Ticket Workflows
Prerequisites
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To use ticket workflows, you need the following licenses:
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To use ticket workflows, you must:
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To use ticket workflows, you need:
Basics
A ticket workflow tracks the status of tickets.
For example, a simple ticket workflow might use the following statuses in sequence.
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Other statuses could be available, including multiple approval steps. Work with your implementation team or support to customize the flows for your tickets. |
A ticket workflow utilizes the following objects:
| Object | Description | Example |
|---|---|---|
Status |
List of possible ticket status |
|
Status Workflow |
Sequence of ticket statuses |
|
How it Works
FieldFX Back Office
In the Workflow section, the Status field displays a ticket’s current status.
| The Workflow section must be added to the appropriate page layout(s) to display. |
To change the status, click the workflow button to use on the ticket.
Accounting Review to Approved.FieldFX Mobile
The Ticket Status indicator displays a ticket’s status.
To change the status:
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Select the status indicator
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Select the next status
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Select Proceed
Syncable Ticket Statuses
Basics
You can control whether tickets sync to FieldFX Mobile when they reach a status.
When you select Sync for a status:
When you deselect Sync for a status:
Considerations
When you change a Jobsticket in FieldFX Mobile to a status that doesn’t have Sync selected:
The status trigger doesn’t select the Sync checkbox for a ticket when you move it to a syncable status if:
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The job’s price book is inactive
Validation Rules
Validation rules run when you change the status of a ticket:
Read-Only Statuses
| Refer to the Restrictions for Read-Only Tickets section for a list of restrictions when tickets become read-only. |