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New Mobile: Workflow

Summary | Guide | Related Articles

Summary

It is possible to update the status of a job using the new mobile application and a customised workflow setup. 

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Guide

Under the View Priorities option on the Workflow builder you will have the option to set Start Job When Appointment Starts and Complete Job When Appointment Complete

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For this to work, you will need a transition from a pending status group (dark blue) to an in progress job status group (orange). This transition will need to have a sequence of 1.

To complete the job, the in progress job status (orange) needs to be linked to a complete job status (green). This will also need a sequence of 1.

When the mobile user starts and completes the job, it will execute the workflow transitions. Therefore, the mobile user type will require any rights you assign to the condition field.

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Related Articles

Creating a New Workflow

Job Status

Workflow Examples

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