Admin Portal 2020 Updates

December 10, 2020 Release

New Tools

Tool	Current Version
Mobile Filters	11

Tool

Current Version

Mobile Filters

Mobile Filters limit the results that display when a user clicks on a Lookup Field while in FieldFX Mobile.
For details, see the tool documentation.

Updated Tools

Tool	New Version
Conditional Pricing	42
Dashboard	69
Mobile Validations	34
Price Book Rules	20
Report Templates	126
Status Workflow	65
User Wizard	26

Dashboard

Enhancements

Dashboard Redesign (#340)

The Admin Portal Dashboard has been redesigned to enhance usability.
Information panels are grouped to the left side of the screen.
Links to the Admin Portal documentation and Support channels have been added.
Tools have been grouped to help make finding the desired tool easier.

Mobile Validations

Enhancements

Add Active Flag for Validation Rules (#817)

Mobile Validations can be marked as Active or Inactive in the Mobile Validations tool.
Validations marked Inactive have no impact in FieldFX Mobile.

Load Existing Validations File (#501)

When accessing the Mobile Validation Tool for the first time, the tool checks for and loads the existing validation rules.
If invalid data is found in the rule, an error message displays on the screen, but valid data still loads and can be used.

The user must remove the invalid data from the static resource file used for Mobile Validations to resolve the errror.

Price Book Rules

Enhancements

Rule Processor Setup (#273, 447)

The Price Book Rules tool checks if the Rule Processor is properly setup.
If not, the tool automatically complete the required setup steps.

Identify Origin Price Book During Import (#502)

When importing multiple rules, a column now displays identifying the Price Book the rule is for.
This helps the user select the desired rule to import.

Report Editor

Features

Preview a Report from the XML Editor (#174)

If a report is edited in the XML editor, the user now has the option to preview the report from the XML editor screen.

Support Multiple Logos (#165, 459)

The Report Editor now supports storing and managing more than one logo file.
When a logo is added to a report, the user has the ability to select an existing logo asset file or upload a new file.

Previously uploaded images appear in the Manage Assets dialog, if available, and can be selected for the report.
The Logo tool has been replaced with a Manage Assets tool. When selected, the same Manage Assets window appears as when working with logo files from the Report Template Wizard.
From the Manage Assets tool, an image can be deleted or an set as the default image to use for Report Template logos.

Deleting image asset files does not affect reports that may already use the file. Report templates copy the file into the template and do not refer to the asset files.

Import Report XML Template Files (#304)

XML Template Files on a user’s PC can be uploaded to the Report Templates tool.
1. In the Report Template tool, select the object to which to upload the template.
2. In a separate computer window, select the file to upload.
3. Drag the file onto the Report Templates screen.
4. Specify the Title for the report and select the Sobject to use
5. Select Upload
6. Modify the template as normal

Enhancements

Display Signatures Horizontally (#353)

We added an additional signature option that can display two signatures horizontally side by side.
Previously, all signature options in the report wizard displayed multiple signatures in a vertical list.

Bug Fixes

#	Tool	Description
412	Conditional Pricing	Users can now remove multiple OR cases from an override without having to save after each deletion.
360	Report Editor	We improved the display order of Objects whencreating a blank report template so that the most commonly used objects appear at the top of the list. Users can still create report templates for any object.
398	Report Editor	We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.
445	Report Editor	We fixed a problem that prevented record owner information from being available on a report.
449	Report Editor	The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.
450	Report Editor	We corrected an issue that caused an incorrect template name to populate when copying a report.
451	Report Editor	We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.
453	Report Editor	We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.
474	Report Editor	We fixed an issue that prevented users from editing existing report templates.
475	Report Editor	We corrected some page formatting in the report template list.
476	Report Editor	We fixed a bug that prevented users from deleting report templates.
485	Report Editor	We fixed a bug that prevented a sixth header field from displaying.
488	Report Editor	We fixed a bug that caused the report preview to not display if the header included two lookup fields.
497	Report Editor	We corrected an issue that prevented a report’s filters from clearing when a user tried to remove them.
133	Status Workflow	We fixed a bug that prevented all of the selected options from displaying under the status on the workspace.
305	Status Workflow	We are replacing references to "Console" in the Status Workflow tool with "Back Office".
448	Status Workflow	We fixed some issues with moving the workspace around after zooming.
468	Status Workflow	We enabled the ability to use Status Workflow in Mozilla Firefox or Safari. However, Google Chrome is still the recommended browser for working with FieldFX.
480	Status Workflow	We corrected how help text messages display. Previously the messages seemed to point to the wrong option.
479	User Wizard	We improved the validation process of the wizard to retain valid entered data if an error is encountered. Previously, the form was cleared when a validation error was encountered.
458	Mobile Validations	We added a confirmation dialog when a user clicks the Delete button for a validation rule.
467, 495, 504	Mobile Validations	The Inventory Transactions and Task Labor objects have been added to the list of objects available for mobile validations. The deprecated Work Order object from the previous version of FX EAM has been removed.
471	Mobile Validations	Importing all validations adds only rules that have not already been imported. Previously, importing all validations deleted existing validation rules.
491	Mobile Validations	When importing validation rules, the Import button is now disabled until at least one rule is selected.
492	Mobile Validations	We added a confirmation message that displays when an import successfully completes.
505	Mobile Validations	We resolved a bug that could disable the Import button during the Import process if a user went Back in the import wizard even if a rule is selected for import.
506	Mobile Validations	When importing, validation rules for only the selected objects display. Previously, all rules displayed.
434	Price Book Rules	We added an error message that displays to a user if they do not have access to the Template record type for price books. Access to the this is required to use the Price Book Rules Admin Portal Tool.
436	Price Book Rules	We added a confirmation message if a makes a selection that would result in navigating away from a rule with unsaved changes.
454	Price Book Rules	We corrected an issue that could cause rules to be duplicated during the Import process.
500	Price Book Rules	We fixed a bug that could cause rule actions to not save, or for rule actions to be inadvertently duplicated.

Tool

Description

412

Conditional Pricing

Users can now remove multiple OR cases from an override without having to save after each deletion.

360

Report Editor

We improved the display order of Objects whencreating a blank report template so that the most commonly used objects appear at the top of the list. Users can still create report templates for any object.

398

Report Editor

We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.

445

Report Editor

We fixed a problem that prevented record owner information from being available on a report.

449

Report Editor

The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.

450

Report Editor

We corrected an issue that caused an incorrect template name to populate when copying a report.

451

Report Editor

We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.

453

Report Editor

We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.

474

Report Editor

We fixed an issue that prevented users from editing existing report templates.

475

Report Editor

We corrected some page formatting in the report template list.

476

Report Editor

We fixed a bug that prevented users from deleting report templates.

485

Report Editor

We fixed a bug that prevented a sixth header field from displaying.

488

Report Editor

We fixed a bug that caused the report preview to not display if the header included two lookup fields.

497

Report Editor

We corrected an issue that prevented a report’s filters from clearing when a user tried to remove them.

133

Status Workflow

We fixed a bug that prevented all of the selected options from displaying under the status on the workspace.

305

Status Workflow

We are replacing references to "Console" in the Status Workflow tool with "Back Office".

448

Status Workflow

We fixed some issues with moving the workspace around after zooming.

468

Status Workflow

We enabled the ability to use Status Workflow in Mozilla Firefox or Safari. However, Google Chrome is still the recommended browser for working with FieldFX.

480

Status Workflow

We corrected how help text messages display. Previously the messages seemed to point to the wrong option.

479

User Wizard

We improved the validation process of the wizard to retain valid entered data if an error is encountered. Previously, the form was cleared when a validation error was encountered.

458

Mobile Validations

We added a confirmation dialog when a user clicks the Delete button for a validation rule.

467, 495, 504

Mobile Validations

The Inventory Transactions and Task Labor objects have been added to the list of objects available for mobile validations. The deprecated Work Order object from the previous version of FX EAM has been removed.

471

Mobile Validations

Importing all validations adds only rules that have not already been imported. Previously, importing all validations deleted existing validation rules.

491

Mobile Validations

When importing validation rules, the Import button is now disabled until at least one rule is selected.

492

Mobile Validations

We added a confirmation message that displays when an import successfully completes.

505

Mobile Validations

We resolved a bug that could disable the Import button during the Import process if a user went Back in the import wizard even if a rule is selected for import.

506

Mobile Validations

When importing, validation rules for only the selected objects display. Previously, all rules displayed.

434

Price Book Rules

We added an error message that displays to a user if they do not have access to the Template record type for price books. Access to the this is required to use the Price Book Rules Admin Portal Tool.

436

Price Book Rules

We added a confirmation message if a makes a selection that would result in navigating away from a rule with unsaved changes.

454

Price Book Rules

We corrected an issue that could cause rules to be duplicated during the Import process.

500

Price Book Rules

We fixed a bug that could cause rule actions to not save, or for rule actions to be inadvertently duplicated.

October 6, 2020 Release

Updated Tools

Tool	New Version
Conditional Pricing	41
Field Updates	54
Price Book Rules	13
Report Editor	105
Status Workflow	59
Mobile Validations	22

Conditional Pricing

Enhancements

Refresh button in Conditional Pricing Should Refresh Schema (#236)

The Conditional Pricing Tool has a Refresh button to reload and update the list of Override Configurations
Now, the Refresh button also updates the schema, updating access to newly added or removed fields as appropriate

Mobile Field Updates

Enhancements

Add Support for Updating FIelds on Additional Objects (#187)

Mobile Field Updates can now apply to additional objects:

Work Order
Work Task
Work Task Steps
Custom sObjects (E-forms)

Bug Fixes

#	Tool	Description
188	Field Updates	We added a welcome message to the landing page with instructions to select an object to make it clearer what the user is expected to do.
401	Price Book Rules	We fixed a bug that could cause a user to delete a different Template than the selected rule.
402	Price Book Rules	We added a warning message that displays if a user selects a different rule before saving changes to the displayed rule.
207	Report Templates	We added the ability to close a Report Wizard in process and cancel adding the template. A dialog window displays to confirm if the changes should be discarded.
352	Report Templates	When uploading a logo, the Select File to Upload section now changes color to indicate that it is a clickable area.
400	Report Templates	The preview report feature now shows the effects of unsaved changes to the report template. Previously, the template had to be saved before the preview showed the results.
422	Report Templates	We fixed the Filter dropdown in the Report Templates list. Select one or more filters to narrow the list of templates.
432	Report Templates	We added a warning message to ask a user if they wish to discard unsaved changes if they attempt leave the screen.
395	Report Templates	We improved the readability of the Grouped Ticket Items and Grouped Quote Items report templates by adding spacing between record types.
440	Report Templates	We made the cursor active in the text field when working with the Terms and Conditions page.
405	Report Templates	We re-enabled validation messages in the XML editor.
328	Status Workflow	We added a welcome dialog for new Status Workflow users. The dialog prompts the user to Create a Default Workflow or start creating a workflow with a single status instead.
302	Status Workflow	We added the ability to display a status’s help text when building a workflow.
409	Mobile Validations	We fixed an issue that prevented imported rules from saving as expected.
433	Mobile Validations	We corrected an issue that prevented users from saving modified validations.
441	Mobile Validations	We fixed a bug that caused a Validation rule to be unexpectedly deleted when a user pressed the ENTER key.
438	Mobile Validations	We fixed a bug that prevented users from creating a new validation rule when the object did not already have at least one rule.

Tool

Description

188

Field Updates

We added a welcome message to the landing page with instructions to select an object to make it clearer what the user is expected to do.

401

Price Book Rules

We fixed a bug that could cause a user to delete a different Template than the selected rule.

402

Price Book Rules

We added a warning message that displays if a user selects a different rule before saving changes to the displayed rule.

207

Report Templates

We added the ability to close a Report Wizard in process and cancel adding the template. A dialog window displays to confirm if the changes should be discarded.

352

Report Templates

When uploading a logo, the Select File to Upload section now changes color to indicate that it is a clickable area.

400

Report Templates

The preview report feature now shows the effects of unsaved changes to the report template. Previously, the template had to be saved before the preview showed the results.

422

Report Templates

We fixed the Filter dropdown in the Report Templates list. Select one or more filters to narrow the list of templates.

432

Report Templates

We added a warning message to ask a user if they wish to discard unsaved changes if they attempt leave the screen.

395

Report Templates

We improved the readability of the Grouped Ticket Items and Grouped Quote Items report templates by adding spacing between record types.

440

Report Templates

We made the cursor active in the text field when working with the Terms and Conditions page.

405

Report Templates

We re-enabled validation messages in the XML editor.

328

Status Workflow

We added a welcome dialog for new Status Workflow users. The dialog prompts the user to Create a Default Workflow or start creating a workflow with a single status instead.

302

Status Workflow

We added the ability to display a status’s help text when building a workflow.

409

Mobile Validations

We fixed an issue that prevented imported rules from saving as expected.

433

Mobile Validations

We corrected an issue that prevented users from saving modified validations.

441

Mobile Validations

We fixed a bug that caused a Validation rule to be unexpectedly deleted when a user pressed the ENTER key.

438

Mobile Validations

We fixed a bug that prevented users from creating a new validation rule when the object did not already have at least one rule.

August 10, 2020 Release

Updated Tools

Tool	New Version
Dashboard	66
Conditional Pricing	40
Mobile Validations	18
Price Book Rules	11
Report Templates	96
Status Workflow	56
User Wizard	24

Report Templates

Enhancements

Editing a Report in Back Office Opens the Selected Report in the Report Editor Tool (#297)

When a user selects a report to edit in Back Office, they are redirected to the Admin Portal’s Report Templates tool.
The user is taken directly to the Report Template’s edit screen for the report they wish to edit.

Previously, the user was taken to the list of reports for the object instead.

User Wizard

Features

Add Contact Record Options (#218)

When creating or modifying user records in the wizard, we added a new screen to manage the custom fields on the Contact object
The fields available to modify using the wizard are:
- Available for Field Work
- Office
- Job Title from Catalog
- Account
The screen displays after assigning permissions for the user(s)

Bug Fixes

#	Tool	Description
314	Status Workflow	We fixed a bug that prevented some Job and Ticket objects from displaying.
317	Report Templates	We added a confirmation dialog when a user attempts to exit with unsaved changes.
327	Status Workflow	We fixed an issue with highlighting in the workspace to clarify what the user has selected.
332	Report Templates	We deprecated the ability to add lists to terms and conditions.
335, 346, 349	Report Templates	We resolved some issues with spacing in the generated preview.
338	Report Templates	We fixed an issue with code highlighting in the XML editor.
348	Price Book Rules	We clarified the heading on the window that displays when a user selects to copy template rules to a price book.
359	Report Templates	We corrected an issue that caused an image to save even if a user attempted to cancel the logo upload.
363	Report Templates	We added a validation to confirm that a caption is added to each signature field.
365	Report Templates	We resolved an issue that prevented columns from correctly saving using the report wizard.
366	Report Templates	We fixed a bug that prevented the Grouped Ticket Items and Grouped Quote Items templates from generating a report template.
367	Report Templates	We resolved an error that resulted when using the Invoice Template.
370	Status Workflow	We fixed an error that occurred when a user clicked on Console or Mobile in the workspace. These labels are not buttons.

Tool

Description

314

Status Workflow

We fixed a bug that prevented some Job and Ticket objects from displaying.

317

Report Templates

We added a confirmation dialog when a user attempts to exit with unsaved changes.

327

Status Workflow

We fixed an issue with highlighting in the workspace to clarify what the user has selected.

332

Report Templates

We deprecated the ability to add lists to terms and conditions.

335, 346, 349

Report Templates

We resolved some issues with spacing in the generated preview.

338

Report Templates

We fixed an issue with code highlighting in the XML editor.

348

Price Book Rules

We clarified the heading on the window that displays when a user selects to copy template rules to a price book.

359

Report Templates

We corrected an issue that caused an image to save even if a user attempted to cancel the logo upload.

363

Report Templates

We added a validation to confirm that a caption is added to each signature field.

365

Report Templates

We resolved an issue that prevented columns from correctly saving using the report wizard.

366

Report Templates

We fixed a bug that prevented the Grouped Ticket Items and Grouped Quote Items templates from generating a report template.

367

Report Templates

We resolved an error that resulted when using the Invoice Template.

370

Status Workflow

We fixed an error that occurred when a user clicked on Console or Mobile in the workspace. These labels are not buttons.