FXL Workflow Setup
Prerequisites
-
Complete the Salesforce Lightning AppBuilder training before setting up and configuring the FXL Workflow for the first time.
-
To set up the FXL Report Viewer, you need the following licenses:
-
To set up the FXL Workflow, you must be using Lightning Experience with FieldFX Back Office and have the FieldFX Lightning Managed Package installed.
-
To set up the FXL Workflow, you need:
-
System Administrator permissions
-
Basics
FXL Workflows can be added to job and quote record pages in FieldFX Back Office when using Lightning Experience.
FXL Workflows support job status workflows and quote status workflows.
Setting Up an FXL Workflow
-
Switch to the Lightning Experience
-
Access the applicable record page
-
Click Save
-
Click Back
-
Verify the FXL Workflow is displaying where you expected.
-
Optionally configure the FXL Workflow settings
-
Click the gear icon and select Edit Page
-
Select the FXL Workflow where it is placed on the page to display the configurable settings to the right
-
Click Display workflow label title to display or hide the "Workflow" label in the FXL Workflow
-
Click Display current status to display or hide the status workflow label in the FXL Workflow
-
Click Display workflow as a combobox to display the available statuses within the workflow as a dropdown menu instead of buttons
-
-
Click Save
-
If this is the first time the FXL Workflow has been set up on the page, activate the configuration of the page as the Org default
-
Click Back
-
Verify the FXL Workflow is displaying the item grid where you expected it to display.