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

Scenario Overview:

1. Work Order Acceptance

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

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2. Work Order Assignment - Dispatching

• The first dispatch node can assign Work Orders to service groups. For example, based on team division, Work Orders can be automatically or manually assigned to service groups.

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3. Work Order Assignment - Assigning Engineers

• Add a second assignment node where the service team lead manually assigns Work Orders, or team members can use Order Grabbing, or the system automatically dispatches within the group.

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4. On-Site 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: Configuring a standard workflow node

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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 follows the above workflow as illustrated below:

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