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.

Permissions & Permission Groups

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

The following are requirements for configuring your org to work with the FieldFX Mobile App.

Table 1. Back Office Prerequisites

Minimum Package Version

FieldFX Base Managed Package v1.591
Object Permissions

See FieldFX E-Ticketing Minimum Permissions for full details.

Object API Name Required Access

Staged Data

FX5__Staged_Data__c

User - Read
System Admin - Read/Write

NOTE: Access to this object is now required for the FieldFX Mobile App.

Mobile Sync Log [26R1]

FX5__Mobile_Sync_Log__c

Admin - Read

Mobile Sync Log Details [26R1]

FX5__Mobile_Sync_Log_Detail__c

Admin - Read

Mobile Object Layout

FX5__ffxMobile_Object_Layout__c

User - Read (mobile users)
Sync Stage Data running user - Create
Apex Classes

  • FX5.OmnibusRestService

  • FX5.SyncFileAttachments

  • FX5.SyncData

  • SyncStagedData

Visualforce Page Access

Starting with FX5 v1.699, mobile users need access to the SyncDataService Visualforce page.

Sync Settings

  • User Licenses for required FieldFX packages must be assigned

  • The user must be on AutoSync

Table 2. Mobile Device Requirements - Platform Minimums
Platform Current Version Minimum Supported

iOS

18

17+

iPadOS

Current and previous versions supported. See iPad Requirements.

Android

15

14+

Windows

11

n/a
Test the hardware with your actual workload before purchasing.

See iPhone Hardware Requirements for device and network details.

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

Enablement Flow

Once that is done, set the following:

Enable User Profile’s DG Form Data Object Permissions

For a user to use DataGuide Forms in an org where ServiceMax DataGuide is installed, their Salesforce sync profile (use in the FieldFX Mobile App must have View All Records and View All Fields access.

  1. Click Setup.

  2. Search for a select Profiles.

  3. Find the profile to give access to the Form Data object.

  4. Click Apps > Object Settings.

  5. In the Search, enter form and select Form Data.

  6. Under Object Permissions, select View All Records and View All Fields.

    DG Form Admin FormDataObjPerms

  7. Click Save.

  8. Continue with Enable Read Access to Staged Data Object.

- Back to List of Processes -

Enable Read Access to Staged Data Object

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

  1. Click Setup.

  2. Search for a select Profiles.

  3. Find the profile to give access to the Staged Data object.

  4. In the Profile, click Object Settings under the Apps section.

  5. Since the list of objects is long, enter 'staged' into the search field and select Staged Data.

  6. Click Edit.

  7. Scroll down to Object Permissions.

    • Enable the checkboxes next to Read and View All

  8. Scroll down to Field Permissions.

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

    Both of the Read Access and Edit Access checkboxes are checked.

    Uncheck the Edit Access checkbox (for mobile field users only).

  9. Click Save.

  10. Continue with Enable Apex Classes.

- Back to List of Processes -

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

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 to be updated and available on 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.SyncData

This required Apex class for a Mobile User’s Sync Profile manages the sync of data between FieldFX and mobile devices. With this Apex class, mobile users can access and update job details, pricing, and other information in the field. It ensures that data is accurately synced across all devices.

Continue with Permissions & Permission Groups.

- Back to List of Processes -

Set Sync Packet Size for AutoSync

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

  1. In your org’s setup, use the Quick Find and enter custom setting.

  2. Select Custom Settings.

  3. Open FX Settings.

  4. Select Manage and then Edit.

  5. Find Sync Packet Size and change the value from 60 to 10.

  6. Click Save.

- Back to List of Processes -