. This feature displays a side panel where you can review and update work order information, making it easier to manage multiple work orders efficiently.
Note: To use Advanced View, the Show Details option must be enabled. If the details panel is hidden, the side panel will not be displayed and Advanced View will not be be available.
Steps to Use Advanced View
Open the Work Orders List
Navigate to Work from the sidebar menu and select Work Orders.
Select a Work Order
Click the work order you want to review or edit.
The selected work order will open in the side panel.
Enable Advanced View
Update the necessary fields as needed.
Changes can be made quickly while remaining on the work orders list, allowing you to move between work orders without opening each one individually.
If you need more space while editing, you can resize the side panel by dragging its edge, allowing you to expand the window and view more information at once.
Result
Advanced View enables you to edit work orders directly from the work orders list, helping you manage multiple records more efficiently and reducing the time spent opening individual work orders.