FieldFX 24R3

FieldFX Mobile App

Feature Description
& Impact

We are releasing a new FieldFX Mobile App that can run on Android, iOS, and Windows tablets. This app will replace the existing FieldFX Mobile (called FX Mobile) app

Use Cases

  • This is a standalone app built on a React Native framework which doesn’t rely on the browser cache to store data. Instead, the new application relies on a SQLite database deployed on the device.

  • We have improved the sync speed by reducing the number of calls made to the database to retrieve look-up data among other architectural changes.

Setup, Prerequisites
and Limitations

To use the FieldFX Mobile app, your hardware and software must meet the requirements here
  • The new application works with Background Sync only and requires users to have a Sync Profile.

  • As an admin, grant access to your users to the required managed package objects and Apex classes.

DataGuide

Form Copy in FieldFX Mobile App

Feature Description
& Impact

You can copy a completed DataGuide Form in FieldFX Mobile. Form field values are copied forward from the old form to new form. The new form is set to an "In Progress" status to allow for edits.

Use Cases

  • Mobile Users can fill out the same form on a daily basis.

  • Since some of the information repeats, the user can clone a previously submitted form.

Setup, Prerequisites
& Limitations

This function only works in the new FieldFX Mobile App and not in the FieldFX Mobile web-based app.

DataGuide for Custom Object Support in FieldFX Mobile App

Feature Description
& Impact

You can create DataGuide forms on custom objects in the FieldFX Mobile App.

Use Cases

FieldFX Mobile App Users can create a form based on a custom object.

Setup, Prerequisites
& Limitations

  • This function only works in the new FieldFX Mobile App and not in the FieldFX Mobile web-based app.

  • DataGuide forms can be set up only on parent eForm records but no on the child records.

  • A DataGuide license is required.

Map Child Line in the Field Mobile App

Feature Description
& Impact

DataGuide forms can display a child record collection on a form tied to the parent object (such as a Ticket Items on a Job form). A form designer can define form actions against child records.

Use Cases

A DataGuide form administrator can show a list of items related to the record the form is created for. They can trigger child record updates when a form is submitted.

Setup, Prerequisites
& Limitations

A DataGuide license is required.

FieldFX Back Office

DataGrid Conditional Highlighting

Feature Description
& Impact

A system admin can define a condition if cells in the Data Grid match that condition.

Use Cases

  • A back-office user has a visual indicator if a grid value meets a certain criteria (for example to highlight the Discount field if it surpasses 25%).

  • The purpose of this enhancement is for Users to quickly scan the data shown on the grid for anomalies as defined by their organization.

Setup, Prerequisites
& Limitations

To use this feature, an administrator needs to create a static resource file to define and store the criteria.

Parent/Child Filters in the Data Grid

Feature Description
& Impact

  • Grid filters can now apply to both parent and child records.

  • Users can select both parent and child records for bulk operations like updating, copying, or deleting.

Use Cases

  • A back-office user can bulk update records meeting certain criteria regardless if they are child or parent records.

  • If the parent record does not meet the filter criteria, but the child does, the parent is displayed but its not selectable.

Setup, Prerequisites
& Limitations

n/a

New DataGrid Admin Settings

Feature Description
& Impact

  • The system administrator can control access to certain features on the Data Grid.

  • The user can reset the column width.

Use Cases

  • An administrator can control which features (such as sort, filter or delete) are available to their users.

  • A grid user can reset the grid column width to the default value, if they have dragged columns out of the screen.

Setup, Prerequisites
& Limitations

The administrator needs to modify grid component attributes to control the grid features.

Schedule & Dispatch Enhancements

Feature Description
& Impact

We have added support for:

  • time fields

  • validations for filter logic

Use Cases

  • A S&D user can now see time fields related to the job displayed in the S&D screens.

  • A S&D administrator can verify if the defined filter criteria is valid.

Setup, Prerequisites
& Limitations

None needed