FieldFX Mobile 2021 Updates

System Administrators can now use a field action in a Field Update rule to automatically record geolocation.

When a field update triggers recording to a geolocation field, the update stores the user’s current geolocation coordinates.

The System Administrator determines in the field update rule what triggers the field action that stores the geolocation information.

PDF Templates can now specify the resulting PDF’s Title metadata

Add the info XML Element with the title attribute to the PDF template

Report designers can use Handlebars expressions in the info helper to dynamically update the resulting title based on the record displayed when generating the report

The Title attribute is used both for the resulting file name and the Title metadata for the PDF file

Report Templates now include a new tag that can be used to display a content block on the Signature Capture screen

The new block can display data from the record, helping the person signing confirm what they are signing for

Figure 1. Example of a signature box with the custom text displayed

Refer to the XML Elements for details on creating the <captureHeaderTemplate> and <captureHeaderRow> elements in the PDF report template to add the custom text block.

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.

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

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

To grant permission to delete an attachment

When on the Ticket Item Add screen, users can now tap a barcode scan icon to enter a barcode scanning mode.

To enable this function, users must have the BarcodeQuickScan custom permission enabled in their profile or permission set.

The scanned barcode value must exist on a related Catalog Item’s FX5__eBarcode__c field, Equipment item’s FX5_Barcode__c field, or the Contact item’s FX5__eBarcode__c field.

When a field users scans a barcode, FieldFX looks for a matching value in one of the Barcode fields on those objects.

We have added a new search bar to the Item listing screen on Tickets.

Use the new bar to filter the list of items, making it easier to find and select items.

Select multiple items across multiple items, then perform an action on all selected items, such as bulk edit.

We have added the ability to select all displayed items when adding quote items or ticket items.

The Select All button in the header row only displays if there are 20 or fewer items listed.

We have expanded the Barcode Scanner to also function when searching for items to add.

When a user enters a search screen by selecting a lookup or adding an item, they can tap the barcode icon in the search bar to activate their camera and scan a barcode.

FieldFX Mobile users can use their device’s camera to scan a barcode to complete a text field.

The following field types can be completed using the barcode scanning functionality in FieldFX Mobile Pro:

The following field types cannot be completed using the barcode scanning functionality:

The user’s device alerts of a successful barcode scan with an audible beep sound.

The following barcode types can be used:

For speed, LiquidFrameworks recommends using a 2D Barcode.

The device’s camera relies on normal light and not lasers. The barcodes need to be printed with sufficient contrast.

Users can now print FX DataGuide forms that are In Progress or Complete from their mobile device.

A print icon displays while viewing the form on the mobile device.

When selected, a PDF of the form as currently completed generates.

Users can print the resulting PDF using the device’s normal printing process.

The resulting file can also be shared using other methods available on the device, such as an AirDrop on an Apple device.

When a user selects to add a new FX DataGuide form, the list of available forms my be long.

We have added a search bar to the Form selection screen when adding a form.

Users can enter text in the search field to filter the displayed forms.

FX DataGuide forms now have the option to add a File when completing a form.

The question accepts a file of the following types

Users can add one file per question, and replacing the file creates a different content version of the form in the form’s version history

Form managers can limit the types of files allowed and set a maximum file size

Files can be viewed in the FieldFX Mobile files tab or in FieldFX Back Office with other Files

FX DataGuide forms include the ability to filter forms with a formula in the form’s IsAvailable configuration.

The formulas in the IsAvailable field can now filter forms using the $User and $Profile fields, allowing for greater customization of what forms display to users.

Adds support for users on Android mobile devices accessing FieldFX through the FieldFX Mobile Pro app

Users can print to any printer available to the device