FieldFX Base Package 2022 Updates

Introduction

This page contains the versions of the FieldFX Managed Packages that were released in 2022.

Use this table for the individual releases. Click the version link to jump to that version and click the "Back to Release table" link to return to this table. For older releases, click here.

Release Table

Version

Released

Notes / Issues

1.483

12/7/22

Bug Fixes

695 and 1151

1.482

11/17/22

Enhancements

1033

Bug Fixes

1110, 1109, 1011, 1010, and 749

For more information on Production org pushes, see 2022 Push Upgrade Schedule.

1.476

10/25/22

Enhancements

983, 954, and 919

For more information on Production org pushes, see 2022 Push Upgrade Schedule.

1.473

9/22/22

Bug Fixes

833 and 947

1.470

9/10/22

Bug Fixes

920

1.469

9/2/22

Bug Fixes

917

1.468

8/25/22

Bug Fixes

207, 833, 853, 854, and 839

1.463

8/3/22

New Features:

792

Enhancements:

564, 629, and 628

Bug Fixes:

323 and 733

1.454

6/6/22

Enhancements:

139, 209

Bug Fixes:

378

1.448

4/13/22

Enhancements:

Bug Fixes:

1.447

3/14/22

Enhancements:

593 and 496

Bug Fixes:

791, 271, 241, and 1010

1.437

2/22/22

Enhancements:

700 and 10

1.429.1

1/18/22

Bug Fix:

879

For more information on Production org pushes, see 2022 Push Upgrade Schedule.

1.429

1/7/22

Enhancement:

854

1.428

1/5/22

Bug Fixes:

872, 854, and 684

For more information on Production org pushes, see 2022 Push Upgrade Schedule.

Release Notes

Version 1.483 (12/7/22)

Bug Fixes

Issue #	Summary
695	In EAM, we fixed an issue on a work order where the Total Actual Work Order Cost value wasn’t getting cleared after the Task Labor was deleted. Now when the Task Labor is deleted, the Total Actual Work Order Cost value gets cleared.
1151	We fixed an issue where when Deep Copying a Work Order, an extra Work Task is added. Now, when a Work Order is Deep Copied, no extra Work Task is added.

Issue #

Summary

695

In EAM, we fixed an issue on a work order where the Total Actual Work Order Cost value wasn’t getting cleared after the Task Labor was deleted.

Now when the Task Labor is deleted, the Total Actual Work Order Cost value gets cleared.

1151

We fixed an issue where when Deep Copying a Work Order, an extra Work Task is added.

Now, when a Work Order is Deep Copied, no extra Work Task is added.

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Version 1.482 (11/17/22)

This version was pushed to Sandbox orgs since a defect was discovered when version 1.476 was pushed out.

Enhancement

Issue #	Summary
1033	We enhanced how the Editor page opens from the FXL Data Grid. Now a new tab for a new job opens with the Customer, Price Book, and Office fields are pre-populated.

Bug Fixes

Issue #	Summary
1109	We fixed an issue where the report viewer wasn’t showing reports.
1010	We fixed an issue where the Back Office report widgets display an error and the Lightning reporting component didn’t load. The report now loads correctly filtered.
1011	We fixed an issue where the report template appears even if the filter condition is not met. Now, if the condition is not met, the report template isn’t shown.
749	We have addressed a Work Order - related issue that prevented the Total Labor Hours field to get updated when a Task Labor record was created in Mobile and synced.

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Version 1.476 (10/25/22)

Pushed to sandbox orgs between November 1st and November 7th, 2022.

Enhancements

Issue #	Summary
919	If there are multiple matches based on catalog item and they exist in the source warehouse, we have enhanced the user’s ability to select the correct stock item.
983	We have made an enhancement to the FXL Deep Copy Lightning Component and added new options to skip notifications. We have added these checkboxes: Skip Email - Success Run Skip Email - Error Notification Skip Platform Notification For more information, see Lightning Deep Copy component.
954	We made an enhancement and removed the Required flag on the `FX5__Price_Book_Item__c` field on the Quote item which created an issue for existing implementations. The customer was trying to retroactively update data for existing customers (due to process changes) and getting an error.

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Version 1.473 (9/22/22)

Bug Fixes

Issue #	Summary
947	We fixed an issue in Back Office where the SObject Record Type filter wasn’t working on report templates.

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Version 1.470 (9/20/22)

Bug Fixes

Issue #	Summary
920	We updated the filter to check the version and ensure the correct version is installed.

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Version 1.469 (9/2/22)

Bug Fixes

Issue # Summary

Issue #	Summary
917	For the Salesforce Winter '23 release, their change caused problems with some VisualForce pages. The change could also be enabled by a customer. We updated our FieldFX Managed Package and FieldFX Lightning Managed Package for this change. Salesforce has indefinitely postponed this change. Due to the timing and Salesforce’s change of plans, some customers may have already installed this change. In Back Office, we fixed an error by adding a new `FX5.FXEditorSearchController.ColumnInfo.Label` field. The error causes the installation of FX Lightning to fail or in Back Office could return the following error message: `Unknown property FX5.FXEditorSearchController.ColumnInfo.Label` A customer encounters the error When trying to enter a Work Task on a Planned Stock item when double-clicking into the Work Task field to search for the relevant Work Task. Without this field, the users has to go into each separate Planned Stock item and update the Work Task, increasing the time it takes them to get through the Work Order.

917

For the Salesforce Winter '23 release, their change caused problems with some VisualForce pages. The change could also be enabled by a customer. We updated our FieldFX Managed Package and FieldFX Lightning Managed Package for this change.

Salesforce has indefinitely postponed this change. Due to the timing and Salesforce’s change of plans, some customers may have already installed this change.

In Back Office, we fixed an error by adding a new FX5.FXEditorSearchController.ColumnInfo.Label field. The error causes the installation of FX Lightning to fail or in Back Office could return the following error message:

Unknown property FX5.FXEditorSearchController.ColumnInfo.Label

A customer encounters the error When trying to enter a Work Task on a Planned Stock item when double-clicking into the Work Task field to search for the relevant Work Task.

Without this field, the users has to go into each separate Planned Stock item and update the Work Task, increasing the time it takes them to get through the Work Order.

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Version 1.468 (8/25/22)

Bug Fixes

Issue #	Summary
207	We have enhanced the FX EAM lookup on the work task to populate with the model work order record and not the parent work order record. We’ve added a reporting metric to determine labor cost vs. parts per work task and integration. For more information, see Manually Create a Work Order from a PM Schedule.
833	We fixed an issue where the PM schedules aren’t updating when a Work Order is completed in Mobile. The PM schedule now updates and resets when a user completes a Work Order that is tied to a PM Schedule. A FieldFX Back Office trigger isn’t triggered when the Work Order changes to the Completed status in FieldFX Mobile and synced back to FieldFX Back Office.
853	We fixed an issue where the `FX5__Current_Work_Order__c` object is not updated on the `FX5__PMSchedule__c` if using an event based PM schedule. If the Work Order is created, the `FX5_Current_Work_Order__c` field is not updated. With this release, if you create a Work Order and use a PM schedule, the `FX5_Current_Work_Order__c` field is updated.
854	We fixed an issue where `FX5__PM_Due_Date__c` wasn’t updated when a work order was completed when using a calendar based on a PM schedule.
839	We fixed an issue where the Standby Price and Standby Rate wasn’t copying over from the Price Book Item to the Quote Item.

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Version 1.463 (8/3/22)

New Features

Issue # Area Description

Issue #	Area	Description
792	Admin Portal	We added a new CDN Advanced Report Resource URL (API Name: `FX5__CDN_Advanced_Report_Resource_URL__c`) setting in FX Settings to allow the user to set the version (Beta or Latest) they want to use of the Report Template Editor. To add the Setting, see Package Settings for FX Settings.
791	Admin Dashboard	We added a new Advanced Report Template for the Admin Dashboard. It requires a new custom setting to be added for the user. The admin needs to enable the FX5.Admin Tool - Advanced Report Editor custom permission. Without the permission enable, the Advanced Report Editor doesn’t appear on the Admin Dashboard. See Required Permissions in Report Templates. To add the setting, see Package Settings for FX Settings. Also

792

Admin Portal

We added a new CDN Advanced Report Resource URL (API Name: FX5__CDN_Advanced_Report_Resource_URL__c) setting in FX Settings to allow the user to set the version (Beta or Latest) they want to use of the Report Template Editor.

To add the Setting, see Package Settings for FX Settings.

791

Admin Dashboard

We added a new Advanced Report Template for the Admin Dashboard. It requires a new custom setting to be added for the user. The admin needs to enable the FX5.Admin Tool - Advanced Report Editor custom permission. Without the permission enable, the Advanced Report Editor doesn’t appear on the Admin Dashboard. See Required Permissions in Report Templates.

To add the setting, see Package Settings for FX Settings.

Also

Enhancements

Issue # Area Description

564

Price Book

We made an enhancement so in Tickets the Quote Items uses the same lookup filter as the Price Book Item Field.

628

Quote Object

We have added the following fields to the FX5__Quote__c object so information on a quote gets copied forward when the quote is approved and a job is created. The table shows the name of the field, field type, and maximum number of characters in parentheses.

Field
Name

Type

Field
Name

Type

Field
Name

Type

AFE Number

Text(255)

Requested
Start Date

Date/Time

Site
Longitude

Number (3,6)

Contact
Name

Text(100)

Site
Address1

Text(100)

Site
State

Text(255)

Contact
Phone

Text(5)

Site
Address2

Text(100)

Site Zip

Text(20)

Customer
PO

Text(50)

Site City

Text(100)

Warehouse

Lookup

Projected
Start Date

Date/Time

Site
Country

Text(255)

Well

Lookup

Projected
End Date

Date/Time

Site
Latitude

Number (3,6)

For more information, see Copying Data from Approved Quotes to a Job.

629

Back Office

When a job is created from a quote, added these field values so their values can be carried forward to FX Back Office:

Label API Name Label API Name

AFE Number

FX5__eAFE_Number__C

Site Country

FX5__eSite_Country__c

Contact Name

FX5__eContact_Name__c

Site Latitude

FX5__eSite_Latitude__c

Contact Phone

FX5__eContact_Phone__c

Site Longitude

FX5__eSite_Longitude__c

Customer PO

FX5__eCustomer_PO__c

Site State

FX5__eSite_State__c

Projected Start Date

FX5__eProjected_Start_Date__c

Site Zip

FX5__eSite_Zip__c

Projected End Date

FX5__eProjected_End_Date__c

Warehouse

FX5__eWarehouse__c

Site Address1

FX5__eSite_Address1__c

Well

FX5__eWell__c

Site Address2

FX5__eSite_Address2__c

Requested Start Date

FX5__eRequested_Start_Date__c

Site City

FX5__eSite_City__c

For more information, see Copy Data from Approved Quotes to a Job in Quote Items.

Bug Fixes

Issues 853 and 854 are still in process at the time of this release. They will be fixed in the next release.

Issue #	Area	Description
733	Timecards	We fixed an issue so when deep copying an in progress timesheet, a timecard can’t be created against that timesheet. For more information, see FXL Deep Copy Best Practices.
323	Mobile	We fixed an issue that clarifies an error message that appears in FX Mobile when a user, who doesn’t have the right permissions, tries to sync. For more information, see Adding a User Profile section in User Profiles

Issue #

Area

Description

733

Timecards

We fixed an issue so when deep copying an in progress timesheet, a timecard can’t be created against that timesheet.

For more information, see FXL Deep Copy Best Practices.

323

Mobile

We fixed an issue that clarifies an error message that appears in FX Mobile when a user, who doesn’t have the right permissions, tries to sync.

For more information, see Adding a User Profile section in User Profiles

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Version 1.454 (6/6/22)

Enhancements

Issue #	Area	Description
139	FieldFX Mobile	We have updated the Last Sync Status to read "Please have admin check user contact record permission/sharing"
209	Ticket/Job/Invoice Status	We have updated the setting where statuses in Jobs, Tickets, and Invoices can be deleted.

Issue #

Area

Description

139

FieldFX Mobile

We have updated the Last Sync Status to read "Please have admin check user contact record permission/sharing"

209

Ticket/Job/Invoice Status

We have updated the setting where statuses in Jobs, Tickets, and Invoices can be deleted.

Bug Fixes

Issue #	Area	Description
378	Rental	We fixed an issue where Equipment and Equipment Unit Number now are auto populated on a Return Ticket.

Issue #

Area

Description

378

Rental

We fixed an issue where Equipment and Equipment Unit Number now are auto populated on a Return Ticket.

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Version 1.448 (4/13/22)

Enhancements

Issue #	Area	Description
38	FX Rental	We have added the billing fields on the Invoice object and linking invoices to Jobs.

Issue #

Area

Description

FX Rental

We have added the billing fields on the Invoice object and linking invoices to Jobs.

Bug Fixes

Issue #	Area	Description
82	EAM Mobile	We fixed an issue so FX Forms created in EAM Mobile sync to Back Office.

Issue #

Area

Description

EAM Mobile

We fixed an issue so FX Forms created in EAM Mobile sync to Back Office.

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Version 1.447 (3/14/22)

Bug Fixes

Issue #	Area	Description
791	Schedule and Dispatch	We fixed an issue so when a job is deleted, the crew and planning records for that job aren’t orphaned.
271	Schedule and Dispatch	We fixed an issue that if job is deleted, the required qualification requirement on that job isn’t orphaned and is enforced on all jobs in S&D.
241	Schedule and Dispatch	We fixed an issue that if in Salesforce Lightning mode and the + Job is clicked, the button doesn’t bring up the Salesforce Classic mode job creation page.
1010	Mobile EAM Licensing	We changed the licensing check so if a user only has the FX EAM license, they can use FieldFX Mobile.

Issue #

Area

Description

791

Schedule and Dispatch

We fixed an issue so when a job is deleted, the crew and planning records for that job aren’t orphaned.

271

Schedule and Dispatch

We fixed an issue that if job is deleted, the required qualification requirement on that job isn’t orphaned and is enforced on all jobs in S&D.

241

Schedule and Dispatch

We fixed an issue that if in Salesforce Lightning mode and the + Job is clicked, the button doesn’t bring up the Salesforce Classic mode job creation page.

1010

Mobile
EAM Licensing

We changed the licensing check so if a user only has the FX EAM license, they can use FieldFX Mobile.

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Version 1.437 (2/11/22)

Enhancements

Issue #	Area	Description
700	Admin Portal	We added the FX5.AdminTool - Portal permission set to the Admin Portal for users to access the Admin Portal.
10	Back Office	We added advanced filtering for Report Templates

Issue #

Area

Description

700

Admin Portal

We added the FX5.AdminTool - Portal permission set to the Admin Portal for users to access the Admin Portal.

Back Office

We added advanced filtering for Report Templates

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Version 1.429.1 (1/18/22)

Bug Fixes

Issue #	Area	Description
879	Back Office	We fixed an error where some auto-sync users were experiencing errors due to a missing field permission with SyncEvents.

Issue #

Area

Description

879

Back Office

We fixed an error where some auto-sync users were experiencing errors due to a missing field permission with SyncEvents.

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Version 1.429 (1/7/22)

Enhancements

Issue # Area Description

Issue #	Area	Description
854	Report Templates	Added tool for Support and Services to convert Attachments into Files for report templates. The tool copies the attachment to a file and then renames the attachment. `.archive` is added to the filenames’s end.

854

Report Templates

Added tool for Support and Services to convert Attachments into Files for report templates. The tool copies the attachment to a file and then renames the attachment. .archive is added to the filenames’s end.

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Version 1.428 (1/5/22)

Bug Fixes

Area

Description

872

Back Office

We fixed error in the Catalog Item Price Book Batch Processing that was failing when editing these fields in the Pricebook:

Archived
Effective Date
Expiration Date
Account number

When you archive or activate the price book, the batch job isn’t triggered. When you insert or remove price book items, the price book index is still updated. The purpose is to speed up the search on mobile.

854

Reports

Added a tool for support to use for converting Report Template Attachments to Files

684

Reports

We fixed issue where a user clicks the Upload Only button on the mobile dashboard a process is also started. This causes the Sync Event Processor to run twice processing the same set of records twice. Solution was to lock the records that were called first causing the second call to just get the updated records.

This only applies to users with auto-upload enabled.

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