Create Work Order Line Items for Each Asset in a Maintenance Plan

Reduce the number of work orders generated for a maintenance plan by creating a single parent work order with a work order line item for each asset covered by the plan.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: On a maintenance plan, select your generation method preferences.
  • Choose whether to create one work order or one work order line item for each maintenance asset.
  • If you select One work order line item per asset, choose whether to create a service appointment for each work order or each work order line item.
Generation method fields on a maintenance plan

To ensure that all assets are maintained under one work order, select One work order line item per asset. If each asset needs a separate service appointment, select One service appointment per work order line item.

If all maintenance assets have the same Next Suggested Maintenance Date on the maintenance plan, they’re grouped in one work order. However, if maintenance assets have different Next Suggested Maintenance Dates, a work order is created for each date.

Tip

Tip

To provide guidance on which order to service the assets in, create guided actions, or flows, on the parent work order.

If Work Order Generation Method is left as None, it defaults to one work order per asset.

Important

Important

If your existing maintenance plans have work orders or work order line items associated with them, you can’t change their generation methods. To change preexisting maintenance plan generation methods, either delete the work orders and regenerate them or delete the maintenance plan and recreate it with the needed generation methods.