Manage Sync Configurations Records
In FieldFX Back Office, you can view, edit or delete sync configuration records.
View Sync Configuration Records
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Use the App Launcher in FieldFX Back Office and enter
Sync. -
Select Sync Configurations.
A table of sync configuration records appear in a table.
Add a Sync Configuration
You can create a sync configuration by click New. Specify the options that are shown in Create a Sync Configuration.
The Contact field is required when creating a new sync configuration.
Import Sync Configurations
You can import existing sync configurations and up to 50,000 records at a time.
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Click Import.
A workflow opens that walks you through the data import.
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In the Custom objects tab, click Sync Configurations.
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In the What do you want to do? block, select either Add new records, Update existing records, or Add new and update existing records.
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Drag your CSV data file from its location to the Where is your data located? > Drag CSV file her to upload.
Once you drag in the CSV file, the block underneath shows the filename, character code (which can be changed if there is no checkmark) and how the values are separated by (which can be changed to Tab if Comma is selected).
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Click Next.
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In the Edit Field Mapping: Sync Configurations screen, a table appears showing an Edit, Mapped Salesforce Object and CSV Header.
Your file has been auto-mapped to existing Salesforce fields, but you can edit the mappings if you wish. Unmapped fields will not be imported.
Examples of how the data appears shows.
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Click Next to start the import process.
Click Previous to return to the previous step or Cancel the import process.
Add new records
Select an options in these dropdown:
| Question | Dropdown Options |
|---|---|
Match by: |
Name |
Which User field in your file designates record owners? |
Name |
Which Account field in your file do you want to match against to set the Office lookup field? |
Account Name |
Which Contact field in your file specifies the Master/Detail relationship? |
Contact Name |
At Trigger workflow rules and processes?, select the checkbox to apply for new and updated records.
Update Existing Records
Select an options in these dropdown:
| Question | Dropdown Options |
|---|---|
Match by: |
Name |
Which User field in your file designates record owners? |
Name |
Which Account field in your file do you want to match against to set the Office lookup field? |
Account Name |
Which Contact field in your file specifies the Master/Detail relationship? |
Contact Name |
At Trigger workflow rules and processes?, select the checkbox to apply for new and updated records.
Edit Sync Configuration Records
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Click the option arrow at the end of the row for the record to edit.
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Select the Edit option.
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At the <record name> modal, you can change:
Changed values appear in yellow. An undo icon appears in the corner where the selected value can be undone.
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Sync - Job Crew Only checkbox
This checkbox controls the jobs that the user sees in FieldFX Mobile by job crew assignment. If checked, the user only sees jobs if they are in the job crew. If not, the user sees any job matching the other criteria specified in the sync configuration. -
Office
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Account
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Job Type
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Segment
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If these values are blank, the user sees all jobs in FieldFX Mobile. If there is a specific value, the user only sees jobs matching that criteria. Read-only information is also shown consisting of:
|
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Click Save to save changes or Save & New to create another sync configuration.
Clone a Sync Configuration
You can clone a Sync Configuration record.
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Open the record you want to clone.
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Click Clone.
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Complete using fields when adding a new sync configuration.