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
1.569.2

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.

Latest Release
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.

1.545

12/11/23

Functional Areas Impacted:

Custom Editor, Deep Copy, EAM, and Item Picker

1.529

10/10/23

Functional Areas Impacted:

Custom Editor, Item Picker / Grid, and Rental

1.516

8/31/23

This version was included in the FieldFX Fall '23 Production Push Upgrade.

Functional Areas Impacted:

Back Office

1.515

8/7/23

Based on recent feedback and starting with this version, the way the table to communicate the changes for the version has changed. Issues for the version will be grouped by Functional Area.

The Issue number will still be visible but now provide more context on which functional area it affects in the version. There won’t be separate sections for New Features, Enhancements, and Bug Fixes. They are all grouped into the one table.

Functional Areas Impacted:

PDF, Deep Copy, EAM and Rental, and EAM

1.507

6/13/23

Bug Fixes

673, 1405, and 1567

1.501

4/5/23

Bug Fixes

1.492

1/26/23

Enhancements

1133 and 1251

For older releases, see:

Release Notes

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.

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): []

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-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

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.

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.

Version 1.545 (12/11/23)

After the admin upgrades to this version, they receive an email like the following:

Email notice to Admin who installed FieldFX Managed Package

No action is needed by the admin at this time. This is part of a necessary underlying framework for an upcoming future enhancement.

Functional
Area
Type Issue Summary

Item Picker

Bug Fix

FFX-2057

We fixed an issue where a customer couldn’t add items using the FXL Item Picker. This error message is shown:

[FX Item Picker] Items could not be created. FX5.TicketItemTrigger:excution of BeforInsert caused by: System:NullPointerException: Attempt to dereference a null object

Custom Editor

Bug Fix

FFX-2067

We fixed an issue in Crew Planning Records when saving a new record, the user isn’t returned back to the job page.

EAM

Bug Fix

FFX-1929

We fixed a calculation in the Work Order Open Commit Qty Field so it calculates correctly. The incorrect calculation didn’t update the field when the Work Order is completed leaving the FX5__Open_Commit_Qty field still at 1.

FFX-1775

We fixed an issue so an Equipment Serial Number is mapped correctly when equipment is created. The serial number wasn’t being captured and was overwritten by the Equipment Name at equipment creation.

FFX-2135

We fixed an issue where the Planned Stock doesn’t get updated if the user creates a second Inventory Transaction for the same Stock Item in Mobile.

See note in Add an Inventory Transaction

Enhancement

FFX-2147

We have made an enhancement so after an upgrade to the FieldFX Managed Package, a new version of the Transfer Orders Flow is created.

Deep Copy

Bug Fix

FFX-1675

We have made a technical defect fix so the Deep Copy process is more flexible by allowing an underlying process to run either on a schedule or not at all. This change helps prevent UNABLE_TO_LOCK_ROW errors for customers running several concurrent deep copy processes.

For more information, see Note in How Deep Copy Works.

Sync

Enhancement

FFX-1826

We added a new trigger to the Content Document Link so the trigger can evaluate the configuration and determine if the parent object meets the criteria.

Version 1.529 (10/10/23)

To use the FieldFX Lightning package starting with version 1.225, you must use the FieldFX Managed Package version 1.529 or higher.

Functional
Area
Type Issue Summary

Custom Editor

Bug Fix

FFX-1803

We fixed an issue in the Job Editor where the JobEditor returns a Starting position out of bounds -1 error.

FFX-1938

We fixed an issue in Lightning related to refactoring on the FieldFX Lightning Controller. This issue caused look-up fields on custom editor pages to not display any results in certain conditions.

Item Picker /
Grid

Bug Fix

FFX-2057

We have fixed an issue where the item picker would not allow adding price book items on a ticket in certain scenarios.

For more information, see FXL Data Grid.

DataGrid

Enhancement

FFX-1682

We have made an enhancement to the Data Grid which allows users to create their own grid views. A user can configure the grid to display only the columns relevant to them.

PDF

Enhancement

FFX-1225

We have made an enhancement to Reports where a Scheduled Task can batch convert HTML files to PDFs every 15 minutes.

Additionally, FieldFX automatically:

  • Checks if the Delete flag is off, if its on, the HTML file is removed after its successfully converted to PDF

  • Sets the Converted to PDF flag after each file is successfully converted

  • Skips the file if it already been converted to a PDF

  • Send a notification to the email address listed in the settings if the conversion fails

Rental

Bug Fix

FFX-1875

We have fixed an issue where when you add catalog items to a price book, Item Type, which is used withing the FX Rental package only, wasn’t copying correctly to Price Book Item from the catalog item.”

Version 1.516 (8/31/23)

Functional
Area
Type Issue Summary

Back Office

Bug Fix

This version fixed an issue where the custom editor loaded a master page layout on edit, instead of the record type assigned layout.

We fixed the issue so the assigned record type layout is loaded instead.

For more information, see Custom Editors.

Version 1.515 (8/7/23)

Based on recent feedback and starting with this version, the way the table to communicate the changes for the version has changed. Issues for the version will be grouped by Functional Area.

The Issue number will still be visible but now provide more context on how it affects the version. There won’t be separate sections for New Features, Enhancements, and Bug Fixes. They are all grouped into the one table.

Functional
Area
Type Issue Summary

PDF

Enhancements

1177

We made an enhancement to add AppSettings so you can create a custom button on a job, ticket, or quote to convert HTML files to PDFs.

For more information, see Add new HTML to PDF AppSettings.

1179

We made an enhancement so the user can add custom button to a job, ticket, and quote to convert attached HTML files to a PDF.

For more information, see Create Action Button in FX Back Office.

1559

We made it easier for customers to move from Attachments to Files.

EAM
and
Rental

Bug Fixes

379

We fixed an issue when a user selects one or many items from the Stock Item related list on Warehouse and they click Generate Transfer Orders, it walks through a couple screens but the last screen is blank and no record(s) are created.

EAM

Bug Fixes

1713

We fixed an issue where when generating a Transfer In order, the generated transfer order line doesn’t have the reference to the correct stock item.

With this release, the stock is referenced in the warehouse and not the related warehouse. The inventory of the destination stock on hand quantity updates correctly once the full transfer cycle is complete.

1645

We fixed an issue where when syncing a labor task after assigning the user/contact information with labor rates, a null value causes a null exception trigger error and the task doesn’t sync to the Back Office.

Version 1.507 (6/13/23)

Functional
Area
Type Issue Summary

Bug Fixes

673

We fixed an issue in EAM where a new PM schedule only marked as Event Based PM Schedule where the status is Active can’t be saved. An error is returned stating the PM Schedule must be meter or calendar based.

The validation rule is updated to account for an Event Based PM Schedule and they can be successfully saved with an active status.

1405

We fixed an issue in Schedule & Dispatch where a Price Book Item can’t be added to a scheduled contact.

1567

We fixed an issue in EAM when a stock item on order quantity is negative after the PO Stock Receipt is generated.

Version 1.501 (3/9/23)

Functional
Area
Type Issue Summary

Enhancements

272

We made an enhancement to Job Schedule and Dispatch where the default label can be configured.

With this release, the Display_Text fieldset on the respective object can override the display value for the respective object (Job, Equipment, Contact, Price Book Item, etc.). If the user has used custom text, those values are shown.

For more information, see Key Schedule & Dispatch Features.

919

If there are multiple matches based on catalog item and they exist in the source warehouse, we have enhanced the user’s ability to select the correct stock item.

Bug Fix

1201

We fixed an issue with the EquipmentHierarchyLEX Lightning Component not showing any data when the page initially loaded requiring additional refreshes for it to appear.

With this release, the equipment hierarchy loads without having to refresh the page.

Version 1.492 (1/26/23)

Functional
Area
Type Issue Summary

Enhancements

1133

Some of our customers experienced SOQL limits while writing their own custom code. To solve this, we have refactored our code base using fewer SOQL calls. More custom SOQL calls will be available for them to use.

1251

We added a custom metatype called JSD Display Text with fields for SObject, which is a picklist field, and Display Field, which is a text field.

For more information, see Configure JSD Display Text.

Older Releases

Use this table to access prior year release notes :

2022 2021 2020 2019 2017

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

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