Edit a Sync Profile

Once a sync profile is created, you can edit it to customize what modules it can access, its settings, Transaction Objects, and Lookup Objects.

Modules

With a sync profile, you can choose whether they have access to the Jobs, Tickets, and/or Overrides in the FieldFX Mobile App.

The chosen modules dictate which Transaction and Lookup Objects the sync profile can access.

Settings

In the Settings section, select the following checkboxes:

Filter by Sync Assignment

Limits the data synced to a mobile user based on their active crew or job assignment records

DataGuide

Select if DataGuide is installed in the org.

Allow File Deletion

Select to allow the sync profile to delete files. You can enable users with a specific Sync Profile to delete files.

Transaction Objects

This section allows an admin to manage the syncable objects for which records can be created in Mobile.

These objects are used to store operational data that users interact with on a daily basis and users make use of them when they need to view, edit, or create that specific type of data on mobile.

The admin can determine which:

  • fields are visible to the Mobile user for these type of objects

  • which data is visible for these type of objects

The Transaction Objects are listed in a table where you can set options by each object. Some of the objects have the checkboxes grayed out indicating they can’t be changed. Some don’t have layouts and only a filter for records show in the List and Table views.

Select one or more of the checkboxes to:

Sync

Select to have records from the transaction object sync between Back Office and Mobile.

When using DataGuide Forms, the Form Data checkbox must be selected for the Sync Profile that needs access. If not, checked, the mobile user doesn’t see the DG Forms. If you select it (and it was unselected), you will need to resend the Sync Staged Data. The mobile user will see any forms attached when they next log in.

Edit

Select to have the sync profile edit the records generated by the transaction object.

Create

Select to have the sync profile create records in the transaction object.

Delete

Select to have the sync profile delete the records generated by the transaction object.

Configuration Rules Summary

This table breaks down the configuration rules by module selected, what object is affected and the resulting access or condition.

Objects can’t be added to the list because they are calculated. Lookup objects can only be added by going into a transaction object and adding the lookup to a layout.
Module Object Access / Condition Notes Meaning

Job Module

Job

Read is ON

Users can view Job records; no edit unless other permissions apply.

Job Crew

All unset

Included as a child or related node under the Job object

No permissions by default; linked as a child of Job for relational queries.

Equipment Planning

All unset

Same as above; part of Job’s data graph for hierarchy.

Job Resource

All unset

Included under Job for dependency tracking; no direct access unless configured.

Price Book

Added only if Create is ON for Job

Price Book object appears only when Job creation is allowed.

Ticket Module

Ticket

Read is ON

Users can view Ticket records; no edit unless other permissions apply.

Ticket Item

Read is ON

Included as a child or related node under the Ticket object

Ticket Item is readable and treated as a child node of Ticket in the data graph.

Price Book

Read access if Ticket Item Create is ON

Not editable

Price Book becomes visible (read-only) when Ticket Item creation is enabled.

Price Book Item

Added to Lookup Objects if Ticket Item Create is ON

Lookup relationship added for referencing Price Book Items.

Quote

All unset

No permissions by default; requires explicit configuration.

Quote Item

All unset

Included as a child or related node under the Quote object

Linked under Quote for hierarchy; no default access.

Standard Predicates

As an admin, add these predicates to the sync profile:

Object Predicate

Job

Tracking Number and Sync ID cannot be null

Ticket

Ticket Item

Sync ID cannot be null

Eforms & Children

Automatically Added Objects (Non-Configurable)

These are automatically added and not configured by the user:

Object Condition / Predicate

RecordType

Always added

FX5__Price_Book_Rule__c

Lookup added if Price Book Items are added

 
"FX5__Price_Book_Rule__c": {
        "predicates": [
          "FX5__IsActive__c = true"
        ]
      },

FX5__Price_Book_Rule_Action__c

Lookup added if Price Book Items are added

 
"FX5__Price_Book_Rule_Action__c": {
        "predicates": [
          "FX5__IsActive__c = true",
          "FX5__Price_Book_Rule__r.FX5__IsActive__c = true"
        ]
      },

Apply Filter for a Transaction Object

Some Transaction objects don’t have layouts but a filter can be created for records shown in the List and Table views.

Make sure you have an understanding of SOQL and constructing SOQL statements. There is no validation on the SOQL and there is no indicators that its valid.

  1. Click on the transaction object name.

  2. At the Transaction Object Config - <Transaction Object Name>, enter a valid SOQL filter.

  3. Click Apply.

The filter only applies to records in that transaction object for that sync profile.

Change Record Type

You can change the record type of the object to the other record types that are configured for that object and in your org.

  1. In a profile’s Transaction Objects list, click on an object.

  2. In the Transaction Object Config - <object name>, find the Default config.

    Some objects may not have one.

  3. Open the default.

  4. Choose the record types in the list.

    Only the record types configured in your org for that object appear in the list.

    The selected record type appears in the RecordTypes column.

Add Global Layout

You can add global layouts to an object.

  1. In a profile’s Transaction Objects list, click on an object.

  2. In the Transaction Object Config - <object name>, click + Select Global Layout.

  3. Choose the layout listed in the Select Layout modal.

    The Record Types checkboxes correspond to the chosen layout.

Apply and Save Changes

Click Apply when done making changes.

Click Save button to save changes to the sync profile.

Lookup Objects

This section allows an admin to manage the sync-able reference (look-up) objects in the Mobile app.

With lookup layouts, you can define which fields are searchable and appear in the search results when a user accesses a lookup field.

The admin can determine which:

  • fields are visible to the Mobile user for these type of objects

  • data is visible for these type of object

The maximum number of records that can be downloaded by a look-up object is 200K.

The objects that appear are dependent on the modules selected for the sync profile.

Apply Filter for a Lookup Object

Some Lookup objects don’t have layouts but a filter can be created for records shown in the List and Table views.

Make sure you have an understanding of SOQL and constructing SOQL statements.

  1. Click on the lookup object name.

  2. At the Lookup Object Config - <Lookup Object Name>, enter a valid SOQL filter.

  3. Click Apply.

The filter only applies to records in that lookup object for that sync profile.

Select Layout

In the Lookup Config - <object name>, use the Selected Layout to choose a layout from the dropdown list.

Save Changes

Click Save button to save changes to the sync profile