Welcome to the Fieldcode Manual
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Quick Start
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Latest News
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Fieldcode Admin Panel
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- What is the Process menu?
- What is the Workflows menu?
- How to create & edit projects
- Automated Actions in the overview
- How to setup custom Automated Actions
- How to setup pre-configured Automated Actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit custom forms
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to move stuck tickets via Ticket Workflow Monitoring
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Fieldcode Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to show tickets on Map
- How to use the ticket clipboard
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer in the Timeline
- How to schedule tickets
- How to publish tickets to engineers from the Timeline
- How to lock/unlock tickets
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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Fieldcode Mobile App
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Fieldcode Customer Portal
Last updated:
Release Notes
- Below are the latest Release Notes of 2023 in a chronicle order for Fieldcode Work Place, Fieldcode Admin Panel, and Fieldcode Customer Portal.
- Our Release Notes for the Fieldcode Mobile Application are directly integrated into the applications and can also be received via email.
- If you’re interested in what Fieldcode has planned for the long-term (Feature Roadmap), you might be interested in the Upcoming Features page.
- Additionally, we also show you a Planned Release* table with what upcoming changes to expect for the next release on this page.
*Please note that it is not certain that all changes in the Planned Release will be included in the next release. The Planned Release table will be typically available two or three days after a regular release.
June 2023 - Planned Release
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Breaking changes
We will be revising the ticket scoring criteria and calculations to allow for more than just one filter. The scoring system will change from a 1-10 point scale to a 1-100 point scale. This will enhance the flexibility with ticket scores.
Recommendation: Please edit your existing ticket scores to take advantage of the new scaling and filtering options when this change goes live.
Upfront information
You will be able to reactivate cancelled absences or on-call duties.
Example: An absence has been inactivated. However, it is to be reactivated (e.g. due to a spontaneous request of an employee). Normally, one would have to completely recreate the absence again, but thanks to this feature, this is no longer necessary, as this absence can now simply be edited again.
You will be able to configure project-specific SMTP server configurations for e-mail sending.
Example: Your company wants to send emails (eg. for tracking tickets via Customer Portal) on behalf of subcontractors, not Fieldcode.
Planned Features
We will add the ability to filter the Expert tab and the Ticket Info tab by a dispatch group on the Ticket Pool component.
Example: You manage tickets from several different dispatch groups. Now you only want to see the tickets of a certain dispatch group. Using the group filter, you can easily find your group.
Planned Improvements
We will remove the schedule ticket option for outsourced tickets on the Map.
Example: Certain tickets are handled by a sub-partner. Now, to avoid accidental scheduling, we remove the possibility of scheduling for the assigning dispatcher.
We will further improve the Map so that changes do not unexpectedly affect the zoom and scale view.
Example: You click on another point on the map. After this change, your zoom settings will be preserved and should not reset with each click.
Planned Fixes
We will fix a problem with the map not showing the updated address after the address of the account partner has been changed
UI: The placement of the invalid value error message will be corrected to display below the to and from fields when triggered
We will fix an issue where uploading a profile photo from the user form in the admin panel is not saved as expected
We will fix an issue where a cancelled absence accidentally resets to active when opening/editing it
25 May 2023
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Features
Endusers now have the flexibility to also book non-available dates
Fixes
The appointment date information now refreshes properly after booking an appointment
24 May 2023
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Features
We have introduced the ability to create custom form types
We have added a new per-project option that allows the ticket duration to be overwritten based on the Ticket Duration settings
We have added the option to make form fields "read-only"
Aliases have been added and are available for usage in the email body and inside Automated Actions: @CustomerPortal_appointmentLink and @CustomerPortal_link
You can now refresh the list of dispatch groups to check if there are any available dispatch groups
Improvements
We have new permissions for the Workflow page in place
Pop-ups with engineer details now appear when hovering over engineer names when creating or editing engineers for a dispatch group
The hand symbol indicating draggable pop-ups like the "Scheduling Assistant", "PUDO Reschedule form" and "Manage Availabilities form" now shows up
We have reduced the icon size next to the user avatar, so now more information has space to be displayed
We have improved the displaying of status updates, when they are viewed on a mobile device (Customer Portal)
The predefined query drop-dow list now has a practical scroll bar
The predefined query drop-dow list now sorts alphabetically
We have removed the Public/Private switch for Comments
We now prevent the creation of duplicate PUDOs
Ticket category and Ticket subcategory are now available to use when creating forms
We have added a new ticket info type that allows you to create internal comments that require acknowledgement
The Scheduling Assistant's engineer availability check has been improved so that it no longer takes travel time or PUDOs into account when displaying which engineers are available
Fixes
Custom fields with info messages and their translations now display as expected in the forms page
We have fixed a problem where if the Scheduling Assistant is moved after clicking Callback required, the drop-down list displays in the wrong position
We have adjusted the error handling and message display when adding customer availabilities
We have fixed the issue of the optimization configuration default settings not displaying correctly
We have fixed a problem where the "Lock engineer" checkbox sometimes gets disabled
We now display the child report type directly on the overview page
We have fixed the placement of the drop-down list on the Quicklaunch forms component
We have fixed an issue where the time zone was not displayed on the Ticket Details pop-up when the Ticket Details component is not in the view
02 May 2023
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Features
Optimization Configuration tab: You can now use custom optimization profiles to create optimization results as personal as never before ->
Customer Portal Settings: You can now configure the option that customer booked appointments are put on the dispatchers Timeline right away ->
Test Dispatch Groups: You now have the option to mark dispatch groups as test dispatch groups, test dispatch groups won't display analytics data ->
Master Groups: You now have the option to create master groups and assign dispatch groups to a master group ->
New SSO Login options: We have integrated new single sign-on (SSO) capabilities to our applications ->
Improvements
We display additional relevant ticket information on the Map popup ->
We have added a new engineer efficiency field ->
We have updated the filters with new operators to validate "is null" and "is not null" on the following pages: Access -> Permissions | Process -> Forms | Process -> Automated Actions | Process -> Ticket Duration | Dispatch -> Dispatch Groups | Dispatch -> Skills | Dispatch -> Ticket Scoring | Partners-> Partner Configuration ->
We have updated the icons for Interfaces and Work Place and did some other UI changes ->
We have added the "Active" and "Partner Portal Flag" switches for Partner Accounts ->
We now display audit info for Absence and On-Call duty changes ->
You can now use the View Editor menu to delete a custom view ->
Fixes
Improved scrolling experience: Scrolling now works vertically over the list of engineers ->
Fixed an issue when selecting business days, now clicking business day checkboxes works as expected ->
Fixed time zone related issues when running the optimizer ->
Fixed UI display issues when an invalid value is triggered ->
Fixed time zone issues which affected and displayed incorrect engineer availabilities ->
Fixed the switch to show the correct state when toggling between active and inactive ->
Fixed the issue where a user would click on the "x" and nothing would happen or it would crash, so now when it is clicked it actually clears the field as expected ->
Fixed an issue when setting up temporary locations so that the selected user's time zone is taken into account instead of the local device's time zone ->
Fixed issues with some user permissions not working correctly ->
13 April 2023
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Features
New customization options: You are now able to customize the Customer Portal experience for your end users ->
New component -> Workload Calendar: Our new component is helping dispatchers to understand engineer workloads better ->
New component -> Quicklaunch: Our new component is helping back-office agents to edit ticket forms fastly one-by-one ->
You will now be able to get smart partner recommendations based on the ticket scoring ->
We have added a new option to quickly optimize tickets for quick optimization results ->
Deep-Links: Clicking on the URL link in the Tickets overview report now opens the Ticket Details page directly in the Analytics View component ->
Preparations for the Partner Portal ->
We have added a new tab “Parts” to the Projects form where, when enabled, the system will compare the tickets on-site location with the part(s) delivery location and will determine and set the shipment type automatically ->
Improvements
Temporary locations that are in the past cannot be changed anymore ->
Temporary locations are from now on displayed in the engineer popup on the Map and on the Timeline ->
We have updated the filters to include the "in" operator when creating a Ticket Scoring ->
Fixes
Fixed a problem where the calendar would crash when trying to switch months when selecting an expiration date ->
Fixed an issue where changing an engineer's time zone would not be reflected on the Timeline, now all time zone changes are updated ->
Fixed some unexpected crashes when hovering over new routes on the Map ->
Increased the height of the PUDO selection dropdown as sometimes not all PUDOs would be displayed ->
Fixed an issue where if an engineer was in multiple Dispatch groups and a ticket was unassigned from the engineer, it would also be unassigned from the engineer in the other Dispatch group ->
Fixed an issue where when hovering over a ticket in the Map and scrolling, the popup would move outside of the Map ->
21 March 2023
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Features
You are now able to manage the availabilities of engineers directly from the Timeline. This new feature will make organizing engineers way more convenient as you don't need to extra move over to Admin Panel to achieve the same.->
This new possibility to add or edit absences/on-call duties straight from the Timeline will make the dispatcher's daily work life much easier. ->
A new Tracking Info button will be displayed inside the Parts tab if the given tracking code is found and the code fits the necessary requirements. Having the possibility to use the native tracking inside Fieldcode makes you less dependent from external tracking link solutions. ->
By clicking on the new tracking info button you will be able to see the real-time tracking of the shipment. ->
New menu to configure your individual partners across your extensive partner base to single or multiple defined operational areas. Our new menu will give you the option to define partner areas. Assigning partner areas is beneficial for dispatchers, as they will get suggestions only for matching partners if configured properly ->
You now also just gained the possibility to create specific filters to fine-tune and meet any required conditions for your partners. With this new functionality your partner customization experience just got leveled-up siginificantly. ->
Improvements
Informative tooltips have been added to the time zone and settings icons on the Timeline ->
Shipments are now canceled instead of being deleted. This logical change will make managing parts more straight forward. ->
You can from now on reactivate parts by changing the status. ->
You can now add an expiration date to individual skills. This will give you the flexibility to add skills with expiring certificates. Expired skills will turn inactive inside Fieldcode Work Place and therefore not displayed anymore in the popovers. ->
Outdated expirations will not be considered when optimizing. ->
You can now mark partners as inactive.->
Performance
Further performance and stability improvements for the Timeline and Map ->
Fixes
Fixed an issue where the PUDO popover did not show related Ticket Details in some rare cases
The selected optimization date range is now displayed correctly when opening the Optimizer
Fixed the issue with displaying duplicate tickets when viewing results in the Optimizer Preview
You can now copy text from the PUDO popover
You will now be able to see the entire list when you scroll through the dropdowns in Fieldcode Work Place
Fixed time preference display issues have been corrected inside Fieldcode Work Place
We have fixed date display issues inside Fieldcode Work Place
01 March 2023
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Features
We have improved the Customer Portal so now when you open the calendar the system automatically checks and displays the engineer's availability for the coming month ->
You can check future days by simply clicking on the day and the system will check the engineer's availability for that day and will give you instant feedback ->
Fixes
We have fixed problems with displaying the appointment set value inside the Customer Portal
27 February 2023
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Features
We have redesigned the home icons and added new home icons for temporary locations, including start and end icons ->
Hovering over an engineer or a group of engineers will now display a pop-up with the engineer's details ->
We now include some new predefined queries for VIP tickets, escalated tickets, and tickets with attached parts ->
We now display the name of the person and the date for Received/Returned parts on the Parts tab->
We have created new Customer Portal alias links that you can use for your automated emails and SMS messages: [@CustomerPortal_appointmentLink] and [@CustomerPortal_link] ->
You can now directly filter out inactive PUDOs in the list ->
You can now directly filter out inactive users in the list ->
Improvements
We have improved the Timeline to indicate when there are overlapping tickets or PUDOs on the Timeline, and provide a pop-up allowing you to view each ticket or PUDO separately ->
You can now create value sets for the Device category and Device subcategory ->
You can now modify permissions for the partner page ->
Performance
Performance improvements result in a 3.5x faster Timeline experience ->
Fixes
Removing the CNI now clears the whole page inside the Ticket Workflow steps menu in Fieldcode Admin Panel
We now display a clearer error message when attempting to save a skill with the same name inside the Skills menu in Fieldcode Admin Panel
08 February 2023
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Features
Introducing container tickets! We are delighted to deliver you a new ticket type, called the container ticket. The container ticket gives you the option to schedule multiple engineers with multiple appointments on one ticket without having to create individual tickets for each appointment. With our new container tickets feature we also roll out the option to create child tickets ->
You can now view all of the details for each individual ticket in a pop-up window when a grouped ticket icon is displayed on the Map ->
When the Optimizer is running, a warning message and an icon will be displayed on the Timeline and in the Ticket Pool ->
Improvements
We are introducing a more stable state handling on the Optimize process, making it easier to provide future expansion capabilities. Better support for multiple users, in the case of parallel usage, if another user takes over or discards the Optimize process, the other users will get this information with the name of the user ->
Now, when you try to take over the results of the optimization, we will display a warning message informing you of any tickets with fixed appointments that would be affected and moved back to the Ticket Pool if you take over the results. ->
The project list will be visible as a comparison value when selecting the project as the condition for the following menus: Access/Permissions - Process/Automated Actions - Process/Ticket Duration - Process/Groups - Dispatch/Skills - Dispatch/Ticket Scoring ->
You can now add an email when creating or editing a partner ->
You can now filter ticket durations by the Device model ->
You can now create variables that can be used for mapping ->
We have updated the sidebar UI for creating and mapping variables ->
Fixes
Corrected UI issues when mapping inside the System connection menu inside the Fieldcode Admin Panel
Corrected deleting issues with the field logic filter inside the forms menu inside the Fieldcode Admin Panel
24 January 2023
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Features
We have added the option to optimize the Timeline only ->
We have added the option to add an additional time zone to the Timeline ->
When a shipment tracking link is added to a part a clickable link will be available on the part's shipping information header ->
We have created a new self-help page, called "Ticket Workflow Monitoring", to support your team in monitoring ticket issues in the workflow where your dispatchers or help desk can go to and attempt to progress a stuck ticket, by sending it to an advanced step ->
You can now extend your existing conditions with additional checks to monitor the SLA field and/or the Subcategory field which has its own warning and critical timers ->
Improvements
The new "Urgency" field has been added to the Ticket details overview section ->
You can click anywhere on the history log to open the details ->
Selected filters on the history tab will remain active when switching through tabs or switching through other tabbed tickets ->
We updated the filters to include an "in" operator for: Access/Permissions - Process/Automated Actions - Ticket Duration- Dispatch/Skills ->
You can now filter ticket durations by Device subcategory ->
The CNE will now be used as the reference number by default, however if there is no CNE for the ticket the CNI will be used ->
Performance
Improved performance in displaying the history ->
Fixes
Fixed an issue where you were not able to optimize tickets for a single future day ->
Corrected an issue where the Scheduling Assistant would display a false LSDT violation when there wasn't one ->
Exporting tickets now works correctly when trying to download from the expert tab
Corrected display issues for the 2h, 4h durations on the Timeline ->
Entering a ZIP code is no longer mandatory to create a temporary location ->
We fixed issues that were causing crashing ->
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