Field Sets

A field set is a grouping of fields that controls how a feature works.

FieldFX uses a number of different field sets, as indicated below.

FieldFX Field Sets

Field Set Object Feature Controls

CloneBlackoutFields

All

Fields excluded from copying to new records

Display Text

Contact
Equipment
Price Book Item

Shift Scheduling

Specify the field to show when listing records

Default is Name

FX_Job_Copy_Exclusion

Job

Fields excluded from copying to new jobs

FX_Quote_Copy_Exclusion

Quote

Fields excluded from copying to new quotes

FX_Ticket_Copy_Exclusion

Ticket

Fields excluded from copying to new tickets

FX_Ticket_Item_Bulk_Edit_Exclusion

Ticket Item

Ticket Item Bulk Edit

Fields excluded from bulk edit for Ticket Items in FieldFX Mobile.

FX_Ticket_Item_Copy_Exclusion

Ticket Item

Ticket Item Copy

Fields excluded from copying to new ticket items

FX_XXX_Mobile_BulkEdit
(where "XXX" is the ticket item record type)

Ticket Item

Fields not copied among ticket items when adding multiple items of the same record type

IIBSearchFields

  • Credit Memo

    The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

  • Job

  • Price Book Item

  • Ticket

  • Ticket Item

Invoice Item Builder

The Invoice Item Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Invoice Items to a ticket in Back Office.

Fields used for search filters on the Item picker

JobFields

Job

Attachments

Fields that display for attachments on the Jobs tab in FieldFX Back Office

TicketFields

Ticket

Attachments

Fields that display for attachments on the Tickets tab in FieldFX Back Office