Sync Rules for Attachments

Introduction

Attachments sync between FieldFX Back Office and FieldFX Mobile based on a number of rules. It is part of the FieldFX Sync Engine and can also be used with FX EAM (Enterprise Asset Management) and Work Orders in FieldFX.

The following flowcharts illustrate the sync rules for 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.

FieldFX Back Office to FieldFX Mobile

Attachments sync to FieldFX Mobile based on the following rules:

Criteria Question Yes No

Is the file attached through Chatter?

Proceed to the next criteria question

Attachment does not sync

Is the file tagged with "SyncToMobile" flag?

Does the Job/Ticket sync?

Does the User follow the job/ticket?
(See Note 1)

Attachment syncs

Table Notes

  1. Users follow their jobs and tickets automatically if you select Auto Follow Job and Ticket in the FX Settings.

Flow

Flowchart of Back Office to Mobile attachment sync criteria
Figure 1. This flowchart shows the rules for when attachments sync from Back Office to FieldFX Mobile

FieldFX Mobile to FieldFX Back Office

Attachments sync to FieldFX Back Office based on the following rules:

Criteria Question Yes No

Has the parent record synced to Back Office?

Proceed to the next criteria question

Attachment syncs during the next sync
(See Note 1)

(when under the hourly Chatter API limit (See Note 2))

Is there an active Internet connection?

Proceed to the next criteria question

Is the User under the hourly Chatter API limit?
(See Note 2)

Attachment syncs immediately
(See Note 1)

Table Notes

  1. If you attach a file to a record and sync twice, the file no longer displays in FieldFX Mobile and only displays in FieldFX Back Office.

  2. There is a per user, per hour limit for Chatter API requests. Salesforce no longer communicates this limit.

Flow

Flowchart showing decision process for attachments syncing from FieldFX Mobile to Back Office
Figure 2. This flowchart shows the rules for when attachments sync from FieldFX Mobile to Back Office

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