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FieldFX Base Managed Package

  • Where to Start
    • Home
    • Getting Started
    • Features
    • Reference
    • Release Notes
    • Setup
    • Support
  • FieldFX Base Features
    • FieldFX Overview
      • FieldFX Back Office
      • FieldFX Mobile
      • Log Into FieldFX Back Office
      • System Requirements
    • Core Features
      • Jobs
        • Setup
          • Copy Setup
          • Lookup Setup
          • Multiple Currency Setup
          • Picklist Setup
      • Price Books
        • Price Book Items
        • Price Book Builder
          • Setup
      • Quotes
        • Quoting Setup
        • Quote Copy Setup
        • Quote Items
          • Copy Setup
        • Quote Item Grid
          • Grid Setup
        • Record Type Setup
        • Quote Item Builder
          • Setup
        • Quote Item Wizard
          • Setup
        • Quote Type Setup
        • Workflow Setup
        • Stage Pricing
      • Tickets
        • Ticket Checklists
          • Setup
        • Ticket Items
          • Ticket Item Grid
            • Grid Setup
          • Ticket Item Import
            • Import Setup
          • Ticket Item Builder
            • Builder Setup
          • Ticket Item Wizard
            • Wizard Setup
          • Workflow Setup
        • Ticket Log
      • Attachments
      • FX E-Ticketing
        • Overview
        • Minimum Permissions
        • Object Relationships
      • FX Forms
      • FX Reports
        • Report Viewer
        • Report Editor
        • Expressions
        • Advanced Report Helpers
        • XML Attributes (PDF Reports)
        • XML Elements
      • Sync Engine
        • Sync 4.0
        • Auto Sync
        • Syncing Data
        • Sync Rules for Attachments
        • Sync Rules for Records
        • AltSync
      • Workflows
        • Quote Workflows
        • Job Workflows
        • Ticket Workflows
        • Invoice Workflows
        • Credit Memo Workflows
  • Setup FieldFX Modules
    • FX E-Ticketing
      • Master Data Setup
        • Account Setup
        • Business Segment Setup
        • Catalog Item Setup
        • Classification Setup
        • Contact Setup
        • Equipment Setup
        • Job Type Setup
        • Preventative Maintenance Schedule Setup
        • Price Book Item Setup
        • Price Book Setup
        • Qualification Setup
        • Quote Item Record Type Setup
        • Quote Type Setup
        • Ticket Item Record Type Setup
        • Ticket Type Setup
        • Warehouse Item Setup
        • Warehouse Setup
        • Well Setup
        • Work Order Template Setup
      • User Setup
        • User Records
        • User Profiles
        • User Licenses
        • Permission Sets
        • Managed Permission Sets and Permission Set Groups
      • Settings
        • FX Settings
        • Login Settings
        • Personal Settings
        • Sharing Settings
      • Features Setup
        • Attachments Setup
        • Audit Log Setup
        • Barcode Scanning Setup
        • Custom Editors Setup
        • Custom Field Setup
        • Custom List Button Setup
        • Custom Trigger Setup
        • Deep Copy Setup
        • FieldFX Windows Client Setup
        • FXCallable
        • FX Form Setup
        • Inline Help Setup
        • Inventory Tracking Setup
        • Jobs
          • Job Setup
          • Job Copy Setup
        • Lookup Setup
        • Multiple Currency Setup
        • Picklist Setup
        • Price Book Builder Setup
        • Quotes
          • Quoting Setup
          • Quote Copy Setup
          • Quote Item Builder Setup
          • Quote Item Copy Setup
          • Quote Item Grid Setup
          • Quote Item Wizard Setup
        • Release Channels Setup
        • Reports
          • PDF Report Setup for FX E-Ticketing
          • Report Template Setup
        • Rich Text Area Field Setup
        • Rollup Summary Setup
        • Sandbox Setup
        • Single Sign-On Setup for FieldFX Mobile
        • Stage Pricing Setup
        • Sync
          • AltSync Setup
          • Auto Sync Setup
          • Sync Configuration Setup
          • Sync Engine Setup
          • Sync Health Board Setup
          • Sync Simulator Setup
        • Tickets
          • Ticket Checklist Setup
          • Ticket Copy Setup
          • Ticket Log Setup
          • Ticket Item Builder Setup
          • Ticket Item Copy Setup
          • Ticket Item Grid Setup
          • Ticket Item Import
          • Ticket Item Wizard Setup
        • Tile Setup
        • Translation Setup
        • Validation Rule Setup
        • Workflows
          • Quote Workflow Setup
          • Job Workflow Setup
          • Ticket Workflow Setup
          • Credit Memo Workflow Setup
    • Other Modules
      • FX CPQ
      • FX Customer Self-Service
      • FX DataGuide
      • FX EAM
      • FX Invoicing
      • FX Schedule and Dispatch
      • FX Timecards
      • FX Trucking Setup
  • Release Notes
    • Release Notes Overview
    • Main Packages
      • FieldFX Base Package Updates
      • FieldFX Mobile Updates
      • FieldFX Lightning Package Updates
      • Admin Portal Updates
      • Viewers
        • Packet Viewer Updates
        • Report Viewer Updates
      • Item Builders (Deprecated)
        • Invoice Item Builder Updates
        • Price Book Builder Updates
        • Quote Item Builder Updates
        • Ticket Item Builder Updates
    • Other Packages
      • FX DataGuide Updates
      • FX Timecards Updates
      • FX Trucking Updates
      • Schedule & Dispatch Updates
      • FieldFX Windows Client Updates
  • Reference
    • FieldFX Reference
      • FX Reports API
      • FieldFX Managed Packages
      • Extended Amount Field
      • Field Sets
      • Push Upgrades
      • Release Channels
      • Static Resources
      • Supported External Devices
      • Webinars
    • Salesforce Reference
      • API Limits
      • Formulas
      • Geolocation Fields
      • Global Variables
      • Keyword Searches
      • Layouts
      • Objects
      • Production vs. Sandbox
      • Read-Only Records
      • Read-Only Statuses
      • Sequence Numbers
      • Times & Time Zones
  • Admin Portal
    • Admin Portal Overview
    • Sync
      • Sync Wizard
      • FX Logs
      • Sync Event Viewer
    • Mobile Tools
      • Conditional Pricing
      • FX Mobile Field Updates
      • Mobile Filters
      • FX Mobile Help Builder
      • Mobile Rollups
      • Mobile Validations
    • Pricing
      • Price Book Rules
        • Price Book Rule Types - Quotes and Tickets
    • Security
      • Record Access Check
      • User Share View
      • User Wizard
    • Miscellaneous
      • Manage FX DataGuide Forms
      • Report Template Editor
      • Status Workflow
    • Other Tools
      • Audit Log
      • Copy User Settings
      • FieldFX Trust
      • Packet Viewer
      • Sync Health Board
      • Sync Simulator
      • Sync Upload Errors
    • FX CPQ
      • Minimum Permissions
      • Module Setup
      • Object Relationships
      • Features
        • Hierarchical Price Books
          • Setup
        • Override Engine
          • Setup
        • Rule Engine
          • Setup
    • FX Customer Self-Service
      • Minimum Permissions
      • Setup
    • FX EAM (Enterprise Asset Management)
      • Basics
        • FX EAM Permissions Sets
        • FX EAM Module Setup
        • FX EAM Object Relationships
          • FX EAM Reports
      • Accounting
        • Creating G/L Variables
        • Creating the Chart of Accounts
      • Equipment
        • Asset Groups
        • Locations
        • Bills of Material
        • Bill of Material Items
        • Service Region
      • Maintenance
        • Preventative Maintenance
        • PM Group Schedules
        • PM Routes
        • Meters
      • Work Orders
        • Record Types
        • Statuses
        • PM Group Schedules
        • Work Tasks
          • Work Task Steps
          • Standard Work Tasks
        • Labor
          • Task Labor
          • Crafts
          • Work Order Labor
      • Inventory Management
        • Create a Batch of Orders
        • Inventory Overview
        • Warehouse Management
          • Warehouses
          • Inventory Locations
        • Purchase Orders
          • Create a Purchase Order
          • Purchase Orders for Miscellaneous Items
          • Receiving Purchase Orders
          • Purchase Orders for Stock Items
        • Transfers
          • Create Transfer In Request
          • Inventory Transactions for Transfers
          • Sending Out Transfer Requests
          • Receiving Transfer Requests
        • Item Setup
          • Catalog Items
          • Item Attributes
          • Catalog Organization
          • UNSPSC Taxonomy
          • Working with Serialized Inventory
        • Inventory Transactions
          • Inventory Adjustments
          • Planned Stock
    • FX Invoicing
      • Basics
        • FX Invoicing Overview
        • FX Invoicing Minimum Permissions
        • FX Invoicing Module Setup
        • FX Invoicing Object Relationships
      • Invoices
        • Invoice Items
        • Invoice Item Builder
          • Invoice Item Builder Setup
        • Invoice Workflow Setup
      • Payments
      • Credit Memos
        • Credit Memo Items
FieldFX Base Managed Package Latest Release
  • FieldFX Base Managed Package
    • Latest Release
  • FieldFX Mobile
    • Sync V4 Beta
    • Sync V4
  • FX DataGuide
    • Latest Release
  • FX Lightning Managed Package
    • Latest Release
  • FX Schedule & Dispatch
    • Latest Release
  • FX Timecards
    • Latest Release
  • FX Trucking
    • Latest Release
  • FieldFX Base Managed Package
  • FieldFX Base Features
  • Core Features
  • Workflows

Workflows

With FieldFX you can use workflows to track the status for these objects:

  • Jobs

  • Tickets

  • Invoices

  • Credit Memos

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