FieldFX Base Package Updates

Introduction

This section contains the release notes for FieldFX Managed Package. For previous years, see the dedicated pages for those years in Older Releases.

For more information on Push Upgrades, see Push Upgrade process.

Release Table

Consult this table for the latest and previous release numbers. Click the version link to jump to that version and click the "Back to Release table" link to return to this table.

Version Released Notes / Issues

Latest Release
1.482

November 17, 2022

Enhancements

Bug Fixes

1110, 1109, 1011, 1010, and 749

  • Pushed to sandbox orgs on November 17th, 2022.

1.476

October, 25, 2022

Enhancements

983 and 954

  • Pushed to sandbox orgs between November 1st and November 7th, 2022.

1.473

September 22, 2022

Bug Fixes

833 and 947

1.470

September 20, 2022

Bug Fixes

920

1.469

September 2, 2022

Bug Fixes

917

1.468

August 25, 2022

Bug Fixes

207, 833, 853, 854, and 839

1.463

August 3, 2022

New Features:

792

Enhancements:

564, 629, and 628

Bug Fixes:

323 and 733

June 6, 2022

Enhancements:

139, 209

Bug Fixes:

378

April 13, 2022

Enhancements:

38

Bug Fixes:

82

1.447

March 14, 2022

Enhancements:

593 and 496

Bug Fixes:

791, 271, 241, and 1010

1.437

February 11, 2022

Enhancements:

700 and 10

1.429.1

January 18, 2022

  • Pushed to Sandbox Orgs: May 9, 2022 & May 16, 2022

  • Pushed to Production orgs: March 7, 2022

    • Pushed to remaining Production orgs: March 14, 2022

Bug Fix:

879

1.429

January 7, 2022

Enhancement:

854

1.428

January 5, 2022

  • Pushed to Sandbox Org: January 17, 2022

Bug Fixes:

872, 854, and 684

For 2021 releases, see 2021 Release Notes.

Release Notes

Version 1.482 (11/17/2022)

This version was pushed to Sandbox orgs since a defect was discovered when version 1.476 was pushed out.

Enhancement

Issue # Summary

1033

We enhanced how the Editor page opens from the FXL Data Grid. Now a new tab for a new job opens with the Customer, Price Book, and Office fields are pre-populated.

Bug Fixes

Issue # Summary

1109

We fixed an issue where the report viewer wasn’t showing reports.

1010

We fixed an issue where the Back Office report widgets display an error and the Lightning reporting component didn’t load. The report now loads correctly filtered.

1011

We fixed an issue where the report template appears even if the filter condition is not met. Now, if the condition is not met, the report template isn’t shown.

749

We have addressed a Work Order - related issue that prevented the Total Labor Hours field to get updated when a Task Labor record was created in Mobile and synced.

Version 1.476 (10/25/2022)

Pushed to sandbox orgs between November 1st and November 7th, 2022.

Enhancements

Issue # Summary

983

We have made an enhancement to the FXL Deep Copy Lightning Component and added new options to skip notifications. We have added these checkboxes:

  • Skip Email - Success Run

  • Skip Email - Error Notification

  • Skip Platform Notification

For more information, see Lightning Deep Copy component.

954

We made an enhancement and removed the Required flag on the FX5__Price_Book_Item__c field on the Quote item which created an issue for existing implementations. The customer was trying to retroactively update data for existing customers (due to process changes) and getting an error.

Version 1.473 (9/22/2022)

Bug Fixes

Issue # Summary

947

We fixed an issue in Back Office where the SObject Record Type filter wasn’t working on report templates.

Version 1.470 (9/20/2022)

Bug Fixes

Issue # Summary

920

We updated the filter to check the version and ensure the correct version is installed.

Version 1.469 (9/2/2022)

Bug Fixes

Issue # Summary

917

For the Salesforce Winter '23 release, their change caused problems with some VisualForce pages. The change could also be enabled by a customer. We updated our FieldFX Managed Package and FieldFX Lightning Managed Package for this change.

Salesforce has indefinitely postponed this change. Due to the timing and Salesforce’s change of plans, some customers may have already installed this change.

In Back Office, we fixed an error by adding a new FX5.FXEditorSearchController.ColumnInfo.Label field. The error causes the installation of FX Lightning to fail or in Back Office could return the following error message:

Unknown property FX5.FXEditorSearchController.ColumnInfo.Label

A customer encounters the error When trying to enter a Work Task on a Planned Stock item when double-clicking into the Work Task field to search for the relevant Work Task.

Without this field, the users has to go into each separate Planned Stock item and update the Work Task, increasing the time it takes them to get through the Work Order.

Version 1.468 (8/25/2022)

Bug Fixes

Issue # Summary

207

We have enhanced the FX EAM lookup on the work task to populate with the model work order record and not the parent work order record. We’ve added a reporting metric to determine labor cost vs. parts per work task and integration.

For more information, see Manually Create a Work Order from a PM Schedule.

833

We fixed an issue where the PM schedules aren’t updating when a Work Order is completed in Mobile.

The PM schedule now updates and resets when a user completes a Work Order that is tied to a PM Schedule. A FieldFX Back Office trigger isn’t triggered when the Work Order changes to the Completed status in FieldFX Mobile and synced back to FieldFX Back Office.

853

We fixed an issue where the FX5__Current_Work_Order__c object is not updated on the FX5__PMSchedule__c if using an event based PM schedule. If the Work Order is created, the FX5_Current_Work_Order__c field is not updated.

With this release, if you create a Work Order and use a PM schedule, the FX5_Current_Work_Order__c field is updated.

854

We fixed an issue where FX5__PM_Due_Date__c wasn’t updated when a work order was completed when using a calendar based on a PM schedule.

839

We fixed an issue where the Standby Price and Standby Rate wasn’t copying over from the Price Book Item to the Quote Item.

Version 1.463 (8/3/2022)

New Features

Issue # Area Description

792

Admin Portal

We added a new CDN Advanced Report Resource URL (API Name: FX5__CDN_Advanced_Report_Resource_URL__c) setting in FX Settings to allow the user to set the version (Beta or Latest) they want to use of the Report Template Editor.

To add the Setting, see Package Settings for FX Settings.

791

Admin Dashboard

We added a new Advanced Report Template for the Admin Dashboard. It requires a new custom setting to be added for the user. The admin needs to enable the FX5.Admin Tool - Advanced Report Editor custom permission. Without the permission enable, the Advanced Report Editor doesn’t appear on the Admin Dashboard. See Required Permissions in Report Templates.

To add the setting, see Package Settings for FX Settings.

Also

Enhancements

Issue # Area Description

564

Price Book

We made an enhancement so in Tickets the Quote Items uses the same lookup filter as the Price Book Item Field.

628

Quote Object

We have added the following fields to the FX5__Quote__c object so information on a quote gets copied forward when the quote is approved and a job is created. The table shows the name of the field, field type, and maximum number of characters in parentheses.

Field
Name
Type Field
Name
Type Field
Name
Type

AFE Number

Text(255)

Requested
Start Date

Date/Time

Site
Longitude

Number (3,6)

Contact
Name

Text(100)

Site
Address1

Text(100)

Site
State

Text(255)

Contact
Phone

Text(5)

Site
Address2

Text(100)

Site Zip

Text(20)

Customer
PO

Text(50)

Site City

Text(100)

Warehouse

Lookup

Projected
Start Date

Date/Time

Site
Country

Text(255)

Well

Lookup

For more information, see Copying Data from Approved Quotes to a Job.

629

Back Office

When a job is created from a quote, added these field values so their values can be carried forward to FX Back Office:

Label API Name Label API Name

AFE Number

FX5__eAFE_Number__C

Site Country

FX5__eSite_Country__c

Contact Name

FX5__eContact_Name__c

Site Latitude

FX5__eSite_Latitude__c

Contact Phone

FX5__eContact_Phone__c

Site Longitude

FX5__eSite_Longitude__c

Customer PO

FX5__eCustomer_PO__c

Site State

FX5__eSite_State__c

Projected Start Date

FX5__eProjected_Start_Date__c

Site Zip

FX5__eSite_Zip__c

Projected End Date

FX5__eProjected_End_Date__c

Warehouse

FX5__eWarehouse__c

Site Address1

FX5__eSite_Address1__c

Well

FX5__eWell__c

Site Address2

FX5__eSite_Address2__c

Requested Start Date

FX5__eRequested_Start_Date__c

Site City

FX5__eSite_City__c

Bug Fixes

Issues 853 and 854 are still in process at the time of this release. They will be fixed in the next release.
Issue # Area Description

733

Timecards

We fixed an issue so when deep copying an in progress timesheet, a timecard can’t be created against that timesheet.

For more information, see FXL Deep Copy Best Practices.

323

Mobile

We fixed an issue that clarifies an error message that appears in FX Mobile when a user, who doesn’t have the right permissions, tries to sync.

Version 1.454 (6/6/2022)

Enhancements

Issue # Area Description

139

FieldFX Mobile

We have updated the Last Sync Status to read "Please have admin check user contact record permission/sharing"

209

Ticket/Job/Invoice Status

We have updated the setting where statuses in Jobs, Tickets, and Invoices can be deleted.

Bug Fixes

Issue # Area Description

378

Rental

We fixed an issue where Equipment and Equipment Unit Number now are auto populated on a Return Ticket.

Version 1.448 (4/13/2022)

Enhancements

Issue # Area Description

38

FX Rental

We have added the billing fields on the Invoice object and linking invoices to Jobs.

Bug Fixes

Issue # Area Description

82

EAM Mobile

We fixed an issue so FX Forms created in EAM Mobile sync to Back Office.

Version 1.447 (3/14/2022)

Bug Fixes

Issue # Area Description

791

Schedule and Dispatch

We fixed an issue so when a job is deleted, the crew and planning records for that job aren’t orphaned.

271

Schedule and Dispatch

We fixed an issue that if job is deleted, the required qualification requirement on that job isn’t orphaned and is enforced on all jobs in S&D.

241

Schedule and Dispatch

We fixed an issue that if in Salesforce Lightning mode and the + Job is clicked, the button doesn’t bring up the Salesforce Classic mode job creation page.

1010

Mobile
EAM Licensing

We changed the licensing check so if a user only has the FX EAM license, they can use FieldFX Mobile.

Version 1.437 (2/11/2022)

Enhancements

Issue # Area Description

700

Admin Portal

We added the FX5.AdminTool - Portal permission set to the Admin Portal for users to access the Admin Portal.

10

Back Office

We added advanced filtering for Report Templates

Version 1.429.1 (1/18/2022)

Bug Fixes

Issue # Area Description

879

Back Office

We fixed an error where some auto-sync users were experiencing errors due to a missing field permission with SyncEvents.

Version 1.429 (1/7/2022)

Enhancements

Issue # Area Description

854

Report Templates

Added tool for Support and Services to convert Attachments into Files for report templates. The tool copies the attachment to a file and then renames the attachment. .archive is added to the filenames’s end.

Version 1.428 (1/5/2022)

Bug Fixes

# Area Description

872

Back Office

We fixed error in the Catalog Item Price Book Batch Processing that was failing when editing these fields in the Pricebook:

  • Archived

  • Effective Date

  • Expiration Date

  • Account number

When you archive or activate the price book, the batch job isn’t triggered. When you insert or remove price book items, the price book index is still updated. The purpose is to speed up the search on mobile.

854

Reports

Added a tool for support to use for converting Report Template Attachments to Files

684

Reports

We fixed issue where a user clicks the Upload Only button on the mobile dashboard a process is also started. This causes the Sync Event Processor to run twice processing the same set of records twice. Solution was to lock the records that were called first causing the second call to just get the updated records.

This only applies to users with auto-upload enabled.

Older Releases

Use this table to access prior year release notes :

2021 2020 2019 2017

Versions

1.425
1.414
1.405
1.402
1.399

1.398.4
1.398
1.396
1.395
1.392

1.378
1.371
1.361
1.354
1.346

1.339
1.331
1.324
1.309
1.295

1.275
1.265
1.258
1.248
1.243

1.214
1.211
1.192
1.187
1.181

1.179
1.178
1.176
1.174