Job Type Setup

Prerequisites

To add job types, you need the following permissions:

FX E-Ticketing minimum permissions
System permissions:
- Customize Application
- Manage Profiles and Permission Sets
- View Setup and Configuration

Basics

Job types classify jobs.

How it Works

When you add job types, you can xref:

Jobs to job types
Checklists to job types
FX Forms to job types
Report templates to job types
Statuses to job types
Job workflows to job types
Sync configurations to job types

Best Practices

When adding a job type to a picklist, always enter its record type name and not its label.

Adding a Job Type

Access FieldFX Back Office
Switch to Salesforce Classic
Add the job type:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Job
3. Under Record Types, click New
4. In Existing Record Type, select "Master"
5. In Record Type Label, enter the job type
6. Select Active
7. Click Next
8. In Apply one layout to all profiles, select a page layout to use for the job type
9. Click Save
Configure the Status object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Status
3. Under Custom Fields & Relationships, click SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Select Job
7. Click Save
8. Click Back to Status at the top of the page
9. Under Custom Fields & Relationships, click SObject
10. Under Field Dependencies, click Edit next to SObject Record Type.
11. Hold down Ctrl and select the job type in the Job__c column
12. Click Include Values
13. Click Save
Configure the Status Workflow object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Status Workflow
3. Under Custom Fields & Relationships, click SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Click Save
7. Click Back to Status Workflow at the top of the page
8. Under Custom Fields & Relationships, click SObject
9. Under Field Dependencies, click Edit next to SObject Record Type
10. Hold down Ctrl and select the job type in the Job__c column
11. Click Include Values
12. Click Save
Configure the eForm Config object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click eForm Config
3. Under Custom Fields & Relationships, click Key SObject Record Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Click Save
7. Click Back to eForm Config at the top of the page
8. Under Custom Fields & Relationships, click Key SObject
9. Under Field Dependencies, click Edit next to Key SObject Record Type
10. Hold down Ctrl and select the job type in the FX5__Job__c column
11. Click Include Values
12. Click Save
Configure the Checklist object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Checklist
3. Under Custom Fields & Relationships, click Job Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Click Save
7. Click Back to Checklist at the top of the page
8. Under Record Types, click Field Ticket
9. Under Picklists Available for Editing, click Edit next to Job Type
10. Move the job type to Selected Values
11. Click Save
Configure the Report Template object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Report Template
3. Under Custom Fields & Relationships, click Job Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Click Save
Configure the Sync Configuration object:
1. From Setup, enter "object" in the Quick Find box, then select Objects
2. Click Sync Configuration
3. Under Custom Fields & Relationships, click Job Type
4. Under Picklist Options in Values, click New
5. Enter the job type name
6. Click Save
Grant permission to use the job type:
1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets
2. Open a permission set
3. Under Apps, click Object Settings
4. Click Jobs
5. Click Edit
6. Under Record Type Assignments, select the job type
7. Click Save
8. Repeat steps a to g for other permission sets as needed
Add a job workflow for the job type