Admin Portal Updates

Current Versions

Each FieldFX Admin Tool has their own documentation. This table lists the current version number, the version’s release date, and a link to the Admin Tool’s section on this page. Click on the section link to jump to the release note for that version.

Tool
Version
Number
Release Date Release Note
Section

(Link to main tool help page)

(Link to individual
version section)

(Link to Admin Tool section
in this release note)

Conditional Pricing

46

-

Link

Dashboard

92

November 4, 2022

Link

DataGuide

69

December 13, 2021

Link

Mobile Field Updates

59

-

Link

Mobile Filters

18

-

Link

Mobile Help Builder

49

Link

Mobile Rollups

25

November 4, 2022

Link

Mobile Validations

42

-

Link

Price Book Rules

25

-

Link

Record Access Check

20

Link

Report Template Editor

156

Link

Status Workflow

74

November 4, 2022

Link

Sync Profile Wizard

54

Link

Sync Event Viewer

70

-

Link

Trucking Config

25

November 4, 2022

Link

User Share View

47

Link

User Wizard

38

Link

Tool

Version
Number

Release Date

Release Note
Section

Conditional Pricing

To see the documentation, click Conditional Pricing.

Version 46

New Feature

Issue # Description

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Enhancements

Issue # Description

652

Support PDF Metadata

  • PDF files support adding metadata to the file

  • Report designers can now generate the file metadata as part of the report design with a new supported XML tag

  • Supported tags are

    • Document Title (used for the Title property and the file name)

    • Author

    • Subject

    • Keywords

  • Use Handlebars expressions to dynamically add content for the metadata

  • Use the Optional Metadata section of the Report Template wizard to add content

    image

  • For example, customizing the Document Title results in the following:

    • Reports Tab in FieldFX Mobile

      image

    • Note List in FieldFX Back Office

      image

    • File Properties Details Tab

      On Windows, right clicking the PDF file and selecting the Properties option, then the Details tab, shows:

      image

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Description

670

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

Version 42 (12/10/2020)

Bug Fixes

Issue # Description

412

Users can now remove multiple OR cases from an override without having to save after each deletion.

Version 41 (10/6/2020)

Enhancements

Issue # Summary

236

Refresh button in Conditional Pricing Should Refresh Schema

  • The Conditional Pricing Tool has a Refresh button to reload and update the list of Override Configurations.

  • Now, the Refresh button also updates the schema, updating access to newly added or removed fields as appropriate.

Dashboard

To see the documentation, click DataGuide.

Version 92

Enhancements

Issue # Description

11

We fixed an issue in the admin tools (under the Miscellaneous section) where "Report Editor" is now "Report Template Editor"

Version 91

New Feature

Issue # Description

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Enhancements

Issue # Summary

677

Admin Portal Dashboard should check Custom Permissions to hide/show Tools

We improved an issue where the Admin Portal Dashboard should check Custom Permissions to hide/show Tools.

317

We have added the Mobile Config under Trucking to the Admin Tools dashboard.

642

We have added the Sync Profile Wizard to the Admin Tools dashboard.

76

We have added the DataGuide to the Admin Tools dashboard

557

We have moved the most frequently used tools to the top of the dashboard.

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

317

We added a confirmation dialog when a user attempts to exit with unsaved changes.

642

We added the Sync Profile Wizard to the Admin Portal dashboard.

76

We added a method to manage and upload logos.

557

We have changed the Admin Portal dashboard to put the most frequently used tools at the top.

Version 69 (12/10/2020)

Enhancements

Issue # Summary

340

Dashboard Redesign
The Admin Portal Dashboard has been redesigned to enhance usability. Information panels are grouped to the left side of the screen. Links to the Admin Portal documentation and Support channels have been added. Tools have been grouped to help make finding the desired tool easier.

image

FX DataGuide

To see the documentation, click DataGuide.

Version 74 (11/4/2022)

Enhancements

Issue # Summary

241

We have updated the User Wizard to use FX Components.

Version 69 (12/13/2021)

Bug Fixes

Issue # Area Summary

208

Report Builder

Fixed the 'last modified' field on DG Forms and Form Version
In DataGuide Forms, the last modified field was corrected to show the last time the form was saved.

Version 67

Bug Fixes

Issue # Summary

212

Added Text Field to Sobject Picker call SOQL Optimizer
When filtering records, the filter, as entered, would return too many records, showing a "FXDG: Too many query rows: 50001". Use a SOQL optimizer to filter and only shown the records that match the value entered.

Version 64 (7/2/2021)

New Feature

Issue # Description

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Enhancements

Issue # Summary

37

Show Form Version Details when Editing a Form Version

  • When modifying a form version in the Form Designer, the screen now displays information about the selected Form and Form Version.

    form designer version info

  • This allows the designer to verify which Form Version they are making changes to.

Bug Fixes

Issue # Summary

32

When adding an sObject question in the Form Designer, the first available sObject is pre-selected. This prevents form errors that resulted from leaving the sObject field blank.

87

A prompt displays when a user navigates away from a selected form’s Details if there are unsaved changes.

Version 52 (4/22/2021)

Enhancements

Issue # Summary

38

Add a Form Version when Creating a New Form

  • When a Form Designer creates a brand new form, a Form Version is now automatically added for the Form at the same time.

  • The Form Designer can then immediately select the generated Form Version to enter the Form Designer and continue building the form.

New Features

Issue # Description

77

Default Entries to Form from the Related Job or Ticket

  • When the Single Input question is added to a form, you can default an entry from the form’s Job or Ticket.

    This option is not available for Independent forms, as they are not tied to a job or ticket.
  • The Input Type selected for the question determines the fields available for the Default Formula.

    For example, if the Input Type is set to Date, only fields from the record that have a data type that is date related are available to select for the Default Formula entry.

  • When changing the Input Type, any existing formula in the Default Formula field is removed.

  • When a user adds a form, the value from the Job or Ticket populates to the form.

101

File Question Type

  • Form Designers can now add a File question type.

  • This type of question allows end users to upload a file to the survey, such as an image, a PDF, or a Microsoft Office document.

  • Files are added to the Files API in Salesforce.

  • Files can be displayed in FieldFX Mobile whether in online or offline mode.

  • If a user uploads a replacement file, a data trail remains in FieldFX Back Office in Form’s survey.json file attachment’s Version History.

123

Modify the Report Template Used for a Form

  • FX DataGuide generates a PDF of a form when it is downloaded or printed by a user.

  • A Form Designer can use Report Template tooling to modify the resulting PDF.

  • The Form Version must be in In Progress status to modify the Form Version’s Report Template.

Bug Fixes

All bug fixes in this release apply to the FX DataGuide tool.
Issue # Description

68

When adding a new Form, the Active field defaults to selected.

86

We froze the first column with the selection checkmark when displaying a list of forms so that when scrolling across form column information, forms are always selectable.

119

We fixed a bug that allowed a user to select a form to migrate from one org environment to another org environment (for example, between sandbox orgs) without selecting the target environment to move the form to.

121

We fixed a bug that affected how reports sorted on the FX DataGuide dashboard form list when a date time field was selected for the sort. We disabled the ability to soft the forms by the Advanced Filter (SOQL) field.

122

We fixed an error that could result when updating a form’s sequence number.

129

We fixed a bug that caused a previously selected form to still display as selected when a user changed the list view used in the FX DataGuide tool’s dashboard.

132

We fixed an infinite loop that resulted when a user attempted to activate or generate a form XML file for a Form Version with no Survey.json file present. Now users are prompted to edit the Form Version first to generate the required file.

Mobile Field Updates

Version 59

Enhancements

Issue # Description

652

Support PDF Metadata

  • PDF files support adding metadata to the file

  • Report designers can now generate the file metadata as part of the report design with a new supported XML tag

  • Supported tags are

    • Document Title (used for the Title property and the file name)

    • Author

    • Subject

    • Keywords

  • Use Handlebars expressions to dynamically add content for the metadata

  • Use the Optional Metadata section of the Report Template wizard to add content

    image

  • For example, customizing the Document Title results in the following:

    • Reports Tab in FieldFX Mobile

      image

    • Note List in FieldFX Back Office

      image

    • File Properties Details Tab

      On Windows, right clicking the PDF file and selecting the Properties option, then the Details tab, shows:

      image

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

640

Support Updating Geolocation Fields

  • Administrators can now select a geolocation field for the object when defining an action for a Field Update.

  • Select a geolocation field from the object for the Field on a field update criteria.

  • Selecting a field that has geolocation as its data type sets the Value option in the Field Update window to true, and this cannot be changed.

    image

  • When the defined mobile field update’s Criteria evaluates to true, the selected geolocation field updates with the user’s device’s geolocation.

    The device must have geolocation available from the device’s hardware or an active internet connection.

187

Support Additional Objects

The Mobile Field Updates tool now supports additional objects available in FieldFX Mobile. Additional supported objects are:

  • Work Order

  • Work Task

  • Work Task Steps

  • Custom objects for eForms

These objects can now be selected when creating a mobile field update rule.

187

Support Additional Objects

The Mobile Field Updates tool now supports additional objects available in FieldFX Mobile. Additional supported objects are:

  • Work Order

  • Work Task

  • Work Task Steps

  • Custom objects for eForms

These objects can now be selected when creating a mobile field update rule.

Bug Fixes

Issue # Summary

188

We added a welcome message to the landing page with instructions to select an object to make it clearer what the user is expected to do.

Mobile Filters

Version 18

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Version 11 (12/10/2020)

  • Mobile Filters limit the results that display when a user clicks on a Lookup Field while in FieldFX Mobile.

  • For details, see the tool documentation.

Issue # Summary

371

Add Manage Mobile Filters app to Admin Portal

  • Added a button to the main portal site: "Manage Mobile Filters"

  • Changed text to "Create and Maintain Mobile Filters"

Mobile Help Builder

Version 49

Enhancements

Issue # Summary

426

We added a new confirmation message in Mobile Roll-Ups when deleting a mobile roll-up field. The message asks for confirmation from the user before deletion.

Bug Fixes

Issue # Summary

431

We fixed an issue so the Reference Image now displays correctly.

Version 47

New Feature

Multiple Logins (#489)

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments.

Log in to multiple environments, then use Switch User to change which user is active.

Step by Step
  1. Log in to the Admin Portal for an environment as normal.

  2. From the Dashboard or any of the Admin Portal tools, select the user icon at the top right corner of the screen.

    User Info Icon

  3. Select Switch User.

    user info switch user

  4. Select an existing user session to switch to

    or

    Select Production or Sandbox to add an additional user session and switch to that user.

    user info active sessions

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

Mobile Rollups

Version 25

Enhancements

Issue # Summary

682

We made an enhancement for FXComponents to check custom permissions to allow users to access certain apps.

687

We made an enhancement in the Admin Tools for a user to specify the grandchildren to the summaryForeignKey field.

Bug Fixes

Issue # Summary

465

We fixed an issue so if the JSON is invalid, an error is displayed if the criteria is not supported. Before, if the JSON is missing the value property, no error message is shown.

670

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

Version 23

Enhancements

Issue # Summary

687

We improved the Mobile Rollups Admin Tool so users can specify grandchildren for the relationship.

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

Mobile Validations

Version 43

There are no customer-facing issues with this release.

Version 42

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Version 40 (7/2/2021)

Enhancements

Issue # Summary

594

Add Mobile Validations for eForm Objects

  • When importing rules or creating new rules, we have added the ability to select custom objects for eForms.

  • This allows you define validation rules for eForms on mobile in the Admin Portal tool.

  • Only custom objects with eForm configurations are available.

543

We fixed some user interface inconsistencies when attempting to importing rules from objects where no rules were available to import.

629

After marking a validation rule as inactive, it was still showing as active for mobile users. This no longer occurs.

Version 34 (12/10/2020)

Enhancements

Issue # Summary

817

Add Active Flag for Validation Rules

  • Mobile Validations can be marked as Active or Inactive in the Mobile Validations tool.

  • Validations marked Inactive have no impact in FieldFX Mobile.

501

Load Existing Validations File

  • When accessing the Mobile Validation Tool for the first time, the tool checks for and loads the existing validation rules.

  • If invalid data is found in the rule, an error message displays on the screen, but valid data still loads and can be used.

    The user must remove the invalid data from the static resource file used for Mobile Validations to resolve the error.

Bug Fixes

Issue # Summary

458

We added a confirmation dialog when a user clicks the Delete button for a validation rule.

467, 495, 504

The Inventory Transactions and Task Labor objects have been added to the list of objects available for mobile validations. The deprecated Work Order object from the previous version of FX EAM has been removed.

471

Importing all validations adds only rules that have not already been imported. Previously, importing all validations deleted existing validation rules.

491

When importing validation rules, the Import button is now disabled until at least one rule is selected.

492

We added a confirmation message that displays when an import successfully completes.

505

We resolved a bug that could disable the Import button during the Import process if a user went Back in the import wizard even if a rule is selected for import.

506

When importing, validation rules for only the selected objects display. Previously, all rules displayed.

Version 22 (10/6/2020)

Bug Fixes

Issue # Summary

409

We fixed an issue that prevented imported rules from saving as expected.

433

We corrected an issue that prevented users from saving modified validations.

441

We fixed a bug that caused a Validation rule to be unexpectedly deleted when a user pressed the ENTER key.

438

We fixed a bug that prevented users from creating a new validation rule when the object did not already have at least one rule.

Price Book Rules

Version 25 (11/4/2022)

New Feature

Issue # Summary

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

682

We added a new feature to FX Components that improves security by restricting access to individual admin tool apps. Custom permissions are checked for access.

259

We added a new feature that displays a user’s app access.

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Summary

670

We fixed an issue where the users can’t log into a hosted dashboard after they log into the embedded dashboard. Their session expires before it’s complete.

Version 20 (12/10/2020)

Enhancements

Issue # Summary

273, 447

Rule Processor Setup

  • The Price Book Rules tool checks if the Rule Processor is properly setup.

  • If not, the tool automatically complete the required setup steps.

502

Identify Origin Price Book During Import

  • When importing multiple rules, a column now displays identifying the Price Book the rule is for.

  • This helps the user select the desired rule to import.

434

We added an error message that displays to a user if they do not have access to the Template record type for price books. Access to the this is required to use the Price Book Rules Admin Portal Tool.

436

We added a confirmation message if a makes a selection that would result in navigating away from a rule with unsaved changes.

454

We corrected an issue that could cause rules to be duplicated during the Import process.

500

We fixed a bug that could cause rule actions to not save, or for rule actions to be inadvertently duplicated.

Version 13 (10/6/2020)

Bug Fixes

Issue # Summary

401

We fixed a bug that could cause a user to delete a different Template than the selected rule.

402

We added a warning message that displays if a user selects a different rule before saving changes to the displayed rule.

Version 11 (8/10/2020)

Bug Fixes

Issue # Summary

348

We clarified the heading on the window that displays when a user selects to copy template rules to a price book.

Record Access Check

Version 20

To see the documentation, click Record Access Check.

New Features

Issue # Summary

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Enhancements

Issue # Description

682

We improved security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Summary

670

We fixed an issue where the users can’t log into a hosted dashboard after they log into the embedded dashboard. Their session expires before it’s complete.

Report Templates Editor

Version 156

New Features

issue # Area Summary

383

Admin Portal

We added a new button called Manage Mobile Roll-Ups to the Mobile Tools section of the Admin Portal.

For more information, see Mobile Rollups.

54

Tour Builder

We added a feature where an Admin can re-order steps in the tour builder when configuring tool tips and content for the Mobile help system.

14

Terms & Conditions

We have added a lite RTF editor for the descriptive text in the document.

45

Price Book Rules

We have added the ability for a new rule to be created from the Price Book Rules main screen.

Version 144 (2/16/2022)

Enhancements

Issue # Area Summary

672

Admin Tool

We added a new header template to the report wizard. With the new header template, 3 columns can be used, there can be multiple rows on the left and ride side, or rows can span 2 columns.

Version 141 (2/8/2022)

Enhancements

Issue # Description

672

We added a new header template for the report wizard. The new option allows for three columns in the header, multiple rows on the left and right side of the header, or rows that span two columns.

Bug Fixes

Issue # Description

705

We fixed an issue where PDF reports can be previewed.

854

We fixed an issue where attachments are converted to files for report templates.

Version 138

New Feature

Issue # Summary

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

165, 459

Support Multiple Logos

  • The Report Editor now supports storing and managing more than one logo file.

  • When a logo is added to a report, the user has the ability to select an existing logo asset file or upload a new file.

    Logo image with the ability to change the logo file for the report

    Preview of the existing logo file

    Previously uploaded images appear in the Manage Assets dialog, if available, and can be selected for the report.

  • The Logo tool has been replaced with a Manage Assets tool. When selected, the same Manage Assets window appears as when working with logo files from the Report Template Wizard.

    Manage Assets button in the Report Admin tool
  • From the Manage Assets tool, an image can be deleted or an set as the default image to use for Report Template logos.

    Options available to the user for managing the available logo files

    Deleting image asset files does not affect reports that may already use the file. Report templates copy the file into the template and do not refer to the asset files.

174

Preview a Report from the XML Editor

If a report is edited in the XML editor, the user now has the option to preview the report from the XML editor screen.

Preview button in the Report Editor tool

449

The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.

453

We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

353

Display Signatures Horizontally

  • We added an additional signature option that can display two signatures horizontally side by side.

  • Previously, all signature options in the report wizard displayed multiple signatures in a vertical list.

    New ability to add multiple signatures horizontal instead of vertical

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

465

We fixed an issue so the XML preview in the editor no longer breaks up HTML and PDF Reports.

451

We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.

450

We corrected an issue that caused an incorrect template name to populate when copying a report.

Version 126

New Feature

Issue # Summary

672

We added a new template for a report header. Options are added for three columns in the header, multiple rows on the left and right side of the header, and rows that can span 2 columns.

Bug Fixes

Issue # Summary

705

We fixed an issue where in the PDF Report Editor reports couldn’t be previewed.

854

We fixed an issue where a tool was created that converts Attachments to Files for report templates.

Version 119

Enhancements

Issue # Summary

304

We added an option to import or export the XML files for reports.

459

Support Multiple Logos

  • The Report Editor now supports storing and managing more than one logo file.

  • When a logo is added to a report, the user has the ability to select an existing logo asset file or upload a new file.

    Logo image with the ability to change the logo file for the report

    Preview of the existing logo file

    Previously uploaded images appear in the Manage Assets dialog, if available, and can be selected for the report.

  • The Logo tool has been replaced with a Manage Assets tool. When selected, the same Manage Assets window appears as when working with logo files from the Report Template Wizard.

    Manage Assets button in the Report Admin tool
  • From the Manage Assets tool, an image can be deleted or an set as the default image to use for Report Template logos.

    Options available to the user for managing the available logo files

    Deleting image asset files does not affect reports that may already use the file. Report templates copy the file into the template and do not refer to the asset files.

Bug Fixes

Issue # Summary

475

We fixed an issue where the header for the template list was misaligned.

360

We improved the display order of Objects when creating a blank report template so that the most commonly used objects appear at the top of the list.

Users can still create report templates for any object.

398

We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.

Version 105 (10/6/2020)

New Features

Issue # Summary

174

Preview a Report from the XML Editor

If a report is edited in the XML editor, the user now has the option to preview the report from the XML editor screen.

Preview button in the Report Editor tool

165, 459

Support Multiple Logos

  • The Report Editor now supports storing and managing more than one logo file.

  • When a logo is added to a report, the user has the ability to select an existing logo asset file or upload a new file.

    Logo image with the ability to change the logo file for the report

    Preview of the existing logo file

    Previously uploaded images appear in the Manage Assets dialog, if available, and can be selected for the report.

  • The Logo tool has been replaced with a Manage Assets tool. When selected, the same Manage Assets window appears as when working with logo files from the Report Template Wizard.

    Manage Assets button in the Report Admin tool
  • From the Manage Assets tool, an image can be deleted or an set as the default image to use for Report Template logos.

    Options available to the user for managing the available logo files

    Deleting image asset files does not affect reports that may already use the file. Report templates copy the file into the template and do not refer to the asset files.

304

Import Report XML Template Files

  • XML Template Files on a user’s PC can be uploaded to the Report Templates tool.

    1. In the Report Template tool, select the object to which to upload the template.

    2. In a separate computer window, select the file to upload.

    3. Drag the file onto the Report Templates screen.

      Dragging a file to the template upload section
    4. Specify the Title for the report and select the Sobject to use

      Options for renaming the Title of the uploaded file
    5. Select Upload.

    6. Modify the template as normal.

Enhancements

Issue # Summary

353

Display Signatures Horizontally

  • We added an additional signature option that can display two signatures horizontally side by side.

  • Previously, all signature options in the report wizard displayed multiple signatures in a vertical list.

    New ability to add multiple signatures horizontal instead of vertical

Bug Fixes

Issue # Summary

207

We added the ability to close a Report Wizard in process and cancel adding the template. A dialog window displays to confirm if the changes should be discarded.

352

When uploading a logo, the Select File to Upload section now changes color to indicate that it is a clickable area.

360

We improved the display order of Objects when creating a blank report template so that the most commonly used objects appear at the top of the list.

Users can still create report templates for any object.

395

We improved the readability of the Grouped Ticket Items and Grouped Quote Items report templates by adding spacing between record types.

398

We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.

400

The preview report feature now shows the effects of unsaved changes to the report template. Previously, the template had to be saved before the preview showed the results.

405

We re-enabled validation messages in the XML editor.

422

We fixed the Filter dropdown in the Report Templates list. Select one or more filters to narrow the list of templates.

432

We added a warning message to ask a user if they wish to discard unsaved changes if they attempt leave the screen.

440

We made the cursor active in the text field when working with the Terms and Conditions page.

445

We fixed a problem that prevented record owner information from being available on a report.

449

The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.

450

We corrected an issue that caused an incorrect template name to populate when copying a report.

451

We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.

453

We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.

474

We fixed an issue that prevented users from editing existing report templates.

475

We corrected some page formatting in the report template list.

476

We fixed a bug that prevented users from deleting report templates.

485

We fixed a bug that prevented a sixth header field from displaying.

488

We fixed a bug that caused the report preview to not display if the header included two lookup fields.

497

We corrected an issue that prevented a report’s filters from clearing when a user tried to remove them.

Version 96 (8/10/2020)

Enhancements

Issue # Summary

297

Editing a Report in Back Office Opens the Selected Report in the Report Editor Tool

  • When a user selects a report to edit in Back Office, they are redirected to the Admin Portal’s Report Templates tool.

  • The user is taken directly to the Report Template’s edit screen for the report they wish to edit.

    Previously, the user was taken to the list of reports for the object instead.

Bug Fixes

Issue # Summary

317

We added a confirmation dialog when a user attempts to exit with unsaved changes.

332

We deprecated the ability to add lists to terms and conditions.

335, 346, 349

We resolved some issues with spacing in the generated preview.

338

We fixed an issue with code highlighting in the XML editor.

359

We corrected an issue that caused an image to save even if a user attempted to cancel the logo upload.

363

We added a validation to confirm that a caption is added to each signature field.

365

We resolved an issue that prevented columns from correctly saving using the report wizard.

366

We fixed a bug that prevented the Grouped Ticket Items and Grouped Quote Items templates from generating a report template.

367

We resolved an error that resulted when using the Invoice Template.

Version 57 (8/23/2021)

Enhancements

Issue # Summary

650

Support Capture Signature Header

  • The Report Template wizard has been updated to support adding custom text that displays on the Signature Capture screen.

  • After selecting a signature prompt in the wizard, new screens walk the user through adding the custom text.

  • Custom Signature Header text displays both on mobile devices and for FieldFX Back Office users in the Report Viewer.

    Customer Signature Header text is supported in FieldFX Mobile version 4.0.1.4750 or later.

image

651, 652

Support PDF Metadata

  • PDF files support adding metadata to the file.

  • Report designers can now generate the file metadata as part of the report design using a new supported XML tag

  • Supported tags are:

    • Document Title (used for the Title property and the file name)

    • Author

    • Subject

    • Keywords

  • Use Handlebars expressions to dynamically add content for the metadata.

  • Use the Optional Metadata section of the Report Template wizard to add content.

    image

  • For example, customizing the Document Title results in the following:

    • Reports Tab in FieldFX Mobile

      image

    • Note List in FieldFX Back Office

      image

    • File Properties Details Tab

      On Windows, right clicking the PDF file and selecting the Properties option, then the Details tab, shows:

      image

Status Workflow

Version 74

There are no customer-facing issues with this release.

Version 71 (11/1/2021)

Bug Fixes

Issue # Summary

685

We fixed an issue where the status workflow loads and can be edited. Previously, the status workflow loaded as read-only with errors.

Version 70

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

Version 65 (12/10/2020)

Enhancements

Issue # Description

305

For clarity, renamed the term "Console" to "Back Office" to match the LiquidFrameworks marketing material.

Bug Fixes

Issue # Description

468

We fixed an issue so Status Workflow now works on Safari and Firefox.

480

We fixed an issue where the Help Text hovers over the wrong text box.

Version 59 (10/6/2020)

Bug Fixes

Issue # Summary

133

We fixed a bug that prevented all of the selected options from displaying under the status on the workspace.

302

We added the ability to display a status’s help text when building a workflow.

305

We are replacing references to "Console" in the Status Workflow tool with "Back Office".

328

We added a welcome dialog for new Status Workflow users. The dialog prompts the user to Create a Default Workflow or start creating a workflow with a single status instead.

448

We fixed some issues with moving the workspace around after zooming.

468

We enabled the ability to use Status Workflow in Mozilla Firefox or Safari. However, Google Chrome is still the recommended browser for working with FieldFX.

480

We corrected how help text messages display. Previously the messages seemed to point to the wrong option.

Version 56 (8/10/2020)

Bug Fixes

Issue # Summary

314

We fixed a bug that prevented some Job and Ticket objects from displaying.

327

We fixed an issue with highlighting in the workspace to clarify what the user has selected.

370

We fixed an error that occurred when a user clicked on Console or Mobile in the workspace. These labels are not buttons.

Sync Event Viewer

Version 70

Enhancements

Issue # Summary

682

We improved security where FXComponents checks custom permissions for app access.

Version 64

Enhancements

Issue # Summary

598

Show Pictures in the Sync Event Viewer

  • When viewing sync events, previews of images now display.

  • Displayed images can be downloaded to the user’s device.

Bug Fixes

Issue # Summary

657

We fixed an issue where during Reprocessing events, an error message doesn’t appear and the events are reprocessed correctly.

Version 62

Bug Fixes

Issue # Summary

601

We fixed an issue where the tracking number link is now displayed when there is an exception.

Sync Profile Wizard

To see the documentation, click Sync Profile Wizard.

Version 54

Bug Fixes

Issue # Summary

891

We fixed an issue where the Crew Planning and Equipment Planning options were unavailable when adding a ticket item.

This version added those options back.

Version 51 (3/2/2022)

New Feature

Issue # Summary

661

We have added functionality so calculated field dependencies can be recursively traced.

658, 660

We have added cross object calculations. When an admin adds a cross object calculation to a traditional object, the dependencies appear for the other required objects.

695

We have updated the Sync Profile Wizard to handle FXForms for Work Orders. Previously, the Sync Profile Wizard couldn’t handle FXForms for Work Orders.

663

We added a feature where the user list is scrollable on the Jobs and Price Book Dispatch page.

Bug Fixes

Issue # Summary

704

We fixed an error where in the Sync Config an error appears after a quote item is included.

703

We fixed an error where if a New Sync Profile is created with spaces in the name, an error appears and the new profile isn’t created. Now, the error message still appears if the sync profile has spaces, but it’s created with underscore characters instead of spaces. Example, Sync profile name is "New Profile," the created profile name is "New_Profile."

Version 45

New Feature

Issue # Summary

661

We have added functionality so calculated field dependencies can be recursively traced.

630, 632, 634

  • We have added a warning for permissions for any AltSync fields that are added.

  • Warning messages were added for erroneous AltSync formulas on custom objects.

  • If a query is over 8000 characters, an error appears.

  • We added the Attachments type to include:

    • Screen reflects the wizard output after the default profile is made.

    • Custom metadata gets created for the filter by the activity option.

Enhancements

Issue # Summary

682

We improved security where FXComponents checks custom permissions for app access.

Bug Fixes

Issue # Description

670

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

559

We fixed an issue where settings are used from the static resource instead of custom settings.

643

We fixed an issue where when the Sync Profile Wizard is filtering large formula fields, those results aren’t included in the preconfigured objects.

Version 28 (Initial Release)

  • We have added a new way to manage what syncs to users' mobile devices

  • Use the Sync Configuration Wizard tool in the Admin Portal to create Sync Profiles.

  • Sync Profiles function for syncing in a way similar to how User Profiles function of permissions

    Sync Profiles only control what data syncs to the user’s mobile device.

    The user must still have access to the data from their profile, permissions set(s), sharing rules, and any sync configuration record(s).

    A record’s sync and AltSync flags must also allow the record to sync.

    If these settings do not grant access to the object, field, or record, the data does not sync.

  • Assign the Sync Profile to the field worker’s User Profile. A user can only be assigned one Sync Profile.

    This replaces the need to activate Sync V4 Config, as this option is included automatically in the Sync Profile.

    You need to add the Mobile Sync Profile field to the User object’s page layout first.
  • You can create multiple Sync Profiles to manage different types of users.

    For example, you might have one profile for the mobile sales team to work with Quotes, another for maintenance workers to complete FX EAM Work Orders, a third for field technicians working Tickets, and a fourth for managers or supervisors who need access to all of the above while in the field.

    One Sync Profile can work for multiple business segments, offices, or job crews when used in conjunction with Sync Configuration records.

Trucking Mobile Config

Version 25

New Feature

Issue # Summary

259

We added a new feature that displays a user’s app access.

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

51

We enabled a user to create a new rule from the main screen.

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

351

We fixed a spacing issue in the header and footer when previewing a report.

338

We fixed an issue with code highlighting in the XML editor.

311

We fixed an issue so the signature watermarks appear correctly.

User Share View

To see the documentation, click User Share View.

Version 47

Enhancements

Issue # Summary

682

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

User Wizard

Version 38

Bug Fixes

Issue # Summary

665

We fixed an issue where when editing a work order and the Sync ID or a Tracking Number field, saving the work order returns an error.

Previously the error message said
"Review the errors on this page. FX5__Tracking_Number__c: no value resetting is allowed"
or
"FX5__SyncID__c: no value resetting is allowed."

The error message has been changed to:
"Tracking Number cannot be changed."
or
"Sync ID cannot be changed."

Version 37 (11/1/2021)

New Features

Issue # Summary

489

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Enhancements

Issue # Summary

682

We improved security where FXComponents checks custom permissions for app access.

469

We made it possible for a user to select a contact record type when creating a contact.

Bug Fixes

Issue # Summary

670

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

477

We fixed an issue where the role picklist appears on the Create New User form.

We have enabled the user to select a record type when creating a contact. Previously, the user have a default record type which is selected by default.

Bug Fixes

Issue # Description

670

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

477

We fixed an issue where if no role is defined, a new user can still be created.

Version 26 (12/10/2020)

Enhancements

Issue # Summary

479

We improved the validation process of the wizard to retain valid entered data if an error is encountered. Previously, the form was cleared when a validation error was encountered.

Version 24 (8/10/2020)

New Features

Issue # Description

218

Add Contact Record Options

  • When creating or modifying user records in the wizard, we added a new screen to manage the custom fields on the Contact object

  • The fields available to modify using the wizard are:

    • Available for Field Work

    • Office

    • Job Title from Catalog

    • Account

  • The screen displays after assigning permissions for the user(s)

Bug Fixes

Issue # Description

218

We fixed an issue where now contact details can be added for each user.