FieldFX Base Package 2021 Updates

FieldFX Base Package 1.414 (Latest Release)

Release Details

  • September 1, 2021

  • Latest Version

New Features

Delete Files in Mobile (#788)

This enhancement requires the user to be on FieldFX Mobile 4.0.1.4737 or later.

  • System admins can enable a permission to allow FieldFX Mobile users to delete files they have attached.

  • To grant permission to delete an attachment

    1. Add the FX5.EnableMobileAttachmentDelete custom permission to the FieldFX Mobile user’s Profile or Permission Set

    2. Confirm the user has permission to the FX5.CustomPermissionService Apex class

Considerations

  • Attachments that have synced to FieldFX Back Office cannot be deleted

  • Auto Sync must not be enabled, as the two features are incompatible

  • Enabling this feature prevents the automatic upload of attachments

Enhancements

Disable Prompt to Add Details to Items (#904)

This enhancement requires the user to be on FieldFX Mobile 4.0.1.4750 or later.

  • System Administrators can select a new FX Setting, DisableDetailPrompt.

  • When selected, users no longer see the prompt asking if they wish to add details when they add items to a Quote or Ticket.

    Example of the add details prompt users see when the setting is not enabled.

    Example of the prompt to add details to ticket items

  • This option may prevent users from inadvertently having to navigate through many screens if they select Yes after adding a bundle of many items.

If added items contain required fields, the user continues to see screens to add the additional details even when this setting is selected.

Bug Fixes

# Area Description

818

Auto Sync

We addressed an issue with files syncing with Auto Sync enabled that could result in files not syncing correctly.

833

Apex Limits

We corrected an issue that caused FieldFX to generate a large amount of Apex job requests, causing some orgs to approach or exceed limits.

835

Tickets

We fixed an issue that caused a lock error when a mobile user added ticket items to a ticket with rollups on a job with rollups.

894

Crew Planning

We fixed a bug that prevented crew planning records for a job created in FieldFX Mobile from generating when Auto Sync is enabled.

FieldFX Base Package 1.405

Release Details

  • August 4, 2021

New Features

Access the Admin Portal from Salesforce (#828)

  • We have added a Visualforce page that can be used to access the Admin Portal from within Salesforce.

Add a Visualforce tab

  1. From Setup, enter Tab in the Quick Find box

  2. Select Tabs

  3. Scroll down to the Visualforce Tabs section, and select New

  4. Make the following selections in Step 1:

    • Visualforce Page: Admin Dashboard

    • Tab Label: Admin Portal

    • Tab Name: accept the default Salesforce profides

    • Tab Style: Select your preferred icon and tab color

  5. Click Next

  6. With the radio option for Apply one tab visibility to all profiles selected, select Tab Hidden

  7. Select Apply a different tab visibility for each profile and then select Default On for each profile that needs access to the Admin Portal

  8. Select Next

  9. Deselect Custom Apps that do not need to include the tab

  10. Select Save

Once created, users for the profile(s) with access can go to the portal from the App Launcher in Salesforce.

  1. Select the 9 dot app launcher

  2. Enter Admin in the search bar, then select Admin Portal

    The Admin Portal displays within the Salesforce tab, logged in as the user.

  • Multi-Session log in is not supported when accessing the Admin Portal within Salesforce. For Multi-session support, access the Admin Portal directly from https://admin.fieldfx.com.

  • Access to the Admin Portal requires that the user’s Profile or a Permission Set they are assigned to have access to the org’s Customize Application System Permission.

Enhancements

Manage FieldFX Mobile’s Prompt to Add Details for Items (#904)

  • We have added a new setting in FX Settings to disable to the prompt displayed to mobile users when adding multiple items (such as from a bundle) to tickets or quotes.

  • By default, when FieldFX Mobile users add items to a ticket or quote, a prompt displays asking if they would like to add additional details to each ticket item.

    Example of the FieldFX Mobile prompt to add item details

  • If users commonly add many items at the same time, such as from a bundle, tapping Yes on the prompt may result in many screens to review before adding the items.

  • To disable the prompt, admins can select the DisableDetailPrompt in FX Settings.

If the added items have required fields, the prompt does not display and item details screen displays for each item being added. This new setting does not change this behavior when there are required fields.
The custom setting is honored in FieldFX Mobile version 4.0.1.4740 or later.

Bug Fixes

# Area Description

813

Sync

We fixed an issue that prevented tickets from being created when linked to a quote.

FieldFX Base Package 1.402

Release Details

  • July 1, 2021

Bug Fixes

# Area Description

807

Sync

We corrected a bug that prevented timecards from generating correctly when Auto Sync is enabled.

817

Price Book Items

We added a new formula field, FX5__eBarcode__c, to the Price Book Item object to look up the related Catalog Item’s barcode.

FieldFX Base Package 1.399

Release Details

  • June 9, 2021

New Features

Custom Permissions to Control Barcode Scanning in FieldFX Mobile (#805, 806)

Basics

  • We have expanded the functionality to the barcode scanning feature available in FieldFX Mobile.

What is new?

  • New Custom Permissions manage when the barcode scanning button displays in FieldFX Mobile:

    • Barcode: controls the icons that are visible in each field when you activate the input field.

    • BarcodeMultiField: Controls the button that scans a barcode and fills out multiple fields.

    • BarcodeQuickAdd: Controls the button that begins the continuous scan to add ticket items.

      Assign Custom Permissions from either a Profile or a Permission Set.

  • New fields store an item, contact, or equipment’s barcode information:

    Object Field Field Type

    Contact

    FX5__eBarcode__c

    Text (255)

    Catalog Item

    FX5__eBarcode__c

    Text (255)
    Barcode functionality makes use of the Equipment object’s existing FX5__Barcode__c field.
How It Works
Access to the barcode buttons in FieldFX Mobile is granted by assigning the appropriate Custom Permission to the Field Users' Profile or Permission Set.

  1. Barcode: Enables a barcode icon that displays in a field when the user activates input (for example, by tapping into the field)

    When the field user selects the Barcode button, the device scans a single barcode for the selected field on the active record. The device completes the selected field using the barcode information.

  2. BarcodeMultiField: Enables a barcode icon that displays in the bottom right of the screen

    When the user taps a Multi Field Barcode button, the scanned barcode fills in multiple fields on the displayed record.

  3. BarcodeQuickAdd: Enables a barcode icon for continuously scanning for barcodes, allowing for easy addition of multiple items in a row

    When tapped, the device enters a continuous barcode scanning mode. The user scans all the desired barcodes in a row, then taps to add the referenced items to the record. The device alerts the user for each successful barcode scan.

    If a barcode does not reference a known record or otherwise does not scan correctly, it is skipped.

    For example, the user can add quckly add many ticket items by scanning them item barcodes one after another, such as barcodes on field worker name badges or equipment items.

    • Barcode values can be stored in the Barcode field for

      • Users in their Contact record, in the FX5__eBarcode__c field

      • Equipment items, in the FX5__Barcode__c field

      • Catalog Items, in the FX5__eBarcode__c field

    • When a user scans a barcode, FieldFX looks to the appropriate object’s Barcode field to identify the record to use for the field

Bug Fixes

# Area Description

804

Invoicing

We fixed a problem that caused Invoice Items to not inherit the correct record type from the related Ticket Item.

FieldFX Base Package 1.398 (Last Sandbox and Production push)

Release Details

  • May 12, 2021

  • Latest version pushed to Sandbox orgs (Pushed May 31, 2021)

  • Latest version pushed to Production orgs (Pushed July 14-21, 2021)

Bug Fixes

# Area Description

217

Shift Scheduling

We fixed a problem that prevented users from modifying a Contact Rotation that was a Contact’s only assigned Rotation.

Patch Release 1.398.4

  • Released July 28, 2021

  • Pushed to Production orgs July 29, 2021

Bug Fixes

# Area Description

-

Alerts

We removed some alerts related to ticket items.

-

Status Transitions

We fixed an issue related to status transitions that prompted a confirmation message in Chrome version 92.

813

Tickets

We fixed a bug that prevented some users from creating ticket items from copied quote items.

Patch Release 1.398.5

  • Released August 13, 2021

Bug Fixes

# Area Description

833

Creating Records

We fixed a problem that could result in error messages and exceeded Flex Queue limit errors.

FieldFX Base Package 1.396

Release Details

  • Released April 13, 2021

Bug Fixes

# Area Description

493

Deep Copy

We fixed an issue that caused prevented deep copy from correctly respecting fields listed in an exclusion fieldset.

664

Overrides

We fixed an issue that caused an exception error when running an override on an empty list.

776

Crew Planning

We corrected a bug that caused crew planning records to generate when a user’s settings disabled the option. The setting was only being honored at the global org level. Now the setting follows the standard user → profile → org hierarchy.

745

Status Workflow Admin Portal Tool

We updated the filter labels for the Checklist Required and Signature Required fields when working with Status Workflows to match the text used on the status options.

FieldFX Base Package 1.395

Release Details

  • Released March 15, 2021

Bug Fixes

# Area Description

779

Sync

We fixed an error that would result when enabling the Available for Field Work option for a Contact record if Sync Configuration records already existed for the Contact.

760

Crew and Equipping Planning

We fixed the Cancel button when editing a planning record from a Job. Previously, cancelling took you to the planning record. Now it returns you to the Job record, as expected.

741

Ticket Items

We fixed an issue that caused SyncLookupHandler errors when adding Ticket Items.

FieldFX Base Package 1.392

Release Details

  • Released February 17, 2021

Enhancements

Custom Fields on Standard Work Task Steps (#107)

  • Custom fields added to Standard Work Task Steps can now populate on the Work Task Steps when added to a Work Task.

  • The custom field names used on the Standard Work Task Steps object (FX5__StdWorkTaskStep__c) must be the same name as the equivalent custom field names on the Work Task Steps object (FX5__WorkTaskStep__c) for the data to copy.

Bug Fixes

# Area Description

108

EAM

We added a confirmation message when a user uses the Choose Model Work Order tab and then uses the Add to Work Order function. Previously, no message displayed to the user to confirm that the action completed successfully.

457

Tickets

We fixed a problem that caused only parent items to be added to tickets when selecting bundles from Quote Items

FieldFX Base Package 1.385

Release Details

  • Released January 20, 2021

Enhancements

Bundled Items in the Item Picker (#657)

  • When the Parent Field (for Bundles) is defined in the FX Item Picker component’s settings, the following enhancements have been made:

    • The Item Picker displays the bundled items

    • Child items cannot be selected if the parent item is not selected

    • Child items are grouped under the parent item and can be expanded to view or collapsed to hide from view

    • Bundled items are added from the Item Picker as a group, maintaining the order and sequence of the bundle

  • If the Parent Field (for Bundles) is left undefined in the FX Item Picker component’s settings, the child items display on the grid as normal items.

Bug Fixes

# Area Description

35

EAM

We updated the Work Management Work Orders permission set to include access to fields required for users to work with Task Labor in FieldFX Mobile.

158

S&D

We changed the data type on the Contact Rotation object’s Name field to Auto-Number.

747

S&D

We corrected the page a user is sent to after saving a Crew Planning record so that the user is taken to the Job record page as expected.

751

CPQ

We fixed an error that was triggered when the Rule Engine API was used to add a required parent item with children to quotes or tickets.

752

Price Books

We fixed a problem with keyword searches when using Extended Price Books. The searches were not correctly filtering the results.

753

Invoicing

We corrected a problem that prevented quantities from copying from Ticket Items to the Invoice Item Buidler when using the FX Item Picker.

758

Invoicing

We fixed an issue that caused an error when adding parent/child items to an invoice from Ticket Items.