Work Types List Page

This article covers how to access and view the Work Types list page as well as the available options to you.

Accessing and Viewing the Work Types list page

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Work Types.
  4. View the Work Types list, which displays in a Hierarchy format.

Available options from the Work Types list page

  1. Click Create Work Type to create a new Work Type.
  2. Click Refresh to refresh the page.
  3. Click Delete to delete the selected Work Type(s).
  4. Click Export to Excel to export all the Work Type(s) listed, and as displayed, to Excel.
  5. Filter the Work Types list based on Active and/or Suspended criteria.

    Note: By default, both options are selected, and the filter icon is grey. If either or both selection boxes are unchecked, the Filter button turns blue, and the View switches to a flat list. For further details refer to On-page basic Filter (Simple Filter).

  6. Click Column Selection Column Selection to open the Column Selection dialog box where you can add or remove columns to display on the Work Types list page. The following columns are displayed by default: Name and Id. You can choose to add any User Defined Fields associated to Work Types.
  7. Search functionality: Select a search criterion from the available anchored criteria filters; Nameand Id. Enter the corresponding search value, then click the Search button . For further derails refer to Searching for an item.
  8. Click the Name of the Work Type you wish to modify to access the Work Type Edit page.
  9. Click the down arrow located against a Work Type name to access the Context menu which provides shortcuts to easily create a New Work Type.
  10. Items in the Parent column are hyperlinked to their respective edit pages.
  11. Click and drag a Work Type name to a new Parent placeholder.