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How to use the Workflow buttons
The Workflow buttons appear depending on the status the ticket is in and are therefore very context-sensitive.
Depending on the project and your access level (role), you may see different buttons.
Inside the Fieldcode Work Place go to Ticket Details → Click on the workflow button that is currently required for the ticket to proceed
What is the happy path?
Buttons that are highlighted in orange advise the currently suggested workflow -> called the happy path.
What is the exceptional path?
Buttons that are not highlighted advise exceptional steps in the workflow -> called the exceptional path.
What can be done with the pencil buttons?
Buttons with a pencil button allow you to edit ticket data/appointment data.
Workflow buttons overview
|Workflow button||Corresponding action|
|COMS||Allows you to put a Info on a ticket (visible in Ticket Info when setup), to send an email or emails to customers (Email templates) or to put a comment on a ticket|
|CANCEL TICKET||Cancels the ticket, no further actions with the ticket will be possible|
|CANCEL APPOINTMENT||Allows you to cancel an appointment for unpublished tickets|
|CLOSE||Closes the ticket, no further actions with the ticket will be possible|
|CREATE INTERVENTION REPORT||Creates a PDF file with intervention report and signature (if available) for download on tab attachments|
|CREATE INTERVENTION INFO||Creates a PDF file with relevant service delivery data available for download on tab attachments|
|EDIT||Allows you to edit CONTACT, ADDRESS, DEVICE, DELIVERY data or if intervention is resolved already the REPORT data|
|NEW INTERVENTION||Allows you to schedule another intervention by moving ticket back to APPOINTMENT
|REPORT||Allows you to report the current intervention for unpublished tickets