A plain list of job categories, each with a name and a label. Nothing in the service, pricing or booking processes reads it. The kind of job on a service order, quote, opportunity, price list rule, service contract definition, branch time slot or product demo is a Service Type picklist of text values on that record, with its own shipped values, not a link to this list. The only lookup to this entity is the Service Type field on invoices, which no shipped form shows and no process fills. No seeded app or menu lists service types. When a record is saved without a label, the label takes the name, cut to 100 characters. To add a new kind of job, add a picklist value to the Service Type field of the documents that need it, spelt the same way wherever values must match.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The name of the job category. Required. Also used as the label when the label is left blank. |
OwnerId | Owner | Lookup → UserAccount | Yes | The user who owns the record. |
RecordTypeId | Record Type | Guid, hidden | | Hidden system field for record types. Not used by service types. |
UIProps | UI Props | Text | | System field that stores display settings for the record. Not shown on the form. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
