FieldFX Mobile App Required Objects and Permissions

To configure the required objects and permissions to use the FieldFX Mobile App, first set access to the FieldFX objects and permissions/permission groups.

Once that is done, set the following:

Enable Read Access to the FieldFX Staged Data Object
Enable Apex Classes in a Mobile User’s Sync Profile
Enable Permission & Permission Groups
Set Sync Packet Size for AutoSync
Assign a sync profile to a Mobile User

Enable Read Access to Staged Data Object

For more information, see FX5__Staged_Data__c in Objects topic > Staged Data and FieldFX Staged Data.

Give read access to Mobile field profiles for the Staged Data object.

You can do the same through a permission set.

Click Setup.
Search for a select Profiles.
Find the profile to give access to the Staged Data object.
In the Profile, click Object Settings under the Apps section.
Since the list of objects is long, enter 'staged' into the search field and select Staged Data.
Click Edit.
Scroll down to "*Object Permissions".
- Enable the checkboxes next to Read and View All
Scroll down to Field Permissions.

The field permissions shown may differ from the profile’s permissions.

Both of the Read Access and Edit Access checkboxes are checked. * Uncheck the Edit Access checkbox (for mobile field users only).
Click Save.
Continue with Enable Apex Classes.

Enable Apex Classes in a Mobile User’s Sync Profile

Access each mobile profile and grant access to these Apex classes:

For information on accessing a mobile user profile, see Grant Apex Class Access and Set Apex Class Access.

Apex Class Name Reason for Access

Apex Class Name	Reason for Access
`FX5.OmnibusRestService`	is required Apex class for a Mobile User’s Sync Profile handles data syncing between FieldFX and mobile devices. With the Apex class, mobile users can send and receive job, pricing, and lookup data.
`FX5.SyncFileAttachments`	This required Apex class for a Mobile User’s Sync Profile manages the sync of file attachments between FieldFX and mobile devices. With this Apex class, mobile users can access and upload documents, images, and reports in the field. It enables attachments updated and available all devices
`FX5.SyncStagedData`	This required Apex class for a Mobile User’s Sync Profile controls the processing and syncing between FieldFX and mobile devices. This Apex class ensures that job details, pricing, and other updates are validated before sending them to mobile users.

FX5.OmnibusRestService

is required Apex class for a Mobile User’s Sync Profile handles data syncing between FieldFX and mobile devices. With the Apex class, mobile users can send and receive job, pricing, and lookup data.

FX5.SyncFileAttachments

This required Apex class for a Mobile User’s Sync Profile manages the sync of file attachments between FieldFX and mobile devices. With this Apex class, mobile users can access and upload documents, images, and reports in the field. It enables attachments updated and available all devices

FX5.SyncStagedData

This required Apex class for a Mobile User’s Sync Profile controls the processing and syncing between FieldFX and mobile devices. This Apex class ensures that job details, pricing, and other updates are validated before sending them to mobile users.

Continue with Permissions & Permission Groups.

Permissions & Permission Groups

To use the FieldFX Mobile App, the mobile user must have the proper permissions/permission groups.

For more information, see Assign a Permission Set to Users.

Set Sync Packet Size for AutoSync

To set the size of the Sync Packets for AutoSync, follow these steps:

In your org’s setup, use the Quick Find and enter object manager.
Select Object Manager.
Open FX Settings.
Select Manage and then Edit.
Find Sync Packet Size and change the value from 60 to 10.
Click Save.