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This guide has been reviewed against our global client base and classed as relevant to all regions |
Prior to AgencyCloud 12.167, custom works order types and custom certificate types shared the same list, which meant that when creating a |
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certificate, custom options for works orders |
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and certificates would be shown in both lists, resulting in irrelevant options being made available From 12.167+, lists offered when creating a |
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certificate |
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will only contain core and custom entries for |
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certificates (as set in configuration), it will no longer present works order types To ensure that your configuration is set up with correct custom works order |
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& custom certificate |
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| Note |
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Any certificates added prior to this release which, from 12.167+, become a dedicated custom works order type will still be stored on the property but will be flagged as Certificate no longer in use For example: |
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From AgencyCloud 12.167+, lists offered when creating a works order or a certificate (or alarm) will only contain core or custom entries for that type, as set in configurationa certificate (i.e. not a work order) |