Welcome to the Fieldcode Manual
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Quick Start
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- 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
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Release Notes
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Short Overview
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Fieldcode Work Place
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- 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
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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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- 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
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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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- Articles coming soon
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Fieldcode Mobile App
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Fieldcode Customer Portal
Last updated:
Release Notes for the Fieldcode Admin Panel
December
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Type | Area | Explanation |
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Feature | Access: Permissions | 15 December 2022 • You can now limit individual user permissions to specific tabs on the Users page |
Feature | General | 8 December 2022 • Quick Start Walkthrough has been created to guide users through the essentials for setting up a basic configuration • Individual walkthroughs are now also available in the Fieldcode support panel for Projects, Users, and Groups |
Improvement | Interfaces: Interface Monitoring | 19 December 2022 • All queues will now load on the same page allowing you to scroll through the queue list |
Improvement | System Connection | 19 December 2022 • List operation is now supported for configuration • Custom fields are now available for mapping |
Performance | Dispatch: Groups | 15 December 2022 • Improved loading performance for big dispatch groups |
Fix | Process: Projects & Forms | 15 December 2022 • The Basic I and Basic II workflows will now display properly when selecting them from drop downs and in the overviews for projects and forms |
Fix | Process: Custom fields | 15 December 2022 • Issues with live preview have been fixed |
November
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Type | Area | Explanation |
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Feature | Support panel & Admin panel | 24 November 2022 • Clickable info icon is now available on each admin panel page that redirects users to the pages support articles in the support panel and into the manual |
Improvement | General | 24 November 2022 • We have reorganized the sidebar menu by renaming “Settings” menu to “Interfaces” and moved the Account page under the Access menu |
Improvement | System Connection | 24 November 2022 • UI corrections & improvements • Generic type operations are now supported • Clearer and real-time indications when errors are being made |
Improvement | Process: Custom fields | 24 November 2022 • We have improved creating custom fields so that one can now use the same custom field name once for each different object type available • You can now edit the settings, values, and info messages for existing custom fields |
Improvement | Access: Users | 24 November 2022 • We have now added the option to create temporary locations for your engineers • Active temporary locations would be used instead of the main location when scheduling or optimizing |
Fix | Process: Forms | 24 November 2022 • Fixed sorting issues in the overview |
October
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Type | Area | Explanation |
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Feature | Access: Permissions | 27 October 2022 • We have added new permissions that allow you to display all the dispatch groups on the Analytics component regardless of the user's individual permissions on Dispatch group visibility |
Feature | System connection: Interface monitoring | 18 October 2022 • We have created an Interface Monitoring tool to monitor and troubleshoot the system connections |
Feature | Analytics | 18 October 2022 • We have adjusted and updated the permissions in order to limit what is visible on the Analytics view (New) |
Feature | Permissions | 18 October 2022 • We have included new permissions for the interface monitoring page |
Improvement | Process: Value Sets | 27 October 2022 • Constants can now be saved with number values in the name |
Fix | Filters | 18 October 2022 • Country dropdown lists are now all displayed alphabetically |
Fix | Process: Forms | 18 October 2022 • We have corrected issues with translations not working after a form was cloned |
September
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Type | Area | Explanation |
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Feature | Process: Value Sets | 28 September 2022 • You are now able to create and maintain custom Value sets in the Admin panel to use throughout the application |
Feature | Automated Actions | 28 September 2022 • We have created a new Automated Action that allows you to send the end user a link to the Customer Portal page where they will be able to view the ticket details and book or edit an appointment |
Feature | Process: Forms | 28 September 2022 • It is now possible to make a test ticket • We have add a new default field you can add to your forms to mark them as test tickets |
Feature | Process: Forms | 15 September 2022 • You can now create custom forms that will satisfy all your specific business needs and requirements • We have included new field for adding an ESDT (Earliest service delivery time) to a ticket. When populated it will be visible on the Ticket Details component |
Feature | Process: Custom fields | 15 September 2022 • We have extended Custom Fields to be used for creating custom Forms |
Feature | Process: Ticket duration | 15 September 2022 • We have added two more conditions when creating filters, DeviceCategory & TicketSubcategory |
Feature | Access: Permissions | 15 September 2022 • We have added a confirmation message when trying to deactivate a role that has active users assigned |
Fix | Process: Custom fields | 28 September 2022 • Corrected an issue where a user was not able to delete a translation when creating them for a custom field |
Fix | Process: Automated Actions | 15 September 2022 • Using a boolean value (true or false) in conjunction with any other field value has been corrected and will work as expected |
August
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Type | Area | Explanation |
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Improvement | Access: Users | • You can now delete On-Call duties from the Absences & Availability tab on the User form • You are now able to select a full 24 hours (08:00 - 08:00) when setting the working hours for a user |
Improvement | Dispatch: Groups | • Engineers that are close to the border of a Dispatch group will be displayed in yellow as on the Map |
Performance | Access: Users | • Improved performance when saving and editing users |
Fix | Access: Users | • Inactive roles will be clearly marked when assigning Roles from the User form |
July
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Type | Area | Explanation |
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Feature | Optimizer menu is now named Service Delivery | 28 July 2022 Introducing the Service delivery menu! • The “Optimizer” menu changed it's name to “Service Delivery” menu • The new menu includes a new tab for FMA Delivery that allows you to activate multiple simultaneous tickets which allows the FMA user to start more than one ticket at a time without having to report on previously opened tickets |
Feature | Dispatch: Groups | 28 July 2022 • We have included a new “in” operator for the Groups filter, now you are able to use multiple comparison values for one condition |
Feature | Projects | 8 July 2022 • Users can now setup the “End user not reached” settings for individual projects |
Improvement | Settings: System Connection | 28 July 2022 • Further improvements to the System Connection UI, editing and displaying Chips, dynamically searchable operations when mapping • Added confirmation popups for admins to confirm changes in certain cases to address datatype validity |
Improvement | Access: Permissions | 28 July 2022 • Partner engineers are now clearly marked in italics with their name and partner company in brackets when attempting to assign them to Roles • The total number of available and selected users has been added to the Users tab |
Improvement | Access: Groups | 28 July 2022 • Partner engineers are now clearly marked in italics with their name and partner company in brackets when attempting to assign them to Dispatch Groups |
Improvement | Access: Users | 28 July 2022 • We now provide a query that you can use to check for any tickets that still require some attention before you are able deactivate the user |
June
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(08.06.2022 - 14:55) - Timeline Performance Boosts and AWS Global Accelerator
This will reduce latency immensely for affected users (eg. in India) since requests are from now on routed to nearest available data centers. Please restart your browser.
Type | Area | Explanation |
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Feature | Process: Automated Actions | • @partner alias has been added as an option |
Feature | Access: Users | • Adding a location for a user has been simplified and it is now much easier to input an address • We have expanded the Users form with a new “Delivery” tab that allows you to directly assign a user to any of your dispatch groups as a dispatcher or as an engineer within one view |
Feature | Access: Permissions | • We have added a switch on the filter tab that, when active, limits the user to see their assigned tickets only |
Improvement | General | • When a new Fieldcode account is created the account holder will also be set as the Dispatcher automatically |
Improvement | Process: Custom fields | • Audit related columns (Last edited/Created, etc.) have been added to the Custom Fields table view |
Improvement | Settings: System connection | • General improvements to the System Connection UI |
Improvement | Process: Automated Actions | • Typing "@" will now display the list of aliases for action Create ticket Info |
Improvement | Process: AA / Email templates | • New alias "@Timezone" added to list |
Fix | Process: Automated Actions | • Using AND or OR will no longer crash the application when using the filters |
May
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Type | Area | Explanation |
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Feature | Access: Partners | Introducing Partner Accounts! • You are now able to create partner companies, partner users and partner engineers inside Fieldcode admin panel in order to utilize them in Fieldcode work place. |
Feature | Dispatch: Dispatch groups | • You are now able to assign specific users as dispatchers for specific dispatch groups, which allows them to only see the dispatch groups that they are assigned to |
Feature | Access: Permissions | • You are now able to filter out individual buttons for all your custom roles |
Feature | Welcome here! | Introducing our new manual! • Fresh and modern design • Improved topic search capabilities • Improved and easier navigation • New topic structure • You can rate topics (Rating System - Direct Feedback) • Improved table of contents gives you the option to quickly jump inside a topic • Quick copy links to easily share help with others • Responsive UI (Support for smart devices) • Last updated dates ensure improved maintenance • Topic print option • Overhauled topics with more focus |
Improvement | Settings: System connection | • Improved user interface and user experience • Endpoint paths were improved • UI improvement to mapping dropdowns expression editor |
Fix | Dispatch: Dispatch groups | • We fixed an issue with dispatch group filters for "is equal to" • You can now create and save a group without assigned engineers |
Fix | Dispatch: Skills | • No more crash on new created skills when you go to Assign to tickets tab |
Fix | Process: Forms | • Unnecessary and failing requests when clearing the form type dropdown were stopped |
April
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Type | Area | Explanation |
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Improvement | Dispatch: Dispatch groups | • We have introduced new validation safeguards in order to prevent removing engineers from dispatch groups where they have active tickets |
Improvement | Process: Custom fields | • Updated UI element , replaced the "x" with a trash bin to indicate deletion |
Performance | Dispatch: Dispatch groups | • Performance improvements to improve opening dispatch groups faster |
Fix | Access: Users | • Updated error message for when email addresses are already in use |
February
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Type | Area | Explanation |
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Feature | Process: Workflows | • Workflow page goes live which displays the workflows and their steps |
Feature | Settings: System Connection | • Introducing our new System Connection which allows you to connect Fieldcode with other external applications |
Improvement | Access: Permissions | • Dispatch group is available for filtering |
Improvement | Dispatch: PUDO | • Added the missing create and edit columns |
Fix | Dispatch: Groups | • We fixed an issue where sometimes engineers would be displayed in the wrong dispatch group |
Fix | Process: Custom fields | • A proper error message will display if too many characters are used |
January
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