JobEditor Custom Editor Setup

Use the JobEditor to make adding/editing jobs easier.

The JobEditor changes how lookups work on the Jobs tab as follows.

How the JobEditor Works

With the JobEditor, you can use the following lookups:

Customer Lookup

Setting Value Impact

Lookup Filter

 
"RecordType.DeveloperName!='Office'"

Impact: Only accounts that aren’t offices display available for selection.

Fields for Available Records

Id, Name, Sync to Mobile, Account Type

The listed fields display for customers in search results.

Fields Analyzed for Keyword Searches

Name

Keyword searches analyze the names of customers.

Sort Order of Available Records

Name

Customers sort in alphabetical order by name.

Back to Lookup list

Office Lookup

Setting Value Impact

Lookup Filter

 
"RecordType.DeveloperName='Office'"

Only office accounts display available for selection.

Fields for Available Records

Id, Name, Sync to Mobile, Account Type

The listed fields display for offices in search results.

Fields Analyzed for Keyword Searches

Name

Keyword searches analyze the names of offices.

Sort Order of Available Records

Name

Offices sort in alphabetical order by name.

Back to Lookup list

Price Book Lookup

Setting Value Impact

Lookup Filter

 
{!FXNamespace}Is_Active\__c=true AND ({!FXNamespace}Account__c=NULL OR {!FXNamespace}Account__c='@@this.{!FXNamespace}CustomerAccount__c@@') AND ({!FXNamespace}Office__c=NULL OR {!FXNamespace}Office__c='@@this.{!FXNamespace}Office__c@@') AND ({!FXNamespace}Segment__c=NULL OR {!FXNamespace}Segment__c='@@this.{!FXNamespace}Segment__c@@')

Impact: Only active price books linked to the job’s customer, office, or segment display available for selection.

Fields for Available Records

 
Name,{!FXNamespace}Account__r.Name,{!FXNamespace}Office__r.Name,{!FXNamespace}Segment__c

Impact: The listed fields display for price books in search results.

Fields Analyzed for Keyword Searches

 
Name,{!FXNamespace}Account__r.Name,{!FXNamespace}Office__r.Name,{!FXNamespace}Segment__c

Impact: Keyword searches analyze the name, customer, office, and segment of price books.

Sort Order of Available Records

Name

Price books sort in alphabetical order by name.

Back to Lookup list

Switch to Use the JobEditor

Prerequisite Set up the Custom Editors feature

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete the following:

Configure the JobEditor

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Job.

  3. Under Buttons, Links, and Actions,

    Features CrewPlanning Clone Edit Selection

    Even though this image is for the CrewPlanningEditor, the Edit option is located in the same location.

    Action Clone row Edit row New row

    In the Override With, select

    VisualforcePage

    Select

    JobEditor

  4. Continue with Add a RESTEndPoint Remote Site Setting.

Add a RESTEndPoint Remote Site Setting

  1. Open the Jobs tab.

  2. Open a job.

  3. Click Edit.

    1. If the JobEditor displays, proceed Grant Permission to the JobEditor.

    2. If an error message displays, proceed to the next step.

  4. Copy the domain listed in the error message.

    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.

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

  6. Click New Remote Site.

  7. In Remote Site Name, enter RESTEndpoint.

  8. In Remote Site URL, enter the listed domain you copied.

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

  9. Click Active.

  10. Click Save.

  11. Continue with Grant Permission to the JobEditor.

Grant Permission to the JobEditor

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

  2. Open a permission set for Visualforce pages.

  3. Under Apps, click Visualforce Page Access.

  4. Click Edit.

  5. Add "FX5.JobEditor" to Enabled Visualforce Pages.

  6. Click Save.

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

Setup Other Custom Editors (if needed)

Complete the setup of other custom editors.