Job Workflow Setup

Introduction

A job workflow features the following components:

Component Description Example

Status

Possible job status

In Progress

Status Workflow

Transition between statuses

In Progress → Completed in Field

Prerequisites

To set up job workflows, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing
Use the Status Workflow tool in the Admin Portal to define workflows.

Best Practices

To make administration easier, add one job workflow that applies to all job types.

Make sure that every job workflow has the following:

  • One status with Initial Status Console selected

  • One status with Initial Status Mobile selected

Add a Job Workflow

  1. Access FieldFX Back Office.

Add statuses

  1. Open the Statuses tab.

  2. Click New.

  3. In Record Type, select "Job".

  4. Click Continue.

  5. In Status Name, enter the name of the status.

  6. In SObject, select "Job__c".

  7. (Optional) In SObject Record Type, select a job type.

    If you add a job workflow for a specific job type, you must add a job workflow for every job type.

  8. Select Initial Status Console if this is the first status for new jobs in FieldFX Back Office.

  9. Select Initial Status Mobile if this is the first status for new jobs in FieldFX Mobile.

  10. In Read Only Apps, specify whether to make jobs read-only when they reach this status.

    • If you selected Initial Status Console, don’t make the status read-only in "Console".

    • If you selected Initial Status Mobile, don’t make the status read-only in "Console" or "Mobile".

      Refer to the Read-Only Records article for details on how statuses make jobs read only.

  11. Select Available for Scheduling if you use the FX Schedule & Dispatch module.

  12. Select Sync to sync jobs with this status to FieldFX Mobile.

    You must select Sync for at least one status in a job workflow.

  13. Select Allow New Ticket to allow users to add new tickets for jobs in this status.

    This feature only controls whether users can add tickets in FieldFX Mobile.

  14. Select Prevent Report to prevent users from attaching FX Reports to jobs in this status.

  15. Click Save & New.

  16. If other statuses are needed, repeat the steps above.

  17. Click Save to finish.

Add Status Workflows

  1. Open the Status Workflows tab.

  2. Click New.

  3. In SObject, select "Job__c".

  4. In SObject Record Type, select a job type.

  5. In Application, select the app where the transition occurs.

    Select "Console" if the transition occurs in FieldFX Back Office.

  6. In the Old Status field, select the first status for the workflow.

  7. In the New Status field, select the final status for the workflow.

  8. In Command Text, enter a name for the workflow button users can select to transition a job to the New Status.

  9. In Sequence Number, enter a sequence number to use for the status workflow.

    Sequence numbers control the order of statuses in list. Refer to the sequence number article for more information.

  10. In Confirmation Text, enter the message to display when users transition a job to the New Status.

    This feature allows you to display an important reminder before the transition. The user must then confirm the transition to the new status.

  11. Click Save & New.

  12. If other status transitions are needed, repeat the above steps.

  13. Click Save to finish

Grant Access

Grant sharing access to:

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