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Field Service: Service Documents Stuck in 'In Progress' Status in Mobile App

Veröffentlichungsdatum: Jul 27, 2026
Beschreibung

This article covers Service Documents stuck in 'In Progress' status due to incomplete user workflow in Field Service Mobile App.

In Field Service Mobile App, Service Documents can become stuck in 'In Progress' status when you begin the document generation process but do not complete it. This occurs when you launch the document generation action but exit the workflow before clicking the final 'Generate Service Document' button.

The 'In Progress' status indicates that a draft report has been created or edited, but PDF generation has not been requested. The document remains in draft state until you complete the generation workflow.

Symptoms

• Service Documents display 'In Progress' status indefinitely
• Documents appear to be generating but never complete
• PDF files are not created despite initiated generation process

Lösung

Cause

The 'In Progress' status occurs when users launch the document generation action but cancel or exit the flow before clicking 'Generate Service Document'. At this stage:

• A draft report record exists in the system
• The status changes to 'In Progress' when the generation workflow begins
• PDF generation is only triggered when the user clicks 'Generate Service Document'
• The status only advances to 'Queued' after the Generate button is clicked
• Canceling the flow leaves the document permanently in draft state

Resolution

To complete document generation:

1. Navigate to the Service Appointment in Field Service Mobile App
2. Locate the Service Document with 'In Progress' status
3. Tap the document to reopen the generation workflow
4. Complete any required fields or signatures
5. Click 'Generate Service Document' to trigger PDF creation
6. Verify the status changes to 'Queued' then 'Complete'

To prevent future occurrences:

• Train field technicians to complete the entire document generation workflow
• Emphasize the importance of clicking 'Generate Service Document' as the final step
• Monitor Service Document statuses regularly to identify incomplete generations

Zusätzliche Ressourcen

NOTE:

• Documents in 'In Progress' status do not automatically complete or timeout
• The system does not provide warnings when users exit the generation workflow prematurely

Nummer des Knowledge-Artikels

005390137

 
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Salesforce Help | Article