Admin Portal Updates

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

Users can now remove multiple OR cases from an override without having to save after each deletion.

We fixed an issue in the Admin Tools Dashboard. When a user clicks on the Submit a Case button under the Support block, the user is redirected to https://community.servicemax.com/s/ to open a case.

The link to https://support.liquidframeworks.com/support/login is outdated.

We fixed an issue in the admin tools (under the Miscellaneous section) where "Report Editor" is now "Report Template Editor"

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

Admin Portal Dashboard should check Custom Permissions to hide/show Tools

We improved an issue where the Admin Portal Dashboard should check Custom Permissions to hide/show Tools.

We have added the Mobile Config under Trucking to the Admin Tools dashboard.

We have added the Sync Profile Wizard to the Admin Tools dashboard.

We have added the DataGuide to the Admin Tools dashboard

We have moved the most frequently used tools to the top of the dashboard.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We added a confirmation dialog when a user attempts to exit with unsaved changes.

We added the Sync Profile Wizard to the Admin Portal dashboard.

We added a method to manage and upload logos.

We have changed the Admin Portal dashboard to put the most frequently used tools at the top.

We have updated the User Wizard to use FX Components.

Report Builder

Fixed the 'last modified' field on DG Forms and Form Version
In DataGuide Forms, the last modified field was corrected to show the last time the form was saved.

Added Text Field to Sobject Picker call SOQL Optimizer
When filtering records, the filter, as entered, would return too many records, showing a "FXDG: Too many query rows: 50001". Use a SOQL optimizer to filter and only shown the records that match the value entered.

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

When adding an sObject question in the Form Designer, the first available sObject is pre-selected. This prevents form errors that resulted from leaving the sObject field blank.

A prompt displays when a user navigates away from a selected form’s Details if there are unsaved changes.

We added a welcome message to the landing page with instructions to select an object to make it clearer what the user is expected to do.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We added a new confirmation message in Mobile Roll-Ups when deleting a mobile roll-up field. The message asks for confirmation from the user before deletion.

We fixed an issue so the Reference Image now displays correctly.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We fixed an issue to correct selected Rollup Field Names to be imported not showing and the page doesn’t load. This version now loads the page with selected Rollup Field Names.

We made an enhancement for FXComponents to check custom permissions to allow users to access certain apps.

We made an enhancement in the Admin Tools for a user to specify the grandchildren to the summaryForeignKey field.

We fixed an issue so if the JSON is invalid, an error is displayed if the criteria is not supported. Before, if the JSON is missing the value property, no error message is shown.

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

We improved the Mobile Rollups Admin Tool so users can specify grandchildren for the relationship.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We fixed an issue for the Mobile Validation Rules that returned an error that the StaticResource object type was invalid. This version fixes the issue so existing rules can be loaded and new rules can be imported.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed some user interface inconsistencies when attempting to importing rules from objects where no rules were available to import.

After marking a validation rule as inactive, it was still showing as active for mobile users. This no longer occurs.

We added a confirmation dialog when a user clicks the Delete button for a validation rule.

The Inventory Transactions and Task Labor objects have been added to the list of objects available for mobile validations. The deprecated Work Order object from the previous version of FX EAM has been removed.

Importing all validations adds only rules that have not already been imported. Previously, importing all validations deleted existing validation rules.

When importing validation rules, the Import button is now disabled until at least one rule is selected.

We added a confirmation message that displays when an import successfully completes.

We resolved a bug that could disable the Import button during the Import process if a user went Back in the import wizard even if a rule is selected for import.

When importing, validation rules for only the selected objects display. Previously, all rules displayed.

We fixed an issue that prevented imported rules from saving as expected.

We corrected an issue that prevented users from saving modified validations.

We fixed a bug that caused a Validation rule to be unexpectedly deleted when a user pressed the ENTER key.

We fixed a bug that prevented users from creating a new validation rule when the object did not already have at least one rule.

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

We added a new feature to FX Components that improves security by restricting access to individual admin tool apps. Custom permissions are checked for access.

We added a new feature that displays a user’s app access.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue where the users can’t log into a hosted dashboard after they log into the embedded dashboard. Their session expires before it’s complete.

We added an error message that displays to a user if they do not have access to the Template record type for price books. Access to the this is required to use the Price Book Rules Admin Portal Tool.

We added a confirmation message if a makes a selection that would result in navigating away from a rule with unsaved changes.

We corrected an issue that could cause rules to be duplicated during the Import process.

We fixed a bug that could cause rule actions to not save, or for rule actions to be inadvertently duplicated.

We fixed a bug that could cause a user to delete a different Template than the selected rule.

We added a warning message that displays if a user selects a different rule before saving changes to the displayed rule.

We clarified the heading on the window that displays when a user selects to copy template rules to a price book.

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

We improved security where FXComponents checks custom permissions for app access.

We fixed an issue where the users can’t log into a hosted dashboard after they log into the embedded dashboard. Their session expires before it’s complete.

We added a new header template for the report wizard. The new option allows for three columns in the header, multiple rows on the left and right side of the header, or rows that span two columns.

We fixed an issue where PDF reports can be previewed.

We fixed an issue where attachments are converted to files for report templates.

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.

We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We fixed an issue so the XML preview in the editor no longer breaks up HTML and PDF Reports.

We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.

We corrected an issue that caused an incorrect template name to populate when copying a report.

We added a new template for a report header. Options are added for three columns in the header, multiple rows on the left and right side of the header, and rows that can span 2 columns.

We fixed an issue where in the PDF Report Editor reports couldn’t be previewed.

We fixed an issue where a tool was created that converts Attachments to Files for report templates.

We added an option to import or export the XML files for reports.

We fixed an issue where the header for the template list was misaligned.

We improved the display order of Objects when creating a blank report template so that the most commonly used objects appear at the top of the list.

Users can still create report templates for any object.

We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.

We added the ability to close a Report Wizard in process and cancel adding the template. A dialog window displays to confirm if the changes should be discarded.

When uploading a logo, the Select File to Upload section now changes color to indicate that it is a clickable area.

We improved the display order of Objects when creating a blank report template so that the most commonly used objects appear at the top of the list.

Users can still create report templates for any object.

We improved the readability of the Grouped Ticket Items and Grouped Quote Items report templates by adding spacing between record types.

We fixed an bug that caused the watermarks for signature fields to be cut off in some PDF reports.

The preview report feature now shows the effects of unsaved changes to the report template. Previously, the template had to be saved before the preview showed the results.

We re-enabled validation messages in the XML editor.

We fixed the Filter dropdown in the Report Templates list. Select one or more filters to narrow the list of templates.

We added a warning message to ask a user if they wish to discard unsaved changes if they attempt leave the screen.

We made the cursor active in the text field when working with the Terms and Conditions page.

We fixed a problem that prevented record owner information from being available on a report.

The Report Template wizard now picks up at an incomplete wizard step if any steps are left incomplete.

We corrected an issue that caused an incorrect template name to populate when copying a report.

We fixed a bug that prevented a user from adding a logo to a report after creating it without a logo.

We fixed a bug that caused a report copied from another report to use the source report’s created date instead of its actual creation date.

We fixed an issue that prevented users from editing existing report templates.

We corrected some page formatting in the report template list.

We fixed a bug that prevented users from deleting report templates.

We fixed a bug that prevented a sixth header field from displaying.

We fixed a bug that caused the report preview to not display if the header included two lookup fields.

We corrected an issue that prevented a report’s filters from clearing when a user tried to remove them.

We added a confirmation dialog when a user attempts to exit with unsaved changes.

We deprecated the ability to add lists to terms and conditions.

We resolved some issues with spacing in the generated preview.

We fixed an issue with code highlighting in the XML editor.

We corrected an issue that caused an image to save even if a user attempted to cancel the logo upload.

We added a validation to confirm that a caption is added to each signature field.

We resolved an issue that prevented columns from correctly saving using the report wizard.

We fixed a bug that prevented the Grouped Ticket Items and Grouped Quote Items templates from generating a report template.

We resolved an error that resulted when using the Invoice Template.

We fixed an issue where the status workflow loads and can be edited. Previously, the status workflow loaded as read-only with errors.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

For clarity, renamed the term "Console" to "Back Office" to match the LiquidFrameworks marketing material.

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We fixed an issue so Status Workflow now works on Safari and Firefox.

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We fixed an issue where the Help Text hovers over the wrong text box.

We fixed a bug that prevented all of the selected options from displaying under the status on the workspace.

We added the ability to display a status’s help text when building a workflow.

We are replacing references to "Console" in the Status Workflow tool with "Back Office".

We added a welcome dialog for new Status Workflow users. The dialog prompts the user to Create a Default Workflow or start creating a workflow with a single status instead.

We fixed some issues with moving the workspace around after zooming.

We enabled the ability to use Status Workflow in Mozilla Firefox or Safari. However, Google Chrome is still the recommended browser for working with FieldFX.

We corrected how help text messages display. Previously the messages seemed to point to the wrong option.

We fixed a bug that prevented some Job and Ticket objects from displaying.

We fixed an issue with highlighting in the workspace to clarify what the user has selected.

We fixed an error that occurred when a user clicked on Console or Mobile in the workspace. These labels are not buttons.

We improved security where FXComponents checks custom permissions for app access.

We fixed an issue where during Reprocessing events, an error message doesn’t appear and the events are reprocessed correctly.

We fixed an issue where the tracking number link is now displayed when there is an exception.

We fixed an issue with the Sync Profile Wizard so when a field is selected in the quote item page, no error occurs. The correction proceeds to the next page after selecting a field.

We fixed an issue that corrects the spinning when an object field is selected. Now when an object field is selected, the Sync Profile Wizard doesn’t hang and proceeds to the next screen.

We fixed an issue where the Crew Planning and Equipment Planning options were unavailable when adding a ticket item.

This version added those options back.

We have added functionality so calculated field dependencies can be recursively traced.

We have added cross object calculations. When an admin adds a cross object calculation to a traditional object, the dependencies appear for the other required objects.

We have updated the Sync Profile Wizard to handle FXForms for Work Orders. Previously, the Sync Profile Wizard couldn’t handle FXForms for Work Orders.

We added a feature where the user list is scrollable on the Jobs and Price Book Dispatch page.

We fixed an error where in the Sync Config an error appears after a quote item is included.

We fixed an error where if a New Sync Profile is created with spaces in the name, an error appears and the new profile isn’t created. Now, the error message still appears if the sync profile has spaces, but it’s created with underscore characters instead of spaces. Example, Sync profile name is "New Profile," the created profile name is "New_Profile."

We have added functionality so calculated field dependencies can be recursively traced.

We improved security where FXComponents checks custom permissions for app access.

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

We fixed an issue where settings are used from the static resource instead of custom settings.

We fixed an issue where when the Sync Profile Wizard is filtering large formula fields, those results aren’t included in the preconfigured objects.

We added a new feature that displays a user’s app access.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We enabled a user to create a new rule from the main screen.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We fixed a spacing issue in the header and footer when previewing a report.

We fixed an issue with code highlighting in the XML editor.

We fixed an issue so the signature watermarks appear correctly.

We fixed an issue to improve security where FXComponents checks custom permissions for app access.

We fixed an issue where when editing a work order and the Sync ID or a Tracking Number field, saving the work order returns an error.

Previously the error message said
"Review the errors on this page. FX5__Tracking_Number__c: no value resetting is allowed"
or
"FX5__SyncID__c: no value resetting is allowed."

The error message has been changed to:
"Tracking Number cannot be changed."
or
"Sync ID cannot be changed."

Multi Login

The Admin Portal now supports multiple logins, making it easier to manage changes across different sandbox and production environments. Log in to multiple environments, then use Switch User to change which user is active.

See Multiple Logins for more information.

We improved security where FXComponents checks custom permissions for app access.

We made it possible for a user to select a contact record type when creating a contact.

We fixed an issue where a user’s unable to login to hosted dashboard after logging into embedded dashboard and their session expires.

We fixed an issue where the role picklist appears on the Create New User form.

We have enabled the user to select a record type when creating a contact. Previously, the user have a default record type which is selected by default.

We fixed an issue so a user can login into a hosted dashboard and they logged into an embedding dashboard. Previously, if they did the same thing, their session would expire.

We fixed an issue where if no role is defined, a new user can still be created.

We improved the validation process of the wizard to retain valid entered data if an error is encountered. Previously, the form was cleared when a validation error was encountered.

We fixed an issue where now contact details can be added for each user.