Sync Configuration - FX25R2 vs FX26R1

This topic compares how mobile sync configuration works in FieldFX FX25R2 and FX26R1.

FX26R1 introduces a redesigned configuration model that separates sync profile setup from data assignment, enabling more flexible control over mobile data access.

Overview of Changes

In FX25R2, mobile sync configuration is primarily managed through sync profiles and legacy assignment mechanisms.

In FX26R1, mobile sync configuration is divided into:

  • Sync Profile Manager — defines available data and features

  • Sync Configurations — assigns data access to users

  • SyncLink — supports flexible relationships across objects

This change improves scalability and simplifies administration.

Comparison Table

Table 1. Comparison Table
Capability FX25R2 FX26R1

Primary Admin Tool

Sync Profile Manager (early version) and Sync Profile Wizard

Sync Profile Manager V2 with Admin Portal integration

Mobile App Support

New FieldFX Mobile app supported via Sync Profile Manager

Same, with expanded capabilities and clearer separation from legacy tools

Legacy Mobile Support

Sync Profile Wizard

Sync Profile Wizard (unchanged, still used for legacy app)

Configuration Model

Profile-based configuration with limited assignment flexibility

Separation of profile (capability) and configuration (assignment)

Data Assignment Method

Sync Assignment tied to specific objects (for example, Jobs)

Sync Configurations that generate SyncLink records

Object Support

Jobs and Price Books (primary use cases)

Jobs, Price Books, and Work Orders

Work Order Support

Not explicitly supported through sync configuration

Fully supported through profile and configuration settings

Layout Management

Layouts available but limited or partially functional

Layouts fully integrated into sync profiles and used in mobile output )

User Assignment

Manual or indirect assignment through profile usage

Direct assignment using sync configuration UI with user selection and filters

Filtering Criteria

Standard field filtering

Standard and custom field filtering (requires matching API names)

Time-Based Access

Not available

Effective and expiration dates for sync configurations

Multi-User Assignment

Limited and manual

Bulk user selection using filters (for example, Office or other criteria)

Preview Before Save

Not available

Configuration preview before creation

Data Model

Sync Assignment (master-detail limitations)

SyncLink model supporting flexible relationships

Admin Experience

Distributed across multiple setup areas

Centralized in Sync Profile Manager and configuration tools

Admin Portal Integration

Limited visibility

Dedicated shortcut and dashboard integration

Key Differences

The most significant changes in FX26R1 include:

Table 2. Key Differences

Separation of configuration layers:

  • Sync profiles define what data is available

  • Sync configurations define who receives the data

Introduction of SyncLink:

  • Removes limitations of earlier assignment models

  • Enables support for additional object types

Expanded flexibility:

  • Time-based access control

  • Custom field filtering

  • Bulk user assignment

Improved usability:

  • Centralized configuration tools

  • Integrated Admin Portal access

  • Preview before saving configurations

When to Use Each Version Approach

Table 3. When to Use
Use Case Recommended Version Approach

Managing legacy FieldFX Mobile web app

Continue using Sync Profile Wizard

Configuring new FieldFX Mobile app (basic setup)

FX25R2 Sync Profile Manager

Configuring advanced mobile sync behavior

FX26R1 Sync Profile Manager + Sync Configurations

Assigning dynamic or temporary data access

FX26R1 only

Working with Work Orders in mobile

FX26R1 only

Summary

FX26R1 introduces a more flexible and scalable approach to mobile sync configuration by:

  • Separating profile configuration from data assignment

  • Introducing a new data model (SyncLink)

  • Expanding support for objects and filtering

  • Centralizing the admin experience

These enhancements provide greater control over mobile data synchronization and reduce the complexity of managing sync behavior across users and data sets.