--- title: "Work Order Summary" canonical: "https://help.fieldbuddy.com/space/FBDOCS/5369692161/Work%20Order%20Summary" format: markdown --- ## Description `WorkOrderSummary` screen contains information that is shown during Work Order Closure - Work Order Overview and Signature screens Please note that it looks different for work order with one (service-request based) or multiple (location-based) installed products > ℹ️ In case if there are more then 10 Installed Products attached to a Work Order – they will not be shown on a summary screen > ℹ️ > ℹ️ The amount of installed products can be configured via settings `productsThresholdForDetail` as described here [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/5962792961/summaryScreen#productsThresholdForDetail](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/5962792961/summaryScreen#productsThresholdForDetail) ![image](media://9a0ed971-247f-450b-acb9-f15fc09f8d3d) ![image](media://6a1aca86-e50d-483a-a19b-87f39cd0dfcf) ![image](media://96f1e362-fb60-488c-b2dd-76492e66e640) ![image](media://b1cf26be-55a6-4078-bba4-e5fc9199e055) --- ## Configuration Below is sample structure for the screen. Basically it contains following elements: - `actions` - Action to be executed on button click. Should not be changed - `body` - definition of FCard layout of what is shown on the top page of Summary Screen. More about FCard read here - [https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4538302465](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/4538302465) - `dataBinding` - Binding of data. **Do not change it** - `dataText` - Binding of data. **Do not change it** - `events` - Describes what occurs when buttons are clicked on screen. **Do not change it** - `fields`-- Binding of data. **Do not change it** - `header` - Titles of the 2 screens - `logo` - Static resource name of logo on 1st screen - `overview` - information about WOLI which are shown on Summary screen - `signature` - information what is shown Signature screen - It is possible to add custom text fields on that screen. Extend DataBinding + Fields with respective names - Only text fields are supported - `total` - summary from the bottom of Summary screen It is also possible to show a values for checklists or details, to do that – refer to `showWolidsForTypeDetailsOnSummary` feature in App Settings → items ([items](https://upperdeck.atlassian.net/wiki/spaces/FBDOCS/pages/5670535260)) Below is example of the given Screen
Config structure ``` { "config": { "actions": [ { "actionName": "CancelApprove", "elems": [ { "alias": "ApproveButton", "eventName": "onApprove", "ui_type": "BUTTON" } ] } ], "body": [ { "config": { "active": false, "columns": 1, "items": [ { "dataBinding": [ { "field": "Name", "table": "Account", "var": "CUSTOMER" }, { "field": "FIELDBUDDY__Street__c", "table": "FIELDBUDDY__Location__c", "var": "STREET" }, { "field": "FIELDBUDDY__House_Number__c", "table": "FIELDBUDDY__Location__c", "var": "HOUSE" }, { "field": "FIELDBUDDY__House_Number_Suffix__c", "table": "FIELDBUDDY__Location__c", "var": "SUFFIX" }, { "field": "FIELDBUDDY__Postal_Code__c", "table": "FIELDBUDDY__Location__c", "var": "ZIP" }, { "field": "FIELDBUDDY__City__c", "table": "FIELDBUDDY__Location__c", "var": "CITY" } ], "dataText": { "LINE1": "CUSTOMER", "LINE2": "STREET HOUSE SUFFIX", "LINE3": "ZIP CITY" }, "staticBinding": [ { "name": "CARD_TITLE", "text": "${Account.label}", "type": "TEXT" }, { "android": "md-person", "ios": "ios-person", "name": "CARD_ICON", "type": "ICON" } ], "type": "FSingleCard" }, { "dataBinding": [ { "field": "Phone", "table": "Account", "var": "PHONE" } ], "dataText": { "LINE1": "PHONE" }, "type": "FStaticCard" }, { "dataBinding": [ { "empty": "-", "field": "FirstName", "table": "Contact", "var": "${FN}" }, { "empty": "", "field": "LastName", "table": "Contact", "var": "${LN}" }, { "empty": "", "field": "Email", "table": "Contact", "var": "${EMAIL}" } ], "dataText": { "LINE1": "${FN} ${LN}", "LINE4": "${EMAIL}" }, "staticBinding": [ { "name": "CARD_TITLE", "text": "${Contact.label}", "type": "TEXT" }, { "android": "md-person", "ios": "ios-person", "name": "CARD_ICON", "type": "ICON" } ], "type": "FSingleCard" } ] }, "type": "FCardLayout" }, { "config": { "active": false, "columns": 1, "items": [ { "dataBinding": [ { "empty": "", "field": "FIELDBUDDY__Type__c", "table": "FIELDBUDDY__Work_Order__c", "var": "P" } ], "dataText": { "LINE1": "P" }, "staticBinding": [ { "name": "CARD_TITLE", "text": "${FIELDBUDDY__Work_Order__c.FIELDBUDDY__Type__c.label}", "type": "TEXT" }, { "android": "md-briefcase", "ios": "ios-briefcase", "name": "CARD_ICON", "type": "ICON" } ], "type": "FSingleCard" }, { "condition": [ { "executor": "jsonQuery", "type": "filter", "source": "${DATA}", "formula": "FIELDBUDDY__Work_Order__c[Id=${CURRENT_WORK_ORDER}]:isServiceRequestBased" } ], "dataBinding": [ { "field": "Name", "table": "FIELDBUDDY__Installed_Product__c", "var": "_Installed_Product__c_Naam_" }, { "field": "FIELDBUDDY__Construction_Year__c", "table": "FIELDBUDDY__Installed_Product__c", "var": "_Installed_Product__c_Construction_Year__c_" }, { "empty": "-", "field": "FIELDBUDDY__Description__c", "table": "FIELDBUDDY__Sub_location__c", "var": "${DESC}" } ], "dataText": { "LINE1": "_Installed_Product__c_Naam_", "LINE2": "_Installed_Product__c_Construction_Year__c_", "LINE3": "${DESC}" }, "staticBinding": [ { "name": "CARD_TITLE", "text": "${Label.InstallationData}", "type": "TEXT" }, { "android": "md-cog", "ios": "ios-cog", "name": "CARD_ICON", "type": "ICON" } ], "type": "FSingleCard" } ] }, "type": "FCardLayout" } ], "dataBinding": [ { "field": "FIELDBUDDY__Status__c", "table": "FIELDBUDDY__Work_Order__c", "var": "STATUS" }, { "field": "Name", "table": "FIELDBUDDY__Work_Order__c", "var": "ITEM_NAME" }, { "field": "FIELDBUDDY__Closure_Status__c", "table": "FIELDBUDDY__Work_Order__c", "var": "CLOSURE_STATUS" }, { "field": "FIELDBUDDY__Email__c", "table": "FIELDBUDDY__Work_Order__c", "var": "EMAIL_ADDRESS" } ], "dataText": { "ClosureStatus": "CLOSURE_STATUS", "EmailAddress": "EMAIL_ADDRESS", "ItemName": "ITEM_NAME", "Status": "STATUS" }, "events": [ { "dataBinding": [ { "field": "Name", "table": "FIELDBUDDY__Work_Order__c", "var": "NAME" }, { "field": "Id", "table": "FIELDBUDDY__Work_Order__c", "var": "ID" } ], "eventName": "onCancel", "target": "WorkOrderClosurePlus", "triggeredEvent": "navigate" }, { "dataBinding": [ { "field": "Name", "table": "FIELDBUDDY__Work_Order__c", "var": "NAME" }, { "field": "Id", "table": "FIELDBUDDY__Work_Order__c", "var": "ID" } ], "eventName": "onApprove", "target": "WorkOrderSignature", "triggeredEvent": "navigate", "validation": [ { "field": "CustomerName", "rule": "required" } ] } ], "fields": [ { "alias": "Status", "readOnly": true, "ui_type": "STRING" }, { "alias": "ItemName", "readOnly": true, "ui_type": "STRING" }, { "alias": "ClosureStatus", "ui_type": "PICKLIST" }, { "alias": "EmailAddress", "ui_type": "EMAIL" } ], "header": { "signature_title": "${Label.WorkOrderSummarySignature}", "title": "${Label.WorkOrderOverview}" }, "logo": { "config": { "assetName": "DefaultPDFLogo" }, "type": "FImageAsset" }, "overview": [ { "config": { "filter": [ { "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Type__c", "filter": "==", "value": "Activity" } ], "item": { "type": "FPart", "config": { "searchText": [ "NAME" ], "dataText": { "Id": "ID", "Title": "NAME", "__FB__TEMPLATE_TYPE": "__FB__TEMPLATE_TYPE" }, "dataBinding": [ { "var": "ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Id" }, { "var": "NAME", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Name" }, { "var": "CODE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Item_Code__c" }, { "var": "PRICE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Unit_Price_Including_Tax_input__c" }, { "var": "VAT", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Tax_Rate__c" }, { "var": "QTY", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Quantity__c" }, { "var": "LOCAL_ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "localId" }, { "var": "__FB__TEMPLATE_TYPE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "__FB__TEMPLATE_TYPE" } ] } }, "params": { "mode": "summary", "parentTableName": "FIELDBUDDY__Work_Order_Line_Item__c", "title": "${Label.Activities}", "childrenTableName": "FIELDBUDDY__Work_Order_Line_Item_Detail__c" } }, "type": "FParts" }, { "config": { "filter": [ { "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Type__c", "filter": "==", "value": "Part" } ], "params": { "parentTableName": "FIELDBUDDY__Work_Order_Line_Item__c", "childrenTableName": "FIELDBUDDY__Work_Order_Line_Item_Detail__c", "title": "${Label.Parts}", "mode": "summary" }, "item": { "type": "FPart", "config": { "dataText": { "Id": "ID", "Title": "NAME", "Body": "CODE DESC", "Footer": "PRICE x QTY", "__FB__TEMPLATE_TYPE": "__FB__TEMPLATE_TYPE" }, "dataBinding": [ { "var": "ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Id" }, { "var": "NAME", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Name" }, { "var": "CODE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Item_Code__c" }, { "var": "PRICE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Unit_Price_Including_Tax_input__c" }, { "var": "VAT", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Tax_Rate__c" }, { "var": "QTY", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Quantity__c" }, { "var": "LOCAL_ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "localId" }, { "var": "__FB__TEMPLATE_TYPE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "__FB__TEMPLATE_TYPE" } ] } } }, "type": "FParts" }, { "config": { "filter": [ { "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Type__c", "filter": "==", "value": "Other expense" } ], "params": { "parentTableName": "FIELDBUDDY__Work_Order_Line_Item__c", "childrenTableName": "FIELDBUDDY__Work_Order_Line_Item_Detail__c", "title": "${Label.OtherExpenses}", "mode": "summary" }, "item": { "type": "FPart", "config": { "dataText": { "Id": "ID", "Title": "NAME", "Body": "CODE", "Footer": "PRICE x QTY", "__FB__TEMPLATE_TYPE": "__FB__TEMPLATE_TYPE" }, "dataBinding": [ { "var": "ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Id" }, { "var": "NAME", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "Name" }, { "var": "CODE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Item_Code__c" }, { "var": "PRICE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Unit_Price_Including_Tax_input__c" }, { "var": "VAT", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Tax_Rate__c" }, { "var": "QTY", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Quantity__c" }, { "var": "LOCAL_ID", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "localId" }, { "var": "__FB__TEMPLATE_TYPE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "__FB__TEMPLATE_TYPE" } ] } } }, "type": "FParts" } ], "signature": { "config": { "actions": [ { "actionName": "CancelApprove", "elems": [ { "alias": "ApproveButton", "eventName": "onApprove", "ui_type": "BUTTON" } ] } ], "dataBinding": [ { "field": "Name", "table": "FIELDBUDDY__Work_Order__c", "var": "ITEM_NAME" }, { "field": "FIELDBUDDY__Closure_Status__c", "table": "FIELDBUDDY__Work_Order__c", "var": "CLOSURE_STATUS" }, { "field": "FIELDBUDDY__Email__c", "table": "FIELDBUDDY__Work_Order__c", "var": "EMAIL_ADDRESS" }, { "label": "", "field": "Approved_by__c", "table": "FIELDBUDDY__Work_Order__c", "var": "CUSTOMER_NAME" }, { "field": "Signature__FB", "table": "FIELDBUDDY__Work_Order__c", "var": "SIGNATURE" }, { "field": "FIELDBUDDY__Rating__c", "table": "FIELDBUDDY__Work_Order__c", "var": "RATING" } ], "dataText": { "ClosureStatus": "CLOSURE_STATUS", "CustomerName": "CUSTOMER_NAME", "EmailAddress": "EMAIL_ADDRESS", "ItemName": "ITEM_NAME", "Signature": "SIGNATURE", "Rating": "RATING" }, "events": [ { "dataBinding": [ { "field": "Name", "table": "FIELDBUDDY__Work_Order__c", "var": "NAME" }, { "field": "Id", "table": "FIELDBUDDY__Work_Order__c", "var": "ID" } ], "eventName": "onApprove", "target": "WorkOrderClosed", "triggeredEvent": "navigate", "validation": [ { "field": "CustomerName", "rule": "required" } ] } ], "fields": [ { "alias": "Signature", "ui_type": "SIGNATURE_PAD" }, { "alias": "CustomerName", "ui_type": "STRING" }, { "alias": "Rating", "ui_type": "RATING", "default": 2, "count": 5 } ] }, "type": "FWorkOrderSignature" }, "total": { "type": "FPartsSummaryTotal", "config": { "dataText": { "Quantity": "QTY", "Price": "PRICE", "TaxRate": "TAX_RATE" }, "dataBinding": [ { "var": "QTY", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Quantity__c" }, { "var": "PRICE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Unit_Price_Including_Tax_input__c" }, { "var": "TAX_RATE", "table": "FIELDBUDDY__Work_Order_Line_Item__c", "field": "FIELDBUDDY__Tax_Rate__c" } ] } } }, "name": "WorkOrderSummary" } ```