In this article we will be giving an overview of a dispatch workflow with multiple destinations.
Dispatch workflow with Multiple Destinations
What is dispatch?
Dispatch is a feature with two functions. You can either partially complete a form and send it to a device for final completion OR you can have 1 form with different versions, setup in a workflow to be completed by various users on mobile devices, with various types of destination.
How does it work?
In this example we are going to have a look at a dispatch workflow with various destinations.
We will have a 3 step workflow that will include 3 departments:
Let’s say you have 2 different forms:
1. New Client Installation (Completed by the sales team)
2. Job Card (Completed by the technical team)
After these 2 forms are completed, all this information needs to go to the Finance department for invoicing.
How do we automate this process without having multiple documents sent to one department and with various people signing off on completion and receiving the documents at the right time?
In this case you will have 3 forms on your dashboard. One always containing more information than the next.
Here are our 3 forms for the various departments:
New Client Installation – Sales Department
New Client Installation – Technician
New Customer Installation – Technical Supervisor
Now that we have the flow and how the forms will look on each submission, we will proceed to setup the destinations for each form.
NOTE: I will use the same device for all dispatch destinations, but the devices can be different.
Sales Department Destination setup
Click on Destinations, New.
Click Dispatch, XML
Leave as is, unless you want images and signature to go elsewhere.
Name Your destination and make sure it is set to “Active”.
Download the sample XML if you wish.
Select the form you want to dispatch. This will be the form you want to go to the technician. Then select the device of the technician.
Use the placeholders to do the following:
Name your dispatch
Give the form a Description. Populate fields from the form being submitted onto the form the technician will receive.
(See examples below)
Using placeholder to name your form and give it a description, would make it easier for the users to know which form to complete next.
Finally, click on create destination.
Your Dispatch destination has been created successfully when you are redirected to the destinations screen.
Now we are going to create an additional destination, because we want the Technical supervisor to know what jobs are coming in.
Click on “New Destination”
In this case, we can just create a plain text email destination so the supervisor can see the jobs coming.
Name your Destination
Leave the plain text email options as is, for now. Enter the destination email address. This would be the email address of the supervisor. Leave the rest of the information as is.
Click on “Create Destination”
Here are your destinations for the Sales department form:
Technician Destination setup
Now we need to move on to the destinations for the technician’s form, so when it is submitted it goes to the right place.
Click on destinations, New destination.
Now we repeat the same process with the dispatch destination as we did with the first one we setup. Only this time, it will include the submission data of the technician’s form and show us the questions for the Supervisor form.
Click Create destination
Technical Supervisor Destination setup
On the third form you will have no dispatch destination, but 2 PDF destinations instead. This data will be submitted after the Technical supervisor has completed the final form.
Once the form is completed, we would like to notify the sales team that the job has been completed and signed off by the supervisor as well as the accounts team so they can go ahead with the billing.
For the sales team you can create an email “Notification”, to say the job has been completed, by creating a pdf destination with a custom template. On this template you can limit the amount of information that the sales team can view on the document.
Click “New Destination”
Select “Email and “PDF”
Complete as you see fit.
Expand your Adobe PDF options
Download the sample Template to amend accordingly
Page one and a section of page two gives you an indication of what can do with the data. After the bold black line, is the placeholders for the data you need to work with to make this template suitable for the sales department.
So now you can remove everything prior to the black line and start editing your template to remove some of the fields that the sales department does not need access to.
The sales team only needs to se the date, client information, installation type, the technician’s comments as well as the client and technician and supervisor signatures. So on the word template you will only use these fields
Date/ Time of Installation
Once amended, you can upload this template and make sure the “Use new template method” box is ticked.
Complete the rest of the information as per normal and create your destination. Remember to enter the sales email address in the “Destination E-mail” field.
Now you can apply this same method to for the accounts department, only this time, you will not remove any placeholders from the template as the accounts department needs to have all the information at hand.
The Technical Supervisor destination list should now look like this:
What have we achieved?
We have achieved a dispatch workflow with multiple destinations. Here is a brief recap:
Sales department completes the first from
From there it gets dispatched to the technician’s device
The Technical supervisor gets a “Job Notification” email
The Technician completes the second form
The form gets dispatched to the Technical supervisor’s device
The Technical Supervisor completes the third form
The form gets emailed in PDF format with limited view to the sales department
The form gets emailed in PDF format to the Accounts department with all the details the were captured.
This concludes our overview of dispatch workflow. If you have any questions or comments feel free to send us a message at email@example.com or leave us a comment below.