FieldFX Base Package 2018 Updates
FieldFX Base Package 1.241
New Features
Enforce Schedule and Planning Field-LEVEL Security (1565)
You can now bypass scheduling and dispatch field-level security with the new Bypass FLS and CRUD (BypassFlsAndCRUD__c) custom setting.
If you select Bypass FLS and CRUD in FX Settings, users will be able to create, update, and delete the Job, Crew Planning, or Equipment Planning object or field without otherwise having proper permissions to do so.
Bug Fixes
| # | Area | Description |
|---|---|---|
1292 |
Lightning |
We resolved a customer-reported issue with creating a job from a quote. Multiple records were being created when only one was required. This issue has been fixed. |
1492 |
Price Book Builder |
We ensured the correct name of the price book displays in the header of a copied price book. |
1527, 1581 |
Quote Item Builder, Invoice Item Builder |
We fixed an issue with archived child items being selected or displayed by a item builder when active parent item were selected or displayed. Only active child items are now included with the parent items |
1548 |
Invoice Item Builder |
We resolved an issue with an incorrect price book item count displaying. |
1550 |
Invoice Item Builder |
We fixed an issue with ability adding parent and child items using a multiplier box. |
1595 |
Custom Editor |
We resolved a customer-reported issue with custom editors rendering images as text. |
FieldFX Base Package 1.238
New Features
FX Mobile Field Updates (5976, 5843, 5844, 5854, 5857, 5858)
LiquidFrameworks is pleased to announce the arrival of FX Mobile Field Updates, an Admin Tool you can use to streamline data entry by field users and increase the consistency and accuracy of your company’s data. With FX Mobile Field Updates, you can configure and maintain:
-
Default field values when field users create new records using new record forms
-
Field update criteria when field users create new records for the first time and/or edit existing records
Instructions for accessing and configuring FX Mobile Field Updates from FieldFX Back Office are available here.
As part of FX Mobile Field Updates, we have added the following Custom Metadata Types:
-
Mobile Field Action
(FX5__Mobile_FieldAction__mdt) -
Mobile Field Rule
(FX5__Mobile_FieldRule__mdt)
To facilitate FX Mobile Field Updates, we also added the following managed sObjects:
-
FX5__Field_Rule__c -
FX5__Field_Action__c
Finally, we added support for the $Contact global variable to FieldFX.
Quick Action FOR Admin Tools on Home Page (1525)
You can now add a Quick Action on the Home page of FieldFX Back Office that links to the Admin Tools site.
-
From Setup, enter "Home" in the Quick Find box, then select Home Page Layouts.
-
Click Edit next your default Home Page Layout.
-
Select FieldFXAdminTools.
-
Click Next.
-
Click Save.
The FieldFX Admin Tool Quick Action displays.
Cost Field On Quote (1438)
We have added a cost field FX5__Cost__c to quote items.
This field provides the cost of the associated price book item on quotes.
NEW FX Setting to hide Job pages (5926)
From FieldFX Back Office, you can now hide all of the pages related to jobs in FieldFX Mobile. Refer to the Job Setup article for instructions. This FX Setting gives you the ability focus applicable users on viewing and updating tickets.
Bug Fixes
| # | Area | Description |
|---|---|---|
1301 & 1411 |
Invoice Item Builder |
Customers reported Invoice Item Builder was not loading. This issue has been resolved. |
1445 |
Service History |
Customers also reported duplicate records listed in Service History. We resolved this issue. |
1452 |
Custom Editors |
A customer reported that a custom editor was throwing exception errors when the page layout had blank space in it. We have fixed the field binding issue causing the error. |
1461 |
Custom Editors |
We have solved the issue of VisualForce pages for custom editors not rendering the same page layout as FieldFX. Refer to the Defining Your Own Custom Editors section of Custom Editors Setup for a solution. |
1472 |
Job Editor |
Another customer reported that JobEditor was rendering the Classic page layout by mistake while using Lightning Experience. We fixed this issue. |
1479 |
Rule Engine |
We resolved a customer-reported issue with the Rule Engine not ignoring archived price book items. |
1496 |
Invoice Item Builder |
We prevented inactive record types from being listed as available to be selected in the Record Type ID field for tickets and ticket items. |
1499 |
Sync |
We fixed a customer-reported issue preventing users without Read access to Quotes or Quote Items from syncing. |
FieldFX Base Package 1.228
New Features
New Custom Search feature for Item Builders (1251)
The new Custom Search feature enhances how lookups work on the Price Book Builder, Quote Item Builder, Ticket Item Builder, and Invoice Item Builder. This powerful new feature gives you the ability to:
New object added (1315)
FieldFX now features a Sync Event object.
|
This object will be used for future functionality currently in development. |
New fields added (1315)
FieldFX now features the following new fields:
Bug Fixes
| # | Area | Description |
|---|---|---|
1218 |
Price Book Builder |
Fixed issue with escaped values and special characters that caused the builders to load with errors. |
1265 |
Custom Editors |
Custom list buttons didn’t work correctly when used to open Custom Editors. |
1303 |
Price Book Builder |
Fixed issue with the CatalogItemPriceBookTrigger that prevented users from adding catalog items to price books. |
1305 |
CustomFieldInfo |
Values in fields on the CustomFieldInfo object didn’t get regenerated correctly after you removed them. |
1305 |
CustomObjectInfo |
Values in fields on the CustomObjectInfo object didn’t get regenerated correctly after you removed them. |
1322 |
Invoice Item Builder |
Invoice items didn’t get created with the correct record type. |
===
Post-Update Tasks
Required Tasks
Update Permissions
-
Grant all users access to every
FX5Apex class. -
Grant system administrators the following permissions:
-
Object Permissions
Object Read Create Edit Delete View All Modify All Sync Event
-
Field Permissions
Object Field Read Edit Sync Event
Client Version
Deleted
Error Code
Event Id
Failure Reason
Mobile Store Id
Modified Payload
Payload
Processed By
Status
SyncId
Tracking Number
-
-
Grant FieldFX Mobile users the following permissions:
-
Object Permissions
Object Read Create Edit Delete View All Modify All Sync Event
-
Field Permissions
Object Field Read Edit Sync Event
Client Version
Deleted
Error Code
Event Id
Failure Reason
Mobile Store Id
Modified Payload
Payload
Processed By
Status
SyncId
Tracking Number
-
FieldFX Base Package 1.226
Feature Enhancements
License check added (1213)
A warning message now displays if you try to add an override config or override and don’t have a FieldFX CPQ license assigned to your user record.
Bug Fixes
| # | Area | Description |
|---|---|---|
1185 |
FXBaseController |
Incorrect URLs were being returned for Visualforce pages and Force.com sites. |
1230 |
Custom Editors |
Fixed an error that displayed when you clicked Cancel to close a Custom Editor. |
1246 |
Apex Classes |
The |
1253 |
Quote Item Builder |
An error message displayed when you tried to add items by scanning barcodes. |
1261 |
Ticket Item Builder |
Fixed an error that occurred when copying ticket items. |
1266 |
Statuses |
The detail pop-up displayed cut off when you moved the mouse over a record’s status. |
1257 |
Deep Copy |
Fixed the "CPU Timeout" error that occurred when deep copying records. |
FieldFX Base Package 1.219
New Features
Packet Viewer Redesigned (874)
The new Packet Viewer makes it easier to analyze and resolve sync upload errors.
More Info: Refer to the Packet Viewer article for full details.
New Lookup Filter Builder available (1090)
The new Lookup Filter Builder makes it easier to add lookup filters that work in both FieldFX Back Office and FieldFX Mobile.
More Info: Refer to the Lookup Setup article for instructions on how to set up and use the Lookup Filter Builder.
New FX Setting for the Sync Engine (1154)
The new SyncMetadataCacheDurationMinutes FX Setting controls the number of minutes after a sync to wait before syncing metadata again. This new Metadata Caching feature gives you the ability to skip syncing metadata for a defined period, resulting in faster syncs during that period.
More Info: Refer to the Sync Engine Setup article for more information about the Metadata Caching feature.
New Objects added (1161)
FieldFX now features two new objects:
-
Override Config
-
Override
|
These objects will be used for future functionality currently in development. |
New Fields added (1161)
FieldFX now features the following new fields:
Feature Enhancements
New triggers added to populate job lookups (952)
FieldFX Back Office now features triggers to populate the Job lookup on the following child records:
-
Ticket items
-
Ticket checklist steps
-
Ticket Log entries
-
FX Forms
| These triggers will be used for future functionality currently in development. |
<Image> element now supports external sources (1099)
You can now enter a URL as the source for an <image> element on a PDF report.
<image width="300" source="https://i.imgur.com/B3NJGly.jpg"></image>This gives you the ability to embed images from external sources on PDF reports.
New filter for the Quote Item Builder (1123)
You can now sort items by classification on the Quote Item Builder. This makes it easier to display and manage specific types of items.
More Info: Refer to the Quote Item Builder Setup article for instructions on how to set up this feature.
Bug Fixes
| # | Area | Description |
|---|---|---|
1018 |
Report Templates tab |
The Account filter didn’t work correctly. |
1108 |
PDF Reports |
You couldn’t attach reports to records if they featured rich text area fields. |
1118 |
Rule Engine |
When you moved a quote/ticket to a non-syncable status, the Rule Engine ran and selected the Auto Added and Rule Required checkboxes for quote items/ticket items. |
1138 |
Deep Copy |
Fixed an error that occurred with the SObjectClonerBatchable Apex job when you copied a record with no child items. |
1149 |
Ticket Item Builder |
The Ticket Item Builder didn’t load if there was an apostrophe entered in the Office selected for the current user’s contact. |
1153 |
Custom Editors |
The master page layout always displayed for Custom Editors instead of the layouts assigned to user profiles and/or record types. |
1162 |
Deep Copy |
Dry Run mode didn’t work for tickets and ticket items. |
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