FieldFX Lightning Managed Package 2019 Updates

FieldFX Lightning Package 1.84

Release Details

  • Released November 14, 2019

Bug Fixes

# Area Description

695

Stage Pricing

Stage Pricing now displays a warning if a user attempts to select items in more than one currency. Stage Pricing requires that all selected items be in the same currency.

721

Copy Bundle

Copying an item that is a child in a Price Book bundle is no longer allowed. The parent and children must be copied together if bundled in the price book.

752

Data Grid v2

Geolocation data did not display the decimal value in the grid. This has been fixed.

756

Data Grid v2

We corrected an issue that caused records to be missing when filtering using greater than (>)or lesser than (<) signs.

764

Quote to Job

When creating a job with the Quote to Job function, the system now only displays the job record types assigned to the user. Previously all record types displayed.

768

Quote to Job

We improved the readability of error messages that display when using the Quote to Job function.

769

Quote to Job

The Quote to Job function now correctly adds items with the correct Record Type by item. Previously, all items copied over with the same Record Type as the first item.

FieldFX Lightning Package 1.83

This version has a known defect (#769) that causes all items on a quote to convert to a job with the same Record Type ID when using the Quote to Job button. Be aware of this defect when upgrading.

For example, a quote may have Labor, Equipment, and Supplies Record Type items. Using the Quote to Job component, all items go to the Job as the same record type instead, such as Equipment.

Release Details

  • Released November 4, 2019

Feature Enhancements

Required Fields (#279)

We have enhanced how the grid displays and works with Required Fields:

  • A user cannot clear fields marked required as part of the field definition.

  • A user cannot clear fields marked required as part of the page layout.

  • Picklist values adhere to record type constraints.

Keep Selections After Bulk Update (#735)

  • After selecting items on a grid and using the bulk editor to make a change, the item selections now remain selected.

  • This makes it easier to apply multiple edits to the same list of items.

Performance Improvements

Base Package version 1.265 introduced additional fields to the Quote object for tracking a second and third price book. If fields FX5__Price_Book2__c and FX5__Price_Book3__c exist in the Quote object, the Create Job button fails to work with this Lightning release.

Delete the two field names without the underscore after Book from the Quote object to correct the issue.

FX5__Price_Book_2__c and FX5__Price_Book_3__c should still exist.

Bug Fixes

# Area Description

301

Data Grid v2

Previously, filtered lookups required that the source field be first in the filter logic. Now, the filter can be in any order. For example, Ticket Item: Ticket ID EQUALS Ticket_Section: Ticket ID and Ticket_Section: Ticket ID EQUALS Ticket Item: Ticket ID now both return the same results.

314

Data Grid v2

We improved how the grid handles validation error messages. Users can now continue to work while the message displays, problematic fields are highlighted, and the entered is retained in the grid without saving.

497

Bundle Maker

Error messages now display the custom messages defined in the validation rule instead of a generic message. This helps users know what to correct to create a bundle.

561

Bulk Edit

When using the Bulk Edit feature to clear parent picklist selections, dependent picklist values were not clearing from the grid.

571

Data Grid v2

The Create Job button was not enabling as expected after completing required fields requiring a manual page refresh. Now the button behaves as expected.

573

Data Grid v2

We fixed a bug with the row count summary not updating correctly after applying filters to the grid.

585

Data Grid v2

We corrected an issue with filtering when large amount of data displayed across multiple pages. The filtering now works for all data in the results, not just the data currently displayed.

617

Data Grid v2

The Stage Pricing component now updates all affected fields in the grid as expected.

622

Data Grid v2

We fixed an issue that allowed users to delete required RecordType fields. Now users can edit a required RecordType field, but they cannot delete it.

625

Data Grid v2

Sorting now applies to child items.

663

Data Grid v2

We corrected an issue that prevented validation error from clearing on the Stage Pricing component.

674

Data Grid v2

We corrected an issue that prevented the grid from displaying correctly when a user added more than one filter in the grid.

676

Data Grid v2

We fixed a bug that caused the data grid to disappear when a validation message displayed.

678

Bundle Maker

We corrected an issue that prevented new items from being added to an existing bundle or creating a new bundle when adding items with required children.

685

Data Grid v2

We corrected an issue that prevented the grid from displaying properly when filtering on a number field.

688

Item Picker

We removed RTF and Text Area fields from options in Lookup and Item Picker searches. These data types are not searchable.

704

Data Grid v2

We corrected issues with clearing cells in grid for dates, picklists, and required numbers.

705

Data Grid v2

We fixed a bug that caused an error if a user collapsed a parent item while editing child items.

740

Data Grid v2

We corrected a bug that caused currency codes to display incorrectly.

743

Data Grid v2

Workflow status updates now refresh the grid. For example, updating the workflow status to Read only makes the grid read only as expected.

750

Data Grid v2

Data values that trigger validation warnings now display the warning and clear the field. If the value is required, the cell is highlighted.

FieldFX Lightning Package 1.76

Release Details

  • Released October 1, 2019

New Enhancements

Design Grid to Always Filter Records (#285)

  • A new design element in the data grid allows you to permanently filter the grid results using a SOQL statement.

  • Users must have read access to all fields in the filter.

    For example, if you want to display only Equipment and Labor record types in a Ticket Item grid, you could add the statement

    RecordType.Name=='Equipment' || RecordType.Name=='Labor'

    as the filter criteria. The grid then only displays ticket items of either Equipment or Labor record types.

Copy Items (#351)

  • We added the ability to copy items.

  • The copy component can be added to Price Book Items, Ticket Items, Invoice Items, and Quote Items.

  • Copying uses the following logic for parent and child items:

    • If a parent item is selected, all child items are copied.

    • If both a child item and the parent item are selected for copying, all child items are copied.

    • If a child item is selected without also selecting the parent, the child item is copied under the same parent item.

  • Validation rules check copied items and display error messages if required.

  • Exclude fields from being copied by adding the fields to exclude to the appropriate object’s Field Sets with the set name of FX_Invoice_Item_Copy_Exclusion, FX_Pricebook_Item_Copy_Exclusion, FX_Ticket_Item_Copy_Exclusion, or FX_Quote_Item_Copy_Exclusion.

Lookup Controls for Item Browser (#499)

  • We improved the lookup functionality when searching using the Item Picker. Improvements include:

    • The user can browse items without knowing correct search terms.

    • Added the ability to search by column name.

    • Added the ability to search for lookups.

    • Added the ability to add filters to the results list.

    • User can save and delete values in the lookup fields.

FX Item Picker (#537, #292)

  • We added a new lightning component, the FX Item Picker. This customizable component allows you to define a lookup from one sObject to another and then update a field with the selected data.

  • For example, using the FX Item Picker you could:

    • Add ticket items to a ticket from selected price book items.

    • Add ticket items to a ticket from selected quote items.

    • Add price book items to a price book from selected catalog items.

  • The FX Item Picker shows results for hierarchical price books if extended pricing is enabled on the job or quote.

    The Enable_Extended_Pricing__c field must exist on the Quote and Job objects to fully enable this feature. See the setup for hierarchical price books.

  • Review the setup instructions to add the FX Item Picker to a page.

Bug Fixes

# Area Description

230

Data Grid v2

We expanded the dropdown filter to include all data from the database. Previously the filter only showed items that may have already been filtered. This prevented the user from selecting from a dropdown filter from all options.

261

Data Grid v2

We centered the header text on a Rich Text Field column.

403

Data Grid v2

We corrected an issue that prevented the Update and Cancel buttons in Bulk Edit from properly changing colors to indicate when the button had been selected.

488, 562

Data Grid v2

We added formatting to grid cells to distinguish fields based on whether the record type is hidden or editable. Hidden fields are blank, gray, and cannot be edited. Editable fields display in a white cell.

492, 614

Bundle Maker

We added a button to let a user Activate or Deactivate the Bundle Maker as desired.

494

Bundle Maker

We corrected an issue that caused the bundle maker to run very slowly.

567

Data Grid v2

We corrected an issue that caused the grid to disappear after deleting a picklist value. Now the grid refreshes instead of disappearing.

586

Data Grid v2

We updated the way data displays in the grid so that if filtering is already applied to one column, the results in the drop down of other columns only display items based on the first filter.

589

FIltered Lookups

We fixed an issue that caused an error when using a filtered lookup that referenced another lookup field.

618

Item Picker

We corrected an issue that could result in an error after copying a quote header. The search grid is no longer accessible until the FXL xIB host finishes loading.

620

Bundle Maker

We added a spinner to the screen that displays while the system creates a bundle. Previously, it was unclear whether the system was doing anything after a user created a bundle.

644

Data Grid v2

We fixed an issue that prevented filtering on currency fields from working correctly.

646

Bulk Edit

We added error messages when a user attempts to bulk edit fields not in the record type (such as attempting to update a labor field on a Supplied type record) or fields that are read only. Previously, the bulk editor displayed a message saying the update was successful when no update actually occurred.

FieldFX Lightning Package 1.72

Release Details

  • Released September 5, 2019

New Enhancements

Support for filtered lookups in grid (243)

We have added support for filtered lookups in the grid. Entering fewer than three characters displays the recent items list. Entering three or more characters filters the list based on the entered criteria. Additionally, help icons display in the filter field to search or delete the filter criteria. A new Search button provides convenient access to a full search screen.

Support for Rich Text Fields (565)

We added additional support for Rich Text Fields in the data grid. Rich Text Fields display at the same height as the rest of the row. Selecting a field displays a view or edit screen as appropriate.

Support for Filtered Lookup for Bulk Edit with Dependent Fields (587)

We have added the ability to create a custom lookup to use to add proper filtering when bulk editing fields with dependencies to other fields in the grid. See the setup instructions bulk editing of fields with dependencies for Lightning Grid v1 or Lightning Grid v2.

Bug Fixes

# Area Description

221

Data Grid v2

We corrected a problem that affected filtering functionality when sticky columns were activated.

547

Data Grid v2

We fixed an issue that displayed a "No data to show" message instead of a loading data animation.

550

Data Grid v2

We fixed an issue that kept the Load More button available even after all items in a grid had loaded.

554

Data Grid v2

We automatically enforce a requirement that users cannot add duplicate fields to a grid.

568

Data Grid v2

We fixed an issue that caused prevented the ascending and descending sort functions from working properly. We also removed the sort option from fields that do not support sorting, including picklists, rich text fields, and large text fields.

569, 556

Bulk Edit

We fixed an issue that caused an error when attempting to apply bulk edits to date and time fields.

572

Data Grid v2

We fixed a cosmetic issue that caused URL fields to not fill the available column space.

582

Data Grid v2

We corrected an issue that prevented the Load More button from loading more results to the grid.

583

Data Grid v2

We corrected an issue that prevented the No Data to Load message to display wen an incorrect value is entered for a filter.

FieldFX Lightning Package 1.71

Release Details

  • Released August 26, 2019

Bug Fixes

# Area Description

352

FXL Data Grid

We added validation messages that display when a user enters incorrect data.

461

FXL Data Grid

Grid headers now display the plural object name.

477

FXL Data Grid

We fixed a problem that prevented the total item count from automatically updating when a child item was deleted.

478

FXL Data Grid

We fixed a bug that prevented an error message from displaying when a user deleted a required item.

479

FXL Data Grid

Reference fields did not display as clickable links when in read-only mode. Now they do.

480

FXL Data Grid

We fixed a bug that caused an error when editing a page with more than one picklist using the same field as controller.

483

FXL Data Grid

We updated the grid displays to show read-only fields with gray shading for visual clarity.

484

FXL Data Grid

We updated the grid for checkbox fields to show a box for the checkmark. This makes it easier to determine whether an option is selected.

485

FXL Data Grid

Picklist and Multipicklist fields now display with a down arrow to visually cue users that they can click to select from options.

486

FXL Data Grid

We applied style updates to grid buttons and borders for better visual consistency.

493

FXL Data Grid

We corrected the alignment on grid headers to match the alignment of the values in the grid. Headers for text fields left align while headers for number and date fields right align.

500

FXL Data Grid

We made the format of date and time fields consistent between the grid view and the list view.

516, 522

FXL Data Grid

We applied additional updates throughout grid and list views to standardize the way dates and times display.

523

FXL Data Grid

We corrected an issue that prevented a user’s time zone selection from properly applying to time entries.

524

FXL Data Grid

When a user clears a controlling field, now any dependent fields also clear.

533

FXL Data Grid

We fixed a bug that created hyperlinks for Record Type fields when in read only mode.

535

FXL Data Grid

We updated formula number fields so that the results display right justified, like other number fields.

540

FXL Data Grid

We fixed a bug that caused the available time selections to vary between the data view and the list view.

548

FXL Data Grid

Clearing filters on string fields now causes the grid to refresh and all items to display.

551

FXL Data Grid

We noticed that total item counts were not updating correctly when items were deleted. Now the count updates correctly after a deletion.

564

FXL Data Grid

We fixed a problem that prevented the grid from properly displaying when applying filters to sticky columns.

FieldFX Lightning Package 1.35

Release Details

  • Released May 1, 2019

Bug Fixes

# Area Description

1784

FXL Data Grid

We fixed the adjust values feature.

1785

FXL Bulk Edit

We prevented Geolocation fields from being available to bulk edit because they are read-only.

1790

FXL Bundle Maker

We fixed an issue preventing new bundles from being created if Hierarchical price book is not set up.

1802

FXL Bulk Edit

We fixed the Include and Exclude component list to be comma delimited.

1807

FXL Bulk Edit

We prevented fields users do not have access to from being available to bulk edit in the Include and Exclude component setting.

1814

FXL Bulk Edit

We fixed Bulk Edit to work if the records in the FXL Data Grid do not have record types.

1818

FXL Data Grid

We resolved a customer-reported issue with quote section records not displayed for selection.

FieldFX Lightning Package 1.31

Release Details

  • Released March 27, 2019

New Enhancements

Add Include and Exclude Component Settings to FXL Bulk Edit (1772)

During FXL Bulk Edit Set Up, System administrators can now limit the fields included in bulk editing to a specific list of fields or exclude a specific list of fields from bulk editing.

Bug Fixes

# Area Description

1728

FXL Data Grid

We fixed an issue preventing deletion of values from lookup fields.

1788

FXL Data Grid

We fixed an issue preventing RTF fields from displaying values.

FieldFX Lightning Package 1.29

Release Details

  • Released March 11, 2019

Bug Fixes

# Area Description

1646

FXL Bulk Edit

We fixed an issue allowing custom locked fields to be edited by FXL Bulk Edit.

1750

FXL Data Grid

We fixed an issue with Select All not working correctly with paging and adding items to the grid.

FieldFX Lightning Package 1.27

Release Details

  • Released March 4, 2019

FieldFX Lightning (FXL) Components are available through the FieldFX Lightning Managed Package. FXL Components can be used in FieldFX Back Office when using Lightning Experience.

New Features

FXL Wrapper (1329, 1394, 1503, 1506)

The FXL Wrapper displays the item grid of the following classic item builders in Lightning Experience:

FieldFX Back Office users can then edit and save data in the records displayed. Refer to the FieldFX Lightning Components article to begin learning more about the FXL Wrapper.

New Enhancements

FXL Data Grid (1632, 1655, 1656, 1657, 1667, 1668, 1669, 1670, 1672)

The FXL Data Grid is the new, versatile record management tool in FieldFX Back Office when using Lightning ComponentsLightning Experience. System administrators can set up an FXL Data Grid for use with any record type in For this release, we improved the FXL Data Grid by adding the following enhancements:

  • The capability for system administrators to save a filter configuration of the data grid so that it displays each time Back Office users access the FXL Data Grid

  • The capability for Back Office users to select and edit look-up fields within FXL Data Grid rows

  • Clear indication in the Data Grid to Back Office users which fields are read-only (read-only fields are colored gray in the FXL Data Grid)

  • Support for the URL data type

  • Support for Images in fields

  • Support for Rich Text in fields

  • Support for dynamic parenting

  • Support for the OR function if users filter within same column

  • Support for the AND function if users filter among different columns

  • The option for system administrators to include a link to the corresponding record in the applicable row

Refer to the FieldFX Lightning Components article to begin learning more about the FXL Data Grid.

FXL Bulk Edit (1589, 1591, 1656)

System administrators can set up FXL Bulk Edit for use with the FXL Data Grid. With FXL Bulk Edit, Back Office users can bulk update enabled fields.

For this release, we streamlined and/or otherwise improved the user interface by:

  • Converting control fields including Clear and Set to check boxes

  • Upgrading Date, Time, and DateTime pickers to drop-down fields with a defined set of selections

  • Making it clear to Back Office users which fields are read-only (read-only fields are not available for selection to edit in FXL Bulk Edit and are colored gray in the FXL Data Grid)

Refer to the FieldFX Lightning Components article to begin learning more about FXL Bulk Edit.

FXL Stage Pricing Quote Item Capability (1555)

System administrators can also set up FXL Stage Pricing for use with the FXL Data Grid. With FXL Stage Pricing, Back Office users can apply stage pricing to records selected in the FXL Data Grid.

For this release, we improved FXL Stage Pricing by adding Quote Items compatibility with this FXL Component. Refer to the FieldFX Lightning Components article to begin learning more about FXL Stage Pricing.

Bug Fixes

# Area Description

1543

FXL Data Grid

We resolved an issue causing sudden jump in column width.

1608

FXL Bulk Edit

We removed dependent picklists from being available for bulk edit.

1650

FXL Data Grid

We fixed an issue where users could update read-only quotes, tickets, and invoices with changes made in the FXL Data Grid.

1666

FXL Data Grid

We resolved an issue with editing and saving number fields.

1691

FXL Data Grid

We fixed an issue with the FXL Data Grid not remembering column sizes when tickets are closed and re-opened.

1743

FXL Data Grid

We resolved an issue with grid resizing caused by the screen not retaining column size.