Objects
Objects are tables in the FieldFX database that store records. There are standard and custom objects. You can also configure the object settings and object relationships.
Standard Objects
Standard objects are Salesforce database tables. Examples of standard objects include Account and Contact.
Custom Objects
Custom objects are FieldFX or user-defined database tables. Examples of custom objects include Job and Ticket.
Best Practice
Don’t use same or similar names for FieldFX standard objects, fields, and API Names. Using the same or similar names could cause performance issues in Salesforce platform and FieldFX.
Object Settings
You can configure the following for each object:
| Configurable Item | Description |
|---|---|
Custom Fields & Relationships |
Fields in which you can enter data in records |
Lookup Filters |
Filters that control the records displayed in lookups |
Validation Rules |
Rules that prevent you from entering invalid data in records |
Page Layouts |
Layouts that control the fields on Detail and Edit pages |
Compact Layouts |
Layouts that control the key information displayed for records |
Search Layouts |
Layouts that control the fields in lookups and search features |
Buttons, Links, and Actions |
Options you can select to do something to a record |
Record Types |
Different types of records you can add |
Object Relationships
Here are the master-detail relationships for key objects:
A objects
| Object | Type | Master Object(s) |
|---|---|---|
Account |
Standard |
- |
Attachment Ext |
Custom |
- |
Audit Log |
Custom |
- |
C objects
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The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution. |
E objects
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I objects
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J objects
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P objects
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Q objects
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S objects
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T objects
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W objects
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The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license. Once FX EAM is installed, follow the steps in to add stock items. |
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