How industry solutions, workflow templates, and module_context work together in the Public Data API.

Industry Solutions

Total Access uses a three-level hierarchy to organise operational data:

Industry Solutions — Top-level packages (e.g. field-services, waste-management-enterprise) that bundle workflows, dashboards, and item types for a specific industry.
Operational Workflow Templates — Granular workflow configurations (e.g. service-operations, fleet-management, compliance-manager) that define the tabs, views, and filters shown in the portal's DynamicOperationalView.
module_context — The field on each work item that determines which workflow template view it appears in. This is the template key, not the solution key.

When creating work items via the Public Data API, the module_context value must match an operational workflow template key (e.g. service-operations), not the industry solution key (e.g. field-services).

Finding your active solutions

Use the get-my-solutions action on the Public Data API to retrieve the industry solutions activated for your client account, including their workflow templates:

curl -X POST https://totalaccess.co.za/api/v1/public/data \
  -H "X-API-Key: $TA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"action": "get-my-solutions"}'

Response:

{
  "success": true,
  "solutions": [
    {
      "solution_key": "field-services",
      "solution_name": "Field Services & Maintenance",
      "role": "member",
      "item_types": ["job", "task", "inspection", "ticket"],
      "dashboard_key": "dash-field-services",
      "workflow_templates": [
        { "template_key": "asset-inventory-management", "template_name": "Asset & Inventory Management", "is_required": false, "sort_order": 0 },
        { "template_key": "fleet-management", "template_name": "Fleet Management", "is_required": false, "sort_order": 1 },
        { "template_key": "service-operations", "template_name": "Service Operations", "is_required": false, "sort_order": 2 },
        { "template_key": "compliance-manager", "template_name": "QA & Compliance Manager", "is_required": false, "sort_order": 3 },
        { "template_key": "support-management", "template_name": "Support Management", "is_required": false, "sort_order": 5 },
        { "template_key": "financial-management", "template_name": "Financial Management", "is_required": false, "sort_order": 6 },
        { "template_key": "support-desk", "template_name": "Support Desk", "is_required": false, "sort_order": 7 },
        { "template_key": "marketing-management", "template_name": "Marketing Management", "is_required": false, "sort_order": 200 }
      ]
    }
  ],
  "active_solution_keys": ["field-services"],
  "count": 1
}

The workflow_templates array tells you exactly which module_context values are valid for this solution. Use any of those template_key values as the module_context when creating work items.

When to pass `module_context`

When creating work items (create-work-item, create-appointment, create-recurring-job) via the Public Data API:

If you omit module_context, the default is service-operations. This is the most common workflow template and is included in most industry solutions.
To place a work item in a specific operational view, pass the workflow template key as module_context.

Do not pass the industry solution key (e.g. field-services) as module_context. The portal filters by workflow template key (e.g. service-operations), not by solution key.

Example: Creating a job in Service Operations

For a client with the field-services solution, to create a job visible in the Service Operations view:

curl -X POST https://totalaccess.co.za/api/v1/public/data \
  -H "X-API-Key: $TA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "action": "create-work-item",
    "item_type": "job",
    "title": "HVAC maintenance — Building A",
    "module_context": "service-operations",
    "priority": "medium",
    "contact_id": 123,
    "location_id": 456,
    "assigned_to": 42,
    "scheduled_start": "2026-01-15T08:00:00Z",
    "scheduled_end": "2026-01-15T12:00:00Z",
    "start_date": "2026-01-15T08:00:00Z",
    "due_date": "2026-01-15T12:00:00Z"
  }'

Example: Creating a job in Waste Management

For a client with the waste-management-enterprise solution, to create a job visible in the Waste Management view:

curl -X POST https://totalaccess.co.za/api/v1/public/data \
  -H "X-API-Key: $TA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "action": "create-work-item",
    "item_type": "job",
    "title": "Weekly collection route — North Sector",
    "module_context": "waste-management",
    "priority": "medium",
    "contact_id": 123,
    "location_id": 456,
    "assigned_to": 42
  }'

Available industry solutions

All solutions listed below are active. Each solution maps to one or more operational workflow templates — the template_key values you use as module_context.

Featured solutions

Solution Key	Name	Industry	Workflow Templates
`advanced-manufacturing`	Advanced Manufacturing & Job Shop	Manufacturing & Engineering	`advanced-manufacturing`, `asset-inventory-management`, `service-operations`, `compliance-manager`, `financial-management`, `drawings-manager`, `marketing-management`
`agriculture-farming`	Agriculture & Farming	Agriculture	`agriculture-farming`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `logistics-delivery`, `marketing-management`
`automotive-services`	Automotive Services	Automotive	`automotive-services`, `asset-inventory-management`, `fleet-management`, `service-operations`, `crm-management`, `marketing-management`
`cleaning-services`	Cleaning Services	Cleaning Services	`cleaning-services`, `service-operations`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `marketing-management`
`construction-contracting`	Construction & Contracting	Construction	`construction-management`, `project-management`, `financial-management`, `fleet-management`, `marketing-management`
`education-training`	Education & Training	Education	`education-training`, `compliance-manager`, `facility-management`, `marketing-management`
`energy-utilities`	Energy & Utilities	Energy & Utilities	`energy-utilities`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `iot-monitoring`, `service-operations`, `marketing-management`
`enterprise-project-management`	Enterprise Project Management	Project Management	`enterprise-project-management`, `project-management`, `financial-management`, `compliance-manager`, `marketing-management`
`events-entertainment`	Events & Entertainment	Events	`events-entertainment`, `visitor-management`, `asset-inventory-management`, `employee-services`, `marketing-management`
`field-services`	Field Services & Maintenance	Field Services	`asset-inventory-management`, `fleet-management`, `service-operations`, `compliance-manager`, `support-management`, `financial-management`, `support-desk`, `marketing-management`
`forestry-operations`	Forestry & Timber Operations	Forestry & Agriculture	`asset-inventory-management`, `service-operations`, `compliance-manager`, `forestry-operations`, `marketing-management`
`healthcare-services`	Healthcare Services	Healthcare	`healthcare-operations`, `compliance-manager`, `financial-management`, `marketing-management`
`hospitality-management`	Hospitality Management	Hospitality	`hospitality-operations`, `facility-management`, `visitor-management`, `employee-services`, `marketing-management`
`legal-services`	Legal Services	Legal	`legal-services`, `financial-management`, `compliance-manager`, `crm-management`, `marketing-management`
`logistics-transport`	Logistics & Transport	Logistics & Transportation	`asset-inventory-management`, `fleet-management`, `service-operations`, `logistics-delivery`, `financial-management`, `marketing-management`
`marine-maritime`	Marine & Maritime	Marine & Maritime	`marine-maritime`, `logistics-delivery`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `employee-services`, `marketing-management`
`mining-operations`	Mining Operations	Mining	`mining-operations`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `iot-monitoring`, `employee-services`, `logistics-delivery`, `marketing-management`
`nonprofit-management`	Non-Profit Management	Non-Profit	`nonprofit-operations`, `crm-management`, `financial-management`, `compliance-manager`, `marketing-management`
`qa-management`	Quality Assurance & ISO Management	Quality Management	`qa-management`, `compliance-manager`, `asset-inventory-management`, `drawings-manager`, `financial-management`, `marketing-management`
`real-estate-management`	Real Estate & Property Management	Real Estate	`property-management`, `facility-management`, `financial-management`, `fleet-management`, `marketing-management`
`restaurant-food-service`	Restaurant & Food Service	Food Service	`restaurant-operations`, `compliance-manager`, `asset-inventory-management`, `fleet-management`, `marketing-management`
`retail-operations`	Retail Operations	Retail	`retail-operations`, `asset-inventory-management`, `logistics-delivery`, `employee-services`, `facility-management`, `marketing-management`
`security-services`	Security Services	Security	`security-services`, `access-control`, `visitor-management`, `compliance-manager`, `fleet-management`, `guarding-reaction-services`, `marketing-management`
`telecommunications`	Telecommunications	Telecommunications	`telecom-operations`, `service-operations`, `asset-inventory-management`, `fleet-management`, `iot-monitoring`, `support-management`, `marketing-management`
`waste-management-enterprise`	Waste Management & Sustainability	Waste Management & Recycling	`waste-management`, `logistics-delivery`, `compliance-manager`, `financial-management`, `fleet-management`, `asset-inventory-management`, `marketing-management`
`workplace-management`	Workplace & Facility Management	Workplace & Facilities	`space-management`, `visitor-management`, `access-control`, `iot-monitoring`, `employee-services`, `marketing-management`

Additional solutions

Solution Key	Name	Industry	Workflow Templates
`ai-operations-manager`	AI Operations Manager	Operations Intelligence	(no workflow templates)
`ai-proposal-manager`	AI Proposal Manager	Operations Intelligence	(no workflow templates)
`gis-solutions`	GIS & Spatial Solutions	GIS & Spatial Technology	`gis-spatial-management`, `service-operations`, `asset-inventory-management`, `fleet-management`, `compliance-manager`, `financial-management`, `logistics-delivery`, `marketing-management`
`project-management`	Project Management	Project Management	`project-management`, `marketing-management`
`software-development`	Software Development	Software & Technology	`software-development`, `standups-meetings`, `marketing-management`

Common workflow templates

These workflow templates appear across multiple industry solutions and are the most commonly used module_context values:

Template Key	Template Name	Used By Solutions
`service-operations`	Service Operations	`advanced-manufacturing`, `automotive-services`, `cleaning-services`, `energy-utilities`, `field-services`, `forestry-operations`, `gis-solutions`, `logistics-transport`, `telecommunications`
`asset-inventory-management`	Asset & Inventory Management	`advanced-manufacturing`, `agriculture-farming`, `automotive-services`, `cleaning-services`, `energy-utilities`, `events-entertainment`, `field-services`, `forestry-operations`, `gis-solutions`, `logistics-transport`, `marine-maritime`, `mining-operations`, `qa-management`, `restaurant-food-service`, `retail-operations`, `telecommunications`, `waste-management-enterprise`
`fleet-management`	Fleet Management	`agriculture-farming`, `automotive-services`, `cleaning-services`, `construction-contracting`, `energy-utilities`, `field-services`, `gis-solutions`, `logistics-transport`, `marine-maritime`, `mining-operations`, `real-estate-management`, `restaurant-food-service`, `telecommunications`, `waste-management-enterprise`
`compliance-manager`	QA & Compliance Manager	`advanced-manufacturing`, `agriculture-farming`, `cleaning-services`, `construction-contracting`, `education-training`, `energy-utilities`, `field-services`, `forestry-operations`, `gis-solutions`, `healthcare-services`, `legal-services`, `marine-maritime`, `mining-operations`, `nonprofit-management`, `qa-management`, `restaurant-food-service`, `security-services`, `telecommunications`, `waste-management-enterprise`
`financial-management`	Financial Management	`advanced-manufacturing`, `construction-contracting`, `enterprise-project-management`, `field-services`, `gis-solutions`, `healthcare-services`, `legal-services`, `nonprofit-management`, `qa-management`, `real-estate-management`, `waste-management-enterprise`
`marketing-management`	Marketing Management	(all solutions)
`logistics-delivery`	Logistics & Delivery	`agriculture-farming`, `gis-solutions`, `logistics-transport`, `marine-maritime`, `mining-operations`, `retail-operations`, `waste-management-enterprise`

Module Context — How module contexts scope API keys and webhooks
Public Data API — Full API reference for all available actions

Industry Solutions

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