Fieldcode Manual
Tip: You can use filters for better results
26/06/25
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Features
Work place/Admin panel/Customer Portal/Partner Portal
Ticket Pool Search Enhancements (WP/Ticket Pool)
We have improved the Ticket Pool search that allows you to save your own queries or shared queries, so everyone under your company's account can access them. As part of these changes, we have combined the previous General and Predefined tabs into a single tab for more convenient searching. Additionally, we have introduced UI improvements on Ticket Pool actions, and made the placement of the “Search” action more compact, so you can view more tickets/records in the Pool at a glance.
Workflow buttons for parts in Work place and Partner Portal (WP/PP/CP)
You can now customize parts processing in Work place and Partner Portal via using workflow-driven buttons and custom forms opened by them — bringing the same flexibility and logistics support already available in FMA. Users can trigger custom forms and actions directly from the parts section via configurable workflow buttons. In Partner Portal, these buttons appear in the part’s dropdown menu, with full backward compatibility.
Ticket Details and X-Details: Info messages (WP/Ticket Details; WP/X-Details)
Info messages requiring acknowledgment can now be viewed and confirmed directly within X-Details and Ticket Details in the same way.
Users will see a clearly labeled “Acknowledge Info” button next to each message, with grouped display and expand/collapse functionality for records containing multiple messages. Upon acknowledgment, the system updates the info’s history log, ensuring traceability.
This enhancement improves clarity and usability while aligning X-Details with the established ticket behavior.
Workflow version tracing and object positioning in the Workflow Designer (AP/Workflows)
Users can now trace any object’s current workflow version and node directly within the Workflow Designer — extending the Ticket Nudge functionality beyond tickets. By entering an object reference (e.g., CNI, intervention ID), the system identifies the correct workflow version and highlights the object’s current position. Users with the appropriate permissions can view node paths, search for other objects, and trigger transitions using the familiar “Other” button, all within a unified interface. This enhancement simplifies workflow diagnostics and improves visibility across all object types. Additional info: The Ticket Nudge page under Workflow monitoring will be soon discontinued. In the future, you shall use the Workflows page “Trace” functionality to trace and nudge tickets.
Enterprise: Audit Logs (AP/Audit Logs)
A centralized Audit Log page has been introduced in the Admin panel, allowing users to track changes across all editable pages in Admin panel. Users with the appropriate permissions can view who made changes, when, and what was modified with a comparison view of chosen versions using a built-in diff tool. The audit log supports object-level filtering, version history, and secure access, and is available only to Enterprise customers, once they contacted us to enable the functionality. There are new permissions to restrict/allow the new audit log page. To activate and use this feature with Enterprise, you must first contact Fieldcode Support.
Customizable Time Preferences (WP/Scheduling Assistant)
Customers can now define default and available time slot chips for the Scheduling Assistant directly within the SLA profile settings in the Admin panel. This enhancement replaces the fixed "Full day" and "09:00–17:00" defaults, enabling a more tailored scheduling experience. Configured time slots are consistently displayed across all days, regardless of individual business hours, ensuring clarity and flexibility for field service planning.
Possibility to update attachments via a "CREATE" form (AP/Forms)
The attachment upload component in Form Designer is now available for forms with the action type “Create”, expanding its usability across all objects in Work place and FMA. This enhancement removes previous limitations, allowing users to include attachments seamlessly during object creation — improving flexibility and supporting more comprehensive data capture from the start.
Permissions enabled for Enterprise accounts (Fieldcode Plus)
Fieldcode Plus features are now fully enabled for Enterprise accounts, following stabilization of the feature set. Access is controlled via updated security permissions across Admin panel and Work place components, including Objects, Components, X-Pool, and X-Details. Users on free plans will see disabled permissions marked with an “Enterprise only” icon, while Enterprise users can manage access based on roles.
Track related record updates with timestamp and audit data (Fieldcode Plus)
Audit data from related records can be displayed in X-Details and forms, allowing users to view when each related record was last modified.
Improvements
Work place/Admin panel/Customer Portal/Partner Portal
Acknowledgement functionality for info messages in X-Details and Ticket Details (WP/Ticket Details; WP/X-Pool)
Info messages requiring acknowledgment can now be viewed and confirmed directly within X-Details and Ticket Details. With an enhanced UI experience, users will see a clearly labeled “Acknowledge Info” button next to each message, with grouped display and expand/collapse functionality for records containing multiple messages. Upon acknowledgment, the system updates the info’s history log, ensuring traceability. This enhancement improves clarity and usability while aligning X-Details with the established ticket behavior.
Improved Timeline and Map Performance (WP/Timeline; WP/Map)
Info messages requiring acknowledgment can now be viewed and confirmed directly within X-Details and Ticket Details. With an enhanced UI experience, users will see a clearly labeled “Acknowledge Info” button next to each message, with grouped display and expand/collapse functionality for records containing multiple messages. Upon acknowledgment, the system updates the info’s history log, ensuring traceability. This enhancement improves clarity and usability while aligning X-Details with the established ticket behavior.
Fixes
Work place/Admin panel/Customer Portal/Partner Portal
Incorrect column display in dynamic list custom fields (AP/Lists)
We have resolved an issue where dynamic list custom fields displayed incorrect or default column names across multiple lists (e.g., XY_SITELIST). The system now correctly retrieves and displays column data from the selected list, ensuring accurate field configuration.
Timezone mismatch blocking scheduling in Partner Portal (PP)
We have fixed an issue where users were incorrectly blocked from scheduling appointments in the Partner Portal due to mismatched timezones between the browser and the ticket. All scheduling validations, including part availability and dispatch windows, now consistently use the ticket’s timezone to ensure accurate and reliable appointment handling.
Workflow scripts uneditable in Admin panel (AP/Workflow Scripts)
We have resolved a critical issue where workflow scripts in the Admin panel became uneditable for some users, despite having full admin permissions. The affected section would grey out on hover, blocking modifications. This was caused by inconsistent UI behavior, now fixed to ensure all authorized users can reliably edit and save workflow scripts without needing workarounds.
Incorrect part return trigger on "Schedule ticket" button in Partner Portal (PP)
Resolved an issue where clicking the “Schedule Ticket” Button in the Partner Portal incorrectly triggered part return validation and submission. Now, part usage and return tracking validations are only activated when the Report button is used, ensuring the correct workflow and preventing unintended data submission.
Incomplete Timeline updates after ticket moves (WP/Timeline)
Fixed an issue where leftover routes remained visible on the Timeline after ticket actions like drag-and-drop, "Back to Pool," or "Undo Optimization." The root cause was incomplete Kafka message consumption—specifically missing delete events for missions and tours. The system now reliably processes all relevant messages, ensuring accurate Timeline updates without requiring manual refreshes.
Unexpected error when opening or editing components (AP/Components)
Resolved an issue where certain components triggered unexpected errors when opened or modified in the Admin panel, despite functioning correctly in Form Designer and Work place. This fix ensures stable behavior when accessing or editing all components, including drag-and-drop form actions, improving reliability for both existing and newly created components.
Other bugfixes
27/05/25
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Features
Work place/Admin panel/Customer Portal/Partner Portal
We have new configuration options for the optimizer for activating same location grouping (Scheduling & Optimization)
You are now able to set a radius for same location grouping and you also now have the possibility to set a percentage for how much appointment durations should be reduced for same location tickets.
New scheduling functionality inside the Partner Portal (WP/Partner Portal)
Your partners can now schedule tickets directly via the Partner Portal "Schedule ticket" button.
New option to add attachmens via a form (AP/Forms)
We have added a new component in the Forms designer which gives you the option to configure the possibility to upload attachments. Please make sure the FMA apps are updated to make use of this new feature. The attachment upload will not work with older FMA app versions.
Possibility to use My queries & Shared queries inside the X-Pool (Fieldcode Plus)
You can now use "My queries" and "Shared queries" for objects as well and not just for tickets anymore.
Possibility to export object records (Fieldcode Plus)
We are introducing the possibility to export object records in the X-Pool component. It works in the same manner as the ticket data download feature, which is linked and described below.
New possibility to drag & drop nodes (AP/Workflows)
You can now drag & drop nodes inside the Workflow designer, while also having the option to reorder nodes vertically. This makes editing workflows easier than before.
Improvements
Work place/Admin panel/Customer Portal/Partner Portal
Option to edit workflows in order to add new automated actions (AP/Workflows)
Basic accounts will have access to editing workflows, as the old method of creating automated actions will be deprecated at some point later in time. After the May release, you will need to create workflow-based automated actions and integrate them into your workflows. Automated actions created via the old method will be still available for editing to support full transition to the new, improved way.
Storage time project setting applies to PUDO shippings only (AP/Projects)
The storage time setting in Admin panel/Projects/Parts tab now only applies to PUDO shippings. This reduces the necessity of manual storage time corrections.
Better test coverage and test object handling (AP/Workflows)
We have enhanced the test coverage and test object handling inside the Workflow designer.
Better scheduling experience (WP/Container tickets)
The multiple appointments view now opens up straight away to simplify the scheduling process.
New option to add project to item forms (AP/Forms)
We are integrating the Project ID into the parts forms by default. This makes it possible (in the future) to create project-specific forms for the FMA app, which can be used, for example, for the part usage form or the parts return form.
New testing and fixing possibilities (AP/Interfaces)
We are introducing possibility to test outgoing mappings based on selected entity and incoming mappings based on user-provided payload. This will make testing and adjusting easier and faster overall.
Part-related value sets & workflow timelog values (AP/Value sets)
We are extending value set options to offer new possibilities and now also display the object type inside the list view to make the list view more understandable.
We have made the names of GET/SET actions more detailed (AP/Workflows)
This makes them better distinguishable.
The polyglotOperationId is now also visible when not editing (AP/Workflows)
This makes it easier to work with workflows, even when you are not editing them.
New global functions and the "props" variable for Python Autocomplete (AP/Interfaces)
This makes it easier to work with code inside the Interfaces section.
We are extending value set options to offer new possibilities and now also display the object type inside the list view (AP/Value sets)
You should now have more overview and new possibilities inside Value sets section.
Fixes
Work place/Admin panel/Customer Portal/Partner Portal
Audit info time related logs are now being displayed in the same way as other ones (WP/History tab)
This improves the consistency in the History tab.
You can now view more then 100 history logs for a ticket (WP/History tab)
This improves the consistency in the History tab.
We have fixed the alignment of the truck icon inside the shipping winodw (WP/Parts tab)
All the different colored truck icons should now be aligned the same.
We have added a missing validation icon and did some beneficial ui changes for part usage field (WP/Partner Portal)
The part usage field should now behave as expected.
We have fixed an issue where the scanner input would automatically turn on for all fields when cloning a form (AP/Forms)
The form cloning should now work again as expected.
We have fixed an issue where the blue optimizer notification wouldn't go away in some cases (WP/Optimizer)
The notification should now go away again as expected.
Other bugfixes
13/05/25
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Features
Work place/Admin panel/Customer Portal/Partner Portal
Fieldcode Plus: Saved queries for Fieldcode Plus and tickets (WP/Fieldcode Plus)
You can now save shared queries for tickets and custom objects alike, so everyone under your company's account can access them.
Fieldcode Plus: You can now combine values / static text inside the key field (WP/Fieldcode Plus)
Your relations are now displayed alphabetically in the X-Details, which greatly improves clarity. In addition, we have introduced the option to better customize the key field (inside Objects/Relations). It is now possible to link multiple fields of the related object and insert static text between the fields. If you use your key field correctly, it will be easier to find individual relations at a glance in the X-Details.
24/04/25
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Features
Work place/Admin panel/Customer Portal/Partner Portal
We are introducing new, and even more convenient ways to add parts. You now have the option to fetch available parts from external inventories via configured API connections and just simply add them to your ticket in Fieldcode (WP/Parts handling)
You need to contact support to customize the configuration accordingly.
We are significantly improving the handling of the Parts tab (WP/Parts handling)
It is now be possible to access tracking data with fewer clicks, as the tracking data will now be accessible directly at the parts level. In addition, we are improving the smartness of the tracking links so that the most relevant data is always called up first in the tracking window, and the type of tracking link and invalid tracking links are indicated by clear icons.
We are changing the layout for editing parts (WP/Adding Parts)
The Part Edit form will now open from the side in the same way as other edit forms do.
The Scheduling Assistant now informs you proactively if there is no overlap in parts availability (for multiple parts) (WP/Scheduling Assistant)
A notification will pop up for such circumstances.
We have some new useful options inside System Connections (AP/Systems)
With the unrestricted toggle and outsource toggle you can customize system connections even more.
We have further improved the Partner Portal experience (WP/Partner Portal)
Partners now have the option to interact with buttons via self-configurable workflow buttons which you can design on your own. You need to adapt/configure the underlying workflow appropriately.
Improvements
Work place/Admin panel/Customer Portal/Partner Portal
We are improving the scrollbar behavior (WP/AP)
The scrollbars should now behave more consistent.
X-Pool Enhancements (Fieldcode Plus)
In the X-Pool, we will now display the project name instead of the project ID. We will also now display the project color for each record (similar to the Ticket Pool). These changes should make the X-Pool component even more user-friendly.
Relations are now sorted alphabetically (Fieldcode Plus)
Related field values are now sorted alphabetically in the X-Details, which makes them a lot easier to read, when having multiple relations.
Fixes
Work place/Admin panel/Customer Portal/Partner Portal
Now, when creating CANCEL forms, the "cancel indicator" field automatically sets default to Yes (AP/Forms)
Field validations do not sum up anymore (AP/Forms)
Initial appointments can still be modified when using container tickets (WP/Container tickets)
You do not need to adjust your zoom level anymore if the object lists exceeds 25 items (WP/X-Pool)
We have made the logs more user-friendly (WP/History)
We have improved the scrollbar behavior (AP/Workflows & AP/Workflow Scripts)
Saving forms with the "Save" and "Save & Close" buttons is more reliable now (AP/Forms)
Field label translations now also display properly when using drag & drop (AP/Forms)
Container tickets do not display unnecessary overlapping tickets warning anymore (WP/Container tickets)
The search section is now fixed and the search functionality remains available when scrolling (WP/Forms)
26/03/25
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Features
Work place/Admin panel/Customer Portal/Partner Portal
New ban conditions for scheduling (AP/Users)
There may be various reasons why a certain engineer is not allowed to service a certain customer, e.g. due to a clause in a previous employment contract that prohibits it. That's why we offer the possibility to define ban conditions for engineers, so that tickets that fall under such conditions cannot be assigned to the engineer. Example: John D. cannot be assigned to a ticket that takes place at "Random Factories" in "Paris".
We are excited to release the Workflow designer (AP/Workflows)
With the new Workflow designer it is possible to create & edit new custom/existing workflows. There is also the possibility to test/validate your workflows and we are really excited to see what our customers are able to achieve with this truly exciting Feature set (for Enterprise users).
More fields for you! (WP/Parts)
We are now displaying more fields on the parts forms and parts sections on the Work place and in the Admin panel. The parts form now displays the Entry ID; Stock; Condition; and Replace serial fields. The new fields will as well be displayed in the Parts details. For the part shipping row inside the part details we have included the Address note; Shipment condition; and Shipping comment fields.
You can now convert most form fields to scanner input fields for use in the FMA (AP/Forms)
You can now use the scanner to fill in certain fields directly instead of typing. To benefit from those new fields, custom forms must first be created within the Admin panel that include these fields with a scanning function.
Improvements
Work place/Admin panel/Customer Portal/Partner Portal
Now, clicking on a list row on the overview page will open the list view mode (AP/Lists)
This improvement ensures the consistency throughout Admin panel.
We have fixed a problem with the @partner alias for filters, so that it now also takes cooperation and direct connection partners into consideration when using it (AP/Automated Actions)
Automated Actions just got a little bit smarter once again.
Fixes
Work place/Admin panel/Customer Portal/Partner Portal
We have fixed the issue where you could not create a new time slot because the ticket's time zone was not used for calculations (WP/SA)
We have improved ticket dispatching for users with slower Internet speeds, which caused timestamp saving issues (WP/SA)
We have improved error messages when you try to save a form that already exists in the database (AP/Forms)
We have improved the inline forms static text behavior (AP/Forms)
We have fixed a problem where group definition was not saved for custom or ticket grouping options (AP/Incoming Mappings)
We have improved the highlighting of rows when hovering to be more intuitive (AP/Lists)
Draggable pop-overs can no longer be dragged off the screen, requiring a user to refresh to fix the problem (WP/SA/Timeline/Reschedule PUDO/Private Note/Shipment tracking/Timeline/Manage Availabilities)
We have fixed issues with Show on Map functionality not working from the Timeline in specific cases (WP/Map)
We have fixed the issue where ETA and end of storage time were not updated correctly based on real-time shipping data (WP/Parts tab)
We have fixed a problem where the end of storage time stamp would show the wrong time zone (WP/Parts tab)
We have fixed a problem where the end of storage time and date were stored and displayed even if no storage time was entered (WP/Parts tab)
We have fixed a problem where the end of storage time and date were stored and displayed even if no storage time was entered (WP/Parts tab)
We have fixed the issue where the Ticket Pool would take too long to load, causing it to gray out (WP/Ticket Pool)
We have fixed a problem where certain form filter operators were not available for some date/time fields (AP/Forms)
27/02/25
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Features
The following list highlights new and exciting WP/AP/CP/PP features.
We have a new page within the Admin panel where you can create & edit custom workflow scripts that you can then (later on) utilize for custom workflows (AP/Workflow Scripts)
With workflow scripts you can execute small JavaScript functions. Please note that you need to create a custom role for now if you want to use the new Workflow Scripts page. This feature is Enterprise-only.
We have included the Partner Portal alias inside Automated Actions (AP/Automated Actions)
This increases the flexibility inside Automated Actions.
Improvements
The following list highlights important WP/AP/CP/PP improvements.
We are now highlighting parter tickets with a partner icon in the Ticket Pool (WP/Ticket Pool)
You are now able to spot the partner icon inside the "Info/Alert/Part" column. In addition, we have also improved the partner tooltips to make it clear which partner is assigned.
You are now able to retry not just one failed action, but multiple failed actions at once (AP/Interface Monitoring)
Less clicks, more impact.
Resizing the individual panel width (of the 3-panel layout) is now possible inside Forms/AA (AP/Forms & Automated Actions)
This gives you more freedom inside those sections.
We now display the history of changes/edits for the object fields
This valuable audit data inside the History tab makes modifications more transparent and understandable.
We are not displaying data about a ticket anymore in the Customer Portal after a ticket has been closed (CP)
This is realized by expiring tokens. As the ticket is already closed, there is no requirement for status updates/information for end-customers anymore.
We have replaced the "Storage time (in days)" field with the "End of Storage time" field (WP/Parts)
This makes this particular field more clear and comprehensive, while also making you think less around the corner.
Fixes
The following list highlights important WP/AP/CP/PP bug fixes.
We have fixed the issue that the "X" button does not clear values for some search bars (AP)
We have improved the lazy loading inside the Lists page (AP/Lists)
We have corrected the position of the time and date picker fields inside the Ticket Clipboard (WP/Ticket Clipboard)
We have fixed the issue with the part usage dropdown remaining empty, when "Add Part" from the Ticket Pool context menu is used for part creation (WP/Ticket Pool)
We have improved the behavior of Admin panel scrollbars for smaller laptop screens (AP)
We have resolved the issue where only the first letter of ticket info was saved and displayed on the history log (WP/Ticket Details/Ticket info)
We have improved the date/time formatting inside the Publish/Unpublish windows (WP/Publish & Unpublish)
We have fixed the coloring of the cooperation partner icon inside the Ticket Clipboard/Outsourced tab (WP/Ticket Clipboard)
We have added validations when configuring "Comparison Value" and "Operator" fields within Forms/Filters (AP/Forms)
We have fixed the "collection tick icon" displaying as unselected, even if it has been selected and saved properly before (AP/Custom Fields)
30/01/25
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Features
The following list highlights new and exciting WP/AP/CP/PP features.
New AI-supported search help integrated into Work place (WP/AP)
With the new AI-supported search help it is possible to access help topics directly without having to leave the application. You will be able to find support for Fieldcode applications directly from within the application.
New Timeline customization options (WP/Timeline)
We are happy to announce that you can now choose from a select number of fields to customize what details are displayed on tickets in the Timeline! Options are: CNI/CNE/ZIP code/City/Company name/End user name.
You can now provide a unique dispatch group email for every dispatch group! (AP/Dispatch Groups & Automated Actions)
We've created a new alias that can be used for creating automated actions to send out emails using the unique dispatch group email. All you need is an active account and SMTP configuration, and you're all set to start taking advantage of this exciting feature!
We have made some updates to the Dispatcher assignment logic! (AP/Dispatch groups)
We've introduced a new switch that, if enabled, will grant all users access to the dispatch group by default. But, if you prefer, you can also disable this switch and select specific users to be part of the dispatch group. We've also updated the delivery tab under the users page to make it clear which dispatch groups are accessible by all or if you can assign the user directly to a dispatch group from this page.
We are pleased to announce that you can now group your field filters for your forms! (AP/Forms)
This exciting new feature allows you to create even more dynamic filtering. We have also updated the field filters for forms to now include new operators, like "in" and "contains" and "is like" and "is not like".
We're thrilled to announce that we've created some new fields and a new form used for diagnosing tickets! (AP/Forms)
We've created a default Diagnose form that can be integrated into your custom workflows, or you can simply use the individual diagnosis fields with any form. The diagnosis results will be displayed under the Intervention tab. When a ticket has been diagnosed, we will also show the results directly in the FMA app. This will give your engineers all the information they need to complete the their work.
We are thrilled to announce that we have enhanced the interface monitoring page with the addition of a new status: WARNING. (AP/Interface Monitoring)
This new status is specifically designed for REJECTED queues, offering a clear indication of potential issues.
Improvements
The following list highlights important WP/AP/CP/PP improvements.
The ZIP is now available as a column option (WP/Ticket Pool)
We're happy to let you know that the ZIP field is now available as a column option for the Ticket Pool.
It is now possible to select the month and year with greater ease (WP/Timeline)
You can now travel back and forth in time with more convenience!
If you have enabled autodispatch, you will find that the context menu is now available again, and we have also made drag-and-drop functionality available again (WP/Ticket Pool/Autodispatch)
We heard your valuable feedback, therefore these options are back.
We have increased the character limit for custom fields to 550 characters for the dropdown and checkbox field types (AP/Custom Fields)
This gives you more space for longer input!
Fixes
The following list highlights important WP/AP/CP bug fixes.
We have fixed issues with the Parts ETA display on the Customer Portal (CP)
We have improved the messaging when saving a Partner configuration after making changes (AP/Partner Configuration)
We have improved the messaging when saving a Partner configuration after making changes (WP/Ticket Pool Search)
We have cleaned up the Shipment tracking window and removed the Order date and Promised by fields, so you can easier focus on the valuable data (WP/Parts)
You are now able to successfully use the "is not like" operator in filters inside Forms (AP/Forms)
Unexpected error when save edit form and value gone from number field (WP/Forms)