System Administration Guide for FieldFX Mobile App

This setup and configuration guide is for System Administrators to install and configure the FieldFX Mobile App for mobile users to work and exchange data with FieldFX Back Office.

The screenshots in this documentation are taken from an Android tablet. The same screens on the iPhone may look different, but they function the same.

Differences between FieldFX Mobile App and FX Mobile

There are key differences in capabilities in the new FieldFX Mobile App and the existing FX Mobile.

Feature Previous FieldFX Mobile (called FX Mobile and FX Mobile Pro) FieldFX Mobile App

Platform

Web-based App

Standalone Apps for iPad, iPhone, Android tablet, Windows tablet

Accessibility

Internet browser (Chrome browser)

Dedicated App available on the platform’s app store (iPad/iPhone (App Store) / Android (Google Play Store) / Windows (Microsoft Store)).

  • Search in the app store for "FieldFX Mobile"

Custom Forms and Data Collection

n/a

Child eForms records appear in an editable grid under the parent record

Custom Objects (previously known as eForms) show up in separate tabs

FieldFX objects supported

Jobs, Tickets, and Quotes

Jobs, Tickets, Quotes, Work Orders, and Custom Objects (eForms)
Contact support for a complete list of supported objects.

Page Layouts

The fields showing up in the list view are defined by the Salesforce Page Layouts of the object

The fields are driven by the compact layouts of the object

Background Sync

Not Required

Required

  • The app automatically syncs when the user navigates away from the edit screen

Sync Profile for each mobile user

Not Required

Required

ServiceMax DataGuide (DG)

Limited support

Fully Supported

Prerequisites & Requirements

The following are requirements as you configure your org to work with the FieldFX Mobile App:

FieldFX Back Office FieldFX Mobile App
Test the hardware with your actual work load before making a purchase.

  • iOS/Android/Windows:

    Platform Current Version Minimum Version Supported

    iOS

    18

    17 and greater

    iPadOS

    Current and previous versions of iPadOS are supported. See iPad Requirements for more information.

    Android

    15

    14 and greater

    Windows

    11

    n/a

  • See iPhone Hardware Requirements for more details on supported devices, operating systems, and network requirements.

Setup Steps Summary

This is a summary of the steps you need to complete. Where applicable, references to a section is given for more detailed steps.

  1. Assign required permissions to users.

    • For sync monitoring, ensure admin users have Read access to FX5__Mobile_Sync_Log__c and FX5__Mobile_Sync_Log_Details__c.

      These objects store sync event data used for troubleshooting and performance analysis.

  2. Enable Apex Classes in a Mobile User’s Sync Profile.

  3. Configuration of sync profiles.

  4. Correct configuration of FX Settings Custom Settings.

  5. Set Sync Packet Size for AutoSync.

  6. Configure email notifications for sync failures using the Email Reports Manager Admin Tool.

    • For detailed sync troubleshooting, use the sync log data in FX5__Mobile_Sync_Log__c and FX5__Mobile_Sync_Log_Details__c to identify failing users, objects, and error patterns before escalating to FieldFX Support.

Configuration Overview

Pages and Objects

When configuring the FieldFX Mobile App, an admin can use the Sync Profile Manager Admin Tool in the FieldFX Back Office to set up the mobile user’s access to data and metadata. The configuration areas below are listed along with any special requirements:

Table 1. Pages and Objects

Object Configuration

  • See Objects and Object Manager in the Setup section of your org.

  • For eForms to appear in the FieldFX Mobile App, the eForm object must be in the Related List section of the record object’s page layout.

  • Define the following:

    • Object Permissions:

      • Specify which objects are available on the mobile app

    • Field-level permissions:

      • Determine and select the object fields are visible or editable on the mobile interface

Page Layouts

  • In the FieldFX Mobile App, list views and grids (ticket items and eForm (Custom Objects)) are driven by compact layouts

  • You can define the pages the user interacts with in the mobile app. You can define these in the Page Layouts in the org’s Setup or managed directly in the Sync Profile Manager Admin Tool.

You can:

  • Customize the objects and fields which appear on the user interface

  • Customize the order and grouping of fields for better usability

  • Specify actions or the buttons to be available to users

Types:

  • You can use Salesforce page layouts for a detailed view of the record. Any object in the new FieldFX Mobile App can use page layouts. It’s driven by the SFDC page layout assignment for that object. It’s different by record type and is dependent on what fields the user has access using their sync profile.

  • The search layout is used for look-ups in the FieldFX Mobile App. When you click on a look-up field, the first three fields appear on the search layout. Clicking on the information bubble, all the fields in the search layout appear.

  • The compact layout is used for all list views in the FieldFX Mobile App. When you see a list (in jobs, tickets, ticket items, and eForm records) in the FieldFX Mobile App, the FieldFX object has been set up to use compact layout.

Assign these layouts in Back Office:

  • You can assign different page layouts to different user profiles (not sync profiles). Only that profile will see the specific fields and objects that are relevant.

Table Layouts

Table layouts are used to control which fields appear as columns in the grid (table) views in the FieldFX Mobile App.

These come from and are configured by sync profile in the Sync Profile Manager Admin Tool

Geolocation fields won’t appear as columns in the mobile table/grid views for Jobs and Tickets when viewed in the FieldFX Mobile App, even if added to the layout.

Mobile Profile Settings

You can create special configurations for the FieldFX Mobile App using the Sync Profile Manager Admin Tool in the FieldFX Admin Tools Dashboard.

The sync profiles determine which objects are synced to the FieldFX Mobile App

Special Requirements
Validation Rules

Server-side validation rules work the same in FieldFX Mobile App as they did in FX Mobile.

Object Synchronization::

If using large objects or datasets, use an SOQL filter and not an AltSync filter to prevent sync delays.

Testing Configurations

Before you deploy, test the configuration in a sandbox environment for a smooth user experience and syncing is working as expected

Sync Analytics & Logs

The FieldFX Mobile App generates sync log data that admins can use to monitor sync health, troubleshoot failures, and analyze sync performance across users.

  • The FX5__Mobile_Sync_Log__c object captures high-level sync events (start, end, status, user, device).

  • The FX5__Mobile_Sync_Log_Details__c object captures granular per-object sync metrics (record counts, durations, errors).

  • Both objects must be included in the admin’s object permissions and may need to be added to the sync profile if the admin wants to query them from the mobile app.

  • For dashboards and reporting on sync trends, see Failed Sync Event Email Notifications and the Sync Analytics views in the FieldFX Admin Tools Dashboard.

These objects are read-only from the mobile app. Sync logs are written automatically by the sync engine — no user action is required.
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