Custom Field Setup

Prerequisites

To set up custom fields, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

    • System permissions:

      • Customize Application

      • View Setup and Configuration

Basics

FieldFX features a number of standard fields that get installed with FieldFX packages.

You can add custom fields to extend standard functionality.

When you add a custom field, you can:

  • Add the field to layouts

  • Use the field in formulas

  • Use the field on reports

Best Practices

  • Don’t add custom fields that have the same or similar name to a managed field on a FieldFX object.

    Don’t add a Quote__c field to the Job object as this name is too similar to the FX5__Quote2__c field.

    Don’t add a PBI__c field to the Quote Item object as this name is too similar to the FX5__PBI_Default_Quantity__c field.

    Don’t add a List_Price__c field to the Ticket Item object as this name is too similar to the FX5__Price__c field.

  • Don’t add SyncId fields to standard objects.

    Don’t add a SyncId field to the Account object.

  • If FieldFX Mobile users need to access many fields from an object, you may need to shorten the length of the API Name of the field to prevent URLs from becoming too long to process.

    Use the Description field to add a more meaningful name as needed.

  • Don’t set default values for custom checkboxes if you are using one of the following release channels:

    • Beta Bi-Weekly

    • Bi-Weekly

    • Quarterly Beta

    • Quarterly

Adding a Custom Field

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Open the Settings page for the object

  4. Add the field:

    1. Under Custom Fields & Relationships, click New

    2. Select the type of field to add

    3. Click Next

    4. Enter field attributes

      Never give a field the same name as a managed field on a FieldFX object.

      If FieldFX Mobile users access many fields from an object, long API Names may result in a browser error.

      If the object may have many custom fields needed by FieldFX Mobile users, minimize the length of the API Name for the fields.

    5. Click Next

    6. Click Visible twice

    7. Click Next

    8. Select the page layouts on which to include the field

    9. Click Save

  5. Grant permissions for the field

  6. Run a script for the field:

    1. Access Workbench

    2. Select Utilities → Apex Execute

    3. Enter the following script:

      System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null));

    4. Click Execute