Objects
Basics
Objects are tables in the FieldFX database that store records.
Standard Objects
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Standard objects are Salesforce database tables
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Examples of standard objects include Account and Contact
Object Settings
You can configure the following for each object:
| Configurable Item | Description |
|---|---|
Custom Fields & Relationships |
Fields in which you can enter data in records |
Lookup Filters |
Filters that control the records displayed in lookups |
Validation Rules |
Rules that prevent you from entering invalid data in records |
Page Layouts |
Layouts that control the fields on Detail and Edit pages |
Compact Layouts |
Layouts that control the key information displayed for records |
Search Layouts |
Layouts that control the fields in lookups and search features |
Buttons, Links, and Actions |
Options you can select to do something to a record |
Record Types |
Different types of records you can add |
Object Relationships
Here are the master-detail relationships for key objects:
| Object | Type | Master Object(s) |
|---|---|---|
Account |
Standard |
– |
Attachment Ext |
Custom |
– |
Audit Log |
Custom |
– |
Catalog Item |
Custom |
– |
CatalogItemPriceBook |
Custom |
Catalog Item | Price Book |
Chart of Accounts |
Custom |
– |
Checklist Step |
Custom |
Checklist |
Classification |
Custom |
– |
Contact |
Standard |
Account |
Contact Qualification |
Custom |
Contact | Qualification |
Credit Memo |
Custom |
– |
Credit Memo Applied |
Custom |
Credit Memo | Invoice |
Credit Memo Item |
Custom |
Credit Memo |
Crew Planning |
Custom |
– |
CustomFieldInfo |
Custom |
– |
CustomObjectInfo |
Custom |
– |
Data Store |
Custom |
– |
eForm Config |
Custom |
– |
Equipment |
Custom |
– |
Equipment Planning |
Custom |
Equipment |
Equipment Qualification |
Custom |
Equipment | Qualification |
Invoice |
Custom |
– |
Invoice Item |
Custom |
Invoice |
FX Form [1] |
Custom |
– |
Job |
Custom |
– |
Job Contact |
Custom |
– |
Payment |
Custom |
– |
Payment Applied |
Custom |
– |
Preventative Maintenance Criterion |
Custom |
Preventative Maintenance Schedule |
Preventative Maintenance Schedule |
Custom |
– |
Price Book [2] |
Standard |
– |
Price Book [3] |
Custom |
– |
Price Book Assignment |
Custom |
– |
Price Book Item |
Custom |
– |
Price Book Item Service Type |
Custom |
Service Type |
Qualification |
Custom |
– |
Qualification Requirement |
Custom |
Qualification |
Quote |
Custom |
– |
Quote Item |
Custom |
– |
Report Template |
Custom |
– |
Rule |
Custom |
Price Book |
Rule Action |
Custom |
Rule |
Service History |
Custom |
Equipment |
Service Type |
Custom |
– |
Status |
Custom |
– |
Status History |
Custom |
– |
Status Workflow |
Custom |
– |
Sync Assignment |
Custom |
Contact | Job |
Sync Configuration |
Custom |
Contact |
Sync Event |
Custom |
– |
Ticket |
Custom |
Job |
Ticket Checklist Step |
Custom |
Ticket |
Ticket Item |
Custom |
Ticket |
Ticket Log |
Custom |
Ticket |
Timecard |
Custom |
– |
User |
Standard |
– |
Warehouse |
Custom |
– |
Warehouse Item |
Custom |
Catalog Item | Warehouse |
Well |
Custom |
– |
Work Order |
Custom |
– |
Work Item |
Custom |
Work Order |
Work Order Qualification |
Custom |
Qualification | Work Order Task |
Work Order Task |
Custom |
Work Order |