Job Log Setup

Before you and your mobile users can take full advantage of Job Logs, they must be set up in Back Office. They are not automatically enabled and must be set up by the admin.

FieldFX includes objects like FX5__Job_Log__c and FX5__Ticket_Log__c, but these do not appear in the user interface until they are added to:

  • Sync Profiles for mobile users.

  • Page Layouts for Job and Ticket objects in Back Office.

Without these steps, users won’t see Job Logs in either FieldFX Mobile or Back Office.

After setup, Job Logs can be manually or automatically created.

  • If Manual - Users can add log entries like "Paused for Weather"

  • If Automatic - The system generates log events like "Job Completed" or Ticket Finalized"

Logs will sync between Mobile and Back Office and support time tracking, billing, and audit compliance.

Activation Requirements

  1. Add Job Log Objects to Sync Profiles
    Include FX5__Job_Log__c in the sync profile for users who need access.

  2. Update Page Layouts
    Add Job Log entries to the Related Items section of Job and Ticket layouts.

  3. Configure Permissions and Field Sets
    Ensure layouts and permission sets allow visibility and editing of Job Logs.

  4. Use Sync Profile Manager
    Apply filters, layouts, and exclusion lists for copy-forward behavior.

Step-by-Step Guides

These steps need to be done for users to use Job Logs in the FieldFX Mobile App. Once these sections are done, they don’t need to be done again.

Enable Job Log Objects on Sync Profiles

  1. Access the Sync Profile Manager through the Admin Dashboard.

  2. Add these objects to the sync profile of users needing to use Job Logs:

  3. Save and publish the sync profile.

Update Page Layouts

  1. Access the Object Manager in Setup.

  2. Find and open the Job object.

  3. Edit the Job Page Layout and add Job Logs to the Related Lists section.

  4. If Ticket Logs are also used, repeat the above steps for the Ticket object.

See Edit Page Layouts for more information.

Configure Sync Profile Manager

  1. Access the Sync Profile Manager through the Admin Dashboard.

  2. Assign profiles to users.

  3. Apply lookup layouts that have a consistent UI in the FieldFX Mobile App.

  4. Define object filters to control what data syncs.
    This sets rules determining which records from each object are sent to FieldFX Mobile for users with the assigned sync profile.

  5. Push changes across multiple profiles for consistency.

Set Field Sets and Permissions

  1. Create Field Sets for Job Logs and decide which fields mobile users can view/edit.

  2. Update Permission Sets to ensure admins and relevant users have access to Job Log fields.

Configure Copy-Forwarding

Define an exclusion list for fields that shouldn’t be copied forward in Sync Profile Manager.

Common exclusions: Start/Stop Time, UID, Geolocation

Add Record Types and Custom Fields

  1. Create Record Types for different log categories.

  2. Add custom fields as needed for your workflow.

  3. Update layouts to include these fields.

Validate Workflow

  1. Check if Job Logs are triggered by workflows such as starting a ticket.

  2. Adjust automation rules for auditing, payroll, and compliance.

Test in the FieldFX Mobile App

Confirm Job Logs appear in the new FieldFX Mobile App by:

  • If users can create logs from Job or Ticket screens

  • Previous log values are copied except excluded fields

  • Entries sync correctly back to Back Office

Recommended Reading

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

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