Work Order Templates can be imported and exported as JSON files, allowing them to be easily moved and shared across Salesforce orgs (e.g., from a development org to a production org).
Exporting a Work Order Template
- Open template details.
- Click the Export Template action button.
- Click Save.
- Save the export file using your web browser.
The exported JSON file includes all template details—such as the template name, description, phases, tasks, and dependencies.
Importing into an Existing Template
Use this method to import new tasks, phases, and dependencies into an existing template.
The template name in the import file is ignored, and the existing template’s name is preserved.
- Open existing template details.
- Click the Import Template action button.
- Drag and drop (or upload) the template file and click OK to import.
The imported template is always set to inactive (even if the source template was active). It must be manually activated before use.
| Warning | All prior tasks, phases, and dependencies in the template will be overwritten. |
Importing Form List Views
Use this method to import a new template using the name defined in 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 and drop (or upload) the template file and click OK.
- Click Close to be taken to the new template’s details.
| Important | 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. |
