Sync Engine
Prerequisites
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To use the Sync Engine, you need the following licenses:
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To use the Sync Engine, you must:
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To use the Sync Engine, you need:
Basics
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The Sync Engine is one of the most important features in the FieldFX product suite.
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The Sync Engine synchronizes data between FieldFX Mobile and FieldFX Back Office.
How it Works
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The act of synchronizing data between FieldFX Mobile and FieldFX Back Office is a called "sync".
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You must sync data regularly in FieldFX Mobile to stay up-to-date.
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There are three types of sync:
Type Occurs Downloads Uploads Full
After you:
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Log in
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Clear the browser cache
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Accessible records
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Syncable attachments
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Incremental
When you select Sync
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New records
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Record updates
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New attachments
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New records
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Record updates
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New attachments
Upload [1]
When you select Upload Only
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New records
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Record updates
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New attachments
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Sync Rules
Sync rules control when records and attachments sync:
Auto Sync
Basics
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The Auto Sync feature syncs changes made in FieldFX Mobile up to FieldFX Back Office automatically.
Learn how to set up the Auto Sync feature.
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This helps save users time completing work in the field.
Release Channels
A release channel hosts a version of FieldFX Mobile.
Your release channel controls:
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The Sync Engine used in FieldFX Mobile:
Sync Engine 4.0 Sync Engine 3.0 Sync V4 Beta
Beta Bi-Weekly
Sync V4
Bi-Weekly
V4 Quarterly Beta
Quarterly Beta
V4 Quarterly
Quarterly
Sync Health Board
The Sync Health Board is a dashboard displaying real-time metrics about sync performance.
Use the Sync Health Board to monitor:
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Average sync duration
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Number of syncs
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Sync success rate
Reducing Sync Times
Permissions & Record Access
Permissions and record access both affect sync times.
To reduce sync times:
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Create user profiles for FieldFX Mobile users that only have the minimum permissions necessary.
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Don’t assign FieldFX Mobile users to the System Administrator user profile.
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Don’t grant FieldFX Mobile users View All or Modify All permission for any object.
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Create permission sets for FieldFX Mobile users that only have the minimum permissions necessary.
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Configure sharing settings so that only essential records sync.
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Configure AltSync on key transactional objects so that only essential records sync.
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Configure sync configurations so that only essential jobs sync.
Field Types
Field types also affect sync times.
To reduce sync times:
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Don’t include Text Area (Long) or Text Area (Rich) fields on page layouts for FieldFX Mobile.
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Don’t grant FieldFX Mobile users permission to Text Area (Long) or Text Area (Rich) fields that don’t display in FieldFX Mobile.
Recommended Reading
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Learn the basics about Sync 4.0
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Learn the rules that control when records sync between FieldFX Back Office and FieldFX Mobile
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Learn the rules that control when attachments sync between FieldFX Back Office and FieldFX Mobile
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Learn how the AltSync feature works
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Auto Sync
Learn how the Auto Sync feature works.
Lean how to set up the Auto Sync feature.
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Learn how to sync data in FieldFX Mobile
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Learn how the Sync Health Board works.