MobileTech
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Appointment Workflow Designer

The Appointment Workflow Designer in the MobileTech Admin app lets administrators define how appointments should flow for technicians in the field using the Modern view.

Using this designer, admins can:

  • Create multiple appointment workflows for different scenarios (for example, by customer, problem type, or priority).

  • Define the ordered steps technicians should follow in each workflow (tasks, products, time entry, MobileTech+ questionnaires, etc.).

  • Configure rules that automatically choose the appropriate workflow for each appointment.

All workflows, steps, and rules are stored in Dataverse tables and are managed through a web resource in the MobileTech Admin app under Setup. This topic covers configuring workflows; it does not cover how workflows run in the mobile app.

Configure Appointment Workflows

Open the Appointment Workflow Designer

  1. Sign in to the MobileTech Admin app.

  2. In the sitemap, select Workflow Designer.

Create a Workflow

  1. In the Appointment Workflow Builder window, click New to create a new workflow.

  2. Enter the workflow name

  3. .

  4. (Optional) Set Is Default if this should be the fallback workflow when no rules match.

  5. Ensure Is Active is selected for workflows you want available.

  6. Adjust Sort Order to control which workflow is evaluated first when multiple workflows could apply.

Define Workflow Rules

In the Workflow Rules section, you optionally add one or more rule rows.

Keep in mind:

  • All rule rows within a workflow are combined with AND (all must match).

  • If a workflow has no rules, it applies to all appointments.

  • When multiple workflows match, selection uses:

    • Sort Order

    • Name

    • Default workflow if no matches are found.

To create a workflow rule:

  1. Select a Field:

    • Customer

    • Problem Type

    • Service Type

    • Priority

  2. Choose an Operator:

    • equals: Match a single value.

    • in: match any value from a list.

  3. Select one or more Values. For in operators, you can add more than one value.

  4. Set the Sort Order for the rule rows if needed.

Add Workflow Steps

In the Steps section, add steps to define the technician’s appointment process.

For each step, select the step and edit the details in the Step Details panel:

  1. Enter a Name and Description.

  2. Select the Step Type:

    • Tasks

    • Products

    • MobileTech+: Select a MobileTech+ template from available templates.

    • Time: choose a Time Type of labor or travel.

    • Resolution

    • Details

  3. Enter a Description.

  4. Select the Entities to display.
    When you select an entity, a section is added in the Details panel. Choose the fields to add for each entity. You can set fields to be read-only and you can reorder the fields using the up/down arrows. To remove a field, click the X icon.

  5. Mark Required Step if the technician must complete this step.

  6. In the Steps section, use the up/down arrows to reorder steps. Steps run in the order defined by the sort order. To remove a step, click the X.

  7. Save or Reset Your Changes

    • Click Save to commit workflow, rule, and step changes.

    • Use Rename to update the workflow name if required.

    • Use Delete to remove a workflow that is no longer needed.

    • Use Reset to discard unsaved changes and reload the current workflow data.

Verify Configuration (Recommended)

Review each workflow’s rules to confirm:

  • The field, operator, and values reflect the intended criteria.

  • Only one workflow will typically match a given appointment based on sort order.

  • Check that:

    • All required MobileTech+ steps have a template selected.

    • All Time steps have a valid time type (labor or travel).

    • The appropriate workflow is marked as Default to ensure a fallback exists.