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Limit the standard items that are visible in Field Service

We have several standard items that are being added to a work order through a trigger automatically and calculating a charge for indirect costs based off of the number of hours worked.


Currently the standard item is added as a Misc Work completed line directly into Vista. However, the technician can see these standard items that are automatically added on the Work Order dashboard and also has the ability delete/edit them.


We need to be able to restrict the visibility of the Standard items so that they do not cause confusion and/or accidentially get deleted/edited by a tech. The manage lookups Standard Item Lookup Filter only restricts the items the techs can add, we need to restrict it items the tech can see/edit.

  • Kylie Willoughby
  • Mar 19 2024
Company Constructech Consulting, LLC
Job Title / Role Consultant
I need it... Yesterday...Come on already
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  • Kelly Grant commented
    19 Mar 02:46

    We have standard items that are cost only and want to restrict the view for the technicians to keep the workorder simple.

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