Choose where work order fields appear

Pick which optional sections and custom fields show when a work order is created from the Schedule, on its full edit page and on its own page, and which hide when empty.

In the sidebar, open Settings, then choose Work Order Layout under Jobs & Booking. The page address is /settings/org/record-surfaces.

The page sets which optional blocks and custom fields show in three places: the drawer that creates a work order from the Schedule, the full edit page, and the work order's own page. Each place has its own settings.

Before you start

• Changing the page needs permission to change organization settings. Choosing custom fields also needs permission to see custom fields.
• Whether a custom field is required is set on the field itself, on the Custom Fields page, not here. See Create a custom field.

Steps

1. In the second card, pick the place to change: Create & schedule, Full editor or Detail view.
2. Under Native sections, tick or untick Enabled for each optional block, such as Project link or Service Assets. Tick Hide when empty for any that should disappear when they have nothing in them.
3. Under Custom fields, choose a Default mode: All visible fields, Selected fields only, or Hide by default.
4. If you chose Selected fields only, tick the fields to show under Selected work-order fields.
5. Tick Hide the section when no custom fields resolve onto this surface if the custom fields area should disappear when it has nothing to show.
6. Pick another place at the top and repeat, if needed.
7. Check Resolved preview on the right, then press Save surface settings. One save covers all three places, and Nova confirms with Record surface settings updated.

Reset throws away the changes you have not saved. Leaving the page without saving also throws them away; Nova does not ask first.

What you see

• On Create & schedule, a required custom field is always ticked and reads Required on Create & schedule. You cannot hide it there, so Hide by default is greyed out.
• A field set to always show or always hide on the Custom Fields page keeps that setting whatever you pick here. Its row says so.
• Some blocks, such as Project link and Assignments, are controls rather than information, so Hide when empty cannot be ticked for them.

If something looks different

• Save surface settings stays greyed out and an amber note says a required custom field is hidden from Create & schedule: choose a mode that shows it, or change that field's own setting on the Custom Fields page.
• No work-order custom fields currently resolve onto this surface.: no work order custom fields exist yet, or the mode you chose hides them all. Create fields with Open Custom Fields.
• A note says you are in read-only mode: your role cannot change organization settings.

Open Work Order Layout