FieldFX Mobile App Files
You can add files to a job or ticket such as files on the device, images, or if the device has a camera, launch the camera app.
| The screenshots and graphics shown were captured from the Windows version of the FieldFX Mobile App. There may be some differences on the iPad version and the Android version. |
| The fields shown below can vary according to the specific page layouts used in your org. Some fields shown below may or may not be present depending on the needs in your org. For more information on page layouts, see Page Layouts |
Introduction
The FieldFX Mobile App handles files where a user can save a report as a file.
The Report/Document templates will work the same way as files from a sync perspective.
Files and reports can have either a New, Downloaded, or Uploaded status:
| Status | Description |
|---|---|
New |
Reports or Files were generated in the app but not yet synced to Back Office |
Downloaded |
They were generated in either in the app or in Back Office and if the sync is set to true, they have been downloaded to Mobile |
Uploaded |
They were generated in the current Mobile session and have been synced to Back Office. |
Generated documents use the FX5__Type__c property to set them apart from other files uploaded in FieldFX Mobile:
|
If true (checked), the file is uploaded to FieldFX Mobile if the user has access to the parent record. If false (unchecked), |
Report |
A user fills out information from a document template and its associated to a job, ticket, or eForm in either FieldFX Mobile or Back Office and then its saved to the parent record. |
The file created by the System Admin or Document Template Designer via the Admin Tool that a user utilizes to fill out information. |
|
File |
Can be added to a job, ticket, or eForm Record in either FieldFX Back Office or using the File module in FieldFX Mobile. |
Files Tab Layout
The Files Tab layout in the FieldFX Mobile App shows the files that were added to a job or ticket.
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| Callout | Name | Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 |
Back Button |
Tap the button to return to the list of jobs or tickets. |
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2 |
Job/Ticket Title & ID Number |
Name of the ticket, its assigned ID number, and the job name and tracking number underneath.. |
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3 |
Status |
Ticket status. Use the drop down to select the next status in your org’s status workflow. |
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4 |
Job/Ticket sections |
These are different sections of a job or ticket. The Files tab is selected.
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5 |
Search for. |
Use this field to search for a particular file. Enter the name of the file and the results automatically filter to show matching files. |
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6 |
Sort |
Sort the files by type. Tap the field to sort by:
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7 |
File Details |
Details for the files added are shown in columns:
The ↑ icon next to the column header sorts the column a to z and the ↓ icon sorts the column z to a. Tap the arrow to see a preview of the file. The preview is different depending on what type of file was added. |
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8 |
+ Add |
Add a file to the Ticket. See Add Files. |
Step-by-Step Guides
Add Files
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Tap the button to add files to the job/ticket.
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You can choose either Files, Image Search, or activate the device’s Camera.
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Files - Accesses the local storage to add any file like a document, PDF, or spreadsheet. Find the file and click Open. The file is added.
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Image Search - Accesses the local storage to any supported image (.jpeg, .jpg, or .png formats). Find the file and click Open. The file is added.
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Camera - Launches the device’s camera app to capture a picture.
On first time access, permission will be asked to access the camera.
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Tap Cancel to close the Add dialog.