Attachments
The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page. Follow the steps in Set Up Attachments Using the Files API. |
Introduction
Attachments are reports, images, and other files added to a record. The reports always go to Notes and Attachments. Images and other files can be set to sync or not sync to mobile devices. These files can sync over either the Chatter API or the Files API.
Syncing to Mobile using the Files API requires enabling Lightning Experience for the Back Office. |
By default, images and other files sync from mobile using Chatter API. Orgs with Lightning Experience enabled can continue to use Chatter API, but you should consider switching to use the Files API for file attachments instead.
Prerequisites
To setup and use the Attachments feature, you need to:
Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
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How it Works
FieldFX Back Office
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You can attach files to records for any object.
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There are four options for attaching files:
Option Usage Files sync? Chatter feed
Attach files for use system-wide
Only job/ticket attachments
Attachments sync from the Chatter feed when you tag them on the Chatter feed with the SyncToMobile
topic.FieldFX Attachments related list
Attach files for use system-wide
Only job/ticket attachments
Attachments sync from the FIeldFX Attachments related list when you attach them as Chatter files and tag them on the Chatter feed with the SyncToMobile
topic.Notes & Attachments related list
Attach files for use in FieldFX Back Office
No
Files List
Attach files for use system-wide
Only job-ticket attachments
Attachments sync from the Files related list when you edit the details and select the checkbox for Sync to Mobile. This can only be done in Lightning Experience.
FieldFX Mobile
Files sync to back office by the Chatter API by default.
If the Use_FileAPI
custom setting is added and enabled, then files sync from mobile to back office via the Files API to the Files List.
Reports always sync to the Notes & Attachments list. |
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There are two options for attaching files:
Option | Usage | Files Sync? | ||
---|---|---|---|---|
Job page → Files tab |
Attach files for use in FieldFX Back Office |
Yes
|
||
Ticket page → Files tab |
Attach files for use in FieldFX Back Office |
Yes
|
Files List
Review files in the Files List if using the Files API. |
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The Files list displays in a record in FieldFX Back Office.
The Files list includes files added directly to the list and files added through the Chatter feed. -
Use the Files list to attach files for use in FieldFX Back Office and FieldFX Mobile.
Attachments for Jobs and Tickets can sync from the Files list to FieldFX Mobile only from the Lightning Experience FieldFX Back Office view.
Step-by-Step Guides
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Switch to Lightning Experience.
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Access the record.
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Select the Related tab.
Figure 1. The Related tab displays on a Ticket record in FieldFX Back Office -
From the Files list, click Upload Files.
You can either upload new files or attach an existing Salesforce file.
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To add a new file, click Upload Files.
Figure 2. In the Select Files dialog, click Upload Files to add a new file -
Browse for the file, then click Open.
Salesforce uploads the file and attaches it to the record.
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(Optional) Mark the file to sync to mobile devices:
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Click the item file name from the Files Related List.
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Hover your cursor over the image and click the Show More down arrow next to Public Link.
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Click Edit File Details.
Figure 3. Find Edit Details under the Show More dropdown with additional options -
Click Sync to Mobile, then click Save.
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Chatter Feed
Review files in the Chatter Feed if not using the Files API. |
Basics
The Chatter feed displays at the top of a record in FieldFX Back Office.
Click Show Feed if the Chatter feed doesn’t display. Figure 4. The Chatter feed hides or displays at the user’s option with a toggle button
|
Use the Chatter feed to attach files for use in FieldFX Back Office and FieldFX Mobile.
Step-by-Step Guides
Attach a File
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Click File on the Chatter feed
Figure 5. In the Chatter feed, select the File option to add an attachment -
Select the file
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Click Share
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Select Click to add topics
Figure 6. Add a topic to the file to mark it for syncing to mobile devices -
Enter "SyncToMobile"
The topic name is case-sensitive, so make sure you enter
SyncToMobile
.Figure 7. The Topic name is case sensitive, so addSyncToMobile
exactly -
Click Done
FieldFX Attachments List
Basics
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The FieldFX Attachments list displays in a record in FieldFX Back Office.
You must set up the Attachments feature for an object to get this section to display.
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Use the FieldFX Attachments list to attach files for use in FieldFX Back Office and/or FieldFX Mobile.
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The FieldFX Attachments list also displays the FX Reports attached to a record.
Attachment Details
The following displays for each attachment:
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Type: type of attachment:
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Attachment: File attached through the FieldFX Attachments or Notes & Attachments list
You can’t sync these files to FieldFX Mobile. -
Feed Item: File attached through the Chatter feed or in FieldFX Mobile.
You can sync these files to FieldFX Mobile if you tag them with the SyncToMobile
topic.
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Title: file name
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Last Modified: date and time the file was last updated
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Created By: user who attached the file
Step-by-Step Guides
Attach a File for Use System-wide
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Click New Chatter File
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Select the file
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Move up to the Chatter feed
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On the Chatter post for the file, select Click to add topics
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Enter
SyncToMobile
The topic name is case-sensitive, so make sure you enter
SyncToMobile
.Figure 8. The Topic name is case sensitive, so addSyncToMobile
exactly -
Click Done
Notes & Attachments List
Basics
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The Notes & Attachments list displays in a record in FieldFX Back Office.
After you set up the Attachments feature, the Notes & Attachments list should no longer display.
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Use the Notes & Attachments list to attach files for use in FieldFX Back Office only.
If you attach files using the Notes & Attachments list, you can’t sync them to FieldFX Mobile. -
The Notes & Attachments list also displays the FX Reports attached to a record.
Mobile Files Tab
Basics
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The Files tab displays on the Job page and Ticket page in FieldFX Mobile.
Example 1. The Files tab is available after selecting a Job in FieldFX MobileFollowing is the Files tab on the Job page.
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Use the Files tab to attach files for reference later in FieldFX Back Office.
Step-by-Step Guides
View an Attachment
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Select the file in the list
Files you attach in FieldFX Mobile no longer display in FieldFX Mobile after you sync twice.
Delete an Attachment
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You can’t delete attachments in FieldFX Mobile
Recommended Reading
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Sync Rules for Attachments - Learn the rules that control when attachments sync.
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Attachments Setup - Learn how to set up the Attachments feature.
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FX E-Ticketing Minimum Permissions - Learn the minimum permissions required to use the Attachments feature.