Flexible Sync allows users to define in detail which information they want to be available in the Axsy Mobile App for offline use.
Covered in this article are the following Flexible Sync setup components illustrated above:
Navigate to the Axsy Field Service Web App on Salesforce
Navigate to the Settings tab of the Axsy Field Service Web App on the Salesforce Platform. To the left-hand side, you will see a list of customisable features and subsequent subfeatures. To configure Flexible Sync, select Sync which will then expand the list of features and subfeatures.
Configuring Flex Sync for a Feature or Subfeature
When you select a feature or subfeature under the top-level Sync option, you will be given the configuration settings for offline use. This configuration includes SOQL queries, List Views, Polling Intervals and Object Tree diagrams.
SOQL queries allow for a way to refine data further by searching for specific information. As an example, the Appointments subfeature has a Query Type that allows users to define which Service Appointments will be synced to the app for offline use at login using a SOQL query.
Here, the SOQL query has been created to only sync Service Appointments that have been assigned to the user within the configured Date Window and that don't have the Status value of "Cancelled".
For more on Salesforce's Object Query Language, please see this Salesforce Page: Salesforce Object Query Language (SOQL)
Instead of a SOQL query, the Query Type can instead be set to an existing Salesforce List View configurable on the Salesforce Platform. Select the relevant List View(s) under the search bar.
For more information on how to create a List View, please see this Salesforce Trailhead: Create and Customize List Views
A polling interval can then be configured to determine how often the configured query type – whether it is a SOQL query or a set of List Views – should be checked for updates on the mobile app by a Scheduled Sync. Enter the desired polling interval in the numeric field labeled How often to check for updates in Salesforce (minutes).
Please click here for more information on how the app uses these configuration settings to conduct different types of syncs: Refreshing data using the Sync Now Button
As this is available to set via a feature or subfeature, it allows for different polling intervals to be set for multiple aspects based on how often data is expected to change.
The Axsy app can be configured to check for Schedule updates every 30 minutes, while Price Books changes may only be updated once-a-day.
In order to customise the syncing scope of Objects, the Object Tree is a visual hierarchy of the syncing depth which can be customised so that you can remove and add Related Objects to reduce syncing time, only targeting relevant data.
For more information on the default syncing scope in place for Axsy Field Service, please click here: Default Syncing Scope
1. Select the pen icon next to an Object to customise it.
2. Select which Related Objects you would like to be synced for offline access for that Object.
All Fields for the Object will be automatically synced for offline access. For example, the Assigned Resources' CreatedBy field will be synced, however, in order to view the Details for that field offline, the Createdby field needs to be selected (as shown above).
3. Under the General tab, Chatter Feed and Quick Actions are configurable at an Object-level.
4. In order to ensure that the Visit can successfully be synced back to Salesforce, there are some mandatory Objects that cannot be de-selected when editing Object hierarchy.
Other Sync Settings
Some subfeatures have simpler configuration settings like checkboxes and lookup boxes to define offline capability.
The Files subfeature has a checkbox option that then allows File Libraries to be specified.
Choose a Scope
Once you are happy with your settings, you can choose which users can access these new settings before publishing a new version of the configuration.
1. Select the drop-down arrow at the top left-hand corner and select a scope of users.
2. To customise the user scope, click the Manage Scopes button to the right-hand corner.
3. Select Create Scope, give the scope a Name and define the Scope with the fields below. You can set the scope to be the Org Default, applicable to certain Profiles and/or applicable to certain Users.
Here, the Field Engineers Scope defined above means that only users with the Company Communities User will receive the new offline configuration when it is published (see next steps below).
4. Save your changes.
Publish your changes
When you publish a new offline configuration, a new set of metadata is created that tells the app what information to retrieve and then sync at login on the Axsy app. The metdata file is essentially a snapshot of the Flexible Sync Settings and other Org Settings & Metadata at the time of publishing. This means that changes made on the Salesforce Platform will only be implemented when a new version of Flexible Sync is published.
Any changes made to your Flex Sync settings before being published are saved as a Draft. To implement changes to a version already published, you need to publish a new version.
Any changes made to Settings on Salesforce – like a Page Layout – requires a new version of Flex Sync to be published.
1. Once you have saved your changes, select the green Publish button to the top right-hand corner of the screen.
2. Add any notes if needed and click Publish.