FieldFX Base Package Updates

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

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

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.

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.

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.

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.

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.

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

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.

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

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.

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

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

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

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

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.

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.

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

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

We added advanced filtering for Report Templates

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

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.