Fieldcode Manual
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Latest News
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Getting Started
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Work Place
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- Manage Parts
- Assign Partners
- Interaction Buttons
- Workflow Buttons
- Ticket Info and COMS Buttons
- Schedule Tickets
- Edit Ticket Details
- Cancel Tickets
- Remove Tickets from the Ticket Clipboard
- Report Tickets
- Create Intervention Info
- Create Intervention Reports
- Cancel Appointments
- Clone Tickets
- Edit Privat Notes
- Inline Skill Editing
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Admin Panel
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- ServiceNow Connection
- Create Test Tickets
- Aliases Usage
- Workflows Usage
- What are Appearances in context of workflows?
- What are Buttons in context of workflows?
- What are Automations in context of workflows?
- What are Guides in context of workflows?
- What are Actions in context of workflows?
- Optimizer Settings
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- Automations Section Explained
- Workflows Usage
- What are Actions in context of workflows?
- What are Guides in context of workflows?
- What are Automations in context of workflows?
- What are Buttons in context of workflows?
- What are Appearances in context of workflows?
- Workflow Monitoring
- Ticket Automated Actions
- Custom Object Automated Actions
- Conditions Settings
- Indications Settings
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Fieldcode FMA app
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Customer Portal
Last updated:January 30, 2024
Release Notes
Check out the latest Features and Changes of 2021 in a chronicle order for Work Place, Admin Panel, and Customer Portal!
30 December 2021
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Features
You can select if a project is allowed to breach LSDT without an LSDT update or not ->
Improvements
Comment input field limited to a max of 250 characters ->
Absences/on-call duty have its own tab on the Users page now making it easier to read and maintain ->
Fixes
Fixed display and scroll bar issues on the productivity tab for the Analytics component ->
Analytics page responsiveness improved ->
New and improved yellow warning message preventing you from burning your eyes out ->
Tickets can be dragged from the Ticket Pool onto the Map to an engineer ->
Searching for engineers is no longer case sensitive ->
Timezones have been corrected in order to always show available engineers on the map ->
Dispatch groups are now sorted alphabetically ->
Map zoom and position stays the same all the time ->
Clicking enter will trigger the search ->
When you click on an email link on the Map it will open into your email program ->
Zip code is no longer mandatory to fill out when filling the PUDO form on the Parts form ->
Unneeded scrollbars removed ->
Remove show more option when it is not needed ->
Update LSDT dropdown text is no longer cut off ->
Calendar dates after LSDT are disabled ONLY if LSDT breach is not allowed for project ->
Time preference chips are only displayed in the Scheduling assistant which end before LSDT time ->
Calllog notes have been updated for fixed or proposed appointments ->
Inactive engineers will no longer be displayed on the Scheduling Assistant ->
Letters qpgjy will no longer be cut off on the bottom of some input fields ->
Unnecessary warning message removed from parts form ->
Long Ticket Info messages will display with line breaks no longer running off the page ->
Forms open after first click ->
Comments added to the ticket from the Ticket Details component will be displayed without the need to refresh ->
Font updated in some sections ->
Ticket info counter updates in realtime ->
Fixed appointments will now show correctly TO - FROM ->
Fixed to date displayed in the Ticket Pool will be the same in the Fixed date on the Intervention tab on the Ticket Details component ->
Empty columns in the Ticket Pool will display "-" ->
Random empty column removed from the Ticket Pool ->
Grab it/ungrab selection in 3 dot menu corrected ->
Grab it/ungrab selection in 3 dot menu corrected ->
Hovering over the Part icon in the Ticket Pool will show a tooltip displaying the number of parts assigned to the ticket ->
Timeline engineer availability color coding corrected ->
Ticket dispatch status changes are reflected in ticket color coding properly ->
End time indicator is now showing even when another engineer has an On-call duty scheduled to start at the same time ->
Timeline slider will display the selected time period correctly ->
Timeline start time will stay persistent when changing days ->
Dragging a ticket onto an on-call duty slot will display green instead of yellow which caused confusion ->
Performance enhancements ->
Tickets displaying on the Timeline issues corrected ->
Text color has been updated on the pop up when you hover your mouse over a ticket in the Timeline ->
New permissions for the scheduling ticket button on the Ticket Details component ->
New permissions for setting the add parts button ->
We reordered the Admin panel security resources ->
Users created via LDAP will not be editable in the Fieldcode admin panel ->
No longer able to deselect engineer checkbox if the user has any tickets assigned to them ->
Engineers are now able to be deactivated even if they were assigned to canceled tickets ->
Loading animation added to the roles screen when loading roles ->
Absence type will now display in table view ->
Creating absences will now consider the timezone of the user and not use UTC time ->
Absence times display correctly now ->
No longer able to delete or edit imported absences ->
No longer able to create all day on-call duties for the same day as another on-call duty ->
Created on-call duties will be sorted by date ->
No longer able to create on-call duties during any working hours ->
Editing existing on-call duties is now possible ->
Limited the avatar file size to 20 kilobytes ->
You are no longer able to create empty lists ->
You are no longer able to create duplicate values ->
Corrected the visuals for editable and non-editable fields ->
A total engineer counter has been added to the group tab when selecting your engineers to add to the group ->
You can now choose if you want to have your new skill applied to tickets or not ->
Workflows are visible in the Fieldcode admin panel ->
30 November 2021
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Features
Parts are now visible on the Ticket pool with a new parts icon in Info/Alert ->
The initial LSDT and all following LSDT updates are now displayed in the Ticket Details header ->
Users can now add on-call duty to engineers ->
New permissions for Custom fields ->
New permissions for Parts ->
Improvements
Timezone of the affected user will now be visible on the Ticket Details component ->
Inactive engineers will be grayed out for past dates in the Timeline however, they will not be visible at all for any future dates. You can remove them completely from the Timeline by simply removing the engineer from the Dispatch group ->
Users can no longer create mandatory custom fields ->
Fixes
Adjustments to Analytics queries: Sort order fixed and queries not working fixed ->
Query redefined ->
Icons removed ->
The scroll bar will only be displayed when you hover over the Asset Management component ->
Ticket appears on map right after creation without the need to refresh ->
Parts form - Timezone - ETA date not properly converted before, now working as expected ->
Edit/add part form has been adjusted to fit the whole screen in order to reduce scrolling ->
Adjusted and renamed header and buttons on Scheduling Assistant ->
Update LSDT button has been made more visible ->
Contact details added to main view next to calendar ->
Timezone and timestamp corrections in Scheduling Assistant ->
Save button disabled when no engineers are available ->
Appointment creation date no longer appears ->
Redundant fields have been removed from the intervention tab ->
Removed duplicate tooltips when hovering over the history ->
Dropdown options have been cleaned up ->
Local timezones and offsets considered when using forms in order to close tickets correctly ->
Corrected what is displayed under the Info/Alert/Part column
Dropdowns on the Ticket Info tab are now working ->
Appointment no longer saved if End user not reached/Callback required selected when using the Scheduling Assistant ->
Optimizer button colors corrected when auto dispatching is active ->
Tickets cannot be assigned to deactivated users, new warning message ->
Workload indicator is no longer visible has been fixed ->
Working hours: User is now allowed to set work times spread over 2 days ->
30 October 2021
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Features
PUDO's will now be displayed on the Timeline when parts are present on a ticket ->
The map now displays the current live location of the engineer in the selected dispatch group ->
You can select if a project is allowed to breach LSDT without an LSDT update or not ->
Improvements
Added additional fields and improvements to the parts form ->
Show Dispatch group in Ticket Details component ->
Now displays all the Dispatch groups the ticket is in ->
You can now view the escalation reason in form of a tooltip in the Ticket Details component ->
Clickable Hyperlinks are now supported for the Description field in the Ticket Details component ->
Dispatch group dropdown is now sorted from A-Z ->
Visual improvement for Dispatch group Linked Icon - shows black when its linked and gray when it is not ->
Tickets will automatically be locked when manually adding them to the Timeline or when moving them around in the Timeline ->
We have improved the holiday importer to now include local state holidays for the USA in addition to the national ones ->
Now you only need to click On Users to add them to a permission or to a Dispatch group ->
Improved the look and feel of the Dispatch groups page ->
Fixes
Search option by CNE has been fixed (Magnifier icon now works) ->
LSDT display corrections ->
Sorting indicators now works as expected in the Ticket Pool ->
The whole address is now displayed in the ticket tooltip ->
All linked components now work as expected when changing the date or group ->
30 September 2021
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Features
You can now add parts and the shipping information for all your tickets ->
You can now create your own custom fields to use in various places throughout the application ->
Improvements
Project selection and form redesigned ->
Help text has been added to show the dispatch group is set to auto dispatch ->
Overhauled the look and feel of the tickets display and tooltip on the Timeline ->
Sorting users has been improved ->
New error message when trying to create a user with an existing email ->
Map improvements to location finding ->
Deactivating user criteria has been implemented preventing users from deactivation if they have open tickets or are the only admin, etc. ->
UI corrections ->
Resource sort order has been adjusted ->
Filter options for the operator uses plain words instead of logical operators ->
Fixes
UI corrections ->
Saving after editing asset has been fixed ->
Copying text areas on the Ticket Details has been made easier ->
Aliases used for emails will display the real values when using the preview button ->
Scheduling Assistant: Performance improvements ->
All user created queries are available to choose in the PREDEFINED tab query dropdown ->
Counter automatically updates without refreshing the page
Optimizer button: clicking on the dropdown option now opens the menu as expected ->
PUDO opening hours saving time with wrong timezone has been corrected ->
Issues with custom field translations have been corrected ->
30 August 2021
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Features
You can now add all your projects assets into one list with the new Asset Management component ->
You can also create a maintenance plan that will automatically create reoccurring or one-time only tickets ->
Show / Hide device tab based on industry: You can now hide the device tab from Work place as well as the device groups from the form creator and the CREATE, EDIT, REPORT global forms ->
Improvements
UI improvements: Incorrect data visualization on the ticket volume and progress today reports have been improved ->
UI improvements ->
Optimize button will be grayed out when the Dispatch group is set to Automated dispatching ->
Redesign of emails (account creation invitation, password change, etc.): We have overhauled the look and feel of the emails that are sent out to our users ->
Fixes
Work place is now accessible with Firefox 68.2. ->
Datetime is now displayed properly with optimized results ->
Email templates won't cut off from now on when you try to use them in Work place ->
Timelogs will display in the correct order without the need to refresh ->
Translations: When translations are not loaded default messages stored on frontend were visible for a few seconds. This is not the case anymore! ->
30 July 2021
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Features
Productivity dashboard has been added to the Analytics component ->
Security Resource: Choose which Analytics views should be visible for the role ->
Contact tab: Enabled resending invitation email for new users ->
Improvements
UI corrections ->
UI corrections ->
Fixes
All uploaded attachments can be downloaded ->
Ticket info counter corrections ->
List of countries is now available in greek language ->
Indicate mandatory fields for filter creation ->
Improved error message for unsaved condition and indications ->
30 June 2021
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Features
It is now possible to automatize ticket dispatching and publishing ->
It is now possible to automatize ticket dispatching and publishing ->
Improvements
New field (short description) and phone number validations have been added to the Create & Edit ticket forms ->
Backend and frontend mapping improvements ->
Backend & UI improvements ->
Alert will be triggered for when a ticket is moved outside the agreed customer time UI corrections & improvements ->
UI improvements ->
UI improvements ->
Fixes
You can no longer save a configuration with the same name ->
Canceled tickets will no longer show on the Map ->
Backend corrections ->
Absences can no longer be saved with invalid date and time ->
30 May 2021
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Improvements
Ticket details always display with the local date and time but now there are specific areas where you can hover your mouse over to view your local time: LSDT; Ticket creation/imported; History tab timestamps ->
Execute Automated Actions on newly created objects and show descriptions ->
Simplified area definition for dispatch groups ->
Area Definition: Deleting/adding a pin to dispatch group area ->
Area Definition: search adjustment and approach for multiple areas ->
Anonymizer: replace old Alias with new ones for anonymized fields ->
Account: Payment plans: UI Improvements ->
Added a informational pop up that informs users about adding newly created engineer to a dispatch group ->
Added some informational text to the skill tab that informs users about skills ->
Adding working hours for new users ->
Fixes
Safari: Performance improvements ->
Times for the 12 hour format have been improved ->
Changing to some languages caused sliders to appear ->
COMS: Email templates performance improvements ->
Improved handling of longer names in the component ->
Inactive groups are no longer listed in the dropdown ->
Close date picker acts now pragmatically when timeline picker is opened ->
Improved error handling of aliases in the text fields ->
Resources: Dragging and dropping works both ways when adding or removing users from a group ->
Area Definition: improved undo action handling ->
Avatar is no longer deleted after some data changes ->
Anonymizer: added checks for character limitations ->
UI improvement for time input ->
Improved handling of longer names in the component ->
30 April 2021
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Features
SMTP/Custom mail box definition per customer is now possible ->
Improvements
Various UI improvements ->
Fixes
Sorting by the score values ->
30 March 2021
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Features
Ticket creation by Excel-Import is now available ->
Four new templates for scheduled/canceled appointments ->
Users can now request a customized form by email ->
Improvements
Extend Edit form by allowing to edit all device details ->
Fixes
Tooltip corrections ->
Copy to clipboard now works in Firefox ->
Components now only show what the user has access to ->
Aligned tooltips styles ->
Mouse cursor corrections for non-input fields ->
Corrected fonts and line breaks for longer inputs ->
Cancel ticket confirmation corrections ->
Device: No longer shows an x if there is no warranty date in the system ->
View adjusts accordingly when a form is open ->
Mobile numbers now display under contact ->
COMS: Inactive email templates are no longer displayed in the dropdown ->
History: The body of the sent email can now be viewed via download ->
Text for notes are now visible ->
Private notes are now visible ->
Corrected style of memos and links ->
Corrections to the resolution settings ->
Column size corrections ->
Prevent mouse cursor changes for published tickets ->
Avatars of engineers are updated immediately when picture is uploaded ->
Ticket Popovers now expand based on text size ->
Firefox: Copy to clipboard works now ->
Sierra: Safari 10 - Fix styling of search input ->
Corrected duplicated resource issue ->
Timezone and timestamp backend improvements ->
Backend improvements for translations ->
28 February 2021
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Features
Analytics were improved and redesigned ->
Improvements
New map icon for PUDO locations ->
Fixes
Fix width of main components ->
Buttons expand for translations ->
Avatar is no longer overwritten when updating My settings ->
Form behavior changes ->
Font corrections ->
Alias usage corrections ->
Layout corrections ->
Filtering by status has been corrected ->
Various translations added and updated ->
Alias corrections ->
Inactive and active groups display properly ->
Font corrections ->
Backend changes to availabilities ->
Dropdown on my settings adjust size for translations ->
Security Resource: selected role is now visible ->
Data validation corrections ->
Unnecessary scrollbars were removed ->
Avatars no longer get replaced if canceled ->
30 January 2021
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Features
Quickly import bank/public holidays for individual users ->
You can quickly import local bank and public holidays for individual Users with the push of a button ->
You can find this new feature in Users menu under the Working hours & availability tab ->
Fixes
Mozilla Firefox: incorrect displaying of element ->
Removed useless scrollbars ->
Fixed button positions on forms ->
Forms can now be closed with the "Cancel" button ->
Corrected status change issues when dragging and dropping tickets ->
Fixed styles for date picker ->
Avatar image overlap issues corrected ->
Remove console.log from view ->
Safari: sidebar is now visible ->
Safari: Users: missing views have been fixed ->
Safari: Automated Actions: fix button styles in form ->
Safari: corrected browser display issues ->
Deleting ticket status is now possible ->
Filter option 'is not like' no longer causes issues ->
Corrected scrollbars in table views ->
Corrected missing labels ->
Changing language settings no longer causes the page to blink endlessly ->
Sidebar menu options no longer show a white screen when selected ->
Invalid data causing white screens has been fixed ->
Search inputs are now working correctly ->
Deleted unnecessary console warnings and errors ->
Fixed saving issues ->
We aligned our labels according to our internal Fieldcode Styleguide ->
Working hours & availability: availability deleting issues have been corrected ->
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