System Administration Guide for FieldFX Mobile App

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, Android tablet, Windows tablet

Accessibility

Internet browser (Chrome browser)

Dedicated App available on the platform’s app store
(iPad (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 and Tickets
Work Orders are not supported

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

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
- See What is a Sync Profile and Add Sync Profile to User

ServiceMax
DataGuide (DG)

Limited support

Fully Supported
- See ServiceMax DataGuide Overview for more information

Prerequisites & Requirements

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

FieldFX Back Office FieldFX Mobile App

Minimum version: FieldFX Base Managed Package v1.591

There are no customizations that require the FieldFX Lightning Managed Package. You should have your org running the latest version.

Permissions, Objects, and Apex Classes

Objects

See FieldFX E-Ticketing Minimum Permissions for the needed permissions.
Staged Data Object
FX5__Staged_Data__c)

Access to this object is now required for the FieldFX Mobile App.
- User - Read Access,
  System Admin - Read/Write Access

APEX Classes

FX5.OmnibusRestService
FX5.SyncFileAttachments
SyncStagedData

User Licenses for required FieldFX packages.
The default size of sync packets for AutoSync is 10.

See Set Sync Packet Size for AutoSync.

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

Android

15

14 and greater

Windows

11

n/a

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.

Assign required permissions to users.
Enable Apex Classes in a Mobile User’s Sync Profile.
Configuration of sync profiles.
- Assign a sync profile to a Mobile User.
Correct configuration of FX Settings Custom Settings.
Set Sync Packet Size for AutoSync.
Contact FieldFX Support for guidance on how to set up Email Notifications using Salesforce Flow for Sync Failures.

Configuration Overview

Pages and Objects

When configuring the FieldFX Mobile App, an admin can use the Sync Profile Wizard 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:

Object Configuration

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

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.

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. Its 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. Clicking 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 appears.
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.

Mobile Profile
Settings

You can create special configurations for the FieldFX Mobile app using the [Sync Profile Wizard] Admin Tool in the FieldFX Admin Tools Dashboard.
The sync profiles determine which objects 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