Classification Setup


Classifications categorize similar catalog items together.


To add classifications, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Manage Sharing

    • View Setup and Configuration

How Classifications Work

When you assign classifications to catalog items, you can filter items by classification for:

Both the Price Book and Ticket Item Builders have been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.

Adding a Classification

  1. Access FieldFX Back Office.

  2. Open the Classifications tab.

  3. Click New.

  4. In Classification Name, enter a name for the classification.

  5. Click Save.

  6. Configure sharing settings to grant access to the classification.

  7. If you use quotes, set up classification filters.