Skip to main content

Good day,

Is it possible to update the workflow stage of an appointment from the mobile app? Currently when items are added to an appointment, we change the workflow stage of that appointment to “Parts Requested”. Doing this generates a picklist for our warehouse persons to gather the items for the technician to collect. When the items are collected the workflow status is chnaged to fulfilled and the line items are marked as completed. In the mobile app I don’t see the ability to chnage the workflow stage manually. Is this possible?

Hi!

This field is disabled on the mobile version of the Appointments form, to allow users to edit it, you would need to create a customization on the mobile app, to move the Workflow Stage field out of the header and into a tab (maybe the summary tab).

 I hope this helps.

Reply


Terms & ConditionsCookie settings