FieldFX Lightning Managed Package 2020 Updates

FieldFX Lightning Package 1.127

Release Details

  • Released December 4, 2020

Requirements

To install this release, the org must also be on Managed Package 1.371.2 or later.

Features

Sort Data Grid by Multiple Columns (#451)

  • The Data Grid now allows a user to define multiple columns by which to sort the items in the grid.

  • The user can click multiple columns in sequence and select the same column again to change the sort order for that column.

    Example of a Ticket Item grid sorted by multiple columns

  • The user can also enter the Custom Sort screen to define how the grid should sort.

    Example of the Custom Sort screen for working with multiple column sort

  • The sorting for the Data Grid is remembered for the user.

  • For more, see the Sorting Records in the FXL Data Grid section of the Data Grid article.

Support for Bundles in the Item Picker (#657)

  • We have added a Parent Field (For Bundles) setting in the FX Item Picker to allow grouping child items by their parent item.

  • When parent-child items exist in the item picker:

    • The group of items can be collapsed to show only the parent item.

    • Child items cannot be selected.

    • The parent and all of its children are selected together from the picker and added to the Target Object.

  • Parent and child items in a bundle are added to the target of the Item Picker as a group, maintaining the order and sequence of the bundle.

Enhancements

Item Picker Improvements (#436, 437)

  • When a user makes column selections in the Item Picker, the selections stick and are remembered if the user leaves and returns to the same Item Picker. (#436)

  • The Add Items and Clear Selection buttons now always display in the Item Picker. (#437)

    Previously, the buttons only appeared after making a selection, causing the list of items in the picker to jump unexpectedly after making a selection.

Bug Fixes

# Area Description

9

Page Templates

We fixed the incorrect labeling on the icon to expand a collapsed sidebar. The icon tool tip now says "Expand Sidebar" as expected.

21

Data Grid V2

We corrected an issue that caused a field to display on the grid if it controlled a dependent field on the grid, even if the controlling field was not set to show on the grid. Users can now see a dependent field’s controlling field in a tooltip that displays when hovering the mouse over the dependent field.

414

Item Picker

When adding parent and child items, we removed the item count portion of the success message that displays to prevent confusion over whether child items should or should not be counted separately from the parent.

433

Page Templates

We fixed a bug that caused selected items to be deselected when changing the size of the side panels of a page.

438

Bulk Edit

When defining the bulk edit features, we added error messages if you try to define both Include Only and Exclude Only lists or if there is a space in a field name. Spaces are now allowed after a comma in a field list. Previously, spaces caused the Bulk Edit to break without displaying any errors.

440

Page Templates

We reduced the size of the borders around the collapsible panels to make better use of available screen space.

441

Data Grid V2

We rearranged some information and buttons on the grid to reduce the amount of vertical scrolling required.

454

Page Templates

We fixed an issue that caused validation errors to not function as expected.

455

Data Grid V2

We corrected an issue that caused a tooltip image to display outside of its field when a filter is applied.

FieldFX Lightning Package 1.124

Release Details

  • Released September 30, 2020

Requirements

To install this release, the org must also be on Managed Package 1.354 or later.

Enhancements

Item Cart Lightning Component (#57)

  • The new Item Cart Lightning Component serves as a shopping cart and holding place for items selected from the FX Item Picker component.

  • The cart functionality allows for users to use the FX Item Picker with different filters to find the items to add.

  • Configure the Item Cart Lightning Component for a wide variety of uses and objects.

  • Insert the items in a cart directly to the desired object or use a REST Endpoint, APEX class, or Fire an Event instead.

  • For more details, see the FXL Item Cart Lightning Component setup page.

Bug Fixes

# Area Description

409

Quote to Job

We resolved an issue that caused the system to attempt to create ticket items even when the Auto Create Ticket option was set to false.

411

Data Grid v2

We corrected an issue that affected the ability to change the sorting of a column when the column’s sort direction was specified as DESC.

416

Item Picker

We corrected an issue that prevented the Item Picker from loading when Geolocation fields were on the Search layout.

424

Page Templates

We fixed a bug that could cause an exception error when collapsing the header panel on a page template.

426

Bulk Edit

We fixed a bug that caused errors when using accessing a pick list field in the bulk editor on an object with no record types.

FieldFX Lightning Package 1.118

Release Details

  • Released August 11, 2020

Requirements

To install this release, the org must also be on Managed Package 1.354 or later.

Features

New Permission Set and Permission Set Groups (#552)

  • We have added new Permission Sets to help manage the permissions required to perform various functions in FieldFX

  • We have grouped Permission Sets into six role-based Permission Set Groups to ease the burden of adding permission sets to users

  • Use these Permission Sets and Permission Set Groups as is or clone them to create your own Permission Sets and Permission Set Groups as needed

  • For details on the new Permission Sets and Permission Set Groups, see Managed Permission Sets and Permission Set Groups

Enhancements

Quote to Job Component Enhancement for Jobs and Tickets (#392)

  • If the Quote being used to create the Job does not have some required information, the user is now presented a screen to complete missing information.

    For example, a Job must have an Office selected, but that is not required on a Quote.

    • The option to complete missing Job information can be disabled in the FXL Quote to Job component configuration.

      If required information is missing from the Job, the Job cannot be created.

    • Required missing information is highlighted on the new screen that displays.

    • The fields that display are from the editable fields on the user’s Page Layout for the Job.

    • Fields a user cannot change do not display.

    • Fields on the Job that have a matching field name on the Quote will be pre-filled with information from the Quote.

    • Fields can also be hidden by profile or record type.

  • If the Quote to Job is set to Auto Create Ticket, users now have the option to select the Ticket Record Type to use.

    Previously, the default ticket record type was always used.

    • This option can be disabled and a Ticket Record Type defined on the FXL Quote to Job component configuration.

    • The Ticket record types to allow for the FXL Quote to Job process can be limited on the FXL Quote to Job component configuration.

    • If the allowed ticket types include the default ticket type, it is pre-selected. If not, the first allowed ticket type available to the user is selected.

  • The options to select the Ticket type and supply missing Job information has been added to the existing screen to select the Job record type.

Bug Fixes

# Area Description

28

Page Templates

We applied some formatting fixes to the provided page template layouts to correct some issues with buttons being unclear or inaccessible.

78

Data Grid v2

We corrected issues with the Select All functionality on the Grid when a parent item with children are present.

398

Data Grid v2

We fixed a problem that prevented users from being able to select a value from a custom search lookup field.

404

Data Grid v2

We fixed a bug that prevented the Expand Children by Default option from working as expected.

632

Page Layouts

We have removed deprecated versions of all lightning pages.

FieldFX Lightning Package 1.114

Release Details

  • Released June 22, 2020

Requirements

To install this release, the org must also be on Managed Package 1.309 or later.

Bug Fixes

# Area Description

369

Item Picker

We added an error message that displays when the Picker Object defined for the Item Picker does not have searchable field’s on the Object’s Search Layout. Text Area, Text Area (Long), and Text Area (Rich) fields are not usable on the Item Picker.

384

Item Picker

We fixed a bug that prevented the # of Items field from clearing after adding items to the Grid. Now, after adding the items, the Item Picker field clears out.

390

Grid V2

We now prevent users from attempting to load more than 50,000 rows on a grid. Loading more then 50,000 rows causes unexpected results.

FieldFX Lightning Package 1.111

Release Details

  • Released May 21, 2020

Requirements

To install this release, the org must also be on Managed Package 1.309 or later.

Features

Enter Number of Items from Item Picker (#33)

  • We have added an option to include a # of Items column on the Item Picker.

  • When selected as part of the Item Picker’s setup, the # of Items column allows the user to specify the multiplication factor to use when adding each of the selected items.

    • A message displays on screen stating the number of items added.

  • If the # of Items setting is not selected, the column does not display to users.

    Example of the # of Items Column in the FX Item Picker component settings

Resize Collapsible Panels from Lightning Page Templates (#258)

  • In the Lightning Managed Package 1.105 release, we added several page templates that include collapsible right or left panels.

  • This release adds the ability for users to resize the header and panel on pages created from those templates.

    • Headers allow the height to be adjusted.

    • Side panels allow for both height and width to be adjusted.

  • The user’s adjustments are retained

    • If the adjusted panel is collapsed and then expanded again.

    • If the user leaves the page and returns.

Customizable Header Panels on Page Templates (#370)

  • Page Templates now contain a split header panel.

  • The top header panel is a permanent panel that displays the record information and the Salesforce highlight panel.

    The record information stays in place when scrolling, but the Salesforce highlight panel scrolls off the screen to allow more work space for the user.

  • The bottom header panel is customizable.

    • This panel scrolls of the page to leave more work space for the user.

      If left empty, this portion of the header does not display to users.
      Example of the customization options on the Page Template header

Enhancements

Add Custom Filters for Data Grid V2 (#96)

  • We added the ability to create custom filters to use on the Data Grid V2. This brings parity for capability that already exists for Grid V1.

  • Create a Static Resource file named fx_GridV2_CustomSearch.js.

  • Copy the sample file contents and then customize it for your needs.

    window.fx_GridV2_CustomSearch = {
    uid: { // [Unique ID of the grid]
        Contact_StartS__c: { // [Field Api Name]
            FX5__Contact__c: { // [Lookup field target object]
                QueryFilter: "(LastName=NULL OR LastName LIKE 'S%')", // [Filter]
                QueryFields: "Name,LastName,FirstName", // [Display fields on lookup object]
                KeywordSearchFields: "LastName", // [Search fields on lookup object]
                OrderBy: "LastName" // [Sort field on lookup object]
            }
        }, // Multiple fields can be specified }, // Multiple grids can be specified
    };

  • Custom filters override Salesforce filters for lookup fields. However, you cannot save values. A validation error results.

  • Custom filters are not supported for bulk edit.

Bug Fixes

# Area Description

110

Data Grid V2

We corrected an issue that caused changed values to not save or discard as expected for child items when the parent item has been excluded by a filter.

364

Data Grid V2

We fixed an issue that caused sorting to not work as expected for lookup fields.

368

Data Grid V2

We corrected a bug that caused fields to sort based on their values even if the fields are hidden based on the record type. Now the rows sort as empty values as expected.

369

Item Picker

We clarified an error message that appears when the Item Picker does not load if certain types of fields are included.

FieldFX Lightning Package 1.107

Release Details

  • Released April 27, 2020

Requirements

To install this release, the org must also be on Managed Package 1.309 or later.

Bug Fixes

# Area Description

3

Bulk Edit

We fixed a bug that caused currency decimal place rounding to not work as expected after using the bulk editor to change the value with a % or > adjustment.

12

Data Grid v2

We corrected an issue with the total row count not updating correctly after applying more than one filter.

78

Data Grid v2

We removed the ability to select all items in a grid that displayed items with parent-child relationships, as child items are not included in the select all. The ability to select all items remains on grids that do not have a parent item column.

122

Data Grid v2

We added graphical indicators to Boolean fields in the grid that users cannot edit.Previously, these appeared to be blank text fields.Now the fields show an ✕ if the field is not selected for the record or a ✓ if the field is selected.

236

Price Book Page Layout

We removed a field from the package Price Book screen.The field does not exist.

FieldFX Lightning Package 1.105

Fixes, feature, and enhancement numbers were reset after #867.

Release Details

  • Released March 20, 2020

Requirements

To install this release, the org must also be on Managed Package 1.309 or later.

Activate the Field Ticket Record Type on the Ticket object

  1. From Setup, go to Object Manager and select the Ticket object

  2. Select Record Types

  3. If the Field Ticket Record Type is marked Active, you are ready to upgrade. Stop. No further action is necessary.

    Otherwise, continue to Step 4.

  4. If the Field Ticket Record Type is not marked Active, select Field Ticket

  5. Select Edit

  6. Select the checkbox for Active

  7. Click Save

  8. Proceed with the package upgrade

New Features

Page Template Support (#842)

  • We have added three custom page templates that can be used when creating Record type pages in the Lightning App Builder.

  • The page templates feature utilizes a pinned area that always displays for the FXL Data Grid, a collapsible header area, and collapsible sidebars.

  • The page template options provide:

    • Left collapsible sidebar only

    • Right collapsible sidebar only

    • Left and right collapsible sidebars

  • The page templates can hold any Lightning component.

  • For more details, see the Page Template Setup instructions.

Internationalization support (#850, 852, 856, 858, 860, 862)

  • We have added support for applying custom labels to several Lightning components. This allows for greater internationalization (i18n) of the user interface.

  • The components that allow custom labels with this release include:

    • Item Picker Component (#850)

    • Copy Items Component (#852)

    • Bundle Maker Component (#856)

    • Stage Pricing Component (#862)

    • Quote to Job Component (#858)

    • Report Live Viewer, Report Template Viewer (#860)

      The ability to add custom labels for the FXL Bulk Item component was released in 1.90.

  • The Filter Value used is critical for identifying the customizable items when creating the Custom Labels.

    See the translation setup instructions for more details.

Bug Fixes

# Area Description

598

Data Grid v2

We fixed a bug that caused columns widths on the grid to not display consistently when returning to a page.

867

Data Grid v2

We corrected an issue that caused the grid to display incorrectly when one or more fields are Lookup fields.

2

Data Grid v2

We added support for the Salesforce Hyperlink formulas in the grid.

19

Data Grid v2

We corrected the behavior of the Delete button so that it displays in gray and is not clickable when the user does not have permission to delete. Previously, the button was clickable but resulted in an error if the user did not have Delete permissions.

72

Data Grid v2

We corrected an issue with the grid when using a complex SOQL query with boolean operators.

73

Data Grid v2

We fixed an issue that caused an error message when collapsing a parent item after selecting a picklist value for a child item.

77

Data Grid v2

We fixed a sorting issue that prevented the grid from honoring the initial sort order and sort direction settings.

FieldFX Lightning Package 1.90

Release Details

  • Released January 20, 2020

Requirements

To use the Quote to Job button after installing this release, the org must also be on Managed Package 1.295 or later.

New Features

Enable Custom Labels for Bulk Edit (#821)

  • We have added support to use the translation workbench functions in Salesforce to apply Custom Labels to the buttons used in the Bulk Edit’s Adjust Values and Clear Values buttons.

    • Create a view to show Bulk Edit fields available for Custom Labels:

      • In Setup, search for Custom Labels.

      • Create a New View called Bulk_Edit.

      • Set a Filter to look for Categories that Contains the Value bulk edit.

    • In Custom Labels, select the new Bulk Edit View you just added. This filters the list.

    • Click the Name for the field or button to which to add a new label

    • Click New Translations / Overrides.

    • Select the language to add the label to.

      A user’s default language is defined in user settings.

    • Add the new text for the label in Translation Text and click Save.

  • See Translation Setup for more information.

FXL_File_Viewer Component to set Sync to Mobile Flag (#827)

  • The new FXL_File_Viewer Lightning Component adds a list of files added for the object record.

  • The file listing provides checkmarks for each file to enable or disable syncing the file to mobile devices.

  • The component requires that the Files API option in the FX Settings Custom Settings group be enabled.

Bug Fixes

# Area Description

679

Copy Items

We fixed an issue where an entry in a required field resulted in an error message if the default value was not defined for the field. Now an error only results if the there is no entry in the required field and there is no default value defined.

783

Quote to Job

Equipment planning records were not correctly populating planned start and end dates when a Quote was converted to a job. Now the dates populate as expected.

784

Quote to Job

When converting a Quote to a Job, the Record Type prompt for the Job did not reflect the Record Type chosen for the Quote. Now the Quote’s Record Type is preselected as the Record Type for the Job. The user can still select a different type if needed.

785

Data Grid v2

The Load More button and item counts did not display correctly when a list with a SOQL filter contained parent and child items.

787

Bulk Edit

Selecting the Clear Values in the Bulk Edit did not reliably revert changed values to their defaults. This fix corrects this behavior.

789

Item Picker

We fixed an issue that caused quote items to not display on tickets as expected.

790

Data Grid v2

We fixed an issue that sometimes occurred if an item’s Catalog Description contained an apostrophe (') or quote (") symbol. These symbols are often used to represent measurements in catalog item descriptions.

795

Data Grid v2

We corrected a problem that caused an error when using a checkbox field column to filter.

817, 822

Quote to Job

We corrected an issue that resulted in the Quote to Job process resulting in duplicated child items.

834

Quote to Job

The Quote to Job process was running the Rule Engine even if Run Rule Engine was deselected. This has been corrected.