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:November 7, 2024
Release Notes
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- This page contains the 2024 Release Notes for Work place (=WP), Admin panel (=AP), Customer Portal (=CP), and Fieldcode FMA app (=FMA).
- The Planned Releases section provides an overview of the next due release.
- The Upcoming Features page provides an overview of the long-term roadmap.
- Planned Releases and Upcoming Features sections may change at any given time.
- The Planned Releases section is usually available shortly after a regular release.
- Fixed-date releases are live and available to all users.
December 2024 - Planned Releases
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Planned Features
The following list highlights new and exciting features.
UI: On-call duty enhancements (WP/Timeline)
We will improve visibility of on-call duties, absences and overlapping working hours on the Timeline.
UX: On-call duty enhancements (WP/Timeline)
We will improve the Timeline to display the entire on-call date range for any day visible on the Timeline where on-call is scheduled.
Parts tracking enhancement (WP/Ticket Details)
We will enhance the parts tracking so that when a part is delivered in the midst of the tracking process, the ETA/delivery date field will be updated with the delivery date, rather than the ETA.
Share Ticket links and a new Alias to send links to tickets (WP/AP)
We will enable dispatchers to be able to share links to specific tickets directly from the Ticket Details component. And there's more! We are also providing a new alias to create automated actions that, when used, will send direct links to a specific ticket.
Planned Improvements
The following list highlights important WP/AP/CP/FMA improvements.
Permissions (AP)
We will implement changes to the permissions structure that will prevent anyone from unintentionally removing admin permissions from all users.
Improved delay when hovering (WP/Map)
We will improve the hover delay speed of map tooltips. They will take a little longer to display, improving user experience and visibility.
Interface Monitoring improved messaging for archived payloads (AP/Interfaces)
We will improve the messaging for when payloads have been archived after 30 days. This will make it clearer for users when using the interface monitoring page.
7 November 2024
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Features
The following list highlights new and exciting features.
Interfaces: Outgoing Mappings (AP/Outgoing Mappings)
We have renamed the systems connection page to Incoming Mappings, which allows us to introduce to you our new interface page, Outgoing Mappings. This new page allows you to create and manage outgoing mappings. Create outgoing mappings to send data from Fieldcode systems to your externally connected system with ease!
You can configure the according permissions inside the Permissions page. Permissions can be found under AP Permissions -> Navigation menu: Interfaces -> Page: Outgoing Mappings
24 October 2024
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Features
The following list highlights new and exciting features.
We have improved the UI when we have strict engineer availability on and off, and time slots enabled (CP)
These UI enhancements make the selection of time slots more convenient.
We have reorganized the Admin panel
We have regrouped the Admin panel to be more logic, understandable, and easier to use.
We have introduced a new filter for files (FMA Android)
Improvements
The following list highlights important WP/AP/CP/FMA improvements.
More powerful data collection phase for optimization, greatly improved methodology to further fine-tune optimization scope and improve data collection speed (WP/Optimizer)
The optimizer will feel snappier because of the faster data collection.
We have improved the appointment creation process for container tickets (WP/Container tickets)
It should now be more convenient.
We have improved the messaging when there is invalid tracking data or no tracking information available for parts (WP/Ticket Details/Parts tracking)
We are now displaying the relevant information directly on the Ticket Details UI.
We have fixed an issue where the archive session expiration warning was unclear (FMA)
You are now properly informed of session expiration and have a clear path to returning your account online.
We have improved the device storage saving (FMA)
We have fixed layout issues inside the Events, Parts, and Attachments screens to accommodate iOS 18 (FMA iOS)
We are now more attuned to the beauty of Apple's new iOS.
Fixes
The following list highlights important WP/AP/CP/FMA bug fixes.
The parts order shipment history in the parts tracking window is now sorted by descending timestamps (WP/Parts tracking)
We just realized it makes way more sense in that direction.
We have fixed the list creation so that when you add new columns or rows, they will be displayed immediately so that you can start filling them in (AP/Lists)
This change makes the list creation more convenient.
We have fixed the issue that when refreshing the Work place, it no longer switches back to the account default view (WP)
That the view is kept is the intentioned behavior.
We have fixed the sorting of the appointment column so that the appointment dates are sorted as expected (WP/Ticket Details/Intervention tab)
They were sorted incorrectly before.
We have fixed a bug in parts grouping by status where some parts were displaying incorrect headers (FMA)
16 October 2024
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Features
The following list highlights new and exciting features.
Introducing: Filter grouping (AP/Dispatch Groups)
We are giving you another great layer of freedom and flexibility when it comes to creating filters inside the Dispatch Groups. With grouped filters you can now create more sophisticated and more advanced filters.
26 September 2024
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Features
The following list highlights new and exciting features.
We are excited to announce that we have made some amazing improvements to the UX/UI of the optimizer window! (WP/Optimizer)
We have updated the visualizations to make them more clear and intuitive, and the window will be fully movable and scalable. We have also added a new optimize strength indicator that displays the current strength of the optimized solution, giving you the power to decide when to accept the current optimization.
You are now able to customize the Customer Portal settings to allow the end user to select multiple time slots for availability when confirming an appointment day (AP/Customer Portal)
With this new option you can give your end users even more flexibility.
We are pleased to announce that we have made significant enhancements to the capabilities for coding your system connections with Expert Mode (AP/Interface)
Our latest update supports type casting, object field access, and inline API calls.
We now display the ticket filters applicable to the user based on the assigned Role(s) (AP/Users)
We have added the @PartnerEmail field to the list when using email feature from Ticket Details (WP/Ticket Details)
We are happy to announce that you can now update some translations from the workflow page (AP/Workflows/Translation tab)
You can now also group parts by location (FMA)
The attachment list is retrievable via the Online Archive and files can be downloaded manually, if required (FMA)
Improvements
The following list highlights important WP/AP/CP/FMA improvements.
We have made some updates to the default roles in order to provide more transparency for administrators (AP/Permissions)
We have added that the filters and filter buttons tabs display which filters are active for all the default roles.
We have made significant enhancements to our just-in-time parts tracking data, which leads to an improved level of reliability (WP/Parts/Shipping)
Now also the ETA now displays the date & time.
We have improved the floating windows so that they have a clear icon to indicate that the window can be dragged
We have enhanced the user interface and logic to ensure a seamless experience when a customer is unable to make changes to an appointment (CP)
We have added the audit columns to the Cooperation Partners overview page (AP/Cooperation)
The ticket tooltip popover now includes ESDT and Ticket score for both Timeline and Map (WP/Timeline; WP/Map)
We have removed the not needed black outline around the Analytics pages (WP/Analytics)
For operator "like" when there is value set as condition the comparison value must be an input field
We have enhanced the barcode scanning functionality to provide you with two different scanning options (FMA Android/Code Scanner)
You can now choose between tap to scan and the auto scan option that was previously available.
Fixes
The following list highlights important WP/AP/CP/FMA bug fixes.
We have improved the grouping of skills by their categories (WP/Ticket Details/Skill list)
We are happy to report that searching SLA profiles now works as expected (AP/SLA Profiles)
We have improved the My Queries drop-down so that it is less jumpy and a smoother experience
We have resolved the issue where only the first letter of ticket info was saved and displayed on the history log (WP/Ticket Info)
We have fixed an issue so that inactive engineers would no longer be listed in the list of engineers in scope in the optimization preferences (WP/Optimizer)
We have resolved the issue when trying to download ALL of the attachments (WP/Ticket Details/Attachments Download)
They should now all be downloaded as expected.
We have improved the ordering of the various icons for the Info/Alert/Part column (WP/Ticket Pool)
We have improved the error messages displayed when the partner portal encounters an unexpected issue, with the aim of providing more clarity and guidance to users (AP/Partner Portal)
We have fixed an issue where the Ticket Details form would be displayed when a workflow button without a form attached to it was clicked (WP/Ticket Details)
We have identified and have fixed a issue that was preventing all users from being visible when attempting to search or add users as a dispatcher for a dispatch group (WP/Dispatch Groups)
We have fixed an issue where inactive engineers are no longer listed in Scheduling assistant engineer list (WP/Scheduling Assistant)
We have improved the search capabilities to work for both Available and Selected Projects columns (AP/Value Sets)
We have resolved an issue where, in rare cases, tickets were appearing on a route for the wrong day (WP/Map)
We have fixed various UI issues (WP/Ticket Details/Communications)
We have resolved the issue where previously closed tickets would occasionally appear in an engineer's route on the Map (WP/Map)
Projects are now removed as expected after saving the value set after making project changes (AP/Value Sets)
We have fixed the CLEAR ALL button so that it actually clears the fields as expected (WP/Ticket Pool/Expert tab)
Now when adding all engineer to a DG only the active engineers will be added (AP/Dispatch Groups)
We have improved the performance when selecting future dates for the chart in the online archive to reduce application crashes (FMA Android/Online Archive)
29 August 2024
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Features
Introducing Force Schedule: We are delighted to bring a new way for dispatchers to handle exceptional cases via a new option!
This feature gives dispatchers the option to force schedule tickets to give urgent tickets a priority by smartly placing them on the Timeline and replacing other less urgent tickets in the least impactful way.
The skill level is now displayed next to each skill assigned to the engineer on the Timeline and Map engineer tooltips
With the star system you can see the importance of an skill at a glance. More stars mean more importance.
Now, when there are availability restrictions for an engineer in the Ticket Pool, we are displaying all the reasons via tooltip when you hover over their name
This finer distinction makes the Scheduling Assistant's decisions even more understandable.
When you filter specific projects for your custom roles, the project list is now filtered too when you access the create ticket feature in Work place
This makes selecting a project before creating a ticket more logic, as the same filters are applied as inside your custom roles/roles.
You are now able to customize the Customer Portal to hide the ticket progress bar from end users
This has been a requested feature and we are delighted to bring you that customization option.
You can now choose to show or hide availability details in the Customer Portal
This has been a requested feature and we are delighted to bring you that customization option.
FMA App Android/iOS: We are introducing a redesigned online archive of all tickets that will be available to all FMA users
You now have the possibility to access an ticket online archive with all your tickets that have been previously redeemed.
FMA app Android/iOS: We have improved the Device search, you are now able to access historical device data
The device search has been improved inside the FMA app.
FMA app iOS: We have made the Map button more prominent
It is now way more intuitive to access the map inside the FMA app
Improvements
Ticket Details: We have updated the UI to ensure that all action icons are displayed in the correct colors, depending on their current state
We are further improving the UX/UI on those pages to be more seamless.
The Ticket score field has been added to the ticket overview page
This makes the ticket score more obvious across Work place.
Ticket edits now automatically refresh the Ticket skills if the option "Automatically Assign to ticket" inside the Admin panel is activated
Please note that the ticket skill auto-refresh for ticket edits only applies to newly created tickets with the above option enabled. Interface tickets or manual skill changes are not affected by this new auto-refresh feature. What is the use case for Skill Auto-Refresh? Let's say you are working on a ticket and want to change some of its details, such as the ticket category. Prior to this change, the skills wouldn't refresh and re-check the filters in the background and therefore remain the same. Now, with this enhancement, the filters get re-checked, and if skill filter conditions match, the skills refresh accordingly.
Various UX/UI improvements for the Customer Portal Settings and Customer Portal
Fixes
We have fixed the issue with deactivating a dispatch group
It is now working as it should and will set them to deactivated.
We have fixed an issue that would cause container tickets not to get any recommendations from the Scheduling Assistant
Container tickets now get recommendations again.
The search for the Custom Translations page has been fixed
You can continue searching for other labels without having to clear the search results first.
We have fixed an issue with line breaks being ignored inside work notes inside the Ticket Details
Before this issue has been resolved, it was sometimes hard to read the work notes because the line break code was displayed.
We have removed the tooltip when hovering over the Work place views
The tooltip could block you sometimes from choosing a view in rare cases.
We have fixed the Map so that all dropdowns now work as expected in full screen mode
You can now reorder the columns from an existing list and save it
We have fixed issues with book appointment buttons (Customer Portal) for the Safari browser so they will now display correctly
We have resolved the issue where multiple instances of a ticket were being displayed on the Interface Monitoring page
Instead of showing "Missing Translations" for custom workflow buttons, we display the default button Identifier, if no other translations exist
This can give you at least a hint of what the buttons's purpose might be about.
FMA app iOS: We have improved the Report saving to be less error prone
25 July 2024
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Features
You are now able to apply and display the cut-off times on the Customer Portal page, making it much easier for the customer to set up an appointment
This is a new from our users requested option for customizing the Customer Portal.
We are happy to announce that you can now create custom timeslots for the Customer Portal!
End users can now select their preferred time slot when booking an appointment, making it easier than ever to get the time that works best for them.
We have enhanced the Scheduling Assistant calendar to consider the part storage interval and calculated availability with other important visual enhancements that make it much easier for dispatchers to properly schedule tickets
All these new enhancements make the Scheduling Assistant even more user-friendly and versatile.
We are introducing a new page called "Custom translations" inside the Admin panel which allows you to enter custom labels and custom translations
This gives you the option to translate some areas in the App by yourself.
Validation messages for errors, warnings, and infos are now visible on the Workflow Designer page to help you determine where workflow problems may exist or occur
This helps you with troubleshooting Workflows.
Improvements
The State/Province/Region field is now available when creating or editing a user
We have improved the form dropdown for the workflow buttons, when the row is full
We have improved the search with keywords in the drop down menus
When you click on an engineer in the Timeline now, the map focuses on the engineer in the Map as well
Fixes
The country code is now correctly saved when adding parts to a ticket
We have fixed the cancel appointment button that appears when trying to reschedule a ticket from the Timeline that has a fixed appointment
We have improved the form from graying out and freezing when trying to open the form for the Dispatch group that contains a large number of engineers and dispatchers
27 June 2024
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Features
We are absolutely thrilled to announce that you are now able to upload Excel files to create new or update existing lists!
In addition to this amazing new feature, we have also improved the lists page with versioning and an adjusted layout to be more accessible.
We are pleased to announce the availability of a code-based mapping option for your system connections
This new feature allows you to edit or create mappings directly within the Admin panel.
You are now able to create ticket info templates in the Admin panel to use in Work place
These templates can be used in future in the same way as email templates.
We have made some improvements to the Scheduling Assistant, which will display missing skills and unavailability with some new icons for the engineers
In addition, we have added some new error messages and improved the existing ones.
We are pleased to announce the addition of a new analytics report, Management Insights, which allows management to view and analyze all the different actions performed by users, dispatch groups, and engineers
This new detail-rich report helps you to better understand in what ways your dispatchers utilize the Work place so you can derive suitable measures.
You now have the option to reset the FMA app for particular users via a new "Reset FMA" button inside the Users page
The "Reset FMA" button may help to solve unexpected behavior of the FMA app by clearing out and resetting the FMA database.
FMA app Android/iOS: We have added a new date filter to the Fieldcode FMA app map to make it more convenient to spot appointments for different days
Finding your next appointment on the Map has never been easier.
FMA app Android: We are introducing the option to fill in passwords automatically on the login screen
This makes the login into the Fieldcode FMA App quicker and more convenient.
Improvements
We have enhanced the skill importance coloring and tooltips to make it easier for you to quickly and clearly identify which skills are most important
The more convenient coloring ensures better differentiation at first glance.
We have made our popovers inside the Timeline and Map more convenient
By adding a small delay those popovers don't feel overly intrusive anymore.
We have added the Tracking link and the External status fields to the Partner Portal
Having these fields available inside the Partner Portal was requested by some of our users.
We have added the active/inactive column to the SLA profile overview page
This gives you more overview at a glance.
We are thrilled to announce that we've made significant improvements to data loading for the Lists page!
These enhancements provides faster loading and a more seamless scroll experience for those of you working with long tables.
Ticket infos and the history log are now visible and updated for up to 30 days after the cancellation or closure of a ticket
This longer period gives you more flexibility with comprehending the journey of canceled and closed tickets.
The object column type is now available for use and display on the Forms overview page
This gives you more flexibility for the creation of custom forms.
FMA app Android/iOS: Long work notes are now easier to edit with no more scrolling required
This makes editing work notes easier than before.
FMA app Android/iOS: You now have the convenient possibility to rename attachments
This makes handling attachments more convenient.
FMA app Android: We are further constantly improving our translations
Unfortunately there were some translations missing from last release, but of course, we have added them right back.
FMA app Android: We have increased the character limit to 320 characters to make logins possible even with extra long email addresses
There were rare cases where the allowed length for entering email addresses just wasn't quite enough.
FMA app iOS: We have improved the Reporting inside our iOS app in great way
You can expect an enhanced UX/UI, a faster report completion process, improved visibility, smoother animations, haptic feedback, and also more convenient text editing options.
Fixes
We have resolved an issue that would inadvertently remove an engineer from a ticket in a specific situation
This fix ensures that dragging & dropping tickets onto the Timeline behaves the same as the utilization of the Scheduling Assistant.
We have made some adjustments to ensure that tickets remain visible on the Timeline even after making changes
We have made some improvements to the read-only access for the Ticket Pool component
This helps to ensure that users won't have accidental access to the context menu, schedule tickets, or convert container tickets.
We have added more detailed messages to indicate when erroneous values are entered for driving distance in forms
We have improved the loading of users when opening the Dispatch group page in the Admin panel to reduce the risk of accidentally removing a user while the list is loading
We have also added some new warning messages to inform you if the page is still loading.
We have resolved the issue with displaying the engineers' details when hovering over their name on the Map and the Timeline
We also display a scrollbar in the case that the tooltip text is too long.
We have enhanced the engineer search from the Intervention tab to ensure that queries yield the desired results
We have improved the saving of column ordering in all table views on the Admin panel
We have updated the working method for the driving duration fields and estimated duration fields so that they can only accept positive values
We have resolved an issue that had inadvertently removed an engineer from a ticket in a specific situation
The call log settings waiting durations are now functioning as expected
We have made some improvements that should help to resolve the occasional crashing issues that users may experience when creating a new security configuration
We have made some improvements to the messaging when forms are unable to load when they are opened from on Work place
28 May 2024
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Features
We have introduced the possibility for all the users to create and manage their private views (only accessible by that particular user)
Private views allow you to create your very own personal views, which only you can utilize.
We have introduced the possibility to rename or delete attachments from a ticket
This gives you more freedom to work with Attachments inside the Attachments tab of the Ticket Details. Please note for now, that it won't be possible to rename and delete attachments from within the FMA app. This feature will for now be only possible inside Work place.
FMA app Android/iOS: We have introduced an option to enable/disable My Day functionality and PUDO appointments
This change allows you to switch the My Day Feature on or off as required.
FMA app Android/iOS: We now have a new Fieldcode FMA app logo
The new app logo looks more modern and goes hand-in-hand with the new overall look and feel.
FMA app Android: We have improved the overall look and feel of the FMA
The new color scheme makes our app look even more modern and state-of-the-art.
FMA app iOS: There is now the option to fill in passwords automatically on the login screen
This makes the login into the Fieldcode FMA app quicker and more convenient because of the smart typing suggestions.
Improvements
We have removed the restriction and now free accounts are able to take advantage of the ticket info automated action
You are now able to configure ticket info automations as a free user.
We have enhanced the optimizer's business logic to ensure that when the "Fixed tickets stay on Timeline" slider is set to "10," it means that Fixed and Proposed tickets must stay on Timeline, without any exceptions
This change ensures that the optimizer's goals are met to full satisfaction.
We have improved the dropdowns in various places throughout Work place
Dropdowns are now more unified which ensures convenience.
We have added additional error/warning messages for specific instances
These changes make the behavior of the optimizer even more understandable.
We have made improvements to the workflow nodes and destination paths
These changes make workflows even more understandable.
The CREATE, EDIT, CLONE & CHILD_REPORT forms now include the State/Province/Region field by default
This makes form edits and form creation more convenient.
Fixes
We have fixed a UI issue that caused absences to extend off the Timeline
Ticket info notification have been improved so that it updates as expected
We have fixed an issue with the floating Ticket Details page to display the in pending until and reason as expected
We have fixed the selection of projects for custom ticket info types so that it is only visible for the selected project
We have fixed a problem where everything was added instead of just the search results when pressing the "ADD ALL" button after using the search to narrow the available buttons inside the Permissions tab
We have fixed the dropdown to stay open while making the necessary selections inside Optimize Now
We have fixed an issue where absences were not displayed correctly on the Timeline
We have fixed a problem that caused the Dispatch groups to show up as inactive in the Admin panel
Longer texts with line breaks are now displaying correctly in the work note field on the Intervention tab
FMA app Android/iOS: We have fixed a problem where the wrong username has been displayed for received/returned parts
FMA app Android: We have fixed that pesky issue with the map! Now, when you view the map, the overlay screen won't appear unnecessarily.
FMA app Android: We have improved the notification for Ticket infos so that it always notifies the user or refreshes as expected
FMA app iOS: We have fixed the issues that could cause the application to crash when you were using larger dynamic or accessible fonts
25 April 2024
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Features
You are now able to add/remove skills to tickets directly from the Ticket Details component
This inline-editing functionality adds a new layer of flexibility for Work Place.
We have added a new tab for "Private Notes" and a new interaction button for creating "Private Notes"
Please be aware that this newly introduced interaction button has replaced the "Add Comment" option inside the Attachment tab of the Ticket Details which is no longer available for further usage. Existing Public notes have been converted to internal ticket infos and are displayed in the History tab.
We have a new Drilldown report inside the Optimizer Insights, highlighting driving details before and after optimization
This new report gives you valuable insights into the optimization performance
We have redesigned the Workflows menu inside Admin panel
You are now able to view existing workflows in a more sophisticated manner.
We have added new column-based filtering available for every table inside the Admin panel
This functionality enhances the search functionality inside the Admin panel.
"Today", "Today +", and "Today -" have been added as dynamic conditions for ticket scoring
This gives you more flexibility for the configuration of ticket scores.
Admins are now able to decide which Work place views are visible to what roles and what are the default Work place view for each role
The new feature gives Admins more control on the Work Place views for different roles.
We have added the "TicketSubcategory" for use as a monitored field for Automated Actions
This feature enhances the flexibility inside the Automated Actions.
FMA App iOS/Android: You are now able to receive push notifications, even when the app is completely closed
With this change in notification behavior, we have also removed the possibility to chose between different notification types in the Settings menu of the Fieldcode FMA app. Instead, you are now able to allow or deny all notifications at once in the general device notification settings.
Improvements
Email input and SMS input on Work place got a new overhauled look
These changes will lead to an improved dropdown behavior and there will no unnecessary chips anymore.
Improvement of translation input on various pages of the Admin panel
This UI/UX change helps to further achieve a consistent experience.
"@AffectedPhone" is now available for the creation of Automated Actions for SMS as well as being available on the SMS tab of the Work place
Having the "AffectedPhone" alias available makes sense for the configuration of such actions.
Performance Updates
We have reduced the amount of Ticket Pool backend events
This reduction of events leads to a better overall performance of Work place.
Fixes
We have fixed the view and edit permissions for the "Action Icon: Partners" and "Action Icon: Grab it" so that when only the view is selected, you can no longer click on the buttons, only view them
The "is null" and "is not null" operators have been fixed and can be used for filtering Dispatch groups
We have improved the searching for fields on the forms page
We have fixed the problem where long texts would overlap other fields inside the Device tab of the Ticket Details
We have fixed the translations on the Skill creating form inside Admin panel
FMA app Android: We have fixed the issue with pop-up forms not popping up for some Android users
FMA app iOS: We have fixed an issue where checklist names wouldn't display the full naming
FMA app iOS: We have updated some incorrect translations inside the Parts menu
27 March 2024
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Features
New Analytics reports showcasing the FMA app usage within your company splitted by platform (iOS/Android)
We have a new report available for you, where you can check how your FMA app user base splits up by platform and version. This new report supercharges you with the power to analyze your FMA app user base and take important business decisions, like eg. which users have to update their app version etc. pp.
We are introducing custom lists which can be used for multiple purposes (eg. site lists) later on
The new section "Lists" will be available inside the Admin Panel and adds a new layer of flexibility.
We are introducing the possibility to create your own custom ticket info types via Value Sets
A custom ticket info has the same behavior as Internal info.
Ticket history entries are now fully translated to other languages
The Ticket history entries will be translated in 7 different languages.
Cooperation partners are now able to transfer attachments between each other
This change further enhances the interplay between cooperation partners.
The CustomerLSDT alias is now available for usage inside Email templates, Automated Actions, other Filters, and monitored fields
The alias helps in the case that customers need to send emails in case that the Customer LSDT has been changed or has been added.
Checklists are now available for Drag & Drop on all form types/actions in Form Designer
You can include checklist fields in all the forms of your choice but will not work if a report is not yet created for the ticket. The reason behind this logic is that some fields are bound to a specific object that may not just exist yet.
System mandatory fields are now deletable
Deleting system mandatory fields might be required for some special cases.
We have improved the way how you can set default values on forms
This makes adjusting value set options inside forms more straight forward.
Interface forms are now a dedicated feature for Enterprise customers
Since Interface forms mostly affect heavy-users, they are now Enterprise only.
FMA app Android/iOS: GPS coordinates are now displayed in the FMA for GPS-based tickets
This change is in symbiosis with the new GPS field option inside Admin Panel and Work Place.
Improvements
We have unified the switches across Work Place and Admin Panel
This UI/UX change helps to further achieve a seamless experience.
Date (calendars) and time pickers with better visuals and validation indicators
This convenient change enhances the calendar experience across Work Place.
FMA Android: We have improved the barcode scanner
It now displays better in dark mode and should be now less sensitive to better prevent unintentional scans.
FMA app iOS: We have improved my day to count and display the pause time like it works with the work time
This makes using the pause timer more intuitive.
Performance Updates
We have improved the Work Place Performance even further by reducing the amount of calls to the backend
Fixes
We have fixed the search for the validations aliases/fields
This change makes searching for validation aliases/fields easier.
FMA app Android: The filtering icon is now better visible in dark mode
Unfortunately the icon wasn't displaying correctly when in dark mode.
FMA app Android: We have improved the clustering of map markers when they are close together
It is now easier to view details of markers.
FMA app Android: We are now better at preventing double-uploading attachments if a ticket is unpublished
It could happen before that files reached Work Place twice.
FMA app iOS: We have fixed some issues with hyperlinks, so they will now work as expected
Sometimes the links wouldn't open correctly, that will be fixed soon.
29 February 2024
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Features
You are now able to define custom Customer Portal profiles and you can assign individual projects to them
The idea is to add the possibility to create additional Customer Portal profiles which can be project specific.
We have incorporated the engineer efficiency factor into customer appointment cancellations
After this change, if the dispatcher manually modifies the duration on the Timeline and it gets rescheduled, it doesn't keep the modified appointment length, instead it purely bases on the estimated duration and engineer efficiency.
We have removed the adding "comments" functionality
Instead of the comment function, you can simply add "internal ticket info" inside COMS. The COMS button displays the "internal ticket info" as default option.
New fullscreen form designer
The form creator (soon be renamed to form designer) gets a new fullscreen experience which makes better usage of the available screen space.
Ticket history filters are now filtering for selected types, instead of excluding the selected type
When all is selected, clicking on a history entry type should filter for that type only.
Therefore we renamed the "Select all filters" to "Reset" instead.
We are introducing a new "Comment" field for on-call duties
If utilized, it displays on the Timeline ahead of the time range.
We have added a new optional "Automatically assign follow-up tickets to the same engineer" toggle to the Projects page
This toggle inside the Projects page allows you to change the behavior of follow-up tickets.
In "Create Ticket" forms, you are now able flag ticket creation as gps-based and if so, by only providing GPS coordinates (latitude, longitude), you are able to create tickets
GPS coordinates are visible in the Ticket Details header in the Location section.
You are now able to clone existing tickets inside the Work Place via a new action button
Before this works, you have to configure a new type of form inside the Admin Panel, which is called "Clone form". You can open the clone form from the Ticket Details, with the same data pre-filled as the prior ticket. There is also a new permission for this cloning available inside the Permissions page.
We have improved the container ticket planning for multi-day tickets by adding an easy-to-use multi-day toggle inside the Scheduling Assistant
Adding multi-days has been possible before, but it now is way more convenient.
FMA Android/iOS: Improvements on card views by adding CNE information and switching to a more convenient and compact card layout
FMA Android/iOS: History log entry labels are now displayed on the FMA similar to the Work Place
This makes history logs clearer and more understandable.
FMA Android/iOS: We have added support for 7 additional languages
By default the device language would be set to FMA language. If the device language is different to user language we offer FMA users to update the user language as well, which will apply to all devices and platforms. Especially the english and german translations are now way more understandable. We will constantly try to improve our wording and translations for our global users on an ongoing basis to make all our app users from all over the world even happier.
Improvements
We have improved the engineer utilization indicators
For one we got rid of the "Engineer takes longer than expected" message, as it often does not reflect real-life scenarios. For another we have changed the calculation scope for the date selected on the Timeline header instead of the one currently visible Timeline time slot. The Workload indicator calculation base shall be the number of working hours on selected date and all inside-outside working hours stops and driving are to be included. Absences come into picture and in case absences overlap with working hours they are treated as engineer is utilized on the overlapping time. The same applies to Workload calendar calculations.
We have removed non-valid field forms from the Intervention report section
Inactive engineers are not visible on the map anymore after they have been deactivated
This change also ensures that the statistical data for Analytics is less prone to display falsified data.
Enhanced smartness: When parts get canceled, a PUDO appointment change / PUDO appointment cancellation is triggered
When PUDO appointment has only one part which is canceled --> PUDO appointment is automatically canceled.
When PUDO appointment has multiple parts, and one part is canceled --> canceled part gets removed from PUDO appointment, PUDO appointment stays on the Timeline on the same spot.
Inside the ticket scoring, you are now able to set new dynamic ticket conditions for ticket aging
Those new dynamic conditions are called "TicketCreationTime" and "TicketImportTime" and allow you to dynamically filter by ticket creation time and ticket import time.
On "Optimize Now", in case we have tickets, and PUDOs on the Timeline already, optimization does not start from fresh but from current Timeline and bring it as first result and try to bring in only better ones
This helps to see acceptable results faster then before.
We have expanded the character limit for URLs inside the "External API" automated action to over 200 characters
This gives you more flexibility inside the Automated Actions.
New column inside the Account Partners page which indicates if the partner is a Partner Portal partner
This makes it easier to spot Partner Portal partners at first glance.
A new confirmation pop-up message now appears asking you to acknowledge that a Skill Mapping email will be sent to your partner
This makes skill mapping processes between partners more convenient.
FMA Android: Headers now stick to the top as you scroll through the appointments/parts/archive lists
FMA Android: CNE is now displayed on the associated appointment cards
FMA Android: We have improved empty lists so that they will display some helpful info messages
FMA Android: "Pull to refresh" now also works on the Parts screen
FMA Android: The layout of the PUDO / appointment cards has been improved and adapted to make them easier to read
Performance Updates
We have improved the Work Place Performance even further by reducing the amount of calls to the backend
Fixes
We have fixed an issue where pop-up forms would be converted to generic forms that share the same from type
We have fixed an issue that caused empty intervention creation when a cooperation ticket has been closed
We have fixed an issue that was causing the "Mandatory" indicator not to display inside forms when multiple icons are in the row
We have fixed an issue issue with page crashing when trying to use the search function
We have fixed an issue where the appointment cancellation wasn't working for some container tickets
We have improved the visibility of map route pins so that they are always displayed over the ticket pin
We have improved the validation error messages to provide clearer reasons for failure when trying to create project SMTP settings
We have added proper error messages when trying to upload attachments inside the Ticket Details that are too large
We have fixed an issue inside Forms where some radio selections inside "Ticket categories value sets" could get unselected unintentionally
We have fixed an issue that could cause the application to crash when multiple users are using the same custom view on Work Place
FMA Android: We have fixed the view for parts to reflect the status correctly
FMA Android: We have fixed non-clickable links in the text on the appointment history screen to be clickable
FMA Android: After receiving a part, the quick action tile now closes automatically
FMA Android: Buttons are now visible without having to scroll back to the top of the part detail view
FMA iOS: Default part workflow status have been missing on part details and list views until now, they have been added
FMA iOS: We have limited the "User has been logged out" notification, which appeared several times, to a maximum of one notification
30 January 2024
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Features
We have improved the warning and critical timers to allow you to set days or hours, not just minutes
This gives you more granular control over to whom the Ticket Info tab should be displayed.
You are now able to restrict access with the "See all tickets" permissions for the Ticket Pool
We have added a new analytics report displaying the historical results of optimization
This new report compares results before and after optimization.
You are now able to upload a custom logo to be displayed on Work Place and Admin Panel
Customizing the Work Place and Admin Panel with your own logo is an easy way to promote and keep your brand identity across the Fieldcode applications.
We have added more options to customize appointment bookings that are dependent on the engineer and parts availability
We now display the customer the last parts ETA (and offer appointments after ETA) and allow account to configure engineer/part availability in Admin Panel.
Custom fields created with the User object are now visible and usable on the Access: Users -> Contact page
This will help in further fulfilling operational needs.
You are now able to create forms for Interfaces to use in your workflows
This feature increases the convenience when it comes to data and value updates and simplifies the interplay between interface tickets and account tickets.
We have added more mapping fields that can be used to import tickets from an Excel file
SLA, Additional address info, Coverage code, Specification reference, CNE parent, and Device supplier
FMA Android/iOS: The map in the App now displays multiple appointments from the same location
FMA Android/iOS: Ticket reference is now being kept after ticket has been removed from the App and the CNE will remain visible
FMA Android/iOS: Child ticket reports for container tickets are now available for usage during an appointment rather than during the reporting phase
FMA iOS: New filtering options for the history section are available
Improvements
We have improved the calculations for tickets that have been moved to the pending list
You are now able to set days or hours, not just minutes. This change also harmonizes with SLA Profiles.
We have moved the Admin Panel button to the bottom of the sidebar
This has added more overview to the sidebar and makes switching to Admin Panel exactly as convenient as from switching from Admin Panel to Work Place.
We have improved the notification of success/failure when trying to send an email from the Ticket Details component
This makes it easier to understand if an email has been sent or why not.
When navigating to the Intervention tab in the Ticket Details component, the current appointment now automatically expands without having to click on it
This makes handling current appointments more convenient.
We now provide a new dropdown option to view tickets in the Ticket Pool that do not have an assigned Dispatch group
This makes it easier for you to find tickets that do not belong to any dispatch group.
We have added the Partner field to use for filtering your forms
With the partner field you have new flexibility options inside the form creator.
UX/UI improvements to the Partner Portal
The Partner Portal got a new, convenient and responsive Look & Feel.
When a link is inserted as a value in a standard field or custom field, it automatically converts to a clickable link, not just a display value link
Clickable Links make handling inside the Work Place easier, as you do not need to copy them somewhere else manually in order for the link to open.
The storage time is now conveniently displayed inside the part details
As the storage time is a important parameter, it deserved its own spot.
We have updated and improved all of the icons throughout Work Place and Admin Panel
New year, updated icons.
FMA Android: Improvements to dark mode including adding dark mode for the map
FMA Android: For all read-only fields, values saved as links are now converted to clickable hyperlinks on the report form and in info messages
FMA iOS: For all read-only fields, values saved as links are now converted to clickable hyperlinks on the report form and in info messages
FMA iOS: CNE is now visible on the appointment card. We have added unread indicators to the card. For VIP or escalated tickets have improved visuals
Fixes
We have fixed various UI issues for the Driving preferences section
We have fixed some issues with the search functionality for some Admin Panel pages
We adjusted all filters so that all filters have the same look and feel
We have fixed a problem where long custom fields would overlap with the value on the ticket overview page
Quicklaunch forms are now automatically displayed on each new status, without having to reopen the ticket
Partners are now editable after being set to inactive
We have fixed issues with long text fields breaking the UI
We have fixed a problem where when you clicked on the Extend condition button, it would create multiple rows instead of just one row
FMA Android: We have fixed an issue with a custom fields info messages not being displayed, they now display as expected
FMA iOS: We have fixed issues with updating the status after a part has been changed to received status
FMA iOS: We have fixed an issue with the keyboard not displaying correctly
FMA iOS: We have fixed an issue with long texts not displaying the whole message
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