Manage Filters in the Sync Profile Wizard

You can add filters to objects as an additional layer to manage what syncs to mobile devices.

Filters use the AltSync flag on objects, which must be True for a record to sync.

Filters must be changed from the Default Config Sync Profile, as the filter is an object-level setting that applies to everyone.

  1. Access the Sync Configuration Wizard Admin Portal tool.

  2. Select Default Config from the Active Config dropdown.

    The filter options selected for the Default Config Sync Profile apply to all Sync Profiles.

If you are using the new FieldFX Mobile App, the AltSync filter and AltSync checkbox shouldn’t be used. Also, when using the Sync Profile Wizard and filters, the AltSync filter shouldn’t be used.

  1. Select the desired object from the menu.

  2. If necessary, select the image arrow to expand the Filter records section.

  3. Select one of the following options:

    Option Object
    Availability    		 Action

    No filter

    Do not use AltSync for this object

    Filter rows by activity

    only
    Master Data
    and Lookup

    Let FieldFX automatically select or deselect the AltSync flag on records

    Filter rows manually

    only
    Transactional

    Use the AltSync flag, but a person selects and deselects the flag on records as needed

    Filter rows by formula:

    Enter a SOQL statement in the AltSync Formula field that must evaluate to True for the record to sync.

    Many objects have a recommended SOQL formula to use.

    Alerts display if the recommended setting is not entered, and the recommended formula displays in the Recommended AltSync Formula field that can be copied into the AltSync Formula field.

  4. Select Save, then repeat for other objects as needed.

    image

Add an SQL Filter to an Object

  1. Access the Sync Profile Wizard from the Admin Portal in Back Office.

  2. At the Welcome to Sync Profile Wizard main screen, choose the Sync Profile you want to Ticket Transaction SQL Filter in the Active Profile dropdown.

  3. Click on the object on the side menu to have the SOQL filter.

  4. Under Filter Records, click the SOQL Filter tab.

  5. In the SOQL Filter input box, enter the SOQL text for the filter.

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

    For performance reasons, don’t use the AltSync field in the SOQL filter if the AltSync field is a formula field.

  6. Click Validate to ensure the SOQL is correct.

  7. If the SOQL is validated, click Save to save the filter.

Create Filter to Exclude Catalog Items

You can utilize the new FX5__ffx_Last_Used__c field in the catalog item object to construct a SOQL filter for the Price Book Item object to educe the total number of price book items synced. The field is stamped with the date when the catalog item was last used on a ticket item.

The SOQL filter would be:

FX5__Catalog_Item__r.FX5__ffx_Last_Used__c = LAST_N_MONTHS:12 OR (FX5__Catalog_Item__r.FX5__ffx_Last_Used__c = null AND FX5__Catalog_Item__r.CreatedDate = LAST_N_DAYS:30)

Recommended Reading (3 columns)

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

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