Fieldcode Manual

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Release Notes

Check out the latest Features and Changes of 2022 in a chronicle order for Work Place, Admin Panel, and Customer Portal!

Features

You can now resize each component directly in work place without opening the edit view ->
We have enhanced the Scheduling Assistant to provide real-time recommendations when checking for the engineer’s availability ->
The ticket tabs on the Ticket Details component have been redesigned ->
Attachments or signatures for parts coming from the FMA will now be displayed under the parts tab on the Ticket Details component ->
You can now limit individual user permissions to specific tabs on the Users page ->

Improvements

ESDT is now available to filter and sort in the Ticket Pool view ->
All queues will now load on the same page allowing you to scroll through the queue list ->
List operation is now supported for configuration ->
Custom fields are now available for mapping ->

Performance

Improved loading performance for big dispatch groups ->

Fixes

Assigning an engineer only to a ticket from the scheduling assistant will no longer add the misleading history log “Appointment has been fixed with the end user" to the history ->
The history was on occasion displaying duplicate history logs after the redesign this will no longer happen ->
The history was not updating without a refresh after the redesign - this is no longer an issue - the history will update now without a refresh ->
The Basic I and Basic II workflows will now display properly when selecting them from drop downs and in the overviews for projects and forms
Issues with live preview have been fixed ->

Features

Quick Start Walkthrough has been created to guide users through the essentials for setting up a basic configuration ->
Individual walkthroughs are now also available in the Fieldcode support panel for Projects, Users, and Groups ->

Fixes

Clearer messaging when there is no appointment set yet ->

Features

The history has been completely redesigned so that it is now displayed in one chronological list ->
New option for searching the history and improved filtering with fresh new icons making each history log more distinguishable from the next ->
Each history log can be expanded to display further details ->
Clickable info icon is now available on each admin panel page that redirects users to the pages support articles in the support panel and into the manual ->

Improvements

It is no longer possible to grab a ticket once a ticket is closed/canceled ->
Once a ticket is closed/canceled the ticket will remove the grabbed by the user
We have reorganized the sidebar menu by renaming “Settings” menu to “Interfaces” and moved the Account page under the Access menu ->
UI corrections & improvements ->
Generic type operations are now supported ->
Clearer and real-time indications when errors are being made ->
We have improved creating custom fields so that one can now use the same custom field name once for each different object type available ->
You can now edit the settings, values, and info messages for existing custom fields ->
We have now added the option to create temporary locations for your engineers ->
Active temporary locations would be used instead of the main location when scheduling or optimizing ->

Fixes

We have fixed the issue that affected saving parts after using the “SAVE & ADD NEW” button, both save buttons will now work as expected on the parts from ->
Fixed sorting issues in the overview ->

Improvements

The passing of information between our tools if the appointment is booked by the end customer/dispatcher has been improved ->
The text behavior is improved in the status updates section ->
We have adapted the texts for some additional mobile resolutions ->

Fixes

The appointment date is not displayed anymore if a ticket is in CANCELED, CLOSED, or RESOLVED status ->

Features

We have added new permissions that allow you to display all the dispatch groups on the Analytics component regardless of the user's individual permissions on Dispatch group visibility ->

Improvements

Constants can now be saved with number values in the name ->
Responsiveness has been improved to look better on desktop or mobile devices ->
We now use more space to show you more ticket details at a glance ->
We removed the possibility to select weekends when setting appointments through the Customer Portal ->
General UI improvements: Fixed appointment time has been updated from 08:00-18:00 to 09:00-17:00 ->

Fixes

Called party will be displayed on the call log when filling out the "talked to" section from the Scheduling Assistant ->

Features

We have created an Interface Monitoring tool to monitor and troubleshoot the system connections ->
We have adjusted and updated the permissions in order to limit what is visible on the Analytics view (New) ->
We have included new permissions for the interface monitoring page ->

Fixes

Performance has been improved for calculating routes and is now 20% faster than before with a noticeable increase in accuracy and precision ->
Time calculations have been corrected so now when selecting a defined duration, the end time of the selected end date will be used as the end time
Issues with selecting and adjusting the defined duration date and times have been fixed and will no longer throw an error when there is no real error
The “Schedule Ticket” option will no longer be displayed when right-clicking on tickets that have scheduled appointments already ->
It is no longer possible to move the ticket pin around the map ->
Country dropdown lists are now all displayed alphabetically ->
We have corrected issues with translations not working after a form was cloned ->

Features

Tickets booked through the Customer portal will come with appointments therefore we have made it possible for Dispatchers to schedule the tickets to an engineer using the scheduling assistant ->
We have created a new Automated Action that allows you to send the end user a link to the Customer Portal page where they will be able to view the ticket details and book or edit an appointment ->
It is now possible to make a test ticket ->
We have add a new default field you can add to your forms to mark them as test tickets ->
The privacy zone for engineers will be displayed on the Map to protect the engineer’s location ->
The date format has also been updated to a more globally friendly format to avoid any confusion

Fixes

Corrected an issue where a user was not able to delete a translation when creating them for a custom field ->

Features

We updated the Map ticket pin coloring to match the new ticket colors from the Timeline ->
We now include a Remove Pending button which allows you to remove a pending ticket directly from the Ticket Details component ->
You can now lock a specific engineer to a ticket with or without setting an appointment ->
You can now open a ticket in a new tab from the Timeline ->

Fixes

Clicking on “Show on Map” from the Ticket Pool: Dispatch view, with more than 100 tickets, will now show the ticket on the Map for all tickets ->
We fixed the Scheduling assistant so it is now movable once again when left clicking the top and dragging ->

Features

We provide clearer messaging for you when attempting to assign or unassign partner engineers or internal engineers ->
We have included a new field for adding an ESDT (Earliest service delivery time) to a ticket. When populated it will be visible on the Ticket Details component. ->
You can now create custom forms that will satisfy all your specific business needs and requirements ->
We have included new field for adding an ESDT (Earliest service delivery time) to a ticket. When populated it will be visible on the Ticket Details component. ->
We have extended Custom Fields to be used for creating custom Forms ->
We have added two more conditions when creating filters, DeviceCategory & TicketSubcategory ->
We have added a confirmation message when trying to deactivate a role that has active users assigned->

Improvements

We have improved the informational text to stand out more so it cannot be missed when moving a ticket to the Clipboard ->
Cooperation between accounts: Support the customer in better decision making about which tickets should be processed and handed over to any of the configured cooperation partner by checking for potential outsource partners when scheduling tickets (only available if you have at least one registered enterprise cooperation partner using Fieldcode). ->

Performance

Exchange requests were reduced, this results in a boosted search performance ->

Fixes

Switching between optimizations will no longer show the heading of the last run Optimization ->
The name of the PUDO location will now be saved and visible on the parts form after creation ->
Using a boolean value (true or false) in conjunction with any other field value has been corrected and will work as expected ->

Features

(25.08.2022) - Attention, Attention! We have new ticket colors!
We are introducing new ticket colors in the Timeline with this release, which will help you to better set apart different statuses.

Updated ticket color scheme ->
We have updated the Timeline component to display all the active Engineers assigned to the selected Dispatch group on the Timeline regardless of their working hours or availabilities ->
Timeline Preview is again displayed on the Optimizer pop over when running the Optimizer ->
To improve flexibility when setting the customer availabilities for a ticket we now allow you to provide a multiple day service window greater than 24 hours ->
You can now display a dispatched ticket on the Timeline from the Map ->
We now display the pending until time for when the ticket will automatically move out of the Clipboard back into the Ticket Pool ->

Improvements

Improved messages to show Engineer or Dispatch group names rather than the ID's ->
You can now delete On-Call duties from the Absences & Availability tab on the User form ->
You are now able to select a full 24 hours (08:00 - 08:00) when setting the working hours for a user->
Engineers that are close to the border of a Dispatch group will be displayed in yellow as on the Map

Performance

Fixed or proposed tickets receive priority during optimization and will remain on the Timeline when possible ->
Optimizer has been improved to provide better schedule recommendations for Scheduling Assistant ->
Improved dependency handling when running the Optimizer (between PUDO's and tickets) ->
Improved performance when saving and editing users ->

Fixes

Engineers with no availabilities will now show in yellow when attempting to drag and drop a ticket onto them ->
Optimizer warning and error messages will remain even after minimizing the optimizer window ->
Dispatchers will no longer be displayed under Engineer preference when using the Scheduling Assistant ->
Scheduling assistant opens with the same display data no matter wherefrom it is opened ->
Quickly switching between engineers when viewing their routes will no longer crash the page ->
No longer possible to accidentally create duplicates when creating parts when clicking to fast ->
Timezone for part creation has been corrected to display the same timezone as ticket ->
Inactive roles will be clearly marked when assigning Roles from the User form ->

Features

Added a popup displaying the distance between planned tickets ->
Pop over with the ticket details will show when hovering over single tickets on the Map ->
Added a Map scale (click on scale to switch between km and mi) ->
The Part return options selected by the engineer when reporting from FMA will now be displayed in the Parts section on the Ticket Details component ->
Added a publish and unpublish button on the Ticket Details component ->
Introducing the Service delivery menu! The “Optimizer” menu changed it's name to “Service Delivery” menu. The new menu includes a new tab for FMA Delivery that allows you to activate multiple simultaneous tickets which allows the FMA user to start more than one ticket at a time without having to report on previously opened tickets ->
We have included a new “in” operator for the Groups filter, now you are able to use multiple comparison values for one condition ->

Improvements

An informational text will be displayed on the Optimizer popover whenever it is not possible to take over the current Optimization ->
We now show you the number of iterations the Optimizer has already run in order to indicate how mature the current optimization is ->
Workflow improvements: Timelog and event handling ->
Further improvements to the System Connection UI, editing and displaying Chips, dynamically searchable operations when mapping ->
Added confirmation popups for admins to confirm changes in certain cases to address datatype validity ->
Partner engineers are now clearly marked in italics with their name and partner company in brackets when attempting to assign them to Roles ->
The total number of available and selected users has been added to the Users tab ->
Partner engineers are now clearly marked in italics with their name and partner company in brackets when attempting to assign them to Dispatch Groups ->
We now provide a query that you can use to check for any tickets that still require some attention before you are able deactivate the user ->

Performance

Ticket with dependencies that would result with an invalid outcome will be excluded from optimization ->
Optimizer will better handle when multiple dispatch groups are optimized at the same time with the same engineer and assigned tickets ->
Improved route distance calculations between two locations
Optimizer improvements handling multiple engineers for more than one Dispatch Group ->

Fixes

Fixed issue with the ticket outline indicator from displaying the wrong time duration length when dragging & dropping from Ticket Pool to Timeline ->
Corrected the issue that prevented the Undo Optimize Now option from working as intended ->
Proposed appointments will now save in the Proposed area on the Intervention tab ->
Fixed issue with the search query not working when clicking on some of the magnifying glasses ->

Features

The Clipboard is used to move and store tickets in a pending list in order to work on them later ->
You can now organize your engineers into subgroups on the Timeline ->
Dates in the past are now clearly identified with a light tint on the Timeline ->
New meaningful error and warning messages will now show if the optimizer runs into any issues ->
Users can now setup the “End user not reached” settings for individual projects ->

Performance

Handling of parts return report configuration for backend changes has been improved ->
Improved general performance of Map component ->

Fixes

We have improved the Map so that the icons and engineer routes will no longer blink or disappear when zooming in/out ->
Map status filtering issues have been corrected to show only the filtered tickets ->
Workload indicator accuracy issues have been corrected ->
Engineer tooltip on Timeline has been fixed and now shows updated/current address ->
Time preference chips will stay visible when switching between days ->
Corrected issue where sometimes the Optimizer would show old results when running it ->

Features

You can now show tickets on the Timeline by using on the magnifier glass icon next to the appointment times in the header or in the overview on the Ticket Details component ->
The engineer pane will always remain visible when scrolling through the Timeline (Feature not supported in Chrome:
Now you can open the Scheduling Assistant directly from the Map ->
When a PUDO is assigned to a ticket, the PUDO icon will now show as an additional stop on the engineer’s route when displaying it on the Map component ->
Prepared our solution for multi-factor authentication (MFA) capability ->
@partner alias has been added as an option ->
Adding a location for a user has been simplified and it is now much easier to input an address
We have expanded the Users form with a new “Delivery” tab that allows you to directly assign a user to any of your dispatch groups as a dispatcher or as an engineer within one view ->
We have added a switch on the filter tab that, when active, limits the user to see their assigned tickets only ->

Improvements

Optimizer handles LSDT violations according to projects settings ->
Improved memory consumption which reduces the need for our teams to manually reset internal services ->
Unified show on map functionality for tickets and engineers ->
You are now able to include Contact details when filling out the shipping delivery options Custom and Affected ->
Adding an address for a Custom delivery is no longer mandatory • We have also removed the duplicated ETA and Shipped details from
We have also removed the duplicated ETA and Shipped details from the shipping information header as well as updated the look and feel of the Parts tab overall ->
You are now able to sort the "Grabbed by" column as well as search for users that have grabbed tickets by their User name ->
Scrolling in the Ticket Pool is now possible when using a smaller resolution
Once the copied query is opened in new window, searching results are instantly open and displayed ->
Custom Fields can now be included on intervention reports (Changes can be requested by contacting support@fieldcode.com) ->
It is now possible to download uploaded GIFs from the Attachments tab ->
General adjustments to the components UI, coloring, reactive magnifying glass icons and removal of unused space ->
Added Parts are now ordered by creation date ->
When a new Fieldcode account is created the account holder will also be set as the Dispatcher automatically ->
Audit related columns (Last edited/Created, etc.) have been added to the Custom Fields table view ->
General improvements to the System Connection UI ->
Typing "@" will now display the list of aliases for action Create ticket Info ->
New alias "@Timezone" added to list ->

Performance

AWS Global Accelerator activated - Requests are now routed from nearest data centers ->
Improved data loading and component performance ->
Improved elastic search performance ->

Fixes

Improved the optimization for skills consideration when the optimizer is running ->
Using the “Show on map” action will always show the ticket on the map regardless of the dispatch group that is currently selected on the map ->
Dispatch group synchronization between the Ticket Pool and the Map has been greatly improved ->
The time and date of the updated LSDT will now display correctly showing the date as in the History ->
The date along with the time will now be displayed in the Ticket Details overview when clicking the Set proposed appt. button on the Scheduling Assistant ->
Devices that are not in warranty will now be clearly marked with a red X on the Device tab ->
Workstart / end times reported from FMA will now display correctly on the Ticket Details component ->
Appointment will no longer display in the Ticket Details header when the appointment has been canceled ->
Dispatch group in ''Schedule Ticket'' is now properly hidden in dropdown based on admin panel Dispatch group settings ->
"Date & Time" Custom Field that are used on forms will no longer be automatically filled with current date if it is not filled out manually ->
Fixed issues where some tickets were not displaying correcting when dragging and dropping them onto the Timeline ->
Improved data loading and component performance ->
Smartness: Tickets that have a proposed or fixed timeframe outside of optimization interval will be ignored during optimization ->
Shipping Information will now save with the correct order number ->
Using AND or OR will no longer crash the application when using the filters ->

Features

Introducing Partner Accounts!
With our new feature partner accounts you are now able to easily assign tickets to partner engineers. Not only that, you can also create partner companies and partner dispatchers, all done with our focus on privacy in mind. ->
Partner engineers can only see other partner engineers and their partner company. Try it out! You can recognize partner engineers easily and every time on the Timeline, as they are showcased in italics! ->
Good to know: Partner engineers and dispatchers are part of your main tenant, so you have full control of what's happening with them. ->
Assigning tickets to partner engineers is as easy as ever, simply right click on a ticket, open the context menu and voila - add a partner from there. ->
Introducing our new manual!
Fresh and modern design ->
Improved topic search capabilities ->
Improved and easier navigation ->
New topic structure ->
You can rate topics (Rating System - Direct Feedback) ->
Improved table of contents gives you the option to quickly jump inside a topic ->
Quick copy links to easily share help with others ->
Responsive UI (Support for smart devices) ->
Last updated dates ensure improved maintenance ->
Topic print option ->
Overhauled topics with more focus ->
You are now able to assign specific users as dispatchers for specific dispatch groups, which allows them to only see the dispatch groups that they are assigned to ->
You are now able to filter out individual buttons for all your custom roles ->

Improvements

We added new buttons for Assign / Unassign Partner in the Ticket Pool context menu and the Ticket Details. ->
Scheduling assistant / LSDT update: A new "Add comment" field was added so you can comprehend the reason why an LSDT was updated. ->
Smarter behavior than before: Optimize Now takes the timezone of the triggering person in mind, instead the timezone of the dispatch group. ->
Fixes to simultaneous usage of Optimize Now for more than one user in the same Dispatch group ->
Improved user interface and user experience ->
Endpoint paths were improved ->
UI improvement to mapping dropdowns expression editor ->

Performance

Invalid tickets discovered during optimization will no longer block Optimize Now from optimizing other tickets ->
PUDO appointments will be dispatched as well and visible on the Timeline when taking over Optimize Now results ->
Locked tickets will no longer be affected when using Optimize Now ->
Real-time changes on tickets have improved performance on the UI ->

Fixes

The user selected timeframe now is processed and displayed correctly on the Optimize Now pop over ->
Optimize Now will continue to run in background even after refreshing ->
Edit ticket - COMS works now properly in ticket pop-up ->
Map icon and text is now properly behaving when the label is changed ->
Tickets sort properly now, even after the ticket updates ->
Part ETA time zones fixes (overview vs details) ->
Info messages are now visible for custom fields ->
Tokens refresh now properly in case of a reconnect ->
We fixed an issue that affected timezones, when the pcs' timezone was too far in the future ->
We fixed an issue with dispatch group filters for "is equal to" ->
You can now create and save a group without assigned engineers ->
No more crash on new created skills when you go to Assign to tickets tab ->
Unnecessary and failing requests when clearing the form type dropdown were stopped

Features

You are now able to filter tickets by status in the Map and improved filtering overall ->
You are now able to open tickets with right click in Ticket Details ->
Clustered tickets now have a show all option on the Map sidebar, once clicked all the tickets will show in a list then once you click on a single ticket it will automatically zoom into the ticket location, also scrolling in and out of the Map automatically clusters and un-clusters tickets and in the Map sidebar as well ->
Custom fields created for the Part object are now useable in the Parts form ->
A return option has been added to the shipping form allowing one to create shipping information for the return tracking of a part ->
Now you can locate the engineers on the map from the popover on the Timeline ->
New search option to find any CNI or Engineer for the selected day ->
On the Timeline you can now use the new context menu or right click on an engineer to see their base location on the Map ->

Improvements

All dropdown menu behaviour have been unified so you can now clear out “optional” dropdown fields by clicking on the X ->
We have updated the Scheduling assistant to now only display 2 time preference chips Full Day and 9 to 5 ->
We have improved the Parts tab to display a preview of the most important details for the shipping information ->
The assigned Dispatch group is clearly indicated in the overview ->
Timestamp column added to the LSDT Updates area on the History tab ->
The “Schedule Ticket” button will now only be displayed when in APPOINTMENT status or in PENDING WAIT ONSITE status (only for tickets with proposed appointments) ->
Redesigned the UI of the COMS section for Info and Comment. Also you can no longer save without adding a comment. ->
The multiple popovers for the Timeline have been unified with same look and feel ->
We have introduced new validation safeguards in order to prevent removing engineers from dispatch groups where they have active tickets ->
Updated UI element, replaced the "x" with a trash bin to indicate deletion->

Performance

Improved performance for the Map, Timeline, Ticket Pool ->
UI corrections for the switches throughout Work Place ->
Error page with support email added to work place if something goes wrong ->
Various backend improvements ->
Performance improvements ->
Improved search performance ->
Performance improvements to improve opening dispatch groups faster ->

Fixes

Corrected issue where “overnight” would always be displayed rather than the chosen timeframe on an added / edited chip ->
Fixed an issue where tickets would jump to the start of the customer availability time range rather than staying at the dispatched time even when it was within the customer availability ->
Times will now display as midnight 00:00 (12:00 am) ->
You can now manually add overnight time ranges using the scheduling assistant. In addition, when accessing the scheduling assistant from a dispatched ticket an overnight chip will be automatically created and available to select ->
Fixed issue where one could create appointments with mismatched start and end times ->
All sections under the History tab are now sorted the same in descending order ->
Corrected issues where sometimes duplicate tickets would be displayed twice in Ticket Details ->
Fixed an issue where selecting an option form the COMS menu would not open while the edit from was also open ->
Priority details has been added to the overview tab ->
When ticket has only one available dispatch group, scheduling assistant will open for that dispatch group automatically ->
Timezone issues have been corrected so that warning and critical Indications will trigger at the expected time ->
Locations that have a State will now be displayed ->
Info / Alert / Part column icon tooltips have been reworked to display the proper information when hovering your mouse over them ->
Fixed issues where the name of the user who grabbed a ticket was not displayed ->
Fixed issue where sometimes the page would crash after trying to Publish tickets ->
Fixed a display issue with On-call duties not showing correctly ->
Fixed rare issue where it was able to move a published ticket to another slot ->
You can now use mouse click to select the option on the “Show me” feature ->
Updated error message for when email addresses are already in use ->

Features

Tickets with skills with assigned skills will display a warning message over the engineers without the same skill ->
Workflow page goes live which displays the workflows and their steps ->
Introducing our new System Connection which allows you to connect Fieldcode with other external applications ->

Improvements

Map has been improved to show only the dispatched tickets on the selected date chosen ->
Tickets will be highlighted as you are hovering over them in the Ticket Pool ->
Sorting and filtering options added to the ticket publishing form ->
Improved the way we display the working hours of the engineers on the Timeline ->
A full ticket outline has been added when dragging a ticket onto the Timeline allowing you to see how much space will be used when placing the ticket ->
Performance improvements for the Optimizer ->
Dispatch group is available for filtering ->
Added the missing create and edit columns ->

Features

We have updated the map in order to provide a much clearer view of the tickets and your engineers ->
We have added new Schedule ticket button for the Ticket Details component ->

Improvements

Corrected date font size ->
A tool tip showing your local time is now displayed when hovering over the appointment on the overview tab ->
The system has been updated to provide an appropriate message if the project is allowed or not allowed to violate with the LSDT when scheduling ->

Performance

On-call duty performance improvements ->
Dispatch group performance improvement ->

Fixes

Analytics: Query corrections ->
After setting a proposed appt. the Schedule Assistant will display the correct time chip once it is opened again ->
Fixed some mapping error issues ->
Fixed issue where some of the forms would not be fully displayed causing user to scroll through form ->
Tickets that have been grabbed will update in real-time for all users ->
Fixed an issue where sometimes only the avatar would be displayed and not the name when grabbing a ticket ->
Text in the Ticket Details component will no longer overlap when setting the browser window to a smaller size ->
Fixed issue where tabbed tickets would duplicate themselves ->
Fixed the slow down and freezing issues when filling out the To, CC and BCC fields ->
Improved scrolling performance ->
Fixed issues with ticket coloring for PUBLISHED - POTENTIAL DELAY tickets so now they will change to the appropriate yellow dashed color format when a delay is expected ->
A proper error message will now show when the undo optimization fails ->
On-call duties will be displayed in green on the Timeline ->
A header has been added to the driving details pop up when hovering the drive time ->
Fixed issue where sometimes when selecting the time picker it was showing the minutes of the actual time and not just “:00” as intended ->
We fixed an issue where sometimes engineers would be displayed in the wrong dispatch group ->
A proper error message will display if too many characters are used ->

Fixes

Display issues have been corrected ->
Dispatch groups selection fixed when using Safari ->
After updating the LSDT the Time preferences chips will update without needing to close and reopen the form ->
The "Since when" column under the condition tab has been corrected to show the right timezone ->
Scheduling Assistant was made only available for APPOINTMENT and PENDING WAIT ON-SITE status ->
COMS button drop downs have been fixed so that they will now provide a list when the Ticket Details component is not being used for the view ->
Fixed CNE display issue ->
New text added "Choose template", when email templates are present for the project ->
Sometimes when exporting tickets you would get an empty file due to too many results found, we will now not send an empty file but display an error message asking you to refine your query if there are too many results ->
Fixed issues where sometimes newly scheduled tickets would not show up in the list when trying to publish them ->
Fixed issue where the workload indicator was calculating the time for other workdays ->
On-call duty timezone backend saving issues corrected • Fixed issues with creating on-call duties with different timezones ->
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