Welcome to the Fieldcode Manual
Tip: Start typing in the input box for immediate search results.
-
Quick Start
-
- 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?
- How the ticket statuses are defined
- How the ticket colors are defined
- How the Map colors are defined
- Frequently Asked Questions
- Setting up Fieldcode
-
-
Release Notes
-
Short Overview
-
Fieldcode Work Place
-
-
- 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 add tickets to the Clipboard
- How to open tickets in a new tab
-
-
- How to use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- What is the Communications button (COMS)?
- How to use the Ticket info button (Workflow)
- How to use the Email button (Workflow)
- How to use the Comment button (Workflow)
- How to schedule tickets
- How to use the Remove Pending button (Workflow)
- How to cancel a ticket (Workflow)
-
Fieldcode Admin Panel
-
- 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 preconfigured 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 move stuck tickets via Ticket Workflow Monitoring
-
Fieldcode Mobile App
-
Fieldcode Customer Portal
-
Fieldcode Community
Last updated:
Topic index
Copy the URL link to this section to share
A-Z | Topic content | Link |
---|---|---|
Access menu | What is the Access menu? | https://manual.fieldcode.com/kb/access/ |
Account details configuration | How to configure and view account settings | https://manual.fieldcode.com/kb/account/ |
Add Parts | How to manage spare parts | https://manual.fieldcode.com/kb/parts-management/ |
Admin panel button | Switch application button | https://manual.fieldcode.com/kb/switch-wp/ |
Admin panel structure | Fieldcode admin panel | https://manual.fieldcode.com/kb/fieldcode-admin-panel/ |
Admin tasks | How to administrate inside Fieldcode | https://manual.fieldcode.com/kb/admin-tasks/ |
Analytics live Report | How to use the Analytics live report | https://manual.fieldcode.com/kb/analytics-live-report/ |
App Walkthrough (FMA) | How to restart the App Walkthrough | https://manual.fieldcode.com/kb/fma-introduction/ |
Appointment (FMA) | How to proceed in the Appointment phase | https://manual.fieldcode.com/kb/fma-appointment/ |
Assets | How to manage assets | https://manual.fieldcode.com/kb/asset-management/ |
Assign partner | How to assign/unassign tickets to partners | https://manual.fieldcode.com/kb/assign-partners/ |
Attachments tab | What is the Attachments tab? | https://manual.fieldcode.com/kb/attachments/ |
Auto-Dispatch | About auto-dispatch/just-in-time publish | https://manual.fieldcode.com/kb/automation/ |
Auto-Publish | About auto-dispatch/just-in-time publish | https://manual.fieldcode.com/kb/automation/ |
Automated Actions (Custom) | How to create & edit a new custom Automated Action | https://manual.fieldcode.com/kb/custom-automated-actions/ |
Automated Actions (Definition) | Automated Actions in the overview | https://manual.fieldcode.com/kb/automated-actions/ |
Automated Actions (Pre-configured) | How to setup pre-configured Automated Actions | https://manual.fieldcode.com/kb/pre-configured-automated-actions/ |
Back to Ticket Pool | How to move tickets back to the Ticket Pool | https://manual.fieldcode.com/kb/back-to-ticket-pool/ |
Basic configuration | Setting up Fieldcode | https://manual.fieldcode.com/kb/setting-up-fieldcode/ |
Cancel tickets | How to cancel a ticket (Workflow) | https://manual.fieldcode.com/kb/cancel-ticket-workflow/ |
Change settings (FMA) | How to change settings | https://manual.fieldcode.com/kb/fma-settings/ |
Clipboard tab | How to use the clipboard tab | https://manual.fieldcode.com/kb/clipboard-tab/ |
Comment button (Workflow) | How to use the Comment button (Workflow) | https://manual.fieldcode.com/kb/comment-workflow/ |
Communication buttons (Workflow) | What is the Communications button (COMS)? | https://manual.fieldcode.com/kb/communications-coms/ |
Community | Browse through community questions | https://manual.fieldcode.com/kb/questions/ |
Components | What are components? | https://manual.fieldcode.com/kb/components/ |
Condition creation | How to configure conditions | https://manual.fieldcode.com/kb/conditions/ |
Container tickets | How to use container tickets | https://manual.fieldcode.com/kb/container-tickets/ |
Copy filters/queries for colleagues | How to copy filters/queries for colleagues | https://manual.fieldcode.com/kb/create-link/ |
Create tickets | How to create tickets | https://manual.fieldcode.com/kb/create-tickets/ |
Custom field configuration | How to configure custom fields | https://manual.fieldcode.com/kb/custom-fields/ |
Custom form configuration | How to configure custom forms | https://manual.fieldcode.com/kb/custom-fields/ |
Device tab | What is the Device tab? | https://manual.fieldcode.com/kb/device/ |
Dispatch groups | How to add & edit dispatch groups | https://manual.fieldcode.com/kb/dispatch-groups/ |
Dispatch groups configuration | How to configure dispatch groups | https://manual.fieldcode.com/kb/dispatch-groups/?seq_no=2 |
Dispatch menu | What is the Dispatch menu? | https://manual.fieldcode.com/kb/dispatch/ |
Dispatcher routine | The typical dispatcher routine | https://manual.fieldcode.com/kb/routine-2/ |
Dispatcher tasks | How to dispatch inside Fieldcode | https://manual.fieldcode.com/kb/dispatcher-tasks/ |
Download FIC | Where can the Apps be downloaded? | https://manual.fieldcode.com/kb/requirements/#where-can-the-apps-be-downloaded |
Download FMA | How to download the Fieldcode mobile app | https://manual.fieldcode.com/kb/app-download/ |
Download ticket data | How to download ticket data as a excel sheet | https://manual.fieldcode.com/kb/ticket-data-download/ |
Email button (Workflow) | How to use the Email button (Workflow) | https://manual.fieldcode.com/kb/email-workflow/ |
Email filters/queries to colleagues | How to email filters/queries to colleagues | https://manual.fieldcode.com/kb/send-filtered/ |
Email template creation | How to setup email templates | https://manual.fieldcode.com/kb/email-templates/ |
Engineer routine | The typical engineer routine contains a lot of onsite work. | https://manual.fieldcode.com/kb/routine/ |
Engineer tasks | How engineers interact with Fieldcode | https://manual.fieldcode.com/kb/engineer-tasks/ |
FAQ | Frequently Asked Questions | https://manual.fieldcode.com/kb/faq/ |
Fieldcode | What is Fieldcode? | https://manual.fieldcode.com/kb/quick-start/ |
Filter tickets | How to filter for tickets | https://manual.fieldcode.com/kb/filter/ |
Forecasting Report | How to use the Forecasting Report | https://manual.fieldcode.com/kb/forecasting-report/ |
Glossary | Terms and right spelling | https://manual.fieldcode.com/kb/glossary/ |
Grab ticket | How to grab/ungrab tickets | https://manual.fieldcode.com/kb/grab-tickets/ |
Grab tickets | How to grab tickets | https://manual.fieldcode.com/kb/grab-tickets/ |
Header (Admin panel) | Admin panel header | https://manual.fieldcode.com/kb/header-2/ |
Header (Work place) | Work place header | https://manual.fieldcode.com/kb/header/ |
Health check | How to benchmark the application health | https://manual.fieldcode.com/kb/health-check/ |
History tab | What is the History tab? | https://manual.fieldcode.com/kb/history/ |
Home menu (FMA) | What is the Home menu? | https://manual.fieldcode.com/kb/fma-home/ |
Import tickets | How to import tickets | https://manual.fieldcode.com/kb/ticket-import/ |
Indication creation | How to configure indications | https://manual.fieldcode.com/kb/indications/ |
Intervention tab | What is the Intervention tab? | https://manual.fieldcode.com/kb/intervention/ |
Link Components | How to link & unlink components together | https://manual.fieldcode.com/kb/link-components/ |
Lock tickets | How to lock and unlock tickets | https://manual.fieldcode.com/kb/lock-tickets/ |
Login | How to log in to Fieldcode? | https://manual.fieldcode.com/kb/login/ |
Logout | How to log out of Fieldcode | https://manual.fieldcode.com/kb/logout/ |
Logout (Admin panel) | How to log out from the sidebar | https://manual.fieldcode.com/kb/logout-ap/ |
Manual Structure | Manual Structure | https://manual.fieldcode.com/kb/definitions-2/ |
Map (Definition) | What is the map? | https://manual.fieldcode.com/kb/map/ |
Map colors | How the map colors are defined | https://manual.fieldcode.com/kb/map-colors/ |
Map menu (FMA) | What does the map in mobile app display? | https://manual.fieldcode.com/kb/fma-map/ |
Mobile App | Fieldcode mobile app | https://manual.fieldcode.com/kb/fieldcode-mobile-applications/ |
Move to clipboard | How to add tickets to the Clipboard | https://manual.fieldcode.com/kb/clipboard/ |
My queries | What are custom queries? | https://manual.fieldcode.com/kb/my-queries/ |
My settings | How to change general settings | https://manual.fieldcode.com/kb/my-settings/ |
Open in a new tab | How to open tickets in a new tab | https://manual.fieldcode.com/kb/open-in-a-new-tab/ |
Optimize Now | How to use optimize now | https://manual.fieldcode.com/kb/optimizing/ |
Optimize Now | How to use Optimize Now | https://manual.fieldcode.com/kb/optimize-now/ |
Optimizer (Overview) | What is the Optimizer? | https://manual.fieldcode.com/kb/optimizer/ |
Overview tab | What is the Overview tab? | https://manual.fieldcode.com/kb/overview/ |
Partner companies creation | How to add & edit partner companies | https://manual.fieldcode.com/kb/add-and-edit-partners/ |
Partners | What are partners? | https://manual.fieldcode.com/kb/partners/ |
Parts | How to manage spare parts | https://manual.fieldcode.com/kb/parts-management/ |
Parts (FMA) | How to manage spare parts (FMA) | https://manual.fieldcode.com/kb/fma-parts-management/ |
Parts tab | What is the Parts tab? | https://manual.fieldcode.com/kb/parts/ |
Permissions | How to create & edit permissions | https://manual.fieldcode.com/kb/permissions/ |
Plan & Drive (FMA) | How the Plan/Drive phase assists you | https://manual.fieldcode.com/kb/fma-plan-drive/ |
Process menu | What is the Process menu? | https://manual.fieldcode.com/kb/process/ |
Profile menu (FMA) | How to use the profile menu | https://manual.fieldcode.com/kb/fma-profile/ |
Project creation | How to create & edit projects | https://manual.fieldcode.com/kb/projects/?seq_no=2 |
Projects | How to create & edit projects | https://manual.fieldcode.com/kb/projects/ |
Publish tickets | How to publish tickets to engineers | https://manual.fieldcode.com/kb/publishing/ |
Publish tickets | How to publish tickets to engineers/technicians | https://manual.fieldcode.com/kb/publish-and-unpublish/ |
PUDO configuration | How to configure PUDOs | https://manual.fieldcode.com/kb/pudo/ |
Release Notes Customer Portal | Release notes for the Fieldcode Customer Portal | https://manual.fieldcode.com/kb/cp-2022-rn/ |
Release Notes Fieldcode admin panel | Release notes for the Fieldcode admin panel | https://manual.fieldcode.com/kb/ap-2022rn/ |
Release Notes Fieldcode work place | Release notes for the Fieldcode work place | https://manual.fieldcode.com/kb/wp-2022rn/ |
Remove Pending button (Workflow) | How to use the Remove Pending button (Workflow) | https://manual.fieldcode.com/kb/remove-pending-workflow/ |
Report & Resolve (FMA) | How to proceed in the Report/Resolve phase | https://manual.fieldcode.com/kb/fma-report-resolve/ |
Resize components | How to resize components | https://manual.fieldcode.com/kb/resize-components/ |
Schedule tickets | How to schedule tickets | https://manual.fieldcode.com/kb/scheduling/ |
Schedule tickets (Drag & Drop) | How to schedule tickets to the timeline | https://manual.fieldcode.com/kb/schedule-tickets/ |
Schedule tickets (Map) | How to schedule tickets from the map | https://manual.fieldcode.com/kb/how-to-schedule-tickets-from-the-map/ |
Schedule tickets (Scheduling assistant) | How to use the scheduling assistant | https://manual.fieldcode.com/kb/scheduling-assistant/ |
Search & filter engineers (Map) | How to search & filter for tickets | https://manual.fieldcode.com/kb/searching-and-filter-for-tickets/ |
Search & filter tickets (Map) | How to search & filter for tickets | https://manual.fieldcode.com/kb/searching-and-filter-for-tickets/ |
Search tickets | How to search for tickets | https://manual.fieldcode.com/kb/search/ |
Search tickets (Expert) | How to expert-search for tickets | https://manual.fieldcode.com/kb/expert-search/ |
Service Delivery Preferences | How to configure service delivery preferences | https://manual.fieldcode.com/kb/service-delivery/ |
ServiceNow Connection | How to connect with ServiceNow | https://manual.fieldcode.com/kb/servicenow-plugin/ |
Show base location | How to display the base location | https://manual.fieldcode.com/kb/timeline/#how-to-display-the-base-location |
Show on map | How to show tickets on Map | https://manual.fieldcode.com/kb/show-on-map/ |
Sidebar (Admin panel) | Admin panel sidebar | https://manual.fieldcode.com/kb/sidebar-2/ |
Sidebar (Work place) | Work place sidebar | https://manual.fieldcode.com/kb/sidebar/ |
Skill configuration | How to configure skills | https://manual.fieldcode.com/kb/skills/ |
Statuses | How the ticket statuses are defined | https://manual.fieldcode.com/kb/ticket-status/ |
Subgroups | How to manage subgroups | https://manual.fieldcode.com/kb/manage-subgroups/ |
Subscription Plan | How to upgrade your plan | https://manual.fieldcode.com/kb/upgrade/ |
Support panel | What is the Fieldcode support panel? | https://manual.fieldcode.com/kb/support-panel/ |
Synchronization (FMA) | How to check & start synchronization | https://manual.fieldcode.com/kb/fma-synchronization/ |
System connection configuration | How to establish a system connection | https://manual.fieldcode.com/kb/system-connection/ |
System connection menu | What can be done in the system connections menu? | https://manual.fieldcode.com/kb/system-connection-menu/ |
System connection Monitoring | How to monitor the system connection | https://manual.fieldcode.com/kb/system-connection-monitoring/ |
System requirements | What are the requirements for Fieldcode? | https://manual.fieldcode.com/kb/requirements/ |
Ticket colors | How the ticket colors are defined | https://manual.fieldcode.com/kb/ticket-colors/ |
Ticket Details (Action buttons) | How to use the Interaction buttons | https://manual.fieldcode.com/kb/interaction-buttons/ |
Ticket Details (Definition) | What are the Ticket Details? | https://manual.fieldcode.com/kb/ticket-details/ |
Ticket Details (Header) | What can be done in the Ticket Details? | https://manual.fieldcode.com/kb/ticket-details-header/ |
Ticket Details (Tabs) | What are the Ticket Details tabs? | https://manual.fieldcode.com/kb/ticket-details-tabs/ |
Ticket Details (Workflow buttons) | How to use the workflow buttons | https://manual.fieldcode.com/kb/workflow-buttons/ |
Ticket duration configuration | How to configure ticket durations | https://manual.fieldcode.com/kb/ticket-duration/ |
Ticket Info button (Workflow) | How to use the Ticket info button (Workflow) | https://manual.fieldcode.com/kb/ticket-info-workflow/ |
Ticket info tab | How to use the ticket info tab | https://manual.fieldcode.com/kb/ticket-info-tab/ |
Ticket Pool (Actions) | What can be done in the ticket pool? | https://manual.fieldcode.com/kb/ticket-pool-tools/ |
Ticket Pool (Context menu) | How to interact with tickets | https://manual.fieldcode.com/kb/context-menu/ |
Ticket Pool (Customize) | How to customize the ticket pool | https://manual.fieldcode.com/kb/customize-ticket-pool/ |
Ticket Pool (Definition) | What is the ticket pool? | https://manual.fieldcode.com/kb/ticket-pool/ |
Ticket score configuration | How to configure ticket scores | https://manual.fieldcode.com/kb/ticket-scoring/ |
Ticket tracking | How to enable live tracking via Customer Portal | https://manual.fieldcode.com/kb/customer-portal-enable/ |
Ticket tracking (Android) | How to live-track tickets on Android devices | https://manual.fieldcode.com/kb/customer-portal-android/ |
Ticket tracking (Apple) | How to live-track tickets on Apple devices | https://manual.fieldcode.com/kb/customer-portal-apple/ |
Ticket tracking (Web-Interface) | How to track tickets via Customer Portal in web browser | https://manual.fieldcode.com/kb/customer-portal-browser/ |
Tickets overview Report | How to use the Tickets overview report | https://manual.fieldcode.com/kb/tickets-overview-report/ |
Tickets, Projects, Workflows | What are tickets, projects, and workflows? | https://manual.fieldcode.com/kb/basic-knowledge/ |
Timeline (Actions) | How to manage the timeline | https://manual.fieldcode.com/kb/manage-timeline/ |
Timeline (Buttons) | What can be done in the timeline? | https://manual.fieldcode.com/kb/timeline-tools/ |
Timeline (Context menu) | How to interact with tickets in the timeline | https://manual.fieldcode.com/kb/context-menu-2/ |
Timeline (Definition) | What is the timeline? | https://manual.fieldcode.com/kb/timeline/ |
Track engineers (Map) | How to live-track engineers on the map | https://manual.fieldcode.com/kb/visual-live-tracking/ |
Unlink Components | How to link & unlink components together | https://manual.fieldcode.com/kb/link-components/ |
Unlock tickets | How to lock and unlock tickets | https://manual.fieldcode.com/kb/lock-tickets/ |
Upcoming Features | Upcoming Features | https://manual.fieldcode.com/kb/upcoming-features/ |
User Creation | How to create & edit users | https://manual.fieldcode.com/kb/create-edit-users/?seq_no=2 |
User Deactivation | How to deactivate users | https://manual.fieldcode.com/kb/user-deactivation/ |
Users | How to create & edit users | https://manual.fieldcode.com/kb/create-edit-users/ |
Value Sets configuration | How to configure value sets | https://manual.fieldcode.com/kb/value-sets/ |
View change | How to change the view | https://manual.fieldcode.com/kb/selecting-views/ |
View edit | How to edit views from the sidebar | https://manual.fieldcode.com/kb/views-editor/ |
Views | What are views? | https://manual.fieldcode.com/kb/wp-views/ |
Work place button | How to switch to the Work place from the sidebar | https://manual.fieldcode.com/kb/switch-ap/ |
Work place Structure | Fieldcode work place Structure | https://manual.fieldcode.com/kb/fwp/ |
Workflows menu | What is the Workflows menu? | https://manual.fieldcode.com/kb/workflows/ |
Workforce Insights Report | How to use the Workforce Insights Report | https://manual.fieldcode.com/kb/workforce-insights-report/ |
Was this article helpful?
Table of Contents