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

You shouldn’t add a custom object that has the same name as a FieldFX object.

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
Price Book

Chart of Accounts

Custom

-

Checklist Step

Custom

Checklist

Classification

Custom

-

Contact

Standard

Account

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

CustomObjectInfo

Custom

Data Store

Custom

eForm Config

Custom

Equipment

Custom

Equipment Planning

Custom

Equipment

Equipment Qualification

Custom

Equipment
Qualification

Invoice

Custom

Object

Type

Master Object(s)

Top

Object

Type

Master Objects(s)

Invoice Item

Custom

Invoice

FX Form

Child FX Form objects have a master object.

Custom

Job

Custom

Job Contact

Custom

Payment

Custom

Payment Applied

Custom

Preventative Maintenance
Criterion

Custom

Preventative Maintenance
Schedule

Preventative Maintenance
Schedule

Custom

Price Book

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

Standard

Price Book

Grant FieldFX users access to this object in permission sets.

Custom

Object

Type

Master Object(s)

Top

Object

Type

Master Objects(s)

Price Book Assignment

Custom

Price Book Item

Custom

Price Book Item
Service Type

Custom

Service Type

Qualification

Custom

Qualification
Requirement

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
Job

Sync Configuration

Custom

Contact

Sync Event

Custom

Ticket

Custom

Job

Ticket
Checklist
Step

Custom

Ticket

Ticket Item

Custom

Ticket

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Object

Type

Master Object(s)

Top

Object

Type

Master Objects(s)

Ticket Log

Custom

Ticket

Timecard

Custom

User

Standard

Warehouse

Custom

Warehouse Item

Custom

Catalog Item
Warehouse

Well

Custom

Work Order

Custom

Work Item

Custom

Work Order

Work Order Qualification

Custom

Qualification | Work Order Task

Work Order Task

Custom

Work Order