Work Order Page

Introduction

For details on working with Work Orders, see FX EAM Work Orders.

For customizing the field user’s experience in FieldFX Mobile, see the Configuration Helper.

Basics

Use the Work Order page to add and update work orders in FieldFX Mobile.

Getting There

Work with a Work Order

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  1. The left navigation bar provides the following functions:

    Button Action

    Details

    View ticket information

    Tasks

    Add/View work task

    Files

    Add/View attachments

    The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page.

    Help

    View explanations of key features

  2. Select the X to clear the entry in a field.

  3. Gray fields cannot be edited in FieldFX Mobile.

  4. White fields can be selected to modify, if the user’s permissions allow.

  5. The card icon indicates a lookup or date field. When selected a help screen displays a calendar or search screen as appropriate.

  6. Select the pin icon to add the user’s geolocation information, if available from the device.

  7. Select the timer icon in a date field to automatically populate the field with the current date.

Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.