FX E-Ticketing Minimum Permissions

Here are the minimum permissions required to use the FX E-Ticketing module for Back Office or Mobile.

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

Green Check

Attachment Ext

Green Check

Catalog Item

Green Check

Checklist

Green Check

Classification

Green Check

Crew Planning

Green Check

eForm Config

Green Check

Equipment

Green Check

Equipment Planning

Green Check

FX Form

Green Check

Job

Green Check

Price Book

Green Check

Price Book Item

Green Check

Qualification

Green Check

Quote

Green Check

Report Template

Green Check

Status

Green Check

Status Workflow

Green Check

Sync Configuration

Green Check

Ticket

Green Check

Well

Green Check

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

Green Check

Green Check

Green Check

Attachment Ext

Green Check

Green Check

Green Check

Audit Log

Green Check

Green Check

Green Check

CatalogItemPriceBooks

Green Check

Catalog Item

Green Check

Green Check

Green Check

Checklist

Green Check

Green Check

Green Check

Checklist Step

Green Check

Green Check

Green Check

Classification

Green Check

Green Check

Green Check

Contact

Green Check

Green Check

Green Check

Contact Qualification

Green Check

Green Check

Green Check

Crew Planning

Green Check

Green Check

Green Check

eForm Config

Green Check

Green Check

Green Check

Equipment

Green Check

Green Check

Green Check

Equipment Planning

Green Check

Green Check

Green Check

Equipment Qualification

Green Check

Green Check

Green Check

Job

Green Check

Green Check

Green Check

Green Check

Job Contact

Green Check

Green Check

Green Check

Price Book

Green Check

Green Check

Green Check

Price Book Assignment

Green Check

Green Check

Green Check

Price Book Item

Green Check

Green Check

Green Check

Qualification

Green Check

Green Check

Green Check

Quote

Green Check

Green Check

Green Check

Green Check

Quote Item

Green Check

Green Check

Green Check

Green Check

Report Template

Green Check

Green Check

Green Check

Status

Green Check

Green Check

Green Check

Status History

Green Check

Green Check

Green Check

Status Workflow

Green Check

Green Check

Green Check

Sync Assignment

Green Check

Green Check

Green Check

Sync Configuration

Green Check

Green Check

Green Check

Ticket

Green Check

Green Check

Green Check

Green Check

Ticket Checklist Step

Green Check

Green Check

Green Check

Green Check

Ticket Item

Green Check

Green Check

Green Check

Green Check

Ticket Log

Green Check

Green Check

Green Check

Green Check

Warehouse

Green Check

Green Check

Green Check

Well

Green Check

Green Check

Green Check

To Field Permissions

For each Object listed, grant the indicated permission(s) for every field on the object.

Object Read Edit

Account

Green Check

Green Check

Attachment Ext

Green Check

Green Check

Audit Log

Green Check

Green Check

CatalogItemPriceBooks

Green Check

Catalog Item

Green Check

Green Check

Checklist

Green Check

Green Check

Checklist Step

Green Check

Green Check

Classification

Green Check

Green Check

Contact

Green Check

Green Check

Contact Qualification

Green Check

Green Check

Crew Planning

Green Check

Green Check

Equipment

Green Check

Green Check

Equipment Planning

Green Check

Green Check

Equipment Qualification

Green Check

Green Check

FX Form

Green Check

Green Check

Job

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

Green Check

Green Check

Job Contact

Green Check

Green Check

Price Book

Green Check

Green Check

Price Book Assignment

Green Check

Green Check

Price Book Item

Green Check

Green Check

Qualification

Green Check

Green Check

Quote

Green Check

Green Check

Quote Item

Green Check

Green Check

Report Template

Green Check

Green Check

Status

Green Check

Green Check

Status History

Green Check

Status Workflow

Green Check

Green Check

Sync Assignment

Green Check

Green Check

Sync Configuration

Green Check

Green Check

Ticket

Green Check

Green Check

Ticket Checklist Step

Green Check

Green Check

Ticket Item

Green Check

Green Check

Ticket Log

Green Check

Green Check

Warehouse

Green Check

Green Check

Well

Green Check

Green Check

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

Green Check

View Setup and Configuration

Green Check

FieldFX Mobile

Grant the following permissions to field-based users:

Apex Class Access

Enabled Apex Classes Note

All FX5 Apex classes

OmnibusRestService

Required to sync data in FX Mobile.

PreSyncController

The Admin will have to add these Apex classes to the user profile.

For more information on managing Apex classes in Salesforce, see Salesforce Documentation: Manage Apex Classes.

To add Apex class access for FX Mobile, see Step 5 in Add a User Profile.

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

Green Check

Attachment Ext

Green Check

Audit Log

Green Check

Green Check

Green Check

CatalogItemPriceBooks

Green Check

Catalog Item

Green Check

Checklist

Green Check

Checklist Step

Green Check

Classification

Green Check

Contact

Green Check

Contact Qualification

Green Check

Crew Planning

Green Check

eForm Config

Green Check

Equipment

Green Check

Equipment Planning

Green Check

Equipment Qualification

Green Check

FX Form

Green Check

Green Check

Green Check

Green Check

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

Object

Read

Create

Edit

Delete

View All

Modify All

Job

Green Check

Green Check

Green Check

Job Contact

Green Check

Price Book

Green Check

Price Book Assignment

Green Check

Price Book Item

Green Check

Qualification

Green Check

Quote

Green Check

Green Check

Green Check

Quote Item

Green Check

Green Check

Green Check

Green Check

Report Template

Green Check

Status

Green Check

Status History

Green Check

Green Check

Green Check

Status Workflow

Green Check

Sync Assignment

Green Check

Sync Configuration

Green Check

Sync Event

Green Check

Green Check

Green Check

Green Check

Ticket

Green Check

Green Check

Green Check

Green Check

Ticket Checklist Step

Green Check

Green Check

Green Check

Green Check

Ticket Item

Green Check

Green Check

Green Check

Green Check

Ticket Log

Green Check

Green Check

Green Check

Green Check

Well

Green Check

Object

Read

Create

Edit

Delete

View All

Modify All

To Field Permissions

For each Object listed, grant the indicated permission(s) for every field on the object.

Object Read Edit

Account

Green Check

Attachment Ext

Green Check

Audit Log

Green Check

Green Check

CatalogItemPriceBooks

Green Check

Catalog Item

Green Check

Checklist

Green Check

Checklist Step

Green Check

Classification

Green Check

Contact

Green Check

Contact Qualification

Green Check

Crew Planning

Green Check

eForm Config

Green Check

Equipment

Green Check

Equipment Planning

Green Check

Equipment Qualification

Green Check

FX Form

Green Check

Green Check

Job

  • Users must have Read permission for the Projected Start Date field.

  • If you use the Quoting feature, users must have Read and Edit permission for the FX5__Quote2__c field, but don’t grant permissions for the FX5__Quote__c field.

Green Check

Green Check

Object

Read

Edit

Job Contact

Green Check

Price Book

Green Check

Price Book Assignment

Green Check

Price Book Item

Green Check

Qualification

Green Check

Quote

Users must have Read permission for the Quote Id field.

Green Check

Green Check

Quote Item

Green Check

Green Check

Report Template

Green Check

Status

Green Check

Status History

Green Check

Status Workflow

Green Check

Sync Assignment

Green Check

Sync Configuration

Green Check

Sync Event

Green Check

Green Check

Ticket

Users must have Read permission for the Last Modified Date field.

Green Check

Green Check

Ticket Checklist Step

Green Check

Green Check

Ticket Item

Green Check

Green Check

Ticket Log

Green Check

Green Check

User

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

Green Check

Green Check

Well

Green Check

Object

Read

Edit

Permission Sets

Permission Set

FX Audit Log Read/Write

For more information, see Permission Sets Help Topic and Managed Permission Sets.

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

Green Check

View All Custom Settings

Green Check

View Setup and Configuration

Green Check