FieldFX Base Package 2019 Updates

FieldFX Base Package 1.275

There are known issues that prevents upgrading from 275 through 275.4 to a later release.

The org must be on 275.5 before upgrading from this version to a later version.

All orgs upgrading to this release must enable Notes in settings.

Go to Setup, search for Notes Settings, then click the checkbox to Enable Notes.

Release Details

  • Released October 28, 2019

New Features

Add Lists to Manage Sync to Mobile Flag for Files (#2604)

  • We added new Visualforce pages to give visibility to files for Jobs and Tickets.

    1. Verify that the custom field Use_FileApi exists and is selected in the Field FX Settings in Custom Settings. For details, see step 1 of Use a Files API Visual Force Section on Job and Ticket Objects.

    2. Add a new section called FX Files to page layouts for Job and Ticket objects.

      1. On Job page layouts:

        Add FXFilesSync_Job Visualforce Pages to the FX Files section.

        Edit the Visualforce Page Properties and set the height to 375.

      2. On Ticket page layouts:

        Add FXFileSync_Ticket Visualforce Pages to the FX Files section.

        Edit the Visualforce Page Properties and set the height to 375.

        Only the first five files display on the Job or Ticket. Click the link to see a list of all files.

  • From the files list, use the Sync to Mobile checkbox to set whether or not the file syncs to mobile devices.

FX EAM - Enterprise Asset Management (#2670)

  • Enterprise Asset Management (EAM) has been completely revised and enhanced.

  • New enhancements to FX EAM include:

    • Manage inventory of items used in repair and maintenance.

    • Define crafts and labor rates and track labor costs on work orders.

    • Create, track, and receipt purchase orders or warehouse transfers for inventory items used for repair and maintenance.

    • Create purchase orders for miscellaneous tasks or work done by 3rd party vendors and track those costs on work orders.

      Tracking costs includes insight into differences between expected costs and actual costs.

    • Schedule preventative maintenance based on calendar or custom meters.

    • Create routes for a sequence of maintenance items.

    • See planned stock to inform purchasing decisions.

    • Track G/L Detail related to maintenance to aid entry to accounting software.

  • Track and report on equipment location and use.

  • Define Asset Groups to standardize the items required for maintenance.

  • Create Preventative Maintenance Group Schedules to create the best work order.

The enhancements to EAM are extensive. Complete updated documentation is forthcoming.

Add Quote Items to a Ticket (#2704)

  • Items can be added to a ticket from the quote items for the job from either the Ticket Item Builder or the Item Picker.

  • When adding items, select Quote Item or Quote Item Picker.

  • The items add to the ticket with the values from the Quote, including any values overridden on the quote.

Bug Fixes

# Area Description

2672

Tickets

We fixed an issue that prevented price book items from successfully adding to a ticket if they had previously been added to a different ticket for the same job.

2678

Reports

We fixed an issue that prevented images from RTF fields from displaying properly on reports.

2710

Reports

We corrected an issue that caused reports to freeze during signature capture.

2734

Sync

The Created in Mobile flag was being incorrectly removed from items after multiple syncs.This has been corrected.

FieldFX Base Package 1.265

Release Details

  • Released September 26, 2019

New Features

Apply Conditional Formatting on Qualification (#2693)

  • A new feature allows you to add color coding to qualification requirements when the field displays on a job.

    1. Create a new text field in the Qualification_Requirement object called JSD Background Color.

    2. Assign HTML hexadecimal color codes to Qualification Requirements using the new field in the object.

    3. When displaying the Job, the color code specified for the Qualification Requirement displays as the background for the Related Qualification field.

  • This new feature makes it easier and quicker to identify the qualification required for a job by associating a color with a specific qualification.

Additional Price Book Fields on Quote and Job Objects (#259, #260)

We added two new fields to the Job and Quote Objects to enable tracking for a second and third Price Book.

The objects should contain the fields FX5__Price_Book_2__c and FX5__Price_Book_3__c. Delete FX5__Price_Book2__c and FX5__Price_Book3__c from the Quote object if they exist. Otherwise unexpected results could occur.

Bug Fixes

# Area Description

2703

Reports

We fixed a problem that could result in a DML error in reporting.

FieldFX Base Package 1.258

New Features

New Rule Action added to Ticket and Quote Items (2633)

Rule_Action__c provides a means for looking up which CPQ rule triggered the addition of an item to a quote or ticket. Tracking the rule that triggered the item also allows the addition of multiple entries of the same item to the quote or ticket. This adds visibility into why the item is required. If a rule requires an item already added the ticket without a rule attached to it, the rule is tagged to the existing item. Otherwise, if the item already exists for a different rule requirement, a new item is added for the additional rule requirement.

New field types in Ticket object (2660)

Rental and Delivery recordTypes have been added to the Ticket object.

Bug Fixes

# Area Description

2537

EAM

We fixed an issue that prevented work order tasks and items from generating for some users.

2663

Price Books

We fixed an issue where the parent price book identifier field did not copy over when cloning a price book.

9039

Formulas

We increased the size of the Field_Action__c field to accommodate cases where multiple override fields are specified and there is a large Always case and several OR cases.

FieldFX Base Package 1.248

New Features

Upgrade to PDF REPORT Template Editor (1776)

The PDF Template Editor VisualForce page and Report Editor button are now included in the FieldFX Base Managed Package. This streamlines the Report Editor Set Up process for system administrators.

Bug Fixes

# Area Description

1698

Rule Actions

We fixed an issue causing a Null error when editing the Price Book Item field on Rule Actions.

1814

Bulk Edit

We fixed Bulk Edit to work if the records in the Data Grid do not have record types.

1850

Catalog Item

We fixed a customer-reported issue causing an error when an update to a Catalog Item was saved.

6323

Background Sync Upload

We resolved an issue in FieldFX Back Office causing the wrong number of packets to be available to process in FieldFX Mobile.

FieldFX Base Package 1.243

New Features

Defaulting Bypass FLS and CRUD FX Setting to True

Last month, we introduced the Bypass FLS and CRUD (BypassFlsAndCRUD__c) custom setting. This FX Setting is now defaulted to true (selected).

Bug Fixes

# Area Description

1673

Job Editor

We resolved an issue with the Geolocation Longitude field not displaying on page layout to edit.

1304

Report editors

We fixed the XIB and PDF report editors, which were not working after a Salesforce update removed Instance Names from URLs for Visualforce pages.