FieldFX Base Package 2018 Updates

FieldFX Base Package 1.241

Release Details

  • Released December 19, 2018

New Features

Enforce Schedule and Planning Field-LEVEL Security (1565)

You can now bypass scheduling and dispatch field-level security with the new Bypass FLS and CRUD (BypassFlsAndCRUD__c) custom setting. If you select Bypass FLS and CRUD in FX Settings, users will be able to create, update, and delete the Job, Crew Planning, or Equipment Planning object or field without otherwise having proper permissions to do so.

Bug Fixes

# Area Description

1292

Lightning

We resolved a customer-reported issue with creating a job from a quote. Multiple records were being created when only one was required. This issue has been fixed.

1492

Price Book Builder

We ensured the correct name of the price book displays in the header of a copied price book.

1527, 1581

Quote Item Builder, Invoice Item Builder

We fixed an issue with archived child items being selected or displayed by a item builder when active parent item were selected or displayed. Only active child items are now included with the parent items

1548

Invoice Item Builder

We resolved an issue with an incorrect price book item count displaying.

1550

Invoice Item Builder

We fixed an issue with ability adding parent and child items using a multiplier box.

1595

Custom Editor

We resolved a customer-reported issue with custom editors rendering images as text.

FieldFX Base Package 1.238

New Features

FX Mobile Field Updates (5976, 5843, 5844, 5854, 5857, 5858)

LiquidFrameworks is pleased to announce the arrival of FX Mobile Field Updates, an Admin Tool you can use to streamline data entry by field users and increase the consistency and accuracy of your company’s data. With FX Mobile Field Updates, you can configure and maintain:

  • Default field values when field users create new records using new record forms

  • Field update criteria when field users create new records for the first time and/or edit existing records

Instructions for accessing and configuring FX Mobile Field Updates from FieldFX Back Office are available here.

As part of FX Mobile Field Updates, we have added the following Custom Metadata Types:

  • Mobile Field Action (FX5__Mobile_FieldAction__mdt)

  • Mobile Field Rule (FX5__Mobile_FieldRule__mdt)

To facilitate FX Mobile Field Updates, we also added the following managed sObjects:

  • FX5__Field_Rule__c

  • FX5__Field_Action__c

Finally, we added support for the $Contact global variable to FieldFX.

Quick Action FOR Admin Tools on Home Page (1525)

You can now add a Quick Action on the Home page of FieldFX Back Office that links to the Admin Tools site.

  1. From Setup, enter "Home" in the Quick Find box, then select Home Page Layouts.

  2. Click Edit next your default Home Page Layout.

  3. Select FieldFXAdminTools.

  4. Click Next.

  5. Click Save.

The FieldFX Admin Tool Quick Action displays.

Example of the FieldFX Admin Tools Quick Action button

Cost Field On Quote (1438)

We have added a cost field FX5__Cost__c to quote items. This field provides the cost of the associated price book item on quotes.

NEW FX Setting to hide Job pages (5926)

From FieldFX Back Office, you can now hide all of the pages related to jobs in FieldFX Mobile. Refer to the Job Setup article for instructions. This FX Setting gives you the ability focus applicable users on viewing and updating tickets.

Bug Fixes

# Area Description

1301 & 1411

Invoice Item Builder

Customers reported Invoice Item Builder was not loading. This issue has been resolved.

1445

Service History

Customers also reported duplicate records listed in Service History. We resolved this issue.

1452

Custom Editors

A customer reported that a custom editor was throwing exception errors when the page layout had blank space in it. We have fixed the field binding issue causing the error.

1461

Custom Editors

We have solved the issue of VisualForce pages for custom editors not rendering the same page layout as FieldFX. Refer to the Defining Your Own Custom Editors section of Custom Editors Setup for a solution.

1472

Job Editor

Another customer reported that JobEditor was rendering the Classic page layout by mistake while using Lightning Experience. We fixed this issue.

1479

Rule Engine

We resolved a customer-reported issue with the Rule Engine not ignoring archived price book items.

1496

Invoice Item Builder

We prevented inactive record types from being listed as available to be selected in the Record Type ID field for tickets and ticket items.

1499

Sync

We fixed a customer-reported issue preventing users without Read access to Quotes or Quote Items from syncing.

FieldFX Base Package 1.228

Release Details

  • Released June 4, 2018

New Features

New Custom Search feature for Item Builders (1251)

The new Custom Search feature enhances how lookups work on the Price Book Builder, Quote Item Builder, Ticket Item Builder, and Invoice Item Builder. This powerful new feature gives you the ability to:

  • Limit the records that display available in lookups

  • Define the fields that display in lookups

  • Define the fields analyzed for keyword searches in lookups

New object added (1315)

FieldFX now features a Sync Event object.

This object will be used for future functionality currently in development.

New fields added (1315)

FieldFX now features the following new fields:

Sync Event object
  • Client Version

  • Deleted

  • Error Code

  • Event Id

  • Failure Reason

  • Mobile Store Id

  • Modified Payload

  • Payload

  • Processed By

  • Status

  • SyncId

  • Tracking Number

These fields will be used for future functionality currently in development.

Bug Fixes

# Area Description

1218

Price Book Builder
Quote Item Builder
Ticket Item Builder
Invoice Item Builder

Fixed issue with escaped values and special characters that caused the builders to load with errors.

1265

Custom Editors

Custom list buttons didn’t work correctly when used to open Custom Editors.

1303

Price Book Builder

Fixed issue with the CatalogItemPriceBookTrigger that prevented users from adding catalog items to price books.

1305

CustomFieldInfo

Values in fields on the CustomFieldInfo object didn’t get regenerated correctly after you removed them.

1305

CustomObjectInfo

Values in fields on the CustomObjectInfo object didn’t get regenerated correctly after you removed them.

1322

Invoice Item Builder

Invoice items didn’t get created with the correct record type.

===

Post-Update Tasks

Required Tasks

Update Permissions

  • Grant all users access to every FX5 Apex class.

  • Grant system administrators the following permissions:

    • Object Permissions

      Object Read Create Edit Delete View All Modify All

      Sync Event

      Green Checkmark

      Green Checkmark

      Green Checkmark

    • Field Permissions

      Object Field Read Edit

      Sync Event

      Client Version

      Green Checkmark

      Deleted

      Green Checkmark

      Green Checkmark

      Error Code

      Green Checkmark

      Green Checkmark

      Event Id

      Green Checkmark

      Failure Reason

      Green Checkmark

      Green Checkmark

      Mobile Store Id

      Green Checkmark

      Modified Payload

      Green Checkmark

      Green Checkmark

      Payload

      Green Checkmark

      Processed By

      Green Checkmark

      Green Checkmark

      Status

      Green Checkmark

      Green Checkmark

      SyncId

      Green Checkmark

      Tracking Number

      Green Checkmark

  • Grant FieldFX Mobile users the following permissions:

    • Object Permissions

      Object Read Create Edit Delete View All Modify All

      Sync Event

      Green Checkmark

      Green Checkmark

      Green Checkmark

      Green Checkmark

    • Field Permissions

      Object Field Read Edit

      Sync Event

      Client Version

      Green Checkmark

      Green Checkmark

      Deleted

      Green Checkmark

      Green Checkmark

      Error Code

      Green Checkmark

      Green Checkmark

      Event Id

      Green Checkmark

      Green Checkmark

      Failure Reason

      Green Checkmark

      Green Checkmark

      Mobile Store Id

      Green Checkmark

      Green Checkmark

      Modified Payload

      Green Checkmark

      Payload

      Green Checkmark

      Green Checkmark

      Processed By

      Green Checkmark

      Status

      Green Checkmark

      Green Checkmark

      SyncId

      Green Checkmark

      Green Checkmark

      Tracking Number

      Green Checkmark

      Green Checkmark

FieldFX Base Package 1.226

Release Details

  • Released May 29, 2018

Feature Enhancements

License check added (1213)

A warning message now displays if you try to add an override config or override and don’t have a FieldFX CPQ license assigned to your user record.

Type picklist updated (1244)

The Type picklist on the Audit Log object now features the following values:

  • AgreedToLicense

  • LoggedOutWithData

  • LoggedOutWithNoData

  • Pre-Sync Upload

  • SyncDownloadComplete

  • SyncPreCheckFailed

  • SyncUploadComplete

  • SyncUploadError

SObject picklist updated (1248)

The SObject picklist on the Status Workflow object now features the Invoice__c value.

Bug Fixes

# Area Description

1185

FXBaseController

Incorrect URLs were being returned for Visualforce pages and Force.com sites.

1230

Custom Editors

Fixed an error that displayed when you clicked Cancel to close a Custom Editor.

1246

Apex Classes

The FX5.LookupFilterHandler Apex class didn’t work correctly.

1253

Quote Item Builder
Ticket Item Builder

An error message displayed when you tried to add items by scanning barcodes.

1261

Ticket Item Builder

Fixed an error that occurred when copying ticket items.

1266

Statuses

The detail pop-up displayed cut off when you moved the mouse over a record’s status.

1257

Deep Copy

Fixed the "CPU Timeout" error that occurred when deep copying records.

FieldFX Base Package 1.224

Release Details

  • Released March 26, 2018

Feature Enhancements

Lightning Experience support enhanced (1202)

All FX5 Apex Classes and Visualforce pages can now be used in Lighting Experience.

Bug Fixes

# Area Description

1179

Ticket Item Builder

The Ticket Details panel didn’t display for some users in Lighting Experience.

FieldFX Base Package 1.219

Release Details

  • Released February 5, 2018

New Features

Packet Viewer Redesigned (874)

The new Packet Viewer makes it easier to analyze and resolve sync upload errors.

More Info: Refer to the Packet Viewer article for full details.

New Lookup Filter Builder available (1090)

The new Lookup Filter Builder makes it easier to add lookup filters that work in both FieldFX Back Office and FieldFX Mobile.

More Info: Refer to the Lookup Setup article for instructions on how to set up and use the Lookup Filter Builder.

New FX Setting for the Sync Engine (1154)

The new SyncMetadataCacheDurationMinutes FX Setting controls the number of minutes after a sync to wait before syncing metadata again. This new Metadata Caching feature gives you the ability to skip syncing metadata for a defined period, resulting in faster syncs during that period.

More Info: Refer to the Sync Engine Setup article for more information about the Metadata Caching feature.

New Objects added (1161)

FieldFX now features two new objects:

  • Override Config

  • Override

These objects will be used for future functionality currently in development.

New Fields added (1161)

FieldFX now features the following new fields:

Override Config
  • Applies to SObject

  • Apply Null

  • Filter Clause

  • IsAggregation

  • Limit

  • Override Fields

  • Override Type

  • Sort Clause

  • SyncID

Override
  • Applies to SObject

  • Catalog Item

  • Customer Account

  • Effective Date

  • Expiration Date

  • IsActive

  • Office

  • Override Type

  • Price

  • SyncID

These fields will be used for future functionality currently in development.

New Fields added (1183)

The Quote object now features the following new fields:

  • Price Book 2

  • Price Book 3

These fields will be used for future functionality currently in development.

Feature Enhancements

New triggers added to populate job lookups (952)

FieldFX Back Office now features triggers to populate the Job lookup on the following child records:

  • Ticket items

  • Ticket checklist steps

  • Ticket Log entries

  • FX Forms

These triggers will be used for future functionality currently in development.

<Image> element now supports external sources (1099)

You can now enter a URL as the source for an <image> element on a PDF report.

 <image width="300" source="https://i.imgur.com/B3NJGly.jpg"></image>

This gives you the ability to embed images from external sources on PDF reports.

New filter for the Quote Item Builder (1123)

You can now sort items by classification on the Quote Item Builder. This makes it easier to display and manage specific types of items.

More Info: Refer to the Quote Item Builder Setup article for instructions on how to set up this feature.

Bug Fixes

# Area Description

1018

Report Templates tab

The Account filter didn’t work correctly.

1108

PDF Reports

You couldn’t attach reports to records if they featured rich text area fields.

1118

Rule Engine

When you moved a quote/ticket to a non-syncable status, the Rule Engine ran and selected the Auto Added and Rule Required checkboxes for quote items/ticket items.

1138

Deep Copy

Fixed an error that occurred with the SObjectClonerBatchable Apex job when you copied a record with no child items.

1149

Ticket Item Builder

The Ticket Item Builder didn’t load if there was an apostrophe entered in the Office selected for the current user’s contact.

1153

Custom Editors

The master page layout always displayed for Custom Editors instead of the layouts assigned to user profiles and/or record types.

1162

Deep Copy

Dry Run mode didn’t work for tickets and ticket items.

Post-Update Tasks

Required Tasks

Update Permission Sets

  • Grant all users access to every FX5 Apex class.

  • Grant all users access to every FX5 Visualforce page.

Add a Remote Site Setting

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "remote" in the Quick Find box, then select Remote Site Settings

  4. Click New Remote Site

  5. In Remote Site Name, enter SFDCToolingAPI

  6. In Remote Site URL, enter the domain in which your org runs

    To get the URL for your domain, copy the first part of the URL from the address bar in your browser:

    https://na43.salesforce.com
    The Remote Site URL field is case-sensitive so make sure the URL you enter uses the correct capitalization.
  7. Click Active

  8. Click Save