Signals Synergy: Edit a field in a Work Order template from Synergy Configuration

Kathryn Hayes

June 04, 2026 04:22
Updated

For Administrators only.

Prior to this task:

✔ Work Order template must be created.

✔ Field must be added to a Work Order template.

*Required.

Supporting Knowledge

⚠️ Important: The Field Label and Attribute Type cannot be modified once a template is in use.

Work Order templates can be modified in a similar fashion to other templates like Experiments. Fields, pages, and other content can be added or edited the same way.

When [Hidden from CRO] is chosen, the information will be hidden from CROs and shown only to sponsors.
When [Required] is chosen, this field will be required to be input.

1️⃣ Signals Synergy Configuration ➡ select [Work Orders]
2️⃣ Work Order Settings pane ➡ select Templates
3️⃣ Work Order Templates section ➡ select Work Order template to edit
4️⃣ Work Order Summary section ➡ select [Fields]
5️⃣ Fields ➡ select [Edit Field]
6️⃣ Edit Work Order Field ➡ type/select Name* Attribute* Read Only Hidden From CRO Required
7️⃣ Edit Work Order Field ➡ select [Save]

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Signals Synergy: Edit a field in a Work Order template from Synergy Configuration

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