System Administration Guide for FieldFX Mobile App

This setup and configuration guide is for System Administrators to install and configure the FieldFX Mobile App for mobile users to work and exchange data with FieldFX Back Office.

Differences between FieldFX Mobile App and FX Mobile

There are key differences in capabilities in the new FieldFX Mobile App and the existing FX Mobile.

Feature Previous FieldFX Mobile
(called FX Mobile and FX Mobile Pro)		 FieldFX Mobile App

Platform

  • Web-based App

  • Standalone Apps for iPad, Android tablet, Windows tablet

Accessibility

  • Internet browser (Chrome browser)

  • Dedicated App available on the platform’s app store
    (iPad (App Store) / Android (Google Play Store) / Windows (Microsoft Store)).

    • Search in the app store for "FieldFX Mobile"

Custom Forms
and
Data Collection

  • n/a

  • Child eForms records appear in an editable grid under the parent record

  • Custom Objects (previously known as eForms) show up in separate tabs

FieldFX objects
supported

  • Jobs, Tickets, and Quotes

  • Jobs and Tickets

  • Work Orders are not supported
Contact support for a complete list of supported objects.

Page Layouts

Background
Sync

  • Not Required

  • Required

  • The app automatically syncs when the user navigates away from the edit screen

Sync Profile
for each mobile
user

  • Not Required

ServiceMax
DataGuide (DG)

  • Limited support

Prerequisites & Requirements

The following are requirements as you configure your org to work with the FieldFX Mobile App:

FieldFX Back Office FieldFX Mobile App

  • Minimum version: FieldFX Base Managed Package v1.591

    There are no customizations that require the FieldFX Lightning Managed Package. You should have your org running the latest version.

  • Permissions, Objects, and Apex Classes

    Objects

    • See FieldFX E-Ticketing Minimum Permissions for the needed permissions.

    • Staged Data Object
      FX5__Staged_Data__c)

      Access to this object is now required for the FieldFX Mobile App.

      • User - Read Access,
        System Admin - Read/Write Access

    • DG Form Data
      SVMXDG_DG_Form_Data__c - If the org is using ServiceMax DataGuide (Required) and the Mobile user is using DataGuide Forms, ensure View All Records and View All Fields permissions in Object Permissions

    APEX Classes

    • FX5.OmnibusRestService

    • FX5.SyncFileAttachments

    • FX5.SyncStagedData

  • User Licenses for required FieldFX packages.

  • The default size of sync packets for AutoSync is 10.

    See Set Sync Packet Size for AutoSync.
Test the hardware with your actual work load before making a purchase.

  • iOS/Android/Windows:

    Platform Current
    Version    		 Minimum
    Version
    Supported

    iOS

    18

    17 and greater

    Android

    15

    14 and greater

    Windows

    11

    n/a

Setup Steps Summary

This is a summary of the steps you need to complete. Where applicable, references to a section is given for more detailed steps.

  1. Assign required permissions to users.

  2. Enable Apex Classes in a Mobile User’s Sync Profile.

  3. Configuration of sync profiles.

  4. Correct configuration of FX Settings Custom Settings.

  5. Set Sync Packet Size for AutoSync.

  6. Contact FieldFX Support for guidance on how to set up Email Notifications using Salesforce Flow for Sync Failures.

Configuration Overview

Pages and Objects

When configuring the FieldFX Mobile App, an admin can use the Sync Profile Wizard Admin Tool in the FieldFX Back Office to set up the mobile user’s access to data and metadata. The configuration areas below are listed along with any special requirements:

Object Configuration

  • See Objects and Object Manager in the Setup section of your org.

  • For eForms to appear in the FieldFX Mobile App, the eForm object must be in the Related List section of the record object’s page layout.

  • Define the following:

    Object Permissions

    Specify which objects are available on the mobile app.

    Field-level permissions

    Determine and select the object fields are visible or editable on the mobile interface.

Page Layouts

  • In the FieldFX Mobile App, list views and grids (ticket items and eForm (Custom Objects)) are driven by compact layouts

  • You can:

  • Customize the objects and fields which appear on the user interface

  • Customize the order and grouping of fields for better usability

  • Specify actions or the buttons to be available to users

  • Types:

  • You can use Salesforce page layouts for a detailed view of the record. Any object in the new FieldFX Mobile App can use page layouts. Its driven by the SFDC page layout assignment for that object. It’s different by record type and is dependent on what fields the user has access using their sync profile.

  • The search layout is used for look-ups in the FieldFX Mobile App. Clicking on a look-up field, the first three fields appear on the search layout. Clicking on the information bubble, all the fields in the search layout appears.

  • The compact layout is used for all list views in the FieldFX Mobile App. When you see a list (in jobs, tickets, ticket items, and eForm records) in the FieldFX Mobile App, the FieldFX object has been set up to use compact layout.

  • Assign these layouts
    in Back Office

  • You can assign different page layouts to different user profiles (not sync profiles). Only that profile will see the specific fields and objects that are relevant.

Table Layouts

Table layouts are used to control which fields appear as columns in the grid (table) views in the FieldFX Mobile App.

These come from and are configured by sync profile in the Sync Profile Manager Admin Tool

Geolocation fields won’t appear as columns in the mobile table/grid views for Jobs and Tickets when viewed in the FieldFX Mobile App, even if added to the layout.

Mobile Profile
Settings

You can create special configurations for the FieldFX Mobile app using the [Sync Profile Wizard] Admin Tool in the FieldFX Admin Tools Dashboard.

The sync profiles determine which objects synced to the FieldFX Mobile App

Special Requirements

Validation
Rules

Server-side validation rules work the same in FieldFX Mobile App as they did in FX Mobile

Object
Synchronization

If using large objects or datasets, use an SOQL filter and not an AltSync filter to prevent sync delays

Testing
Configurations

Before you deploy, test the configuration in a sandbox environment for a smooth user experience and syncing is working as expected

Recommended Reading

FieldFX Documentation Salesforce Documentation

  • n/a