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 | C | D | E | F | I | J | P | Q | R | S | T | U | W

A objects

Object Type Master
Object(s)

Account

Standard

-

Attachment Ext

Custom

-

Audit Log

Custom

-

C objects

Object Type Master
Object(s)

Catalog Item

Custom

-

CatalogItemPriceBook

Custom

  • Catalog Item

  • Price Book

Chart of Accounts

Custom

-

Checklist Step

Custom

Checklist

Classification

Custom

-

Contact

Standard

Account

Object Type Master
Object(s)

Contact Qualification

Custom

  • Contact

  • Qualification

Credit Memo

Custom

-

Credit Memo Applied

Custom

* Credit Memo * Invoice

Credit Memo Item

Custom

Credit Memo

Crew Planning

Custom

CustomFieldInfo

Custom

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

D objects

Object Type Master
Object(s)

Data Store

Custom

E objects

Object Type Master
Object(s)

eForm Config

Custom

Equipment

Custom

Object Type Master
Object(s)

Equipment Planning

Custom

Equipment

Equipment Qualification

Custom

  • Equipment

  • Qualification

F objects

Object Type Master
Object(s)

FX Form

Custom

Child FX Form objects have a master object.

I objects

Object Type Master
Object(s)

Invoice

Custom

Object Type Master
Object(s)

Invoice Item

Custom

Invoice

J objects

Object Type Master
Object(s)

Job

Custom

Object Type Master
Object(s)

Job Contact

Custom

P objects

Object Type Master
Object(s)

Payment

Custom

Payment Applied

Custom

Preventative Maintenance
Criterion

Custom

  • Preventative Maintenance

  • Schedule

Preventative Maintenance
Schedule

Custom

Price Book

See Note 1

Standard

Object Type Master
Object(s)

Price Book

See Note 2

Custom

Price Book Assignment

Custom

Price Book Item

Custom

Price Book Item
Service Type

Custom

Service Type

  1. Don’t grant FieldFX users access to this object in permission sets.

  2. Grant FieldFX users access to this object in permission sets.

Q objects

Object Type Master
Object(s)

Qualification

Custom

Qualification
Requirement

Custom

Qualification

Object Type Master
Object(s)

Quote

Custom

Quote Item

Custom

R objects

Object Type !Master
Object(s)
Report Template

Custom

Rule

Custom

Price Book

Rule Action

S objects

Object Type Master
Object(s)

Service History

Custom

Equipment

Status

Custom

Status Workflow

Custom

Sync Configuration

Custom

Contact

Object Type Master
Object(s)

Service Type

Custom

Status History

Custom

Sync Assignment

Custom

Contact
Job

Sync Event

Custom

T objects

Object Type Master
Object(s)

Ticket

Custom

Job

Ticket
Checklist
Step

Custom

Ticket

Object Type Master
Object(s)

Ticket Item

Custom

Ticket

Ticket Log

Custom

Ticket

Timecard

Custom

U objects

Object Type Master Object(s)

User

Standard

W objects

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.

Object Type Master
Object(s)

Warehouse

Custom

Well

Custom

Work Item

Custom

Work Order

Work Order Task

Custom

Work Order

Object Type Master
Object(s)

Warehouse Item

Custom

Catalog Item
Warehouse

Work Order

Custom

Work Order Qualification

Custom

Qualification | Work Order Task