Job Workflows

Introduction

A job workflow tracks the status of jobs.

Flowchart of a typical job status workflow
Figure 1. An example of a typical job workflow from In Progress to Job Complete

A job workflow features the following components:

Component Description Example

Status

Possible job status

In Progress

Status Workflow

Transition between job statuses

In Progress → Job Completed in Field

Prerequisites

To use job workflows, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

How it Works

FieldFX Back Office

The Status field displays a job’s status.

FieldFX Back Office Workflow section with Status field highlighted

To change the status, click the workflow button for the next status.

FieldFX Back Office Workflow section with Status buttons highlighted

FieldFX Mobile

The Job Status indicator displays a job’s status.

FieldFX Mobile status indicator

To change the status:

  1. Select the status indicator

  2. Select the next status

    FieldFX Mobile select new Job status
  3. Select Proceed

Syncable Job Statuses

Basics

  • You can control whether jobs sync to FieldFX Mobile when they reach a status.

  • When you select Sync for a status:

    • A status trigger selects the Sync checkbox on a job when you transition it to that status.

    • Jobs in that status are syncable.

  • When you deselect Sync for a status:

    • A status trigger deselects the Sync checkbox on a job when you transition it to that status.

    • Jobs in that status are no longer syncable.

Considerations

Validation Rules

Validation rules run when you change the status of a job:

  • If the job passes validation, it transitions to the new status

  • If the job doesn’t pass validation, you can’t change the status until you enter valid data.

  • The job may now display read-only.

  • The job may no longer display in FieldFX Mobile after the next sync.

Read-Only Statuses

Jobs become read-only when they reach a read-only status.

Refer to the Restrictions for Read-Only Jobs section for a list of restrictions when jobs become read-only.

Videos

Changing the Status of a Job

FieldFX Back Office

FieldFX Mobile