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 and when versions were pushed to Sandbox and Production Salesforce Instances, select the year section.

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
1.575.1

7/19/24

Functional Areas Impacted:

Sync

1.575

7/3/24

Functional Areas Impacted:

Custom Editor, Deep Copy, EAM, HTML to PDF, Invoicing, Labels, Permissions, Reports, Quote, Quote to Job, and Ticketing

1.569.2

5/20/24
This patch version is automatically pushed to Production orgs as part of the FieldFX FX24R1 Push Upgrade. The patch release corrects a potential issue with a record type name that contain a space.

1.569.1

4/25/24

Functional Areas Impacted:

Base MP, Sync, and Tests

1.569

4/15/24

Functional Areas Impacted:

DataGuide, Deep Copy, EAM, Quote, and Sync
This version was pushed with FX24R1 Sandbox and Production Push Upgrades.

For older releases, see:

Release Notes

Version 1.575.1 (7/19/24)

Type Issue Summary

Sync

FFX-3133

We fixed an issue where a user had sync events not processing and a Record Not Found error was returned.

Version 1.575 (7/3/24)

Due to the large number of functional areas impacted in this version, the table of impacted issues has been reorganized by sections of the functional area.

Custom Editor

Type Issue Summary

Bug Fix

FFX-2941

We fixed an issue in the Custom Editor for Ticket records when a new record is saved, the new ticket appears instead of returning to the job page.

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Deep Copy

Type Issue Summary

Bug Fix

FFX-2760

We fixed an issue where the Sync_Errors\__c (Counter Tracking Sync Errors) are excluded when performing a Deep Copy.

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EAM

Type Issue Summary

Enhancement

See FFX-1305

See FFX-1128

FFX-1445

We cleaned up the UI and removed the Lookup Source Stock Item button and the List View: Inter-Stores Source Items since these items are no longer needed.

Bug Fix

FFX-2718

We fixed an issue where the last reading date wasn’t updated when a meter replaced.

FFX-2720

We fixed an issue for Meters where a validation rule was added for the install date when a meter is manually updated after a meter replacement.

FFX-3050

We fixed an issue where the Next Due Meter calculation doesn’t change if the Meter-based PM Group Schedule is greater.

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Grid

Type Issue Summary

Bug Fix

FFX-2136

We fixed an issue where a grid custom search in FieldFX Base Managed Package, the fx_GridV2_CustomSearch weren’t compatible with User lookups.

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HTML to PDF

Type Issue Summary

Bug Fix

FFX-2956

We fixed an issue when the functionality appends to the html on the resulting PDF contentdocumentversionrecord, it is not carried over to Sync to Mobile.

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Invoicing

Type Issue Summary

Bug Fix

FFX-212

We fixed an issue where a new text field is added to invoice_item__c:

  • Test(50)

  • Unique

  • ExternalID

See Invoices Introduction section.

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Labels

Type Issue Summary

Enhancement

FFX-2786

We added the Mobile custom labels to the Base Package in the Back Office.

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Permissions

Type Issue Summary

Bug Fix

FFX-2571

We renamed the FX5 permission FX5.AdminTool - Advanced Report Editor to FX5.Admin Tool - Document Template Editor to align with the shared Document Template Editor component used both in FieldFX and ServiceMax DataGuide.

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Quote

Type Issue Summary

Enhancement

FFX-2600

Now additional information can be captured on a quote. The information is quote specific and doesn’t need to exist on the job that is generated from the quote.

The new fields are:

  • Closed Date (Data field type)

  • Next Steps (Text(255) field type)

  • Reason for Loss (Picklist field type)

    The admin can add or remove a picklist value.

For more information, see Quote Item Prerequisites.

Bug Fix

FFX-1396

We fixed an issue and added these fields to the Quote Item object:

  • FX5__Cost_Plus_Markup_Amount__c

  • FX5__Cost_Plus_Markup_Percent__c

For more information, see Quote Item Prerequisites.

FFX-3006

We fixed an issue to where the currency for a new ticket item on a quote item with multi-currency sets the currency on the Price Book Item and not the User’s currency.

FFX-2942

We fixed an issue where creating a job from a quote gives an error email. The job and ticket are created, but there are no ticket items. When quote items are added to a ticket, the ticket fails in Back Office. In Mobile, quote items can be added to a ticket with no issues. Now when there is a field type mismatch where the same name exists on the ticket/quote items, the error message displays the fields with the same name.

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Quote to Job

Type Issue Summary

Enhancement

FFX-2753

We added a criteria where the checkbox field is now considered. This is needed for the Email Config Admin Tool.

Bug Fix

FFX-2943

We fixed an issue when creating Ticket Items from Quote items so if the record types are named or labeled with more than one word, they aren’t skipped.

FFX-2870

We fixed a customer issue where the Quote to Job component is now creating jobs and isn’t showing errors.

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Reports

Type Issue Summary

Bug Fix

FFX-2541

We fixed an issue to improve the latency in the FXL Report Viewer.

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Sync

Type Issue Summary

Enhancement

FFX-2508

We changed the Description Digest so the RecordTypeinfo with the lookup information is attached it.

The changes are:

RecordTypeinfo Picklist Values

Added properties are:

  • active

  • available

  • defaultRecordTypeMapping

  • developerName

  • master

  • name

  • recordTypeId

Each has a value of a collection of picklist values identifying if it’s a default value or not.

Bug Fix

FFX-340

To check if code is running in Sync or Async, we fixed an issue where a utility class has been created for checking content.

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Ticketing

Type Issue Summary

Enhancement

FFX-331

We changed when the OverrideBatcher runs on a Job/Ticket update if no OverrideConfig or Override are defined. If there is no data on Override__c, the batch doesn’t run.

See the FX Callable entry and Use OverrideBatcher section.

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Version 1.569.2 (5/20/24)

This patch version is automatically pushed to Production orgs as part of the FieldFX FX24R1 Push Upgrade. The patch release corrects a potential issue with a record type name that contain a space.

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Version 1.569.1 (4/25/24)

Functional
Area		 Type Issue Summary

Base MP

Bug Fix

FFX-2819

We fixed an issue where the most recent FX5 Base Managed Update modified all Equipment records' Last Modified dates with "FieldFX Base Package" install date.

This patch fixes the issue so the Equipment last modified is not touched by the package install date.

Sync

Bug Fix

FFX-2812

We have corrected an issue where an e-mail notification is sent out notifying the customer to schedule a Sync Stage Meta Data Apex job.

Tests

Bug Fix

FFX-2820

We fixed an issue where a customer was running test classes in their sandbox environment encountering the following error:

Error: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_CUSTOM_VALIDATION_EXCEPTION You do not have permission to insert Job (Sync Errors): []

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Version 1.569 (4/15/24)

Functional
Area		 Type Issue Summary

DataGuide

Bug Fix

FFX-2011

We fixed an issue where the Form and Question columns weren’t populated in the table of Form Responses.

FFX-2442

We fixed an issue when downloading an file/image in a question in Back Office to ignore the sync to the attached file’s mobile tag.

Deep Copy

Bug Fix

FFX-2472

We fixed an issue to fix the time it takes for a Deep Copy to validate.

EAM

Enhancement

FFX-1305

We have enhanced PM Group Schedules to now include Meters. Before PM Group Schedules were based on calendar-base PM Schedules. With this addition, you can generate multiple PM group details and work orders that are meter-based. You won’t have to generate multiple PM Schedules each with its own work order.

For more information, see EAM PM Group Schedules Introduction.

FFX-1128

We have enhanced the meter replacement process to enable the meter replacement while also retaining the accumulated meter readings to display these readings on the new meter.

For more information, see Add a Meter section in FX EAM Meters topic.

FFX-2167

We added validation for meter replacement in EAM that corrects the date a user can use for the Install Date and Revision fields.

This change prevents:

  • Selecting a future date as the install date

  • Selecting a date that is before the last meter reading

  • Set the Revision field to a value less than or equal to the Revision value on the meter

For more information, see Add a Meter section in FX EAM Meters topic.

Bug Fix

FFX-2162

We fixed an issue where Work Task Steps randomly don’t get created from a Preventive Maintenance that is link to a Model Work Order with Work Tasks and Work Task Steps. Now they do.

FFX-2173

We fixed an issue when updating a date for a meter reading, the Last Reading Date on the meter wasn’t being updated.

This version fixes the issue so updating a meter’s reading to a past date, it’s reflected in the Last Reading Date. Also, when entering new meter readings, the field is correctly updated. This applies to both continuous and counter meters.

Email

Enhancement

FFX-2622

We have added a new managed Custom MetaType called FX5__Notification_Config__mdt and the IsActive and IsDeleted fields. This is needed for the new Email Notification Console Admin tool coming in a future release.

Quote

Bug Fix

FFX-2066

We fixed an issue if the user clicks on the Create Job button on the Quote to Job screen, the button appears on the blank screen.

Sync

Enhancement

FFX-2364

We have made an enhancement to Sync Fail Notifications for Job, Tickets, and Ticket Items.

Now, if something fails in the ticket or job, there is an indications (on a ticket item, notification appears on the ticket and then on the job containing the ticket) and the ticket or job has related sync issues.

See New note in Sync Upload Errors topic > Sync Upload Errors vs. Sync Failures section.

Bug Fix

FFX-2049

We fixed an issue affecting the Layout in the Audit Log Packet where when trying to view the line details, the details window is out of view and no way to make it visible.

FFX-2525

We fixed an issue where a warning appears when a user doesn’t have access to the search layout for the Location object in the FieldFX Mobile App.

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Older Releases

To see a particular version from an older release, find the version number in the table below and then click on the year link for that page.

Year Version Numbers

2023

1.545, 1.529, 1.516, 1.515, 1.507, 1.501, 1.492

2022

1.483, 1.482, 1.476, 1.473, 1.470, 1.469, 1.468, 1.463, 1.454, 1.448, 1.447, 1.437, 1.429.1, 1.429, 1.428

2021

1.425, 1.414, 1.405, 1.402, 1.399, 1.398.4, 1.398, 1.396, 1.395, 1.392

2020

1.378, 1.371, 1.361, 1.354, 1.346, 1.339, 1.331, 1.324, 1.309, 1.295

2019

1.275, 1.265, 1.258, 1.248, 1.243

2017

1.214, 1.211, 1.192, 1.187, 1.181, 1.179, 1.178, 1.176, 1.174