FieldFX Lightning Managed Package 2021 Updates

Push Upgrade

We generally release new version of the FieldFX Lightning Managed Package once per month.
Three times each year, we push upgrade the Lightning Managed Package release to Sandbox orgs
Two months after pushing the Lightning Managed Package to Sandbox orgs, a push upgrade is performed to Production orgs

The version pushed to Production orgs is the package pushed to Sandbox orgs or a later version that addresses any defects identified during the Sandbox testing period.
Push Upgrades occur at the same time as push upgrades for the FieldFX Base Managed Package.
Current scheduled dates can be found on the FieldFX Base Managed Package overview page.
To upgrade to an available release between push upgrades, contact Support.

Release Table

Consult this table for the latest and previous release numbers. Click the version link to jump to that version and click the "Back to Release table" link to return to this table.

Version

Release Date

Notes

1.159

Enhancement:

561

Bug Fixes:

572, 571/564, 562, 559, 556, 553, 549, 483, 400, and 13

1.154

September 1, 2021

Enhancements:

447

1.151

Bug Fixes:

537 and 538

Enhancement:

Bug Fix:

Bug Fixes:

489, 490, 492, 505, 506, 510, 511, 513, 515, and 516

1.141

Enhancements

444,

Bug Fixes

25, 475, 486, 487, 494, 496, 498, and 499

1.135

Enhancements:

372, and 481

Bug Fixes:

474 and 476,

1.132

Enhancements:

472

Bug Fixes

448, 458, 459, 466, 468, 469, 471, 473, and 462

1.129

Enhancements:

452 and 465

Bug Fixes:

460

Release Notes

Version 1.159

Enhancements

Issue #	Description
561	Add Scanning Feature to FX Rental We added ability for an FX Rental user to quickly input codes. They can manually type or scan the code. The user can start and stop the scanning process. If the scan is successful, the item is updated, and the user sees a message of a successful scan. An error appears if the scan isn’t successful.

Issue #

Description

561

Add Scanning Feature to FX Rental

We added ability for an FX Rental user to quickly input codes. They can manually type or scan the code. The user can start and stop the scanning process. If the scan is successful, the item is updated, and the user sees a message of a successful scan. An error appears if the scan isn’t successful.

Bug Fixes

Issue #	Area	Description
572	Price Book	We fixed an issue so only the relevant price book items related to the job are shown and not all active price books items.
571/564	Data Grid v2	We fixed an issue where the current filter setting in the grid header overlapped the grid. Solution was to add a Show/Hide button on the grid next to the filter icon. When the filter is applied, the user can hide the filter, so it doesn’t obstruct the data rows.
562	Data Grid v2	We fixed an issue that if the field is empty, no error messages appear.
559	Price Book	We fixed an issue where if the hierarchy is setup so the price book grandparent is the picker code, an infinite loop is started causing the browser to crash. The solution was to show an error message before it started.
556	Lightning	We fixed an issue where the RTF field icon shows which fields are already edited or in progress. Solution was to add a Locked RTF column with a check or X and an RTF column showing a status icon for no text, locked, and edit text.
553	Data Grid v2	We fixed a formatting issue so shading for read-only values appears if there are no custom record types.
549	Reports	We fixed issue that when closing a report and when the user closes report in the FXL Reporter Viewer lightning component, then page refreshes and report is displayed again. The page will not refresh anymore.
483	Lightning	We fixed an issue where the code was fixed so the same field can be used on a search field and in the additional field. Previously, only one field could be used in one of the search fields, not both.
400	FX Managed Package / Lightning	We fixed an issue where items that have prices in specified ranges should appear on the grid. When the user tries to filter by range one digit or a digit with a decimal (or higher) digit only one result is returned.
13	Data Grid v2	We fixed an issue where the selected fields in a multi-select picklist didn’t appear and the existing value was hidden. The solution was to change so already selected values are removed from the available values.

Issue #

Area

Description

572

Price Book

We fixed an issue so only the relevant price book items related to the job are shown and not all active price books items.

571/564

Data Grid v2

We fixed an issue where the current filter setting in the grid header overlapped the grid. Solution was to add a Show/Hide button on the grid next to the filter icon. When the filter is applied, the user can hide the filter, so it doesn’t obstruct the data rows.

562

Data Grid v2

We fixed an issue that if the field is empty, no error messages appear.

559

Price Book

We fixed an issue where if the hierarchy is setup so the price book grandparent is the picker code, an infinite loop is started causing the browser to crash. The solution was to show an error message before it started.

556

Lightning

We fixed an issue where the RTF field icon shows which fields are already edited or in progress. Solution was to add a Locked RTF column with a check or X and an RTF column showing a status icon for no text, locked, and edit text.

553

Data Grid v2

We fixed a formatting issue so shading for read-only values appears if there are no custom record types.

549

Reports

We fixed issue that when closing a report and when the user closes report in the FXL Reporter Viewer lightning component, then page refreshes and report is displayed again. The page will not refresh anymore.

483

Lightning

We fixed an issue where the code was fixed so the same field can be used on a search field and in the additional field. Previously, only one field could be used in one of the search fields, not both.

400

FX Managed Package / Lightning

We fixed an issue where items that have prices in specified ranges should appear on the grid. When the user tries to filter by range one digit or a digit with a decimal (or higher) digit only one result is returned.

Data Grid v2

We fixed an issue where the selected fields in a multi-select picklist didn’t appear and the existing value was hidden. The solution was to change so already selected values are removed from the available values.

Back to Release Table

Version 1.154 (9/1/2021)

Enhancements

Issue #

Description

447

Expand the Main Section to Full Screen

Users can now focus on the main page contents in a Lightning Page Template by clicking the full screen button to expand the main panel on the page.
When selected, the main panel fills the entire browser window.

Salesforce navigation, the Salesforce Global Search box, app tabs, and other panels on the page are hidden after expanding the main panel.
Select the Close Fullscreen button to return to the normal page view.

Back to Release Table

Version 1.151

Bug Fixes

#	Area	Description
537	Data Grid v2	We fixed a bug that prevented values from saving when a user pressed `TAB` to move to the next cell.
538	Data Grid v2	We fixed a bug that caused the Data Grid to only display 2-4 rows on the screen.

Area

Description

537

Data Grid v2

We fixed a bug that prevented values from saving when a user pressed TAB to move to the next cell.

538

Data Grid v2

We fixed a bug that caused the Data Grid to only display 2-4 rows on the screen.

Back to Release Table

Version 1.148

Enhancements

Issue #	Description
528	Option to Remember Selected Items in Data Grid After Refresh We have added a new checkbox option to the FXL Data Grid v2 component configuration, Remember selected items after refresh. When selected, FieldFX retains the items selected in the grid after an action on the grid causes the data to refresh. When deselected, the selected items clear when the grid refreshes. For example, when selecting tickets to add to an invoice, some users may wish the selected tickets to still be selected after generating the invoice. Other users may need the selected tickets to clear to prevent duplicating invoicing.

Issue #

Description

528

Option to Remember Selected Items in Data Grid After Refresh

We have added a new checkbox option to the FXL Data Grid v2 component configuration, Remember selected items after refresh.
When selected, FieldFX retains the items selected in the grid after an action on the grid causes the data to refresh.
When deselected, the selected items clear when the grid refreshes.

For example, when selecting tickets to add to an invoice, some users may wish the selected tickets to still be selected after generating the invoice.

Other users may need the selected tickets to clear to prevent duplicating invoicing.

Bug Fixes

#	Area	Description
521	Item Picker	We corrected an issue that could cause errors to result when the Column for setting insert sequence order Lightning component configuration setting was left blank.

Area

Description

521

Item Picker

We corrected an issue that could cause errors to result when the Column for setting insert sequence order Lightning component configuration setting was left blank.

Back to Release Table

Version 1.145

Bug Fixes

#	Area	Description
489	Tickets	We fixed a bug that caused validation error messages to not display correctly when adding bundles to a Ticket.
490	Permissions	We clarified the error message that displays when a user tries to edit a record on an object where they do not have Edit permissions.
492	Item Picker	We corrected a cosmetic issue that caused the checkboxes to not align correctly.
505	Bulk Edit	We fixed a problem that prevented the bulk editor from updating to read only until the page was refreshed.
506	Stage Pricing	We fixed an issue that allowed stage pricing to remain editable when the record was in read only status.
510	Item Picker	We fixed a bug that caused items to not sort correctly when a date column was used for sorting.
511	Grid V2	The Select All checkbox for the grid now clears if the user adds additional items or loads more items to the grid to reflect that the added items are not yet selected.
513	Grid V2	We fixed a cosmetic issue affecting collapsed bundles when displayed on a Windows device.
515	Bulk Edit	After applying a Bulk Edit, the value used for the edit continued to populate the Set field to this value field. Now the field clears as expected.
516	Grid V2	We fixed a bug that caused child items in bundles to be deselected after taking an action from another component (such as a bulk edit or copy item). However, the parent item remained selected. Now the children remain selected in the Data Grid with the parent.

Area

Description

489

Tickets

We fixed a bug that caused validation error messages to not display correctly when adding bundles to a Ticket.

490

Permissions

We clarified the error message that displays when a user tries to edit a record on an object where they do not have Edit permissions.

492

Item Picker

We corrected a cosmetic issue that caused the checkboxes to not align correctly.

505

Bulk Edit

We fixed a problem that prevented the bulk editor from updating to read only until the page was refreshed.

506

Stage Pricing

We fixed an issue that allowed stage pricing to remain editable when the record was in read only status.

510

Item Picker

We fixed a bug that caused items to not sort correctly when a date column was used for sorting.

511

Grid V2

The Select All checkbox for the grid now clears if the user adds additional items or loads more items to the grid to reflect that the added items are not yet selected.

513

Grid V2

We fixed a cosmetic issue affecting collapsed bundles when displayed on a Windows device.

515

Bulk Edit

After applying a Bulk Edit, the value used for the edit continued to populate the Set field to this value field. Now the field clears as expected.

516

Grid V2

We fixed a bug that caused child items in bundles to be deselected after taking an action from another component (such as a bulk edit or copy item). However, the parent item remained selected. Now the children remain selected in the Data Grid with the parent.

Back to Release Table

Version 1.141

Enhancements

Customize Sequence Order of Selected Items on the FX Item Picker (#444)

This functionality is intended specifically to address a scenario where the FX Item Picker is used to add Ticket Items to an Invoice.

We have enhanced the FX Item Picker to support allowing a user to define the sequence numbers used when adding the selected items to the grid.
- When set up, the user can define the order in which selected items should be added to the FXL Data Grid.
  - Items are added to the Selected Items tab of the FX Item Picker in the order in which the user selects them.
  - The user can use the arrows in the Order column of the Selected Items tab to reorder the selected items before adding them to the FXL Data Grid.
- Child items are added immediately after their parent item, but can be reordered within the limits of the parent item’s sequence.
Sequence numbers can be controlled by two additional fields in the FX Item Picker component’s settings:
- Column for setting insert sequence order: A number field on the target object to use for sequencing items
  
  Leaving this field blank prevents the user from customizing the sequence order of selected items.
  
  This can be the Sequence Number field. However, if so, the price book’s FX5__AddTktItemsByPBSeqNum__c field must be set to False.
- Target’s Parent Field (For bundles, when setting sequence): Field on the target object that defines the parent for child items
  
  For example, for the FX Item Picker used to add Invoice Items, FX5__Parent_Invoice_Item__c.
  
  The parent field on the source object must also be defined in the FX Item Picker’s Parent Field (For Bundles) setting.

Considerations

The assignment of sequence numbers by selection order applies only to FieldFX Back Office.

Sequence number assignments from items added in FieldFX Mobile continue to behave as they always have.
If the organization also has FX CPQ and utilizes the Rule Engine, the sequence numbers for items added by the Rule Engine are determined by the Rule Engine and do not follow the settings from the FX Item Picker.

Bug Fixes

Issue # Area Description

Issue #	Area	Description
25	Grid V2	We updated number fields to disallow entering characters other than numbers or a single decimal separator, which can be either a comma or a period.
475	Bulk Edit	We fixed a bug that allowed the bulk edit to be editable when a ticket was in a read only status.
486	Item Picker	We fixed a bug that prevented matching tickets from displaying in a search when a ticket filter was applied to the Item Picker.
487	Copy Items	We fixed an error that could result if users did not have create and edit access to the FX DataGuide Form object.
494	Grid V2	We fixed date/time fields to display appropriately based on the time zone setting defined in the user’s profile.
496	Grid V2	We fixed an error that could result when a custom filter referenced a field where the API name shared a substring with another field, such as `Job__c` and `Currency_for_Job__c`.
498	Grid V2	We fixed a recently introduced bug that caused selected items to automatically reset to being deselected after performing a group action, such as copying the items.
499	Item Picker	We corrected the way date, time, and datetime fields display in the Item Picker.

Grid V2

We updated number fields to disallow entering characters other than numbers or a single decimal separator, which can be either a comma or a period.

475

Bulk Edit

We fixed a bug that allowed the bulk edit to be editable when a ticket was in a read only status.

486

Item Picker

We fixed a bug that prevented matching tickets from displaying in a search when a ticket filter was applied to the Item Picker.

487

Copy Items

We fixed an error that could result if users did not have create and edit access to the FX DataGuide Form object.

494

Grid V2

We fixed date/time fields to display appropriately based on the time zone setting defined in the user’s profile.

496

Grid V2

We fixed an error that could result when a custom filter referenced a field where the API name shared a substring with another field, such as Job__c and Currency_for_Job__c.

498

Grid V2

We fixed a recently introduced bug that caused selected items to automatically reset to being deselected after performing a group action, such as copying the items.

499

Item Picker

We corrected the way date, time, and datetime fields display in the Item Picker.

Back to Release Table

Version 1.135

Enhancements

FX Item Picker Select All (#372)

The FX Item Picker supports the ability to select or deselect all items at once.
A new configuration setting has been added to limit the number of items users can add to the FXL Data Grid at the same time.
Max number of items that can be inserted at once: enter the number of items users can select from the Item Picker to add to the FXL Data Grid

Default value when blank is 6.

If users select more items than the allowed value, they are not able to add the items to the FXL Data Grid. The button is grayed out. When the user hovers over the button, a message displays informing the user of the maximum number of selected items.

This option does not apply if the selected items go to an FX Item Cart.

Single Select Mode Option for FX Data Grid V2 (#481)

We added a new configuration option for the FX Data Grid v2 component.
Disable multi-select and use single select: When this attribute is selected, the grid displays radio buttons instead of checkboxes next to items. Users can only select one item from the grid to act on and the option to select all items is not available.

When multi-select is disabled, selecting a parent item does not select its children unless the parent item is deleted, in which case the children are also deleted.

Bug Fixes

Issue #	Area	Description
474	Item Picker	When performing sequential searches in the FX Item Picker that show the same parent/child group, the picker now remembers whether the group was expanded or collapsed in the previous search. Previously, all results returned to the FX Item Picker’s default expand/collapse setting.
476	Item Picker	We fixed some visual inconsistencies in how the expand and collapse all arrow icons displayed on screen.

Issue #

Area

Description

474

Item Picker

When performing sequential searches in the FX Item Picker that show the same parent/child group, the picker now remembers whether the group was expanded or collapsed in the previous search. Previously, all results returned to the FX Item Picker’s default expand/collapse setting.

476

Item Picker

We fixed some visual inconsistencies in how the expand and collapse all arrow icons displayed on screen.

Back to Release Table

Version 1.132

Requirements

To install this release, the org must also be on Managed Package 1.378 or later.

Enhancements

Expanding and Collapsing Child Items (#472)

We have improved the behavior of expanding or collapsing of bundled items in the FXL Data Grid v2, FX Item Picker, or FXL Item Cart lightning components
Each component type now includes an option to Expand Children by Default
- FXL Data Grid v2 already had this option
- This option has been added as a new selectable checkbox when configuring the FX Item Picker and FXL Item Cart components
A button to expand or collapse all bundles appears on the left most side of the header row for the component’s grid
- Select the right pointing triangle to expand all bundles
- Select the down pointing triangle to collapse all bundles
- The button alternates between the two triangles
- Whether bundles are expanded or collapsed depends on the component’s Expand Children by Default setting
FieldFX remembers the state of a bundle across components on the same page

Example 1. Bundle remains expanded in FX Item Picker when added to the FXL Item Cart

For example, a bundle expanded in the FX Item Picker remains expanded when added to the FXL Item Cart. A bundle collapsed in the FXL Item Cart remains collapsed when added to the FXL Data Grid v2.

Bug Fixes

Issue #	Area	Description
448	Workflow Component	We cleaned up the error message that displays if a validation error is encountered. Now only the validation error displays without the Salesforce exception message.
458	Item Picker	We corrected an issue that kept the Item Picker enabled when a record was in a read-only status.
459	Data Grid v2	We fixed an issue that prevented the lookup link button from displaying on required lookup fields.
466	Item Picker	When selecting a parent item, the Item Picker’s item count summary now includes the item’s children.
468	Item Cart	When adding multiples of the same bundle, only the child items were being added the additional multiples. This has been corrected.
469	Item Cart	We fixed an issue that caused child items to not display if the Item Cart was not the active page component.
471	Workflow Component	The component no longer requires that the user have create permission to the Job object.
473	Page Templates	Custom Page templates now display the Salesforce Highlights panel buttons. Previously, the buttons were hidden on the custom page templates.
762	Ticket Scheduling Component	Contact information now populates to planning records for Labor type ticket items.

Issue #

Area

Description

448

Workflow Component

We cleaned up the error message that displays if a validation error is encountered. Now only the validation error displays without the Salesforce exception message.

458

Item Picker

We corrected an issue that kept the Item Picker enabled when a record was in a read-only status.

459

Data Grid v2

We fixed an issue that prevented the lookup link button from displaying on required lookup fields.

466

Item Picker

When selecting a parent item, the Item Picker’s item count summary now includes the item’s children.

468

Item Cart

When adding multiples of the same bundle, only the child items were being added the additional multiples. This has been corrected.

469

Item Cart

We fixed an issue that caused child items to not display if the Item Cart was not the active page component.

471

Workflow Component

The component no longer requires that the user have create permission to the Job object.

473

Page Templates

Custom Page templates now display the Salesforce Highlights panel buttons. Previously, the buttons were hidden on the custom page templates.

762

Ticket Scheduling Component

Contact information now populates to planning records for Labor type ticket items.

Version 1.129

Requirements

To install this release, the org must also be on Managed Package 1.378 or later.

Enhancements

Issue #	Description
452	View Child Items in the FXL Item Cart If the FX Item Picker that the FXL Item Cart is tied to has a Parent Field (for Bundles) specified, then bundled items display as follows: Children of parent items display nested under their parent item The parent item has an arrow that can be used to expand or collapse the child item(s) Child items cannot be selected or modified in the FXL Item Cart, only the Parent Item can be selected or modified If the Parent Field (for Bundles) is not set on the linked FX Item Picker, child items do not display in either the FX Item Picker or the FXL Item Cart
465	Refresh FX Item Picker After Addition or Deletion When using the FX Item Picker to add items to a Data Grid, the results in the FX Item Picker now automatically refresh so that the results already added no longer display in the FX Item Picker. The FX Item Grid refreshes as necessary if an item for the FX Item Picker is removed from the FX Data Grid. Example 2. FX Item Picker An FX Item Picker is set up for Invoicing and has a filter in place to not display items already on an invoice. When a biller adds an item from the FX Item Picker to the invoice item Data Grid, the FX Item Picker refreshes to no longer show the item, since it is added to an invoice. If the biller than removes the item from the Data Grid for invoice items, the FX Item Picker refreshes again and shows the item as a selectable option.

Issue #

Description

452

View Child Items in the FXL Item Cart

If the FX Item Picker that the FXL Item Cart is tied to has a Parent Field (for Bundles) specified, then bundled items display as follows:
- Children of parent items display nested under their parent item
- The parent item has an arrow that can be used to expand or collapse the child item(s)
- Child items cannot be selected or modified in the FXL Item Cart, only the Parent Item can be selected or modified
If the Parent Field (for Bundles) is not set on the linked FX Item Picker, child items do not display in either the FX Item Picker or the FXL Item Cart

465

Refresh FX Item Picker After Addition or Deletion

When using the FX Item Picker to add items to a Data Grid, the results in the FX Item Picker now automatically refresh so that the results already added no longer display in the FX Item Picker.
The FX Item Grid refreshes as necessary if an item for the FX Item Picker is removed from the FX Data Grid.

Example 2. FX Item Picker

An FX Item Picker is set up for Invoicing and has a filter in place to not display items already on an invoice.

When a biller adds an item from the FX Item Picker to the invoice item Data Grid, the FX Item Picker refreshes to no longer show the item, since it is added to an invoice. If the biller than removes the item from the Data Grid for invoice items, the FX Item Picker refreshes again and shows the item as a selectable option.

Bug Fixes

Issue #	Area	Description
460	Bulk Edit	We corrected an issue that caused the Bulk Editor to unexpectedly give the option to clear values after using the Bulk Edit function to clear values on the Data Grid and then switching to different fields in the Data Grid.

Issue #

Area

Description

460

Bulk Edit

We corrected an issue that caused the Bulk Editor to unexpectedly give the option to clear values after using the Bulk Edit function to clear values on the Data Grid and then switching to different fields in the Data Grid.