Anyone know if a work order saved search can be built to pull work orders that not created from planned work order? I don't think the normal applied to transaction or applying transaction works in this case...neither the created from. Wondering what would be the linkage between planned work order and work order.

Yes, the linkage is the "Created From" field on the Work Order record as it points to the Planned Work Order internal ID if generated from one. In your WO saved search, add Criteria: Created From is empty (or Formula: Numeric with {createdfrom.internalid} = 0). Skips applied/applying since that's for other txns.

@Summer Sun work orders that are automatically created does not have the created from set, you could also use the 'Bulk Processing' criteria from the system notes.

Hi @eminero thank you and yes that's what I end up using. Use system notes as part of the criteria and it worked.