Job Workflows :: FieldFX Documentation

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

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

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
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up job workflows

Have these user licenses

Have these permissions

Complete these tasks
and review these topics
before continuing

FX E-Ticketing minimum permissions

How it Works

FieldFX Back Office

The Status field displays a job’s status.

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

FieldFX Mobile

The Job Status indicator displays a job’s status.

To change the status:

Select the status indicator
Select the next status
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

When you change a job in FieldFX Mobile to a status that doesn’t have Sync selected:
- The job remains accessible in FieldFX Mobile after your next sync.
- The job is no longer accessible in FieldFX Mobile after you sync twice.
The status trigger doesn’t select the Sync checkbox for a job when you move it to a syncable status if:
- The job’s customer is marked Archived
- The job’s price book is inactive

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.

Job Workflows

Introduction

Prerequisites

How it Works

FieldFX Back Office

FieldFX Mobile

Syncable Job Statuses

Basics

Considerations

Validation Rules

Read-Only Statuses

Videos

Changing the Status of a Job

FieldFX Back Office

FieldFX Mobile

Recommended Reading