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Quick Start
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- What is Fieldcode?
- Definitions
- What are tickets, projects and workflows?
- How to log in to Fieldcode
- What is the Fieldcode Support Panel?
- What are components?
- What are views?
- Ticket statuses and their meaning
- Ticket colors and their meaning
- Map symbols and their meaning
- Frequently Asked Questions
- Setting up Fieldcode
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Release Notes
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Short Overview
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Fieldcode Work Place
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- How to schedule tickets
- How to search for tickets
- How to expert-search for tickets
- How to filter for tickets
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to show tickets on Map
- How to use the Clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer in the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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- How to use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- How to use the Ticket info button
- How to use the Email button
- How to use the Comment button
- How to schedule tickets
- How to use the Remove Pending button
- How to cancel a ticket
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Fieldcode Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- Automated Actions in the overview
- How to setup custom Automated Actions
- How to setup pre-configured Automated Actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit custom forms
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to move stuck tickets via Ticket Workflow Monitoring
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- Articles coming soon
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Fieldcode Mobile App
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Fieldcode Customer Portal
Automated Actions in the overview
Automated Actions give you the ability to automatize the process of spreading information from the Fieldcode Work Place and many more options.
One purpose of Automated Actions for example is to send out information automatically from the Fieldcode Work Place, eg. via automatic emails
or Ticket info updates that reach customers automatically.
Think of Automated Actions as a sandbox for creating automations inside the Fieldcode Work Place.
General options
- Search through Automated Actions
- Customize table view
Preconfigured Automated Actions
- Send the end user a link to track ticket progress
- Send the end user a link to schedule an appointment and track ticket progress
- Send the end user an email about the appointment time and date
- Send the end user an email about the appointment cancellation
- Send the end user an SMS about the appointment time and date
- Send the end user an SMS about the appointment cancellation
Custom Automated Actions
Who benefits from Automated Actions?
- Companies that want to give customers the most crucial information regarding tickets in a structured way
- Companies that rely on automated information spreading
- Companies that want to rely on automation for sending information to customers
What are the benefits of using Automated Actions?
- Relatively easy to set up
- Customers keep track of their tickets
- No more manual requirements of sending out information like emails, SMS
Which types of Automated Actions exist?
Automated Actions are divided in two types. There are some templates, which we call Pre-configured Automated Actions, which are ready to use with just a few remaining setup steps. However, if you want to go the full route, you can also create Custom Automated Actions, and benefit from nearly endless setup possibilities.
Where to begin with Automated Actions?
You always start by creating new or editing existing automated actions in this menu.
Inside the Fieldcode Admin Panel go to Projects → Automated Actions -> either choose a preconfigured automated action or create a custom automated action
Expand the menu by clicking the expand arrow in the navigation OR click directly on the Process configuration button to reveal all process configuration options.
Browse through the custom automated action topic and preconfigured automated action topic to learn more about customizable automations.