Create an Object Filter in the Sync Profile Manager

You can define object filters in the Sync Profile Manager admin tool which simply put of setting rules to determine which records from each object are sent to FieldFX Mobile for users assigned to that sync profile.

Object filters are condition applied to sObjects in FieldFX (like Job, Ticket, Price Book, etc.) which limits the data synced to mobile devices. Instead of syncing all the records for an object, you can use a filter with criteria such as:

  • Job Status (Ex. only "Active" jobs)

  • Data Ranges (Ex. jobs scheduled in the next 30 days)

  • Assigned user (Ex. jobs where the user is on the crew)

Filters can help with system performance and reduce sync time by sending only the relevant data. They can provide security which prevents unnecessary exposure of sensitive data. Mobile users see only the data they need for their work improving their user experience.

Table 1. Object Filter examples
These custom objects may or may not exist in your org. Always verify the filter validity before deploying.

Job

FX5__Status__c = 'Active' AND FX5__Start_Date__c >= TODAY

Ticket

FX5__Ticket_Type__c IN ('Field', 'Maintenance')

Price Book Items

FX5__ffx_Last_Used__c >= LAST_N_DAYS:90

How the Filters are Defined

The Sync Profile Manager has multiple ways of defining object filters:

  1. Filters can be applied to main objects such as Jobs or Tickets and lookup objects like Accounts and Equipment.

  2. You can use SOQL filter for precise control.

  3. Records can be excluded using certain fields such as

    FX5__ffx_Last_Used_c >= LAST_N_DAYS:90

Filter Best Practices

  1. Use SOQL filters over legacy AltSync flags since SOQL is faster and more flexible.

  2. Keep filters simple for performance.

  3. Validate filters before saving.

Filter Examples

Here are some SOQL filter examples that are primarily used for look-up objects (Account, Contact, Equipment, any other custom look-up objects):

These examples may or may not work depending on which fields and objects are in your org. Verify the SOQL before deploying the example in your org. Use SOQL over AltSync for flexibility and speed.
Object Type Purpose Filter Example

Jobs

Active Jobs Only

 
FX5__Status__c = `Active`

Jobs Starting Today or Later

 
FX5__Start_Date__c >= TODAY

Active Jobs Assigned
to Current User

 
FX5__Status__c = 'Active' AND FX5__Assigned_To__c = :User.Id

Jobs Within Next 30 Days

 
FX5__Start_Date__c >= TODAY AND FX5__Start_Date__c <= NEXT_N_DAYS = 30

Tickets

Field and Maintenance Tickets

 
FX5__Ticket_Type__c IN ('Field', 'Maintenance')

Tickets Linked to Active Jobs

 
FX5__Job__r.FX5__Status__c = 'Active'

Tickets Created in Last 7 Days

 
CreatedDate >= LAST_N_DAYS = 7

Price Book Items

Items Used in Last 90 Day

 
FX5__ffx_Last_Used__c >= LAST_N_DAYS = 90

Items in Specific Price Book

This filter needs to be populated by a trigger. It is not included initially. 
FX5__Price_Book__r.Name = 'Standard Price Book'

Equipment

Active Equipment Only

 
FX5__Status__c = 'Active'

Equipment Assigned to Current Job

 
FX5__Job__r.FX5__Status__c = 'Active'

Equipment Planning

 
FX5__Price_Book_Item__c != null

Process

  1. Access the Sync Profile Manager admin tool.

  2. At the Configuration Profiles tab, select the sync profile you want to add the filter to.

  3. Under Transaction Objects, click on the object that you want define a filter.

  4. At the Transaction Object Config - <object name>, type a valid SOQL filter in the Download Filter box.

  5. Repeat for other objects as needed.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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