To help Service Connector administrators better understand and configure service workflows, this section demonstrates a simple service workflow configuration.

Configuration Scenario Description:

1. Work Order Intake

• The key configuration points for Work Order intake involve setting up fields and layouts for the Work Order object. For details, refer to:

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2. Work Order Assignment - Distribution

• The first assignment node can be allocated to service groups: For example, if service teams have specialized roles, Work Orders can be automatically/manually assigned to designated service groups.

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3. Work Order Assignment - Engineer Dispatch

• Add a second assignment node where service team leads manually assign tasks, or team members automatically grab orders (Order Grabbing), or the system auto-assigns within the group.

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4. Onsite Service

• Option 1: Standard workflow node—edit the Work Order object or create a related object (e.g., Work Order Service Record).
• Option 2: Configure advanced Fieldwork types + service Fieldwork nodes to complete the engineer’s end-to-end service workflow.
• Example using standard workflow nodes:

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5. Service Evaluation and Follow-up

• Configure service evaluation rules based on business needs.
• Add an application node in the workflow: Service Evaluation.

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6. Work Order Flow Diagram

• The Work Order flow based on the above process is illustrated below:

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