Job Workflow Setup

Prerequisites

To set up job workflows, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To set up job workflows, you must:
- Set up the FX E-Ticketing module
To set up job workflows, you need:
- FX Invoicing minimum permissions
- System permissions:
  - Customize Application
  - Manage Sharing
  - View Setup and Configuration

Use the Status Workflow tool in the Admin Portal to define workflows.

Basics

A job workflow features the following components:

Component	Description	Example
Status	Possible job status	In Progress
Status Workflow	Transition between statuses	In Progress → Completed in Field

Component

Description

Example

Status

Possible job status

In Progress

Status Workflow

Transition between statuses

In Progress → Completed in Field

Best Practices

To make administration easier, add one job workflow that applies to all job types.

Make sure that every job workflow has the following:

One status with Initial Status Console selected
One status with Initial Status Mobile selected

Adding a Job Workflow

Access FieldFX Back Office
Add statuses:
1. Open the Statuses tab
2. Click New
3. In Record Type, select "Job"
4. Click Continue
5. In Status Name, enter the name of the status
6. In SObject, select "Job__c"
7. (Optional) In SObject Record Type, select a job type
  
  If you add a job workflow for a specific job type, you must add a job workflow for every job type.
8. Select Initial Status Console if this is the first status for new jobs in FieldFX Back Office
9. Select Initial Status Mobile if this is the first status for new jobs in FieldFX Mobile
10. In Read Only Apps, specify whether to make jobs read-only when they reach this status
  - If you selected Initial Status Console, don’t make the status read-only in "Console".
  - If you selected Initial Status Mobile, don’t make the status read-only in "Console" or "Mobile".
    
    Refer to the Read-Only Records article for details on how statuses make jobs read only.
11. Select Available for Scheduling if you use the FX Schedule & Dispatch module
12. Select Sync to sync jobs with this status to FieldFX Mobile
  
  You must select Sync for at least one status in a job workflow.
13. Select Allow New Ticket to allow users to add new tickets for jobs in this status
  
  This feature only controls whether users can add tickets in FieldFX Mobile.
14. Select Prevent Report to prevent users from attaching FX Reports to jobs in this status
15. Click Save & New
16. Repeat steps c to o for other status transitions as needed
17. Click Save to finish
Add status workflows:
1. Open the Status Workflows tab
2. Click New
3. In SObject, select "Job__c"
4. In SObject Record Type, select a job type
5. In Application, select the app where the transition occurs
  
  Select "Console" if the transition occurs in FieldFX Back Office.
6. In the Old Status field, select the first status for the workflow
7. In the New Status field, select the final status for the workflow
8. In Command Text, enter a name for the workflow button users can select to transition a job to the New Status
9. In Sequence Number, enter a sequence number to use for the status workflow
  
  Sequence numbers control the order of statuses in list. Refer to the sequence number article for more information.
10. In Confirmation Text, enter the message to display when users transition a job to the New Status
  
  This feature allows you to display an important reminder before the transition. The user must then confirm the transition to the new status.
11. Click Save & New
12. Repeat steps c to k for other status transitions
13. Click Save to finish
Grant sharing access to statuses in the job workflow
Grant sharing access to status workflows in the job workflow