Fieldcode Manual

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  • This page contains the latest 2024 Release Notes chronologically for Work Place, Admin Panel, FMA, and Customer Portal.
  • The Planned Releases* overview gives you a glance at all the planned changes for the next release.
  • If you want to know what long-term features Fieldcode plans, please visit the Upcoming Features page.
    *Note: There is no guarantee that all listed items in the Planned Releases table will be included in the final release.
    The Planned Releases table is typically available shortly after a release and is updated on a ongoing basis before the final release.

Small Release Delay - FMA for Android

The release of the new Android version is imminent, but not live yet. Please note that the Android release is currently still under review. 

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, 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

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

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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