Can an Excel file be uploaded to a Work Order after it has been closed?
Answer: Yes
How to remove Work Orders? (Admins only)
Only users with Admin permissions can delete Work Orders.
How an admin can delete a Work-Order?
Go to Work Orders in the system.
Click All Work Orders in the top navigation bar.
Open the Work Order you want to delete.
Click the three-dots menu.
Select Delete.
Confirm the deletion.
Removing a Work Order is a permanent action - once deleted, it cannot be recovered.
Users who are not admins will not see the Delete option.
If a non-admin user needs to remove a Work Order, they need contact an admin at the property.
Should the column order a user sets in the 'Work Orders' view remain saved after logging out and back in, or is it only meant to apply to the current session?
The column order in Work Orders should remain saved even after logging out and logging back in.
User-defined column arrangements are stored as user preferences and are not limited to the active session.
How to set an assigned user automation?
To create an automation that assigns a user automatically, follow these steps:
Step 1: Go to your "Work Orders" tab >"Automations".
Step 2: Create a new automation or open an existing one.
Step 3: Set priority, building, and category to Any.
Step 4: In the Then section, select the "Assign user" and Choose the user you want the system to assign automatically.
Step 5: Save the automation and test it to confirm it works as expected.
Why do images appear as links when I export a CSV file of קריאות and open it in Excel?
This happens because CSV files can only contain plain text. The system therefore exports image fields as URLs rather than embedding the actual images. When you open a CSV in Excel, the URLs remain as text and are not automatically converted into images or clickable links.
If you want to work with the images in a more visual way, here are several options:
Save as XLSX (recommended):
After opening the CSV in Excel, save it as an XLSX file. In this format, Excel converts the URLs into clickable links.Use Excel’s IMAGE() function:
If you want the images to appear inside cells, you can use Excel’s built-in =IMAGE() function with the exported URL.
More details: https://support.microsoft.com/en-us/office/image-function-7e112975-5e52-4f2a-b9da-1d913d51f5d5Export to PDF instead of CSV:
If what you need is a list where the images are actually visible (instead of URLs), you can use:
Print → Save as PDF
This will generate a PDF that includes the actual images as they appear in Visitt.