Custom Editors Setup

Introduction

An Edit page displays when you edit a record in FieldFX Back Office

To make editing records easier, you can replace regular Edit pages with Custom Editors.

Prerequisites

To set up the Custom Editors feature, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Customize Application

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

How Custom Editors Works

With Custom Editors as Visualforce pages, you can:

  • Limit the records that display available in lookups

  • Define the fields that display in lookups

  • Define the fields analyzed for keyword searches in lookups

There are five Custom Editors included in the FieldFX Base Package:

Name Object Description

CrewPlanningEditor

Crew Planning

Changes how lookups work when you add/edit a crew planning record.

EquipmentPlanningEditor

Equipment Planning

Changes how lookups work when you add/edit an equipment planning record.

JobEditor

Job

Changes how lookups work when you add or edit a job.

PriceBookRulesActionEditor

Rule Action

Changes how lookups work when you add or edit a rule action.

PriceBookRuleEditor

Rule

Changes how lookups work when you add or edit a rule.

You can also define your own Custom Editors for any FieldFX object.

Set Up the Custom Editors Feature

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete these sections:

Add an SFDCToolingAPI Remote Site Setting

  1. From Setup, enter remote in the Quick Find box, then select Remote Site Settings.

  2. Click New Remote Site.

  3. In Remote Site Name, enter SFDCToolingAPI.

  4. In Remote Site URL, enter the domain in which your org runs.

    Example 1. Sample domain name to copy

    https://mydomain.force.com

    Use your customized my domain URL that is specific to your org instead of your instance specific URL. You can find your my domain here.

    Don’t use instanced URLs when logging in to Salesforce with code or as a user. When your org is moved to another Salesforce instance, code using the instanced URL breaks. If you find instanced URLs in your code, replace them with your My Domain login URL or the default Salesforce login URL. See Log In to Salesforce with Code for more information.

    The Remote Site URL field is case-sensitive so make sure the URL you enter uses the correct capitalization.

  5. Click Active.

  6. Click Save.

  7. Continue with Grant Permissions.

Grant Permissions

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click CustomFieldInfo.

  5. Click Edit.

  6. Under Object Permissions, select Read.

  7. Under Field Permissions, select Read for every field.

  8. Click Save.

  9. At the top of the page, click the arrow next to CustomFieldInfo and select CustomObjectInfo.

  10. Click Edit.

  11. Under Object Permissions, select Read.

  12. Under Field Permissions, select Read for every field.

  13. Click Save.

  14. Repeat these steps for other permission sets as needed.

  15. Continue with Run Scripts.

Run Scripts

  1. Open a new tab in your browser.

  2. Access Workbench.

  3. Select Utilities | Apex Execute.

  4. Enter the following script:

    System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomObjectInfoHandler', null));

  5. Click Execute.

  6. Delete the script entered in step 5.d and replace it with the following script:

    System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null));

  7. Click Execute.

  8. Continue with Complete Setup of the Other Custom Editors.

Complete Setup of the Other Custom Editors