Sync Profile Manager Admin Tool Updates

This page summarizes recent updates to the Sync Profile Manager admin tool, which is used to configure how FieldFX Mobile syncs data for offline use. These updates are part of our ongoing efforts to improve the admin experience and provide more control over mobile sync configurations.

Release Table

Version	Release Date	Notes
219	2/26/26	Bug Fixes
207	2/16/24	Bug Fixes, Enhancement

Version

Release Date

Notes

219

2/26/26

Bug Fixes

207

2/16/24

Bug Fixes, Enhancement

Release Notes

Version 219 (2/26/26)

Type Issue Summary

Bug Fix

FFX-5363

In the Transaction Object Layout editor, admins could previously delete an entire section even when it contained required fields, although those fields could not be removed individually. This has been corrected so that:

Sections that contain required fields no longer show the delete (X) option.
If all fields in a section are changed from required to optional, the section delete option reappears and the section can be removed as before.

This ensures required fields cannot be removed from layouts indirectly by deleting their parent section.

FFX-5331

We resolved an issue where the WorkOrder default layout (and other transaction table layouts) could show a blank page in Sync Profile Manager when a geolocation (Location) field was included.

On the Table Layout tab for transaction objects, Location fields are now blocked from the table layout with a message: “Geolocation fields are not supported in the table layout.” WorkOrder layouts now load correctly.

FFX-5236

We fixed an issue when an admin enables the Work Order module in a sync profile, Sync Profile Manager now automatically adds the related work‑order transaction objects to the Transaction Objects grid with sync enabled by default. The following objects are now included and synced as graph/child objects:

Work Task (FX5__WorkTask__c)
Work Task Steps (FX5__WorkTaskStep__c)
Task Labor (FX5__TaskLabor__c)
Planned Stock (FX5__PlannedStock__c)
Inventory Transactions (FX5__InventoryTransaction__c)

Admin users can configure Sync, Edit, and Create for these objects; Delete remains disabled.

This change affects default sync behavior for newly enabled Work Order modules.

FFX-5379

We fixed an issue so Admins no longer need to manually add bundle-related fields for FX5__JobResource__c in Sync Profile Manager. When a Sync Profile includes FX5__JobResource__c, the static resource definition now automatically includes the required fields FX5__ParentJobResource__c and FX5__Is_Parent_Bundle__c.

This ensures bundled Job Resources sync correctly to FieldFX Mobile, preventing missing or broken bundles for back office and mobile users.

FFX-5310

Previously, in the V2 Sync Profile Manager, checking or unchecking module checkboxes (for example, adding/removing the Ticket or Workorder modules) could delete existing global layout assignments for job-related objects. This has been fixed so that updating module selections no longer removes saved layout configurations; existing global layout assignments are preserved when admins change module checkboxes.

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Known Limitations

None reported in this release.

Version 207 (2/16/24)

Type	Issue	Summary
Enhancement	FFX-5037	We added a new section or updated an existing one explaining Status Workflow availability and usage.
FFX-5235	We updated module list and configuration steps in the documentation to reflect the new module and steps.
FFX-5290	We added a new section in the documentation describing how to use the new "Sync Access Check" feature that allows admins to define a custom Apex class to control whether a record should sync to Mobile based on any criteria they choose.
FFX-5304	We added a new section in the documentation describing how to use the new "Sync Configuration Templates" feature that allows admins to create and manage templates for Sync Configurations, making it easier to set up new sync profiles with consistent settings.
FFX-5011	When admins add a new editable lookup field to a transaction layout already used by a sync profile, FieldFX now automatically adds that lookup’s object to the profile (manifest/lookups, objects, access, and layout). Read-only lookups are ignored.
Bug Fix	FFX-5151	We resolved an issue where child items could no longer be added to a Dynamic Parenting ticket item after a mobile sync when using profiles generated from Sync Profile Manager.

Type

Issue

Summary

Enhancement

FFX-5037

We added a new section or updated an existing one explaining Status Workflow availability and usage.

FFX-5235

We updated module list and configuration steps in the documentation to reflect the new module and steps.

FFX-5290

We added a new section in the documentation describing how to use the new "Sync Access Check" feature that allows admins to define a custom Apex class to control whether a record should sync to Mobile based on any criteria they choose.

FFX-5304

We added a new section in the documentation describing how to use the new "Sync Configuration Templates" feature that allows admins to create and manage templates for Sync Configurations, making it easier to set up new sync profiles with consistent settings.

FFX-5011

When admins add a new editable lookup field to a transaction layout already used by a sync profile, FieldFX now automatically adds that lookup’s object to the profile (manifest/lookups, objects, access, and layout). Read-only lookups are ignored.

Bug Fix

FFX-5151

We resolved an issue where child items could no longer be added to a Dynamic Parenting ticket item after a mobile sync when using profiles generated from Sync Profile Manager.

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