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:

Assigned Apps

Enabled Apps

FX5.Field Ticketing

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

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Well

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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

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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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Contact Qualification

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eForm Config

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Equipment

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FX Form

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Job
See Note

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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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Grant permissions for the FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

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View Setup and Configuration

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FieldFX Mobile

Grant the following permissions to field-based users:

Assigned Apps

Enabled Apps

FX5.Field Ticketing

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

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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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See Note

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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Grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected.

To Field Permissions

Object Read Edit

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
See Note

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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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Qualification

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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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User
See Note

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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.
Users must have Read and Edit permission to the EULA Version and Mobile Version fields.

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

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View Setup and Configuration

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