FX CPQ Minimum Permissions
Here are the minimum permissions required to use the FX CPQ module.
FieldFX Back Office
Grant the following permissions to office-based users:
Object Settings
To Tab Settings
| Object | Default Off/Available | Default On/Visible |
|---|---|---|
Audit Log |
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Attachment Ext |
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Catalog Item |
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Checklist |
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Classification |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Price Book |
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Price Book Item |
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Qualification |
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|
Quote |
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Report Template |
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|
Rule |
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Rule Action |
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Status |
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Status Workflow |
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Sync Configuration |
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|
Ticket |
|
|
Well |
|
To Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Checklist |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
FX Form |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
To Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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PriceBook Item |
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Quote |
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||
Quote Item |
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Report Template |
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|||
Rule |
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Rule Action |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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To Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
|
|
Attachment Ext |
|
|
Audit Log |
|
|
CatalogItemPriceBooks |
|
|
Catalog Item |
|
|
Checklist |
|
|
Checklist Step |
|
|
Classification |
|
|
Contact |
|
|
Contact Qualification |
|
|
eForm Config |
|
|
Equipment |
|
|
FX Form |
|
|
Job |
|
|
Job Contact |
|
|
Price Book |
|
|
Price Book Assignment |
|
|
PriceBook Item |
|
|
Quote |
|
|
Quote Item |
|
|
Report Template |
|
|
Rule |
|
|
Rule Action |
|
|
Status |
|
|
Status History |
|
|
Status Workflow |
|
|
Sync Assignment |
|
|
Sync Configuration |
|
|
Ticket |
|
|
Ticket Checklist Step |
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|
Ticket Item |
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Ticket Log |
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|
Well |
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Grant permissions for the FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.
|
FieldFX Mobile
Grant the following permissions to field-based users:
Object Settings
To Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Checklist |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
FX Form |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
To Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
|
|||||
Attachment Ext |
|
|||||
Audit Log |
|
|
|
|||
CatalogItemPriceBooks |
|
|||||
Catalog Item |
|
|||||
Checklist |
|
|||||
Checklist Step |
|
|||||
Classification |
|
|||||
Contact |
|
|||||
eForm Config |
|
|||||
Equipment |
|
|||||
FX Form |
|
|
|
|
||
Job |
|
|
|
|
||
Job Contact |
|
|||||
Price Book |
|
|||||
Price Book Assignment |
|
|||||
PriceBook Item |
|
|||||
Quote |
|
|
|
|
||
Quote Item |
|
|
|
|
||
Report Template |
|
|||||
Rule |
|
|||||
Rule Action |
|
|||||
Status |
|
|||||
Status History |
|
|
|
|||
Status Workflow |
|
|||||
Sync Assignment |
|
|||||
Sync Configuration |
|
|||||
Ticket |
|
|
|
|
||
Ticket Checklist Step |
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||
Ticket Item |
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Ticket Log |
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||
Well |
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| Grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected. |
To Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
|
|
Attachment Ext |
|
|
Audit Log |
|
|
CatalogItemPriceBooks |
|
|
Catalog Item |
|
|
Checklist |
|
|
Checklist Step |
|
|
Classification |
|
|
Contact |
|
|
eForm Config |
|
|
Equipment |
|
|
FX Form |
|
|
Job |
|
|
Job Contact |
|
|
Price Book |
|
|
Price Book Assignment |
|
|
PriceBook Item |
|
|
Qualification |
|
|
Quote |
|
|
Quote Item |
|
|
Report Template |
|
|
Rule |
|
|
Rule Action |
|
|
Status |
|
|
Status History |
|
|
Status Workflow |
|
|
Sync Assignment |
|
|
Sync Configuration |
|
|
Ticket |
|
|
Ticket Checklist Step |
|
|
Ticket Item |
|
|
Ticket Log |
|
|
User |
|
|
Well |
|
Grant permissions for the FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.
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| Users must have Read and Edit permission to the EULA Version and Mobile Version fields. |