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.
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:
| Object | Type | Master Object(s) | Object | Type | Master Objects(s) | |||||
|---|---|---|---|---|---|---|---|---|---|---|
Account |
Standard |
- |
Attachment Ext |
Custom |
- |
|||||
Audit Log |
Custom |
- |
Catalog Item |
Custom |
- |
|||||
CatalogItemPriceBook |
Custom |
Catalog Item |
Chart of Accounts |
Custom |
- |
|||||
Checklist Step |
Custom |
Checklist |
Classification |
Custom |
- |
|||||
Contact |
Standard |
Account |
Contact Qualification |
Custom |
Contact |
|||||
Credit Memo |
Custom |
- |
Credit Memo Applied |
Custom |
Credit Memo |
|||||
Credit Memo Item |
Custom |
Credit Memo |
Crew Planning |
Custom |
– |
|||||
CustomFieldInfo |
Custom |
– |
CustomObjectInfo |
Custom |
– |
|||||
Data Store |
Custom |
– |
eForm Config |
Custom |
– |
|||||
Equipment |
Custom |
– |
Equipment Planning |
Custom |
Equipment |
|||||
Equipment Qualification |
Custom |
Equipment |
Invoice |
Custom |
– |
|||||
Object |
Type |
Master Object(s) |
Object |
Type |
Master Objects(s) |
|||||
Invoice Item |
Custom |
Invoice |
FX Form
|
Custom |
– |
|||||
Job |
Custom |
– |
Job Contact |
Custom |
– |
|||||
Payment |
Custom |
– |
Payment Applied |
Custom |
– |
|||||
Preventative Maintenance |
Custom |
Preventative Maintenance |
Preventative Maintenance |
Custom |
– |
|||||
Price Book
|
Standard |
– |
Price Book
|
Custom |
– |
|||||
Object |
Type |
Master Object(s) |
Object |
Type |
Master Objects(s) |
|||||
Price Book Assignment |
Custom |
– |
Price Book Item |
Custom |
– |
|||||
Price Book Item |
Custom |
Service Type |
Qualification |
Custom |
– |
|||||
Qualification |
Custom |
Qualification |
Quote |
Custom |
– |
|||||
Quote Item |
Custom |
– |
Report Template |
Custom |
– |
|||||
Rule |
Custom |
Price Book |
Rule Action |
Custom |
Rule |
|||||
Service History |
Custom |
Equipment |
Service Type |
Custom |
– |
|||||
Status |
Custom |
– |
Status History |
Custom |
– |
|||||
Status History |
Custom |
– |
Status Workflow |
Custom |
– |
|||||
Sync Assignment |
Custom |
Contact |
Sync Configuration |
Custom |
Contact |
|||||
Sync Event |
Custom |
– |
Ticket |
Custom |
Job |
|||||
Ticket |
Custom |
Ticket |
Ticket Item |
Custom |
Ticket [gray-background] |
|||||
Object |
Type |
Master Object(s) |
Object |
Type |
Master Objects(s) |
|||||
Ticket Log |
Custom |
Ticket |
Timecard |
Custom |
– |
|||||
User |
Standard |
– |
Warehouse |
Custom |
– |
|||||
Warehouse Item |
Custom |
Catalog Item |
Well |
Custom |
– |
|||||
Work Order |
Custom |
– |
Work Item |
Custom |
Work Order |
|||||
Work Order Qualification |
Custom |
Qualification | Work Order Task |
Work Order Task |
Custom |
Work Order |