View and manage work orders
- Last UpdatedOct 08, 2025
- 2 minute read
View and manage work orders from the WO/PO tab. The work orders listed here can be created from a process or a line.

Action buttons
New — Create a new work order.
Edit — Edit the selected work order.
Delete — Delete the selected work order.
Cancel — Cancel the selected work order.
Release — Release the selected work order to allow its jobs to be executed.
Details — Display details for the selected work order in a Details panel.
Refresh — Refresh the work order grid.
Help — Opens the WO Management form help.
For a list of the workflows that are triggered by the action buttons, see Workflows triggered by work order action buttons.
Filter control
Select the Filter button to open the Filter panel. The panel includes properties by which to filter the work orders in the grid. See Filter the work order grid.
Work order grid
The current work orders are displayed in this grid. The grid appears with the action panel by default. When the panel is closed, the grid expands and occupies the space where the panel appears.
Action panel
The contents of the action panel changes, depending on what task is currently being performed in the tab.
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If an existing work order is selected, its details properties appear here, for viewing only.
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When creating or editing a work order, its properties appear here for editing.
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When filtering the work orders in the grid, the filter properties appear here.