Edit a Sync Profile

Once a sync profile is created, you can edit it to customize what modules it can access, its settings, Transaction Objects, and Lookup Objects.

Modules

With a sync profile, you can choose whether they have access to Jobs and Tickets in the FieldFX Mobile App.

Select the Jobs and/or Tickets checkboxes.

The chosen modules dictate which Transaction and Lookup Objects the sync profile can access.

Settings

In the Settings section, select the following checkboxes:

Filter by Sync Assignment

DataGuide

Select if DataGuide is installed in the org.

Allow File Deletion

Select to allow the sync profile to delete files. You can enable users with a specific Sync Profile to delete files.

Transaction Objects

This section allows an admin to manage the syncable objects for which records can be created in Mobile.

These objects are used to store operational data that users interact with on a daily basis and users make use of them when they need to view, edit, or create that specific type of data on mobile.

The admin can determine which:

  • fields are visible to the Mobile user for these type of objects

  • which data is visible for these type of objects

The Transaction Objects are listed in a table where you can set options by each object. Some of the objects have the checkboxes grayed out indicating they can’t be changed. Some don’t have layouts and only a filter for records show in the List and Table views.

Select one or more of the checkboxes to:

Sync

Select to have records from the transaction object sync between Back Office and Mobile.

When using DataGuide Forms, the Form Data checkbox must be selected for the Sync Profile that needs access. If not, checked, the mobile user doesn’t see the DG Forms. If you select it (and it was unselected), you will need to resend the Sync Staged Data. The mobile user will see any forms attached when they next log in.

Edit

Select to have the sync profile edit the records generated by the transaction object.

Create

Select to have the sync profile create records in the transaction object.

Delete

Select to have the sync profile delete the records generated by the transaction object.

Apply Filter for a Transaction Object

Some Transaction objects don’t have layouts but a filter can be created for records shown in the List and Table views.

Make sure you have an understanding of SOQL and constructing SOQL statements. There is no validation on the SOQL and there is no indicators that its valid.

  1. Click on the transaction object name.

  2. At the Transaction Object Config - <Transaction Object Name>, enter a valid SOQL filter.

  3. Click Apply.

The filter only applies to records in that transaction object for that sync profile.

Change Record Type

You can change the record type of the object to the other record types that are configured for that object and in your org.

  1. In a profile’s Transaction Objects list, click on an object.

  2. In the Transaction Object Config - <object name>, find the Default config.

    Some objects may not have one.

  3. Open the default.

  4. Choose the record types in the list.

    Only the record types configured in your org for that object appear in the list.

    The selected record type appears in the RecordTypes column.

Add Global Layout

You can add global layouts to an object.

  1. In a profile’s Transaction Objects list, click on an object.

  2. In the Transaction Object Config - <object name>, click + Select Global Layout.

  3. Choose the layout listed in the Select Layout modal.

    The Record Types checkboxes correspond to the chosen layout.

Apply and Save Changes

Click Apply when done making changes.

Click Save button to save changes to the sync profile.

Lookup Objects

This section allows an admin to manage the sync-able reference (look-up) objects in the Mobile app.

With lookup layouts, you can define which fields are searchable and appear in the search results when a user accesses a lookup field.

The admin can determine which:

  • fields are visible to the Mobile user for these type of objects

  • data is visible for these type of object

The maximum number of records that can be downloaded by a look-up object is 200K.

The objects that appear are dependent on the modules selected for the sync profile.

Apply Filter for a Lookup Object

Some Lookup objects don’t have layouts but a filter can be created for records shown in the List and Table views.

Make sure you have an understanding of SOQL and constructing SOQL statements.

  1. Click on the lookup object name.

  2. At the Lookup Object Config - <Lookup Object Name>, enter a valid SOQL filter.

  3. Click Apply.

The filter only applies to records in that lookup object for that sync profile.

Select Layout

In the Lookup Config - <object name>, use the Selected Layout to choose a layout from the dropdown list.

Save Changes

Click Save button to save changes to the sync profile