Work order templates can be imported and exported to files so they can be freely moved and shared across Salesforce orgs (e.g., a template tested in development org can moved over to the production org). JSON is used as a template file format.
Exporting a work order template
- Open template details
- Click Export Template action button
- Click Save
- Save export file using the web browser
The export file contains all template information including template name, description, phases, tasks and dependencies, etc.
Importing from details view
In this scenario new tasks, phases and dependencies will be imported into an existing template, preserving the template name (template name in the import file will be ignored).
- Open existing template details
- Click Import Template action button
- Drag & drop or upload template file and click OK — the template is imported
The newly imported template will be always inactive (Active field unchecked) regardless of the fact if the source template was active or not and has to be made active before using.
| Warning | Prior tasks, phases and phases in the template will be overwritten. |
Importing form list views
This scenario is for importing a brand-new template with the name from the import file.
- Open any work order list view other than Recently Viewed (the Import Template action is not available in Recently Viewed)
- Click Import Template
- Drag & drop or upload template file and click OK — the template is imported
- Click Close to be taken to the new template details
| Warning | Since template names must be unique, the import will fail if the name specified in the template file is already used by an existing template — in that case the name can be modified directly in the import file. |
