FieldFX Base Package 2017 Updates
FieldFX Base Package 1.214
New Features
New FX Setting for the Invoice Item Builder (1104)
The new InvItemBldr PBI MaxFlyoutWidth FX Setting controls how far across the page the Item picker displays on the Invoice Item Builder.
Feature Enhancements
Ticket Item Copy enhanced (1061)
When you copy a ticket item, data from the Invoice Item lookup no longer copies to new records.
Ticket Item Copy enhanced (1062)
When you copy a ticket item, data from the Job lookup no longer copies to new records.
Bug Fixes
| # | Area | Description |
|---|---|---|
1071 |
Deep Copy |
Filters to control the types of records that copy didn’t work correctly. |
1085 |
Status Workflows |
An error message displayed when there were multiple possible new statuses in a workflow. |
1111 |
Deep Copy |
Items recommended by a Rule Engine rule were copied in duplicate to new records. |
1113 |
Deep Copy |
Ticket items didn’t copy if you didn’t have Read or Edit access to the Job field on the Ticket Item object. |
1124 |
JobEditor |
The "SObject row does allow errors" message displayed at the top of the page when you tried to save a record without entering data in required fields. |
FieldFX Base Package 1.211
New Features
New Invoice Item Builder Available
The Invoice Item Builder is a new invoice management tool for FieldFX Back Office. Use the Invoice Item Builder to:
This exciting new feature makes billing clients easier and helps reduce days sales outstanding (DSO).
|
New barcode scanning feature for tickets (871)
You can now scan barcodes on items to add them to tickets.
|
Refer to the Ticket Item Builder Setup article for instructions on how to set up and use this feature. |
New fields added (951)
The following objects now feature a Job lookup:
-
Ticket Checklist Step
-
Ticket Item
-
Ticket Log
|
These fields will be used for future functionality currently in development. |
New field set added (983)
The Credit Memo object now features an IIBSearchFields field set.
|
This field set will be used for the Credit Memo Builder, which is currently in development. |
New field added (989)
The Invoice object now features a Total Payments roll-up summary field. This field show the total amount of payments applied to an invoice.
Stage pricing feature now available for quotes (863 & 1013)
You can now use the Stage Pricing feature on quotes. This gives you the ability to charge a flat fee for selected quote items (e.g. $2000 for Stage 1 and $5000 for Stage 2).
|
Refer to the Stage Pricing Setup article for instructions on how to set up this feature. |
New barcode scanning feature for quotes (1015)
You can now scan barcodes on items to add them to quotes.
|
Refer to the Quote Item Builder Setup article for instructions on how to set up and use this feature. |
Bug Fixes
| # | Area | Description |
|---|---|---|
830 |
Rule Engine |
The Rule Processor didn’t run when rules had invalid criteria. |
849 |
Status Workflows tab |
Status workflows with a defined SObject Record Type didn’t work correctly. |
878 |
Ticket Item Builder |
Fields in the FX_Ticket_Item_Copy_Exclusion field set copied to new items. |
912 |
Ticket Item Builder |
Item updates took a long time to complete. |
948 |
Status Workflows |
Invalid statuses displayed available for selection in the Status lookup. |
957 |
Rule Engine |
An error displayed when you tried to add items to tickets in a syncable status. |
968 |
Price Book Builder |
Keyword searches didn’t return the correct values when you entered keywords that weren’t exact. |
974 |
Price Book Builder |
Lookups with filters didn’t work. |
984 |
Rule Engine |
Rule criteria featuring |
990 |
Invoices tab |
The formula used for the Balance Due field was incorrect. |
1006 |
Quote Item Builder |
Fields in the FX_Quote_Item_Copy_Exclusion field set copied to new items. |
1008 |
FX Reports |
An error message sometimes displayed on the previous page after you selected to run a report. |
1041 |
Quotes tab |
Price book items with Req’d Item selected didn’t get added to quotes automatically. |
1042 |
Quote Item Builder |
An error message displayed when you tried to add quote items to tickets. |
1068 |
Price Book Builder |
The application page didn’t always display at the correct size. |
1072 |
Ticket Item Builder |
Validation rules fired at the wrong time and prevented you from adding items. |
1076 |
Ticket Item Builder |
An error message displayed when you tried to bulk edit the Price of items. |
1077 |
Quotes tab |
When you changed a record to the last status in a workflow, the new status didn’t display as being selected until you refreshed the page. |
1078 |
Ticket Item Builder |
Edited values didn’t display as hyperlinks. |
5251 |
Schedule & Dispatch |
The Map panel didn’t support Bing Maps v8. |
5262 |
Audit Log |
A validation error displayed when you selected Cleared in an Audit Log entry and clicked Save. |
FieldFX Base Package 1.192
New Features
New Visualforce Pages Added For Workflows (906)
FieldFX now features two new Visualforce pages for workflows:
-
FX5.CreditMemoWorkflow -
FX5.InvoiceWorkflow
New Field Sets Added (915)
The following objects now feature an IIBSearchFields field set:
-
Job
-
Price Book Item
-
Ticket
-
Ticket Item
New Visualforce Pages Added For Workflows (935)
FieldFX now features two new Visualforce pages for FX Reports:
-
FX5.OpenCreditMemoReport -
FX5.OpenInvoiceReport
New Tab Added (939)
FieldFX now features the Credit Memo Items tab.
New Fx Setting Added (956)
FieldFX now features the SyncV4Config FX Setting.
Feature Enhancements
New Rest Endpoint For Rich Text Area Fields (916)
FieldFX now features a new REST endpoint to support images in rich text area fields in FieldFX Mobile.
FieldFX Base Package 1.187
New Features
Apex Trigger Added
FieldFX now features an Apex trigger to convert ticket items into invoice items.
VisualForce Page Added (858)
FieldFX now features a Visualforce page for the Invoice Item Builder.
New FX Setting For FX Invoicing (859)
The new CDN Invoice Item Builder Resource URL FX Setting stores the URL of the JavaScript file that powers the Invoice Item Builder.
APEX Classes Added (861)
FieldFX now features two new Apex classes for the Invoice Item Builder.
New FX Setting For FX Invoicing
The new QuoteItemBldr PBI MaxFlyoutWidth FX Setting controls how far across the page the Item picker displays on the Invoice Item Builder.
FieldFX Base Package 1.181
New Features
New Objects Added (822)
FieldFX now features eight new objects:
-
Chart of Accounts
-
Credit Memo
-
Credit Memo Applied
-
Credit Memo Item
-
Invoice
-
Invoice Item
-
Payment
-
Payment Applied
New Fields Added (822)
FieldFX now features the following new fields:
Credit Memo
-
Customer Account
-
Credit Memo Date
-
Name
-
Office
-
Price Book
-
Remaining Credit
-
Status
-
Total Amount
-
Total Applied
-
Tracking Number
Credit Memo Item
-
Catalog UOM
-
COGS Account
-
Credit Memo
-
Description
-
Extended Amount
-
Income Account
-
Invoice Item
-
Item Code
-
Name
-
Price
-
Price Book Item
-
Qty
-
Sequence Number
Invoice
-
Balance Due
-
Customer Account
-
Due Date
-
Invoice Date
-
Name
-
Office
-
Payment Terms
-
Price Book
-
Status
-
Total Amount
-
Total Credit
-
Total Payments
-
Tracking Number
Invoice Item
-
Catalog UOM
-
COGS Account
-
Description
-
Discount Percent
-
Extended Amount
-
Income Account
-
Invoice
-
Item Code
-
Name
-
Parent Invoice Item
-
Price
-
Price Book Item
-
Qty
-
Sequence Number
-
Ticket Item
Feature Enhancements
Rule Engine Enhanced (816)
You can now include Date, Date/Time, and Currency fields in rule criteria.
Mobile Version Picklist Enhanced (839)
The following values now display by default in the Mobile Version picklist on the User object:
-
V4 Quarterly Beta – select to assign a user to the V4 Quarterly Beta release channel.
-
V4 Quarterly – select to assign a user to the V4 Quarterly release channel.
New Sync Logic Added (856)
The Sync Engine now features new logic for objects with an FX5__Sync__c or Sync__c checkbox. If an object has one of these checkboxes, records now only sync if the checkbox is selected.
This new logic complements existing sync rules and gives you greater flexibility to control the records that sync.
Bug Fixes
| # | Area | Description |
|---|---|---|
745 |
Ticket Item Builder |
When you added multiple scheduled crew members to a ticket, the associated contacts didn’t display next to the crew in the Item grid. |
767 |
Roll-Up Summary Builder |
New FX5__Mobile_Rollups files featured lowercase values in the sObjType field, which caused roll-ups to not work. |
810 |
Ticket Item Builder |
Items required by a rule didn’t get added until you refreshed the page. |
812 |
Crew Planning |
When you used a custom Edit page for crew planning records, an error message displayed when you selected items from a lookup. |
818 |
Apex classes |
The CustomFieldInfoHandler Apex class didn’t work correctly in orgs with more than 2000 custom fields. |
824 |
Quote Item Builder |
Items required by a rule didn’t get added until you refreshed the page. |
834 |
Ticket Item Builder |
When you added labor items to a dynamic parent, the items didn’t get added as child items. |
843 |
Crew Planning |
When you changed the crew member in a crew planning record, the associated Role on Job didn’t change accordingly. |
843 |
Equipment Planning |
When you changed the equipment in an equipment planning record, the associated Price Book Item didn’t change accordingly. |
854 |
Quote Item Builder |
After you edited a child item, the item displayed in duplicate in the Item grid. |
Post-Update Tasks
Required Tasks
Update Permission Sets
-
Grant all users access to every
FX5Apex class.
FieldFX Base Package 1.179
New Features
New Lookup Filter Builder Available (759)
The new Lookup Filter Builder makes it easier to add lookup filters that work in both FieldFX Back Office and FieldFX Mobile.
New FX Setting For Status History Records (829)
The new TurnOffStatusHistoryTrigger FX Setting controls whether the StatusHistoryTrigger is active:
-
If you select TurnOffStatusHistoryTrigger, the trigger is disabled and you can delete status history records.
-
If you deselect TurnOffStatusHistoryTrigger, the trigger is enabled and you cannot delete status history records.
Bug Fixes
| # | Area | Description |
|---|---|---|
760 |
Ticket Item Builder → Item picker |
Child items didn’t get added to tickets. |
766 |
Fields |
You couldn’t enter negative prices in currency fields. |
768 |
Price Book Builder |
The Item Type filter displayed record types you didn’t have permission to use. |
781 |
Price Books tab |
When you archived or expired a price book, the Sync checkbox for jobs using the price book was deselected. |
FieldFX Base Package 1.178
New Features
Custom Editors Now Available (774)
To make adding and editing records easier, you can now define Custom Editors. Custom Editors are Visualforce pages that give you the ability to:
-
Limit the records that display available in a lookup
-
Define the fields that display in a lookup
-
Define the fields analyzed for keyword searches in a lookup
There are five Custom Editors included in this update:
| Name | Object | Description |
|---|---|---|
CrewPlanningEditor |
Crew Planning |
Changes how lookups work when you add/edit a crew planning record |
EquipmentPlanningEditor |
Equipment Planning |
Changes how lookups work when you add/edit an equipment planning record |
JobEditor |
Job |
Changes how lookups work when you add/edit a job |
PriceBookRuleActionEditor |
Rule Action |
Changes how lookups work when you add/edit a rule action |
PriceBookRuleEditor |
Rule |
Changes how lookups work when you add/edit a rule |
You can also define you own Custom Editors for other FieldFX objects.
|
Refer to the Custom Editors Setup article for instructions on how to set up this feature. |
New Objects Added (774)
FieldFX now features the following new objects:
-
CustomObjectInfo
-
CustomFieldInfo
You only need to grant system administrators access to these objects.
New Rule Processor Available (782)
The new Rule Processor gives you the ability to run more than 100 rules at once.
|
Refer to the Rule Engine Setup article for details. |
New FX Setting For Sync Configurations (785)
The new UserTriggerKeepInactiveUserSyncConfigs FX Setting controls whether the UserTrigger is active:
-
If you select UserTriggerKeepInactiveUserSyncConfigs, the trigger is disabled and sync configurations don’t get deleted when you deactivate user records.
-
If you deselect UserTriggerKeepInactiveUserSyncConfigs, the trigger is enabled and sync configurations get deleted when you deactivate user records.
Bug Fixes
| # | Area | Description |
|---|---|---|
780 |
Crew Planning |
When you added an inactive user to a job crew, the user didn’t get sync assignments for that job. |
785 |
Job Workflows |
When you added an inactive user to a job crew, you couldn’t change the status of the job or delete the user’s sync configuration. |
807 |
Sync Engine |
Deleting a ticket in FieldFX Back Office caused the next sync for FieldFX Mobile users to be an initial sync instead of an incremental sync. |
Post-Update Tasks
Required Tasks
Add a Remote Site Setting
-
From Setup, enter "remote" in the Quick Find box, then select Remote Site Settings
-
Click New Remote Site
-
In Remote Site Name, enter
SFDCToolingAPI -
In Remote Site URL, enter the domain in which your org runs
To get the URL for your domain, copy the first part of the URL from the address bar in your browser:
https://na43.salesforce.com
The Remote Site URL field is case-sensitive so make sure the URL you enter uses the correct capitalization.
-
Click Active
-
Click Save
Run Post-Install Scripts
-
Select Utilities → Apex Execute
-
Enter the following script:
System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomObjectInfoHandler', null)); -
Enter the following script:
System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null)); -
Click Execute
Rule Engine
Complete the following if you use the Rule Engine:
FieldFX Base Package 1.176
Feature Enhancements
Qualification Requirements Enhanced (797)
You can now make a qualification requirement optional by deselecting Required in the requirement record. This gives you the ability to dispatch crew to jobs in Schedule & Dispatch if they don’t have the required qualification.
FieldFX Base Package 1.174
New Features
New Auto Delete Feature for the Audit Log (737)
The new Auto Delete feature for the Audit Log deletes log entries automatically after a set number of days.
You can delete SyncComplete and SyncDownloadComplete entries automatically after 30 days.
This feature keeps the Audit Log running more efficiently and reduces your administrative burden.
|
Refer to the Audit Log Setup article for instructions on how to set up the Auto Delete feature. |
New Hierarchical Price Books Feature For Quotes (771)
Use the new Hierarchical Price Books feature to link related price books together in a hierarchy. This allows you to rank price books according to pricing level.
When you select a hierarchical price book for a quote, you can add the following to the quote:
-
Items from the quote’s designated price book
-
Items from any price book above the quote’s price book in the hierarchy
|
Refer to the Hierarchical Price Book Setup article for instructions on how to set up the Hierarchical Price Books feature. |
FieldFX Domain Added to the CORS Whitelist (788)
The FieldFX domain (https://.fieldfx.com) is now added to the cross-origin resource sharing (CORS) whitelist. You can access the CORS whitelist for your org by going to *Security Controls → CORS.
Post-Update Tasks
Required Tasks
Update Translation Files
Add the following keys to static resources used to translate user interface text:
"Console_Filter_ShowItemsAlreadyOnTheQuote": "Show items that have already been added",
"Console_Flyout_ExtendedPriceBookTableTitle": "Extended Price Book Items",
"Console_ConfigureQuote": "Configure Your Items",
"Console_QuoteReadOnly": "Quote is in a read-only status.",
"QuoteItems_ShowMoreFromExtendedPriceBook": "Show more from extended price book",