FieldFX Mobile 2018 Updates

FieldFX Mobile 4.0.1.4229

Release Details

  • Released December 12, 2018

Bug Fixes

# Area Description

6134

Camera

After receiving a customer report of a black screen when trying to access the camera, we validated that the browser in use, Chrome v71, no longer accepts media streams. We have implemented a fix for this issue.

FieldFX Mobile 4.0.1.4228

Release Details

  • Released December 6, 2018

New Features

Remember Last Screen Before Closing (5922)

Field users who keep their device online after they close Mobile will be returned to the exact same screen the next time they open the app.

Bug Fixes

# Area Description

6076

Date/Time Values

We fixed a customer-reported problem with the formulas for Date/Time fields.

6089

PDF Reports

We resolved a customer-reported issue with signature image distortion in PDF reports.

FieldFX Mobile 4.0.1.4215

Release Details

  • Released November 8, 2018

New Features

Added Attribute For Null Values to Report Helper For Formatting Percentages (6001)

You can now use the emptyValue attribute with the formatPercent report helper to control null values for percentages.

For example, if you use FX5__Discount_Percent__c on ticket items, you can define empty values as 99.99% for that field with the following code:

{{formatPercent FX5__Discount_Percent__c decimalPlaces="2" emptyValue= "99.99%"}}

Support for the <Background> Element in FX Reports (6053)

LiquidFrameworks has added support for the <background> XML element in FX Reports. The <background> element inserts a repeating background image into the <template> element. You can use <background> to add a watermark in the main area of a report. For more information about the <background> element, visit XML Elements in FieldFX nline Help.

Feature Enhancements

Locked Status on Ticket Grid In Edit Mode of Mobile (6020)

Field users no longer have to click into a row of the Ticket Grid in Mobile to see which fields they can edit. The Locked status of a field can now display in the Ticket Grid in Edit mode. If you check Locked Description, Locked Discount, and/or Locked Price/Markup to activate read-only for the field(s) as part of adding or updating a single price book item in FieldFX Back Office, field users will see which fields are locked directly in the Ticket Grid:

image

Support for Record Types When Editing ticket logs (6029)

You can now use record types on the ticket log when editing log entries. Each record type will support different layouts.

Performance Enhancements

React for Job, Ticket, And Quote Lists (5658)

We have updated the lists of jobs, tickets, and quotes tiles in Mobile using the React library. We have also added support for ES6 syntax and better linting. These enhancements significantly improve performance and reduce memory consumption and leaks.

Bug Fixes

# Area Description

5576

Ticket Logs

We resolved a customer-reported issue where a large number of ticket logs were impeding performance.

5956

Text Fields

We fixed a customer-identified issue so the number of rulers in long text and pick list fields designated during set up display in Mobile.

5982

Sync

When field users created jobs in Mobile on older iPads, and added a file attachments before syncing the jobs to FieldFX Back Office, the file attachments would attach without the correct file extension. The incorrect file extension prevented the image preview from working correctly. We reverted the code causing this to happen for FieldFX Mobile v4.0.1.4201.

FieldFX Mobile 4.0.1.4211

Release Details

  • Released December 12, 2018

Bug Fixes

# Area Description

6134

Camera

After receiving a customer report of a black screen when trying to access the camera, we validated that the browser in use, Chrome v71, no longer accepts media streams. We have implemented a fix for this issue.

FieldFX Mobile 4.0.1.4208

Release Details

  • Released November 9, 2018

Off-Cycle Release

First, I want to apologize for taking 10 days to publish this root cause analysis (RCA). It was extremely difficult to identify the true root of this problem. We felt it was important to provide you with a complete, accurate, and factual analysis and doing so required a lot of research, which took a long time.

Second, I also want to apologize for how extremely technical this RCA is and if it does not immediately make sense. If you would like further explanation, please call your contact at LiquidFrameworks. We are more than happy to arrange a personal explanation in full detail.

Sincerely,

Tom Jones
Director of Product Development

Overview

On November 8, at 10:28 a.m. CT, we promoted FieldFX® Mobile v4.0.1.4201 from the Beta channel to the Sync V4 channel. Our automated systems detected an unusual number of redirects to the login screen. As we were examining this data, a customer submitted a support ticket. At 11:30 a.m. CT, we rolled back the update.

After the rollback, we continued to see users caught in a loop on the login screen. We released several small hot fix builds to add logging in keys areas to help us identify the problem. Clearing local storage and/or revoking the user’s authentication resolved the problem for users.

What happened?

From a user perspective, what happened was that a small subset of users was redirected to the login screen. When they would successfully login, they would briefly see the Mobile app then be immediately redirected to the login screen. This loop would continue while their coworkers were able to continue working unaffected. We even had users report that they had two devices, one working properly and one was stuck in this login loop.

Before we get into the technical explanation, we need to explain a little background. When promoting any channel, we always deploy the latest version of our server code. The server is not very complicated; its main function is to hand out the proper version of Mobile when a field user logs in or requests a sync. The reason we keep the server updated is because it contains the shell that our Mobile application uses to bootstrap itself in the browser. We have found that it was important for all users to keep current with the latest changes to the bootstrap code.

The Mobile development team recently updated one of our build tools. This build tool takes our human-readable source code and creates a machine-friendly bundle. This tool is important because the bundle that it creates maximizes the number of browsers and environments that we can support. It is tools like this that make it possible for customers to continue running versions of Chrome that are several years old.

When we updated this build tool, it made a change to the bootstrap code that we did not notice. It added “use strict;” as a line to the top of the file. This strict mode is actually a very good thing when intentionally implemented. But, it was a problem for us when it was accidentally implemented. You can read more about strict mode here: https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Strict_mode.

There is one final piece to What Happened. The individual browser is responsible for getting the latest bootstrap code. It is supposed to check the server and download the latest whenever it changes. The reality is that each browser will download changes to the bootstrap code based on complex criteria. The browser does this caching to try and speed up web browsing. During the 62 minutes this strict bootstrap was available, only a fraction of users downloaded the new code.

Part of the job of the bootstrap code executes is downloading the main portion of Mobile and executing that code. When strict mode was enabled, it created a race condition. Depending on how the race condition turned out, it might change the way that execution took place. However, it very often did not change the way it executed. This made it much harder to replicate.

When the bootstrap code downloads and executes the Mobile code, it also saves the Mobile code to local storage so that it is available offline. One effect of enabling strict mode is that it will turn some warnings into errors. One outcome of this change is that, in some circumstances, the attempt to save to local storage will generate an error when in the past it was creating a warning that did not apply to our application.

Why didn’t we catch this in testing?

There are several reasons why we missed this in testing:

  • We did not have sufficient error handling or logging in the bootstrap code. We have not had a problem with it since the initial days after the product was launched. So, the bootstrap code has been neglected.

  • Part of the problem of the race condition is that, at times, the problem was very sporadic. Our testers did report being unexpectedly sent back to the login screen, but it was not repeated.

  • Ultimately, the problem was that we were not careful enough when we updated a build tool. We did not know that the tool would inject strict mode into our application. Ignorance in this area is simply not acceptable. We looked at all the performance improvements that would come with this update and did not take the requisite time to examine any possible unintended effects.

What will we do to mitigate issues like this in the future?

We have already made several improvements to prevent problems like this from recurring:

  • We have rectified the lack of logging and error handling in the bootstrap code.

  • We have embraced strict mode and made it the default standard. The real problem was not strict mode, it was that strict mode was enabled without the code being ready for it.

  • We are taking steps to gain complete control of when the latest bootstrap code is downloaded by the browser. We relied on the browser to do the right thing, but that is clearly not sufficient.

FieldFX Mobile 4.0.1.4201

Release Details

  • Released November 11, 2018

Off-Cycle Release

Overview

On October 25, 2018, at 9:00 a.m. CT, promoted FieldFX® Mobile v4.0.1.4200 from the Sync V4 Beta channel to the Sync V4 channel. Shortly afterward, we noticed a few users across a small number of customers were experiencing errors when trying to upload picture attachments. The errors were sporadic and, initially, we could not see any pattern in the errors.

Finally, we were able to identify the common contributing factor for all these errors, which was running Mobile on older iPads. We were then able to identify the specific problem and apply a hot fix to Mobile v4200. The fix was released on November 1, 2018, at 9:00 a.m. CT in FieldFX Mobile v4.0.1.4201, which also contains all the new features, enhancements, and bug fixes of FieldFX-Mobile-4.0.1.4200.

What happened?

When field users created jobs in Mobile on older iPads, and added a file attachments before syncing the jobs to FieldFX Back Office, the file attachments would attach without the correct file extension. The incorrect file extension prevented the image preview from working correctly.

Although the FieldFX code for such attachments is written correctly, there is a defect introduced in iOS 9 to Apple’s file API that cause the errors we were seeing. iOS 10 included a fix for this defect, but attaching a file will still occasionally fail and iOS will not correctly report the failure to Mobile.

Why didn’t we catch this in testing?

We did not catch this in testing because it only occurs on older versions of iOS.Even then, it only happens occasionally.We perform the vast majority of our manual testing on iOS 11, iOS 12, and iOS 12 Beta, so we had little opportunity to catch this in manual testing.

Unfortunately, we could not have caught this in test automation.It is impossible to automate a file or picture attachment for testing purposes.It is also not possible to automate physical iPads running iOS 9 or 10.

What will we do to mitigate issues like this in the future?

This is a difficult scenario to directly resolve.Knowing that this defect still exists in older versions of iOS means we will be extremely sensitive to any changes in how we handle files.Over time, this vulnerability will disappear as customers move to more modern versions of iOS.

encourages our customers to stay within 6–12 months of the latest iOS version.Not only does this give our customers the best experience, but it also helps us to provide a more complete level of test coverage.

FieldFX Mobile 4.0.1.4200

Release Details

  • Released October 25, 2018

New Features

FX Mobile Field Updates (5976, 5843, 5844, 5854, 5857, 5858)

LiquidFrameworks is pleased to announce the arrival of FX Mobile Field Updates, an Admin Tool you can use to streamline data entry by field users and increase the consistency and accuracy of your company’s data.With FX Mobile Field Updates, you can configure and maintain:

  • Default field values when field users create new records using new record forms

  • Field update criteria when field users create new records for the first time and/or edit existing records

Instructions for accessing and configuring FX Mobile Field Updates from FieldFX® Back Office are available FX Mobile Field Updateshere.

As part of FX Mobile Field Updates, we have added the following Custom Metadata Types:

  • Mobile Field Action (FX5__Mobile_FieldAction__mdt)

  • Mobile Field Rule (FX5__Mobile_FieldRule__mdt)

To facilitate FX Mobile Field Updates, we also added the following managed sObjects:

  • FX5__Field_Rule__c

  • FX5__Field_Action__c

Finally, we added support for the $Contact global variable to FieldFX.

Report Sub-Templates (6041)

LiquidFrameworks has added support for the applyTemplate report helper. This report helper applies Handlebars expressions to the contents of a designated value. It is considered to be an advanced report helper.

Feature Enhancements

Default SORT order of Quotes (6027)

We changed the default sort order of Quotes to Last Modified Date to make it more convenient for field users to pick up where they left off.

Bug Fixes

# Area Description

5995

Child FXForms

Child forms were displaying when the eForm was not correctly configured. This has been fixed.

6038

FX Forms

Users were unable to add consumable entries to Consumable Report and reported it to us, which enabled our Development Organization to identify the underlying defect and fix it in FieldFX Mobile v4.0.1.4170.

6043

Signature Block

We resolved a customer-reported issue of Chrome v70 freezing on Microsoft Windows when users attempted to use the touch functionality to sign.

FieldFX Mobile 4.0.1.4185

Release Details

  • Released October 11, 2018

Bug Fixes

# Area Description

5902

Sync Engine

Fixed an issue that could cause a "Cannot read property recordTypeInfos of undefined" error when a user logs in if the user previously did not fully complete logging out.

5977

Sync Engine

Resolved a customer-reported issue causing a continuous reload message in red when a user’s device has less storage capacity available than the current data amount requiring upload to FieldFX.

5997

Sync Engine

Fixed customer-reported issue causing a "Cannot read property '0' of undefined" error in Chrome on Android devices when the user is creating new reports on Jobs, Tickets, Quotes, and FX Forms.

6007

Ticket Item Picker

Resolved a customer-reported issue with Ticket Item Picker not loading when the user does not have correct permissions to the Contact field on Ticket Items while trying to load crew planning records.

6018

Sync Engine

Fixed issue causing uncaught promises error when a NetworkError URL error is thrown during an incremental sync.

FieldFX Mobile 4.0.1.4170

Release Details

  • Released October 12, 2018

Off-Cycle Release

Overview

On October 11, 2018, at 9:00 a.m. CT, LiquidFrameworks promoted FieldFX® Mobile v4.0.1.4168 from the Beta channel to the Sync V4 channel.

Immediately after lunch, one of our developers discovered, and began investigating, a sharp spike in error messages being reported by Mobile. At 2:15 p.m., one of our customers reported a problem with child FX Forms. We were able to connect the sharp spike in error messages with the customer reported problem and identify the core problem.

Our developer fixed the problem overnight and our QA Team verified the fix on Thursday morning.

The fix was released on October 12, 2018, at 9:30 a.m. CT as #FieldFX® Mobile v4.0.1.4170.

What happened?

The FieldFX® Mobile v4.0.1.4168 update contained code to set the job relationship on all records related to a job. This change provides a significant speed increase and will be important to the upcoming Auto Sync feature.

Unfortunately, this change had an unintended side effect that broke child FX Forms on the Ticket level. Because child FX Forms on the ticket level do not have a direct relationship to the Job, the Mobile code was unable to set the Job relationship. This caused Mobile to display an infinite spinner when the field user attempted to create one of the child forms.

Why didn’t we catch this in testing?

We missed this in testing because:

  • Our manual testing included child FX Forms on the Job level, but not on the Ticket level.

  • We rely very heavily on automated testing, including very specific tests that thoroughly exercise FX Forms of all types at all levels. Several months ago, we performed normal housecleaning of our automated tests. During that normal cleaning, we inadvertently disabled the child tests. Had we not made this mistake, then automated testing would have prevented us from releasing this defect.

In addition, our customers using the Beta channel do not have child FX Forms attached to Tickets, so they did not experience any problems to report to us.

What are we doing to mitigate issues like this in the future?

LiquidFramework’s Development Organization is constantly striving to improve our quality through refining our process.

Independently of, and prior to, this problem, our QA Team implemented peer reviews of all test plans. In a related process improvement, our developers began to peer review all changes to test automation code. Had either of these process improvements been in place when this bug was introduced, we could have prevented this defect.

This defect took our Development Organization roughly 19 hours after the problem was first reported to fix and we are not satisfied with that resolution time. We continue to work toward fixing our internal gaps and have identified additional process improvements that we are implementing immediately, including better hand off between team members and better overnight communication.

In addition, we continue to encourage our customers to have a few experienced field users on the Beta channel.

Bug Fixes

# Area Description

6038

FX Forms

Users were unable to add consumable entries to Consumable Report and reported it to us, which enabled our Development Organization to identify the underlying defect and fix it.

FieldFX Mobile 4.0.1.4168

Release Details

  • Released September 27, 2018

  • Replaced by FieldFX® Mobile v4.0.1.4170.

Feature Enhancement

FX Header (5933)

Liquid Frameworks recently added the FX Header to the existing navigation of Quote and Ticket Item Grids. When configured for Quotes, the FX Header can display data fields from the Quote object. When configured for Tickets, the FX Header can display data from the Ticket and/or Job header levels. For example, the FX Header makes it possible to display a rolled up summary field that calculates the Ticket’s or Quote’s total amount.

  • How to configure the FX Header in the Quote Item Grid can be found here.

  • How the FX Header works when configured for Quote Items can be found here.

  • How to configure the FX Header in the Ticket Item Grid can be found here.

  • How the FX Header works when configured for Ticket Items can be found here.

Performance Enhancement

Custom Settings Will Take effect on Next Sync (5983)

Implementation of, or changes to, custom settings will now take effect on the next full or incremental sync, even when metadata caching is activated. This provides your company more timely control of the impact of custom settings to your Field Users.

Bug Fixes

# Area Description

5967 & 5930

Image File Attachments to PDF Reports

We resolved an issue preventing images from being saved as file attachments of PDF reports. We also resolved an issue preventing images saved as file attachments from being available to add to additional PDF reports after Sync.

5686

Sync

After receiving multiple customer reports of DUPLICATE_VALUE log entries, we prevented a specific user action during Sync from creating such duplicate entries.

5988

Job and Ticket Lists

We implemented a fix resolving customer reports of copied tickets not displaying in job and ticket lists.

FieldFX Mobile 4.0.1.4149

Release Details

  • Released September 13, 2018

Prerequisites

Switch to Sync 4.0

New Features

View sent attachments in Mobile (5838)

Field users often need to add multiple attachments to tickets as documentation. After syncing, you can now view which files you have already attached to a ticket by their file names and the time you attached them. This new capability will help you avoid attaching duplicate documentation.

Collapsible Header on Quote and Ticket Item GRIDs (5933)

We have added the FX Header to the existing navigation of Quote and Ticket Item Grids. When configured for Quotes, the FX Header can display data fields from the Quote object. When configured for Tickets, the FX Header can display data from the Ticket and/or Job header levels.

For example, the FX Header makes it possible to display a rolled up summary field that calculates the Ticket’s or Quote’s total amount.

Maximum Resolution Implemented for IMageCapture (5966)

We have implemented a maximum default attribute of 1600 pixels when another maximum value has not been set. This new control prevents you from creating packets too large to upload.

Bug Fixes

# Area Description

5958 & 5969

HTML report display size

The default display size for HTML reports in portrait mode on iPads and Android 6 devices has been a fixed percentage size to accommodate a left navigation menu even when only one report is available to display. We have implemented a customer request to make HTML reports automatically scale to fill the available display space.

FieldFX Mobile 4.0.1.4136

Release Details

  • Released August 30, 2018

Prerequisites

Switch to Sync 4.0

New Features

Ticket Copy honors sequence number (5940)

Customers often setup ticket copy so that certain ticket item fields are not copied. For example, customers will often prevent labor start and stop dates from being copied. When a ticket is copied, these fields are required so the Mobile application will present a screen for the user to add these required fields. With the introduction of this new feature, the Mobile application will now present these ticket items in the same order in which they exist on the ticket.

Limited support for record types in ticket logs (5934)

This feature offers limited support for record types in ticket logs. You can now use record types on the ticket log when creating new log entries. Each record type will support different layouts during the creation of a new record. However, we do not yet support displaying different layouts for record types during the edit or display of existing ticket logs.

Bug Fixes

# Area Description

5941

Incremental Sync

Fixed a bug related to changing sharing rules related to Price Book Items.

5509

Sync

Improved error message when the user is running out of disk space.

5937

Sync

Improved error handling when errors occur while uploading attachments.

5921

Roll Up Summary Fields

Previously, roll up summary fields using dates did not work on iPads. This has been fixed.

FieldFX Mobile 4.0.1.4128

Release Details

  • Released August 16, 2018

Prerequisites

Switch to Sync 4.0

New Features

Image capture feature enhanced (5313)

You can now use the webcam on Windows devices to attach photos to FX reports.

Read about the <imageCapture> element to learn how you can attach images to PDF reports.

Ability to hide Job pages added (5925)

You can now hide all of the pages related to jobs in FieldFX Mobile. This gives you the ability to hide job information for users who only need to view and update tickets.

Refer to the Job Setup article for instructions on how to hide job pages.

Bug Fixes

# Area Description

5802

PDF Reports

PDF reports printed blank from the FieldFX Windows Client.

5892

FX Forms

An error message displayed when you tried to add a child FX Form shortly after canceling a previous attempt to add a child FX Form.

5927

FX Reports

Users were able to run reports even if a record was in a status that had Prevent Report selected.

5939

FX Reports

Fixed the TypeError: null is not an object (evaluating 'e.forEach) error that occurred when users tried to run a report.

5943

FX Reports

The Image Capture feature didn’t work correctly on HTML reports.

FieldFX Mobile 4.0.1.4117

Release Details

  • Released August 3, 2018

Prerequisites

Switch to Sync 4.0

Bug Fixes

# Area Description

5932

Sync Engine

Users caused sync upload errors when they logged out immediately after syncing.

FieldFX Mobile 4.0.1.4116

Release Details

  • Released August 2, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

New Auto Sync feature available (5874 & 5909)

Basics

The new Auto Sync feature syncs changes made in FieldFX Mobile up to FieldFX Back Office automatically. This powerful new feature saves time completing work in the field and helps users who forget to sync.

How it Works
  • The Auto Sync feature runs automatically when users are online.

  • Changes sync every two seconds.

  • A green message now displays on the Pending Changes list to indicate when the Auto Sync last run.

  • Any changes made when offline sync automatically the next time you are online.

  • To pause the Auto Sync from running until tomorrow, select the Pause auto-sync until tomorrow button on the Home page.

Refer to the Sync Engine Setup article for instructions on how to set up this feature.

Sync Job Crews feature enhanced (5885 & 5895)

The Sync Job Crews feature has been enhanced to control the price books that sync to FieldFX Mobile. This enhancement means that a price book now only syncs to FieldFX Mobile if you have a price book assignment for that price book or the price book has Global Price Book selected.

Performance Improvements

Pre-Sync Check optimized (5645)

Improved Sync Engine performance by reducing the time taken to perform the pre-sync check.

Sync Engine optimized (5646)

Improved Sync Engine performance by reducing the number of API requests used during Incremental syncs.

Bug Fixes

# Area Description

4788

Sync Engine

Fixed the "Database has been closed" error.

5436

PDF Reports

Tracking number watermarks displayed cut off when used inside of signature lines.

5456

Sync Engine

Fixed the "Blocked a frame with origin 'https://www.fieldfx.com' from accessing a cross-origin frame" error.

5860

Quote Item grid

Field values displayed incorrectly for parent items.

5873

Permissions

Users could attach reports to jobs if they didn’t have Edit permission for the Job object.

5881

FX Reports

HTML tags inside of rich text area fields didn’t get handled correctly on PDF reports.

5891

Ticket Item Wizard

Using the Quick Add button after selecting items resulted in extra items getting added to the ticket.

5896

Validation Rules

A warning didn’t display when you entered invalid data in an FX Form and navigated away from the page.

5901

Sync Engine

Fixed the "Cannot read property 'then' of undefined" error.

5903

Permissions

Users could attach FX Forms to jobs if they didn’t have Edit permission for the Job object.

5905

Validation Rules

A warning didn’t display when you entered invalid data in a record and tried to open the Reports tab.

5910

FX Reports

The <imageCapture> element didn’t work correctly when you attached and removed images multiple times.

5913

FX Reports

The Attach Image button on <imageCapture> elements sometimes obscured nearby <signatureBlock> elements.

5914

Home page

Users couldn’t log out if they didn’t have permissions for the Audit Log object.

FieldFX Mobile 4.0.1.4087

Release Details

  • Released July 19, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

Quick Report viewer added for FX Forms (5519)

The Report Viewer now displays instantly when you select Reports on the sidebar in an FX Form. This saves you from having to select the Add Report button and makes generating reports easier.

For Example:

Here’s how it works for a JSA form.

image

New Log out warning added (5805)

A warning now displays when you attach a file to a record and try to log out before the file has synced. This alerts users that the files will get deleted should they log out.

Performance Improvements

Lookups optimized (5868)

Improved performance by optimizing how lookups load data.

Geolocation fields optimized (5869)

Improved performance by optimizing how geolocation fields load data.

Bug Fixes

# Area Description

5592

Ticket page → Details tab

Roll-up summary fields for ticket logs didn’t update automatically.

5818

Quote Item grid

When you enabled Edit mode and edited invalid data, users were able to leave the page without being prompted that they entered invalid data.

5822

Quote Item grid

Items added through the Quick Add feature didn’t display selected immediately after you added them.

5865

Ticket Item grid

When you enabled Edit mode and then moved the ticket to a read-only status, you could still edit the ticket items.

5882

Sync Errors

Users could still access the Sync Errors page to resolve sync upload errors.

FieldFX Mobile 4.0.1.4075

Release Details

  • Released June 21, 2018

Prerequisites

Switch to Sync 4.0

New Features

New attributes available for PDF reports (5665)

You can now use the following attributes in XML templates for PDF reports:

Attribute Type Description

borderBottom

Table

Controls whether a border displays at the bottom of a cell.

borderLeft

Table

Controls whether a border displays on the left side of a cell.

borderRight

Table

Controls whether a border displays on the right side of a cell.

borderTop

Table

Controls whether a border displays at the top of a cell.

col width

Table

Controls the width of an individual column.

preserveWhitespace

Text

Controls whether whitespace inside of text fields is honored on reports.

Read the XML Attributes article for more information.

Style attribute for PDF Reports enhanced (5665)

You can now use the style attribute to apply multiple styles in XML templates for PDF reports.

Read the XML Attributes article for more information on how to use the style attribute.

Image Capture feature enhanced (5667)

When you use the Image Capture feature to attach an image to a PDF report, you can now select to attach images that are already attached to the parent record. This saves you from having to attach an image multiple times.

Read about the <imageCapture> element to learn how you can attach images to PDF reports.

Bug Fixes

# Area Description

5655

Ticket Item grid

Validation rules didn’t work correctly when users entered invalid data and opened the Reports tab.

5701

Tickets

Users were unable to add tickets to a new job if they had previously opened a ticket for a deleted job.

5820

FX Reports

Reports were sometimes temporarily unavailable on older devices.

5840

PDF Reports

PDF report errors didn’t get handled correctly on devices running iOS 9.

5841

Sync Engine

The Upload Failure message displayed if users tried to sync when they didn’t have Create permission for the Audit Log object.

FieldFX Mobile 4.0.1.4066

Release Details

  • Released June 7, 2018

Prerequisites

Switch to Sync 4.0

New Features

Image Capture feature enhanced (5639)

When you use the Image Capture feature to attach an image to a PDF report, the image now gets added as an attachment to the parent record. This gives you the ability to view images included on PDF reports from the attachments list in a record.

Read about the <imageCapture> element to learn how you can attach images to PDF reports.

Bug Fixes

# Area Description

5391

FX Reports

Missing report attachments were being handled correctly.

5620

Quote Item grid

Validation rules didn’t work on items shown on the grid.

5712

Ticket Log

Users could delete ticket logs even if they didn’t have Delete permission for the Ticket Log object.

5809

FX Reports

Users were taken back to the Home page after saving a report.

5811

Ticket Item Wizard

The Quick Add feature didn’t work correctly on tickets with parent and child items.

5812

FX Logs

Failed syncs displayed twice.

FieldFX Mobile 4.0.1.4052

Release Details

  • Released May 30, 2018

Prerequisites

Switch to Sync 4.0

Bug Fixes

# Area Description

5811

Ticket Item Wizard

The Quick Add feature didn’t work correctly on tickets with parent and child items.

FieldFX Mobile 4.0.1.4051

Release Details

  • Released May 17, 2018

Prerequisites

Switch to Sync 4.0

Performance Improvements

Sync Engine Optimized (5668)

Improved performance by optimizing how authentication works during incremental syncs.

Bug Fixes

# Area Description

5526

Sync Engine

Fixed issue that occurred after logging in as the previous user.

5680

Home page → Sync Details

Opening the Sync Diagnostics panel during syncs used up excessive local storage.

5684

Job Search page

Users couldn’t open the Job Search page if they didn’t have permission for the Projected Start Date field on jobs.

5704

Attachments

File extensions didn’t get removed from the names of attachments.

5711

Sync Engine

Deleting child items caused sync upload errors.

5762

Fields

When you removed permissions for a controlling picklist, the dependent picklists didn’t get disabled.

5772

Ticket Item Wizard

Fixed issue with the Quick Add button that caused duplicate items to get added.

5774

Sync Engine

Fixed issue with calculating values in roll-up summary fields that caused sync failures

5800

Ticket Item Wizard

Fixed issue with the Quick Add button that caused single items to get added as children of existing child items.

FieldFX Mobile 4.0.1.4035

Release Details

  • Released May 10, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

FX Logs enhanced (5679)

FX Logs now shows details for syncs that didn’t finish.

Bug Fixes

# Area Description

5675

FX Forms

FX Forms displayed in duplicate on the sidebar when adding a new form.

5682

Fields

Users couldn’t add jobs if they lost access to the controlling field for a dependent picklist.

FieldFX Mobile 4.0.1.4033

Release Details

  • Released May 3, 2018

Prerequisites

Switch to Sync 4.0

Performance Improvements

Sync Engine Optimized (5670)

Improved performance by optimizing how UNABLE_TO_LOCK_ROW errors get handled during syncs.

Bug Fixes

# Area Description

5669

Sync Engine

Fixed issue that occurred when users updated from 4.0.1.3353 to a newer version.

5671

Home page → Sync Details

Totals for downloaded items didn’t display.

5672

Ticket Item grid → Update button

The Update button didn’t always display with the correct background color.

5685

Sync Engine

Fixed issue that occurred when users synced updates to tickets for deleted jobs.

FieldFX Mobile 4.0.1.4029

Release Details

  • Released April 26, 2018

Prerequisites

Switch to Sync 4.0

New Features

New filterby helper for FX reports (5637)

The new filterBy helper for FX reports gives you the ability to filter records using a formula.

Refer to the Report Helpers article for more information on how to use the filterBy helper.

Feature Enhancements

Tiles now support Roll-up summary fields (5599)

You can now include roll-up summary fields on tiles.

Sync Diagnostics enhanced (5651)

The sync diagnostics have been enhanced to make it easier to determine what records downloaded during the last sync.

Performance Improvements

Sync Engine Optimized (5647)

Improved performance by optimizing how report templates sync.

Sync Engine Optimized (5649)

Improved performance by optimizing how bad requests are handled during syncs.

Update process optimized (5654)

Improved performance by optimizing how FieldFX Mobile updates to a new version.

Update process optimized (5663)

Improved performance by ensuring that metadata is always downloaded when FieldFX Mobile updates to a new version.

Bug Fixes

# Area Description

5633

FX Reports

The contents of text fields didn’t display correctly on reports.

5641

Rule Engine

Items didn’t get removed from tickets correctly.

5643

Sync Engine → Pre-Sync Check

An incorrect failure reason displayed when a user had missing licenses.

FieldFX Mobile 4.0.1.4011

Release Details

  • Released April 12, 2018

Prerequisites

Switch to Sync 4.0

Bug Fixes

# Area Description

5150

Sync Engine → Full syncs

Fixed issue that caused pre-sync checks to fail.

5542

Sync Engine

Checksum failures caused sync failures.

5600

Fields

Roll-up summary filters with OR criteria didn’t work correctly.

5611

Sync Engine

Fixed the "Network Error URL:/presync" error.

5613

Sync Engine → Incremental syncs

Syncs failed for users if you removed access to a field or object.

5615

Formulas

The BEGINS and CONTAINS functions returned false positives with null values.

5623

Audit Log

"LoggedOutWithNoData" entries didn’t always get created when you logged out after syncing.

FieldFX Mobile 4.0.1.4003

Release Details

  • Released March 29, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

Search Pages enhanced (5282 & 5550)

The Job Search, Ticket Search, and Quote Search pages have been enhanced to make locating records easier.

Search Scope Widened

You can now search for records based on any field shown on a tile.

For Example:

In the example below, you can search for tickets based on entries in the Tracking Number, Job Name, Account, Office, and Status fields.

image
Typeahead search functionality added

You can now enter multiple search keywords and the search engine will filter search results as you type to find matches for all keywords.

In the example below, the search engine filtered the results to only show jobs with the words "hydroblast" and "lime" entered in one of the tile fields.

image
Sort Control enhanced

You can now sort records based on any field displayed on a tile. This gives you the new ability to sort based on lookup values.

In the example below, you can sort jobs by the Customer, Job Name, Price Book, Projected Start Date, Status, or Tracking Number field.

image

As a result of these enhancements, you can’t include roll-up summary fields on tiles.

Error messages for sync upload errors enhanced (5594)

Clearer error messages now display when a sync upload error occurs because a record was deleted.

Performance Improvements

Validation Rules optimized (5575)

Improved performance by optimizing how validation rules run.

Tiles optimized (5587)

Improved performance by optimizing how data loads and displays on tiles.

Bug Fixes

# Area Description

5594

Sync Engine

Error messages for sync upload errors caused by deleted records didn’t display

5595

Sync Engine

Network errors during syncs caused duplicate data to get synced to Back Office.

5606

Sync Engine

Network errors during syncs caused sync upload issues.

5609

Fields

Roll-up summary fields rounded percentages incorrectly.

5616

Audit Log

Pre-Sync Upload entries didn’t always display the correct data.

5617

Fields

Removed the functionality that displayed a numeric keyboard when you selected inside a number field on a touchscreen device.

FieldFX Mobile 4.0.1.3990

Release Details

  • Released March 15, 2018

Prerequisites

Switch to Sync 4.0

New Features

Adding Ticket Items just got easier (5505)

The Ticket Item Wizard has been enhanced to make adding ticket items easier. Now, when you do a keyword search and only one item displays in the search results, a new Quick Add button displays on the item.

image

Select the Quick Add button to add the item to the ticket. The wizard then stays open so you can add more items.

image

Feature Enhancements

Entering numeric values made easier (5437)

This feature was removed from FieldFX Mobile in FieldFX Mobile 4.0.1.4003.

When you select inside a numeric field on a touchscreen device, the numeric keyboard now displays by default.

image

Image re-use now available on PDF Reports (5538)

You can now re-use images on PDF reports. To take advantage of this new feature, you need to add <image> and <images> elements to the XML templates for your PDF reports.

Refer to the XML Elements article for instructions on how to use the <image> and <images> elements for PDF reports.

Performance Improvements

Error Handling Improved (5130 & 5450)

Improved error handling for PDF reports.

Bug Fixes

# Area Description

5556

Fields

Values in percent and currency fields displayed in red as you entered them.

5582

FX Forms

Users were taken back to the Home page after completing FX Forms.

5584

Ticket Item grid → Bulk Edit

The Update button displayed before you selected a field to edit.

5588

Attachments

Files attached to new jobs/tickets didn’t sync to FieldFX Back Office.

FieldFX Mobile 4.0.1.3978

Release Details

  • Released March 6, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

Reports Tab enhanced (5581)

The Reports tab has been enhanced to make using reports easier. Now, when you select Reports on the sidebar:

  • The Report Viewer displays when you don’t have any reports attached to a record. This makes it easier to run a new report.

  • The Reports list displays when you have reports attached to a record. This makes it easier to view existing reports.

FieldFX Mobile 4.0.1.3977

Release Details

  • Released March 1, 2018

Prerequisites

Switch to Sync 4.0

Feature Enhancements

Updating Ticket Items just got easier (5530)

The Ticket Item grid has been enhanced to make updating ticket items easier. Now, when you select multiple items, a new Update button displays at the bottom of the grid.

image

Select this button to display a menu of available options.

image

Choose an option on the menu to edit, copy, or delete the items as necessary.

Updating Quote Items just got easier (5530)

The Quote Item grid has been enhanced to make updating quote items easier. Now, when you select multiple items, a new Update button displays at the bottom of the grid.

image

Select this button to display a menu of available options.

image

Choose an option on the menu to edit, copy, or delete the items as necessary.

<Image> element now supports external sources (5063)

You can now enter a URL as the source for an <image> element on a PDF report.

<image width="300" source="https://i.imgur.com/B3NJGly.jpg"></image>

This gives you the ability to embed images from external sources on PDF reports.

Pre-Sync Check enhanced (5434)

The Pre-Sync check now determines whether you have the following:

  • Read permission for the Ticket Item object if you have Read permission for the Ticket object.

  • Read permission for the Tracking Number and SyncID fields on the Job object.

  • Read permission for the Tracking Number and SyncID fields on the Ticket object.

  • Read permission for the SyncID field on the Ticket Item object.

  • Read permission for the SyncID field on the Ticket Log object.

  • Read permission for the SyncID field on the Quote object.

  • Read permission for the Name field on the Report Template object.

This means that:

  • If you have permissions for these items, the sync runs as normal.

  • If you don’t have permissions for these items, the sync fails instantly and a message displays listing what you are missing.

Quick Report Viewer added (5512 & 5537)

The Report Viewer now displays instantly when you select Reports on the sidebar. This saves you from having to select the Add Report button and makes generating reports easier.

For Example:

Here’s how it works on the Ticket page.

image

If you want to view existing reports without adding a new report, click the Show Existing Reports button (shown below) on the Report Viewer.

image

Bug Fixes

# Area Description

1108

PDF Reports

You couldn’t attach reports to records if they featured rich text area fields.

5414

Ticket page → Items tab

Dynamic parent items with children sometimes disappeared from view after adjusting the record type filters.

5423

Inline Help

Inline help didn’t display on child FX Forms.

5457

General

Fixed the "i.print is not a function" error.

5476

Fields

Values were set in a dependent picklist even if there were no values set in the controlling picklist.

5508

Log In

Fixed issue that caused an OAuth error to sometimes display after logging in.

5520

Sync Engine → Full syncs

Price book items downloaded twice.

5532

Fields

You could enter values in fields that exceeded the maximum length.

5540

Sync Engine

Syncing updates to geolocations caused sync upload errors.

5555

FX Reports

On devices running iOS 10, the option to close the Report Viewer didn’t display.

5558

FX Reports

Data that failed validation displayed on reports.

FieldFX Mobile 4.0.1.3959

Release Details

  • Released February 16, 2018

Prerequisites

Switch to Sync 4.0

FieldFX Mobile 4.0.1.3938

Release Details

  • Released February 1, 2018

Prerequisites

Switch to Sync 4.0

Bug Fixes

# Area Description

5469

Sync Engine

Price book items in newly accessible price books weren’t available after incremental syncs.

5477

Quote page

A blank screen displayed when you selected the Create Job button and didn’t have the permissions necessary to convert quotes into jobs.

5479

Sync Engine

An error message about downgrading to an older version displayed by mistake after completing a sync.

5493

Sync Engine

Fixed the "Cannot read property 'user id' of undefined" error.

5502

Sync Engine

When you updated a record and synced, the new values didn’t always stay visible in the fields you updated.

FieldFX Mobile 4.0.1.3925

Release Details

  • Released January 18, 2018

Prerequisites

Switch to Sync 4.0

New Features

New Metadata Caching feature for the Sync Engine (5443)

Basics

Syncing metadata can take up to 50% of the time it takes to sync. The new Metadata Caching feature gives you the ability to skip syncing metadata for a defined period, resulting in faster syncs during that period.

Refer to the Sync Engine Setup article for more information about the Metadata Caching feature.

Performance Improvements

Sync Engine Optimized (5424)

Improved Sync Engine performance by optimizing how report templates sync.

Sync Engine Optimized (5453)

Improved Sync Engine performance by optimizing how Audit Log data syncs.

Bug Fixes

# Area Description

4921

FX Reports → Report Preview

Users were able to select the Add and Save buttons multiple times.

5389

Attachments

Previews of attachments didn’t display correctly on some devices.

5424

Sync Engine

Report templates didn’t sync until after data had synced.

5426

Sync Engine

Duplicate events synced to Back Office, causing sync upload errors.

5445

Sync Engine

Syncs failed when users hit Batch API limits.