Welcome to the Fieldcode Manual
Tip: Start typing in the input box for immediate search results.
-
Quick Start
-
- What is Fieldcode?
- Definitions
- What are tickets, projects and workflows?
- How to log in to Fieldcode
- What is the Fieldcode Support Panel?
- What are components?
- What are views?
- Ticket statuses and their meaning
- Ticket colors and their meaning
- Map symbols and their meaning
- Frequently Asked Questions
- Setting up Fieldcode
-
-
Release Notes
-
Short Overview
-
Fieldcode Work Place
-
-
- How to schedule tickets
- How to search for tickets
- How to expert-search for 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 Clipboard
- How to open tickets in a new tab
- How to use container tickets
-
-
- 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
-
-
-
- How to use the Interaction buttons
- How to assign/unassign tickets to partners
- How to manage spare parts
- How to use the Workflow buttons
- How to use the Ticket info button
- How to use the Email button
- How to use the Comment button
- How to schedule tickets
- How to use the Remove Pending button
- How to cancel a ticket
-
Fieldcode Admin Panel
-
- 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
-
- Articles coming soon
-
Fieldcode Mobile App
-
Fieldcode Customer Portal
Last updated:
Release Notes for Fieldcode Admin Panel
December
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Process: Project | • You can select if a project is allowed to breach LSDT without an LSDT update or not |
Improvement | Access: Users →Absences | • Absences/on-call duty have its own tab on the Users page now making it easier to read and maintain |
Fix | Access: Permissions | • New permissions for the scheduling ticket button on the Ticket Details component • New permissions for setting the add parts button •We reordered the Admin panel security resources |
Fix | Access: Users | • Users created via LDAP will not be editable in the Fieldcode admin panel • No longer able to deselect engineer checkbox if the user has any tickets assigned to them • Engineers are now able to be deactivated even if they were assigned to canceled tickets • Loading animation added to the roles screen when loading roles |
Fix | Access: Users → Working hours | • Absence type will now display in table view • Creating absences will now consider the timezone of the user and not use UTC time • Absence times display correctly now • No longer able to delete or edit imported absences |
Fix | Access: Users →Absences | • No longer able to create all day on-call duties for the same day as another on-call duty • Created on-call duties will be sorted by date - No longer able to create on-call duties during any working hours - Editing existing on-call duties is now possible |
Fix | Avatar | • Limited the avatar file size to 20 kilobytes |
Fix | Custom fields | • You are no longer able to create empty lists • You are no longer able to create duplicate values • Corrected the visuals for editable and non-editable fields |
Fix | Dispatch: Groups | • A total engineer counter has been added to the group tab when selecting your engineers to add to the group |
Fix | Dispatch: Skills | • You can now choose if you want to have your new skill applied to tickets or not |
Fix | Process | • Workflows are visible in the Fieldcode admin panel |
November
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Access: Users | • Users can now add on-call duty to engineers |
Feature | Access: Permissions | • New permissions for Custom fields |
Feature | Access: Permissions | • New permissions for Parts |
Improvement | Process: Custom fields | • Users can no longer create mandatory custom fields |
Fix | Access: Users | • Working hours: User is now allowed to set work times spread over 2 days |
October
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Improvement | Access: Users | • We have improved the holiday importer to now include local state holidays for the USA in addition to the national ones • Now you only need to click On Users to add them to a permission or to a Dispatch group • Improved the look and feel of the Dispatch groups page |
September
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Process: Custom fields | • You can now create your own custom fields to use in various places throughout the application |
Improvement | Access: Permissions | • Sorting users has been improved |
Improvement | Access: Users | • New error message when trying to create a user with an existing email • Map improvements to location finding • Deactivating user criteria has been implemented preventing users from deactivation if they have open tickets or are the only admin, etc. |
Improvement | Account | • UI corrections |
Improvement | Dispatch: Groups | • Resource sort order has been adjusted |
Improvement | Dispatch: Ticket scoring | • Filter options for the operator uses plain words instead of logical operators |
Fix | Dispatch: PUDO | • PUDO opening hours saving time with wrong timezone has been corrected |
Fix | Process: Custom fields | • Issues with custom field translations have been corrected |
August
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Process: Projects | • Show / Hide device tab based on industry You can now hide the device tab from Work place as well as the device groups from the form creator and the CREATE, EDIT, REPORT global forms |
Improvement | General | • Redesign of emails (account creation invitation, password change, etc.) We have overhauled the look and feel of the emails that are sent out to our users |
Fix | General | • Translations When translations are not loaded default messages stored on frontend were visible for a few seconds. This is not the case anymore! |
July
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Access: Permissions | • Security Resource Choose which Analytics views should be visible for the role |
Feature | Access: User | • Contact Enabled resending invitation email for new users |
Fix | General | • Indicate mandatory fields for filter creation |
Fix | Process: Conditions / Indications | • Improved error message for unsaved condition and indications |
June
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Dispatch | • It is now possible to automatize ticket dispatching and publishing |
Improvement | Access | • UI improvements • User: An active user must have one role assigned |
Improvement | Dispatch: Groups / PUDO | • Group UI improvements • PUDO Added more columns to the table view |
Improvement | Process: Automated Actions | • Backend improvements |
Improvement | Settings: Account | • UI redesign and corrections |
Fix | Dispatch: PUDO | • Backend corrections |
Fix | Access: User | • Absences can no longer be saved with invalid date and time |
May
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Improvement | Automated Actions | • Execute Automated Actions on newly created objects and show descriptions |
Improvement | Groups | • Simplified area definition for dispatch groups • Area Definition: Deleting/adding a pin to dispatch group area • Area Definition: search adjustment and approach for multiple areas |
Improvement | Projects | • Anonymizer: replace old Alias with new ones for anonymized fields |
Improvement | Settings | • Account: Payment plans: UI Improvements |
Improvement | Users | • Added a informational pop up that informs users about adding newly created engineer to a dispatch group • Added some informational text to the skill tab that informs users about skills • Adding working hours for new users |
Fix | Automated Actions | • Improved error handling of aliases in the text fields |
Fix | Groups | • Resources: Dragging and dropping works both ways when adding or removing users from a group • Area Definition: improved undo action handling |
Fix | My settings | • Avatar is no longer deleted after some data changes |
Fix | Projects | • Anonymizer: added checks for character limitations |
Fix | Ticket duration | • UI improvement for time input |
Fix | Users | • Improved handling of longer names in the component |
April
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | SMTP | • SMTP/Custom mail box definition per customer is now possible |
Fix | Ticket scoring | • Sorting by the score values |
March
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Automated Actions | • Four new templates for scheduled/canceled appointments |
Feature | Forms | • Users can now request a customized form by email |
Fix | Browser | • Firefox: Copy to clipboard works now • Sierra: Safari 10 - Fix styling of search input |
Fix | Dispatch groups | • Corrected duplicated resource issue |
Fix | General | • Timezone and timestamp backend improvements • Backend improvements for translations |
February
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Improvement | PUDO | • New map icon for PUDO locations |
Fix | Automated Actions | • Alias corrections |
Fix | Dispatch groups | • Inactive and active groups display properly |
Fix | General | • Font corrections • Backend changes to availabilities |
Fix | My settings | • Dropdown on my settings adjust size for translations |
Fix | Permissions | • Security Resource: selected role is now visible |
Fix | Projects | • Data validation corrections |
Fix | Sidebar | • Unnecessary scrollbars were removed |
Fix | Users | • Avatars no longer get replaced if canceled |
January
Copy the URL link to this section to share
Type | Area | Explanation |
---|---|---|
Feature | Users | • Quickly import bank/public holidays for individual users • You can quickly import local bank and public holidays for individual Users with the push of a button • You can find this new feature in Users menu under the Working hours & availability tab |
Fix | Account | • Remove console.log from view |
Fix | Browser | • Safari: sidebar is now visible • Safari: Users: missing views have been fixed • Safari: Automated Actions: fix button styles in form • Safari: corrected browser display issues |
Fix | Conditions | •Deleting ticket status is now possible |
Fix | General | • Filter option 'is not like' no longer causes issues • Corrected scrollbars in table views • Corrected missing labels • Changing language settings no longer causes the page to blink endlessly • Sidebar menu options no longer show a white screen when selected • Invalid data causing white screens has been fixed • Search inputs are now working correctly • Deleted unnecessary console warnings and errors |
Fix | Ticket scoring | • Fixed saving issues |
Fix | Users | • We aligned our labels according to our internal Fieldcode Styleguide • Working hours & availability: availability deleting issues have been corrected |
Was this article helpful?
Tags:
Table of Contents