FieldFX Mobile 2019 Updates

We have added a new rule action lookup field, FX5__Rule_Action__c, for ticket and quote items. Previously, if a rule required an item that already existed on a ticket, the item was not added again. This made it difficult to track if all rules requiring an item were being followed.

Now, once access is given to the new field, the system keeps track of which rule adds an item. If multiple rules require an item, the item is added multiple times and records the rule that requires each item. This helps to keep track of why items are required on a quote or ticket.

Back Office users can now use the Files Related List to send attachments to mobile field users for Jobs and Tickets. Support for file syncing through Chatter continues unchanged. Some setup is required to add support for the Files Related Lists.

There are no changes to file syncing from mobile users to Back Office with this update.

We added additional default messages throughout the application to explain buttons and available actions. Press the question mark in the lower left any time to view help for the current screen. A new Tour Builder admin tool allows you to add or edit the help text.

The FX_Find function now allows Field Updates to dynamically populate fields on Jobs and Tickets based on fields that are changed in the same record. The function works at creation or during edit.

Grid headings now display and remain locked in place for Google Chrome users.

Previously, the button to convert a quote to a job was unlabeled and confusing. This change adds a clear label to the button.

Salesforce recently created a new Time data type unbound from a date. This version of Mobile adds full support for the Time data type.

We recently enhanced CPQ rules to more tightly integrate tickets and quotes. At the request of a customer, we continued that enhancement to include dynamic bundles. See the updated documentation for details.

When customers are using reduced numerical precision they had to manage rounding on their own. We enhanced the AVG helper to automatically handle rounding in this case.

We have added the help button to every page in Mobile, although with only limited help content at this time. We will continue to add more content over time. More importantly, we have added the ability for our customers to create their own content. Details coming soon.

Based on a customer request, default values on a Ticket can now be generated based on Job level information.

Also from a customer request, field update default values were meant to be similar to Salesforce default values but with the ability to do more advanced calculations. With this improvement, field update default values will now set the parent relationship before running the field update. This allows more complex calculations without onerous null and blank checks.

The FX_FIND function now supports sorting by a single field.

There is now a link to the release notes on the Sync screen. This button will have a badge indicating the number of unread release notes.

During ConnectFX 2019, we met with many customers and received very valuable feedback on how to improve FieldFX Mobile. One thing we heard from a few customers is that sometimes field users do not realize that they can click on the status work flow to transition a ticket or job. We have changed the styling of the link to make it look more like a button so that new users will realize that it is "clickable".

We also received feedback that the work flow control is confusing when there are no transitions available. This release changes the workflow control to add a little more clarity to exactly what transitions are available and what it will do.

We appreciate all the feedback that we receive from our customers and are excited to be able to implement some of your suggestions.

A customer requested that ticket items created from a quote should have a lookup field pointing back to the originating quote item. With this release, when the user selects a quote item to add to a ticket, then the ticket item field named FX5__Quote_Item__c will have a link back to the originating quote item. To use this feature, a field user will need access to this ticket item field.

LiquidFrameworks has added the Disable Mobile Quick Add FX Setting to enable system administrators to prevent field users from adding multiple copies of items with quick add. This custom setting defaults to inactive (deselected), so system administrators must configure it to be active.

Ticket Item Import enables customers to import ticket items as a comma-separated values (.csv) file. System administrators can set up Ticket Item Import so that field users who use a desktop system can import ticket items in FieldFX Mobile.

If a field user closes a browser screen without logging out of FieldFX, accessing the FX Mobile Home Page (https://www.fieldfx.com/dashboard/sync) now returns the field user to the last screen worked on prior to closing the browser screen.

We added support for sub-queries to the FX Mobile Field Updates, an Admin Tool that can streamline data entry by field users and increase the consistency and accuracy of the data collected in FieldFX Mobile.

We added support for the "formula" attribute to the IF report helper so system administrators can define an expression as the criteria for the IF statement.

Depending on the amount of change being implemented, the upversion process can take longer than normal to sync to mobile devices. We have added a message to Mobile that displays when the process takes longer than a normal sync.

We have improved the loading time for list views of child eForms.

We recently upgraded the search for equipment in FieldFX Mobile to enable field users to add unplanned equipment as ticket items. Now, FieldFX honors the quoted price of the unplanned equipment when users add it.

For customers using both required items (rule engine) and quoting, we have enhanced the rule engine to honor the quoted item information when a required item is also quoted.

Field users can now see which fields are locked so that they do not spend time editing the fields that will not save or sync. When field users select the Grid Edit button and select a locked custom field, they will receive a message that indicates the custom field is not editable.

We have upgraded the search for equipment in FieldFX Mobile. As a result, FieldFX now supports field users adding unplanned equipment as ticket items. For field users, the Equipment Picker now works identically to the Price Book Item Picker.

When field users search by unit number on the Equipment tab of the Add Item screen in , the search first looks within the Customer’s master price book and then within the Customer’s extended price. The list of equipment returned for the field users is based on the equipment’s linked catalog items and are from price books beyond just the child price book specific to the job.

When equipment records are set up in FieldFX Back Office, each equipment record must be linked to a catalog item. This requirement of the relationship of equipment with catalog items ensures proper function of the upgraded search for planned and unplanned equipment by field users.

We have added keyboard selection and navigation functions to the Ticket Item Grid on Windows laptops. When field users select a row without enabling Grid Edit, pressing the Tab key focuses the row selector on that row. Pressing the Tab key again navigates field users to the next row selector. Pressing the space bar selects all of the current row.

When field users enable Grid Edit and then select a row, the Tab key navigates forward in the row to the next editable field. When the field user reaches the end of the row, pressing the Tab key navigates to the next row. Pressing the Shift+Tab keys navigates the field user backwards within the row. If the editable field is a check box, the space bar toggles the field between checked and unchecked.