Every ticket and appointment in Fieldcode follows a workflow. Fieldcode provides a default workflow, so you only need to configure this page if you want to change the actions available to users or automate tasks that are currently performed manually.

At each step of the workflow, the system determines which actions are available and displays them as buttons. For example, a dispatcher working with a new ticket may see the Schedule button, while an engineer who has arrived on site may see Start Work and Complete. Selecting an action moves the ticket or appointment to the next step and can also trigger automatic actions, such as changing a status, sending an email to the customer, or updating a field.

Because the workflow controls which buttons appear and when, everyone follows the same process, and the routine steps happen on their own.

Access to Fieldcode features depends on your pricing plan. See the plan comparison for a full overview of what each plan includes.

You can configure the permissions for the Workflow Page via:
Permissions/Select Role/Security Resource/Admin panel/Navigation menu: Automations/Page: Workflows

Column Customization:

• By default, not all information is displayed inside the workflow table because not every user may require it. Therefore, if you want to invest in a deeper understanding of workflows, we recommend turning all columns on.
• You can adjust the columns to your needs by clicking on the column button inside the Workflows list.

1. Click on the Trace button in the upper-right corner of the workflows list.
2. Select a object.
3. Enter a object reference. For example, this could be the CNI of a ticket. The information found will be displayed as shown in the screenshot below.

   

4. This way, you can troubleshoot individual tickets.