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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query 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 parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer from the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to lock/unlock engineers
- 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 manage parts
- How to assign/unassign tickets to partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
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Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- How to create & edit 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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FMA
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- Fieldcode App (FMA)
- How to download the Fieldcode App
- How to login to Fieldcode
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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FMA 1
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Customer Portal
How to edit views from the sidebar
The Views editor allows you to edit views. Views help you to organize your personal workflows: You can design different views for each of your displays or create views to flip to in certain use cases. Whatever you decide, you can customize your experience and Fieldcode work place components and their interactions across Single or Multi-Screen displays based on your needs. Every user of Fieldcode work place can currently create and edit views.
Click the Views editor button in the sidebar.
How to create a view
- Click on View editor to reveal Create new view.
- Click on Create new view.
- Click on ADD COMPONENT to select an element that is later going to be added to the view.
- Select the component you want to add. You can choose one of the six existing ones:
Map, Ticket Pool, Timeline, Ticket Details, Analytics, Asset Management, Workload Calendar
Drag the selected element to the target place and adjust the size to your needs. - You have three options now:
– You can either add more components by clicking ADD COMPONENT.
– You can delete the component by clicking on X inside the component.
– You can save the view by entering a name and clicking SAVE VIEW. - Click on Save. Once saved, then the new view will be displayed and also appear in the Views drop-down list for your personal usage.

How to edit a view
Default views cannot be edited as they provide consistency across the system for all our users.
- Click on View editor to reveal the options.
- Click on Edit current view.
- Click on ADD COMPONENT to select an element that is later going to be added to the view.
- Select the component you want to add. You can choose one of the six existing ones:
Map, Ticket Pool, Timeline, Ticket Details, Analytics, Asset Management, Workload Calendar - Drag the selected element to the target place and adjust the size to your needs.
You have three options now:
– You can either add more components by clicking on ADD COMPONENT.
– You can delete the component by clicking on X inside a component.
– You can save the view by entering a name and clicking SAVE VIEW. - Click on Save. Once saved, the new view will be displayed and also appear in the Views drop-down list for your personal usage.
How to edit views for multiple displays
You can configure views for more monitors if you want to improve usability. For example, you could name and label a view with screen 1 and the other one with screen 2 or even screen 3 and screen 4. For making this work you must log in to the Fieldcode Work Place in another instance and select the other view. As described above in Default Views you can for example set up dispatch view – screen 1 and dispatch view – screen 2 on two monitors.


How to delete views from the sidebar
You can, however, delete custom views.
- Click the Views editor
button in the sidebar.
- Click on Delete current view.
- A prompt to delete the current view should appear, confirm this prompt by clicking on DELETE.
- The view you have currently selected should be no longer in the view list and you will see the default Dispatch View displayed.
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