Generate Work Order Reports in the FieldFX Mobile App

You can generate customer-facing documents from report templates associated with a work order, create DataGuide forms such as inspection checklists, and manage files on work order records.

For more information about reports, see Reports and FieldFX Mobile App Reports Page.

  • The user must have an EAM license to access the work order object and associated objects.

  • A system administrator must enable Work Order functionality in the user’s sync profile.

  • Report templates must be associated with the Work Order object and included in the sync profile for the templates to appear in FieldFX Mobile.

Generate a Report

  1. Open a work order.

  2. Select the Reports tab.

  3. Select a report template from the list.

  4. Select Generate.

The generated document is saved as a file (ContentVersion) on the work order record with FX5Typec = Report.

Report Statuses

Generated reports cycle through the following statuses:

Status Description

New

The report was generated in Mobile but has not yet synced to the Back Office.

Uploaded

The report was generated in Mobile and has synced to the Back Office.

Downloaded

The report was generated in either Mobile or the Back Office, has FX5Syncc set to true, and has downloaded to Mobile.

Report Sync Behavior

Reports behave the same way as files from a sync perspective:

  • If FX5__Sync__c is set to true (checkbox is checked), the report uploads to FieldFX Mobile, as long as the user has access to the parent work order record.

  • If FX5__Sync__c is set to false (checkbox is unchecked), the report does not upload to FieldFX Mobile, even if the user has access to the parent work order record.

File Types

FieldFX uses the FX5__Type__c field to differentiate between file records:

Type Value Description

Report

A document generated from a document template when a user fills out the document associated with a work order in FieldFX Mobile or the Back Office.

Report Template

A document template generated by a system administrator or document template designer via the Admin Tool.

File

A file added to a work order record via the File related list (Back Office) or the File module (FieldFX Mobile App).

DataGuide Forms

You can create, view, and edit DataGuide forms — such as inspection checklists — directly from a work order record in FieldFX Mobile. DataGuide forms can trigger additional actions such as field updates on the work order.

  1. Open a work order.

  2. Select the DataGuide tab.

  3. Select an existing form to view or edit it, or select New Form to create a form.

  4. Complete the required fields.

  5. Select Submit.

For more information, see Use DataGuide Forms.

Manage Files

You can add files to a work order and delete files you no longer need.

Add a File

  1. Open a work order.

  2. Select the Files tab.

  3. Select Add File.

  4. Select a file from your device.

The file is saved on the work order record with FX5__Type__c = File.

Delete a File

  1. Open a work order.

  2. Select the Files tab.

  3. Select the file to delete.

  4. Select Delete.

  5. Confirm the deletion.

For more information, see FieldFX Mobile App Files Page.

For more information, see:

FieldFX Documentation Salesforce Documentation