Sync Engine

Introduction

The Sync Engine is one of the most important features in the FieldFX product suite.

The Sync Engine synchronizes data between FieldFX Mobile and FieldFX Back Office.

Graphic overview of FieldFX Mobile and FieldFX Back Office

Prerequisites

To use the Sync Engine, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

How it Works

The act of synchronizing data between FieldFX Mobile and FieldFX Back Office is a called "sync".

You must sync data regularly in FieldFX Mobile to stay up-to-date.

There are three types of sync:

Type Occurs Downloads Uploads

Full

After you:

  • Log in

  • Clear the browser cache

  • Accessible records

  • Syncable attachments

-

Incremental

When you select Sync

  • New records

  • Record updates

  • New attachments

  • New records

  • Record updates

  • New attachments

Upload

Available on the Sync 4.0 release channels only

When you select Upload Only

-

  • New records

  • Record updates

  • New attachments

  • Full syncs take more time to complete because they download every record and syncable attachment you have access to.

  • Incremental syncs take less time to complete because they only download and upload changes made since the last sync.

  • Upload syncs take a few seconds to complete because they only upload changes made since the last sync.

Sync Rules

Sync rules control when records and attachments sync:

Auto Sync

Video

Basics

  • The Auto Sync feature syncs changes made in FieldFX Mobile up to FieldFX Back Office automatically.

  • This helps save users time completing work in the field.

How It Works

  • The Auto Sync feature runs automatically when users are online.

  • Any changes made when offline sync automatically the next time you are online/

Sync 4.0

Sync 4.0 is the latest version of the Sync Engine. For more information, see the Sync 4.0 help topic.

Release Channels

A release channel hosts a version of FieldFX Mobile.

Your release channel controls:

  • The Sync Engine used in FieldFX Mobile:

    Sync Engine 4.0 Sync Engine 3.0

    Sync V4 Beta

    Beta Bi-Weekly

    Sync V4

    Bi-Weekly

    Sync V4 Quarterly Beta

    Quarterly Beta

    Sync V4 Quarterly

    Quarterly

For more information, see the sync rules for records.

Sync Health Board

The Sync Health Board is a dashboard displaying real-time metrics about sync performance.

Use the Sync Health Board to monitor:

  • Average sync duration

  • Number of syncs

  • Sync success rate

Reducing Sync Times

Permissions & Record Access

Permissions and record access both affect sync times.

To reduce sync times:

Field Types

Field types also affect sync times.

To reduce sync times: