Setup Sync Profile Wizard for the FieldFX Mobile App

For more information, see Sync Profile Wizard and Add a sync profile to a user.

  • As a general rule to improve sync speeds, follow these recommendations:

    • Use the SOQL filter option to segment data instead of using an AltSync flag, as the SOQL filter is more efficient

    • To archive no longer needed, use the Archive checkbox and then in the SOQL filter as a criteria for eliminating these records

    • Limit the records that users see in Mobile by choosing to sync only objects that are relevant to the user in Mobile

      • The objects a user needs to either create records for or select a record via a look-up

    • Use the job and price book sync assignment to limit the number of jobs and price books the user sync to mobile.

  • Limits:

    • The new app limits the number of synced records to 200 by object for the Job, Tickets and Parent eForm objects. Child records do not have a limit.

For a description of the layout in the Sync Profile Wizard Admin Tool, see Admin Tool Layout.

What is a Sync Profile?

A sync profile is a configuration that determines how data is synchronized between FieldFX Mobile App and Back Office. Each mobile user must be assigned a sync profile. It’s required now but was optional in the FX Mobile. Sync profiles control what data gets sent, received, and updated during a sync process. The admin determines the data (records) and metadata (objects and fields) a user with a sync profile sees in Mobile.

In the FieldFX Mobile App, the following mobile user with a sync profile can:

  • Access to one license and have a different profile in mobile and FieldFX Back Office. The user sees everything in back office but only the tiny sliver of data they need while in mobile.

  • Experience Faster syncs in the app and more precision about how the sync downloads data to the Mobile device.

With the FieldFX Sync Profile Wizard Admin Tool, the admin can:

  • Create, Copy, and Assign a profile to a user

  • Manage page, list, and search layouts

  • Define sObject filters for main objects and lookups

  • Propagate sObject changes across multiple profiles at once

The Sync Assignment Tool in FieldFX has been improved for price books and jobs. Custom fields and automatic sync assignment creation based on sync profile and user setup are supported.

To ease the transition from a previous user sync profile compatible to the FieldFX Mobile App, the admin can use tools to migrate the sync profile.

Ensure that each mobile user has an assigned sync profile. See

Use SOQL Filters

For a summary of why SOQL is better than using the AltSync filter, see Use SOQL over AltSync.

To create a SOQL filter:

  1. Access the Sync Profile Wizard from the Admin Portal in Back Office.

  2. At the Welcome to Sync Profile Wizard main screen, choose the Sync Profile you want to add the SOQL filter to in the Active Profile dropdown.

  3. Click on the object on the side menu to have the SOQL filter.

  4. Under Filter Records, click the SOQL Filter tab.

  5. In the SOQL Filter input box, enter the SOQL text for the filter.

    Make sure you have an understanding of SOQL and constructing SOQL statements.
    For performance reasons, don’t use the AltSync field in the SOQL filter if the AltSync field is a formula field.
    Example 1. Common SOQL Filters

    These common SOQL filter examples could be useful to a mobile user.

    The SOQL Filter box has already encoded SELECT <FIELDS> FROM <Name of object> WHERE. You only need to enter the operation. For the SOQL filter to be valid, the column you reference must exist on the SOQL Object. These are example SOQL filters. The object names and parameters may differ depending on how your org is set up. Always validate your SOQL filter before activating it.
    Use Case Object Sample SOQL Syntax
    (Customize with the specifics for the filter.)

    Filter jobs
    in Indiana

    FX5__Job__c

    		 
    FX5__Site_State__c = `Indiana`

    Filter jobs by
    category

    		 
    FX5__Category__c = 'Service'

    Filter jobs by
    warehouse

    		 
    FX5__Warehouse__c = '<name of warehouse>'

    Filter jobs by
    priority

    		 
    FX5__Priority__c = 'Medium'

    Show cancelled
    jobs

    		 
    FX5__Status__c = 'Cancelled'

    Show if what
    price books
    are active

    FX5__Price_Book__c

    		 
    FX5__Is_Active__c = TRUE

    Is the price
    book item
    archived?

    FX5__Price_Book_Item__c

    		 
    FX5__IsArchived__c = TRUE

    Is the price
    book item
    Quantity 1?

    		 
    FX5__Minimum_Quantity__c = 1

    Retrieve tickets
    created in the last week

    FX5__Ticket__c

    		 
    CreatedDate = LAST_N_DAYS:7

    Filter tickets
    linked to
    specific jobs

    		 
    FX5__Job__c IN (`<Job 1 ID>`,`Job 2 ID`)

    Filter tickets
    in progress

    		 
    FX5__Status__c = 'In Progress'

    Include only
    approved tickets

    		 
    FX5__Approval_Status__c = 'Approved'

    Exclude completed
    ticket

    		 
    FX5__Status__c NOT IN (`Completed`, `Closed`)

    Filter ticket
    items by type

    FX5__Ticket_Item__c

    		 
    FX5__Item_Type__c = `Material`

    Filter ticket
    items linked
    to a ticket

    		 
    FX5__Ticket__c = `<Ticket ID>`

    Include only
    billable ticket
    items

    		 
    FX5__Billable__c = TRUE

    Exclude ticket
    items with 0
    quantity

    		 
    FX5__Quantity__c > 0

    Filter by
    items created
    in the last month

    		 
    CreatedDate = LAST_N_DAYS:30

    Lookup Objects

    Account

    		 
    Website = 'www.yahoo.com'
    		 
    FX5__NumberofLocations__c = 1

    Equipment

    		 
    FX5__Location_Text__c = 'here'

    User

    		 
    Title = 'CEO'
    These are example SOQL filters. The object names and parameters may differ depending on how your org is set up. Always validate your SOQL filter before activating it.

  6. Click Validate to ensure the SOQL is correct.

  7. If the SOQL is validated, click Save to save the filter.

  8. Continue with

Schedule Sync Staged Data Setup in the Sync Profile Wizard

For more on Staged Data, see Staged Data.

If you made changes to any of the sync profiles, update the sync data:

  1. In the Sync Profile Wizard Admin Tool, click Sync Staged Data Setup if you want to create the Staged Data now.

  2. In the Prepare Sync Data for Default Profile block, click Prepare Sync Data

    The SyncStagedDate job will immediately run to update the sync profile in Back Office. The records, if any, in the Staged Data object are overwritten with the updated records.

    Preparing Sync Data Spinner
    Processing Sync Data Spinner
    Processing files for Sync Data
    To schedule the Sync Data for later, click Schedule and set the date and time if available.