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Work Order (custom) · cr1ad_workorder
Custom entity

Service Work Order

Field-service prospects bring custom solutions where the OOTB Sales Order doesn't fit. This template demonstrates Templ8r against `cr1ad_workorder`: work order number, customer (polymorphic-ready — Account or Contact), technician, equipment, scheduled vs. actual times, service-line breakdown, and a conditional follow-up block when the work-order is flagged for revisit. Same workflow as the OOTB starters: copy tokens, paste into your template, attach when booking the demo.

Custom entity example. Tokens here use cr1ad_ as a placeholder publisher prefix. Replace it with whatever prefix your custom solution uses (e.g. acme_, new_, your_). All other token grammar — multi-hop lookups, format hints, repeating-row 1:N, conditional blocks — works identically to the OOTB starters.
How to use these tokens
  1. 1
    Copy a token
    Click any {{token}} on this page — it copies the literal token string to your clipboard, ready to paste.
  2. 2
    Paste into your Word template
    Open your existing branded Word document and paste each token where you want that field to appear. Keep your fonts, layout, letterhead, and prose — Templ8r only touches the {{tokens}} themselves.
  3. 3
    Attach when you book a demo
    Drop the tokenised .docx into the form on /book-demo. We’ll bind it against your live D365 records before the call so you see your branded template populated with your real data.

Tokens in this template

Every {{token}} below maps to an out-of-the-box column on cr1ad_workorder. On a fresh prospect tenant, these bind without modification. Click any token to copy it. Paste it into your Word template wherever you want that field to appear.

  • Work order number
  • Title / summary
  • Customer (polymorphic — Account or Contact)
  • Customer name
  • Service address
  • Assigned technician
  • Equipment asset tag
  • Priority (formatted)
  • Scheduled start
  • Scheduled end
  • Actual duration (hrs)
  • Status (formatted)

Service Lines · cr1ad_workorder_cr1ad_serviceline

The template includes a single-row table; Templ8r repeats the row for every related record at generation time.

  • Description
  • Quantity / hours
  • Rate
  • Line total

Totals breakdown

Sub-totals + tax + grand total rendered as a right-aligned table beneath the line items. Each row is an OOTB rolled-up column on cr1ad_workorder.

  • Subtotal
  • VAT
  • Total to invoice

Conditional sections

Sections wrapped in {{#if x}} ... {{/if}} guards. Each renders only when the guard column is populated; otherwise Templ8r drops the entire block at generation time.

  • {{#if cr1ad_followuprequired}}Follow-up required

    Renders when cr1ad_followuprequired is populated on the record.

What you need in your tenant

  • ↳Custom Work Order entity in your solution (cr1ad_workorder — replace cr1ad_ with your publisher prefix)
  • ↳Custom 1:N relationship cr1ad_workorder_cr1ad_serviceline to a cr1ad_serviceline child entity (with columns cr1ad_servicedescription, cr1ad_quantity, cr1ad_rate, cr1ad_linetotal)
  • ↳Customer-type lookup cr1ad_customerid (polymorphic — Account or Contact) — Templ8r's bare-attribute polymorphic shortcut handles both targets in a single OData call
  • ↳Lookup cr1ad_technicianid populated as a system user
  • ↳Lookup cr1ad_equipmentid to a custom Equipment entity (cr1ad_equipment) carrying cr1ad_assettag
  • ↳Calculated address column cr1ad_serviceaddress_composite (or pull individual address lines if your solution doesn't have a composite)
  • ↳DateTime columns cr1ad_scheduledstart, cr1ad_scheduledend
  • ↳Decimal column cr1ad_actualduration
  • ↳Rollup money columns cr1ad_subtotal, cr1ad_vatamount, cr1ad_totalamount for the totals breakdown (or replace with whatever your solution uses)
  • ↳Choice columns cr1ad_priority, cr1ad_status — formatted-values rendered automatically
  • ↳Boolean cr1ad_followuprequired plus optional memo cr1ad_followupreason for the conditional follow-up block
Other starters
Sales Order
Sales Order Confirmation
Quote
Quote / Proposal
Invoice
Invoice
Opportunity
Opportunity Summary