FX Schedule & Dispatch Minimum Permissions
This page describes the minimum permissions required to use the FX Schedule & Dispatch module.
FieldFX Back Office
Grant the following permissions to office-based users:
Object Settings
Set the Object Settings for:
Tab Settings
| Object | Default Off/Available | Default On/Visible |
|---|---|---|
Audit Log |
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Attachment Ext |
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Catalog Item |
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Checklist |
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Classification |
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Crew Planning |
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eForm Config |
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Equipment |
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Equipment Planning |
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FX Form |
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Job |
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Price Book |
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Price Book Item |
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Qualification |
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Qualification Requirement |
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Report Template |
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Schedule & Dispatch |
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Status |
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Status Workflow |
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Sync Configuration |
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Ticket |
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Well |
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Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable |
Catalog Item |
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Checklist |
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Contact |
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Equipment |
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FX Form |
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Job |
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Price Book |
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Price Book Item |
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Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable |
Ticket Item |
Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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Contact Qualification |
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Crew Planning |
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DataStore |
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eForm Config |
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Equipment |
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Equipment Planning |
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Equipment Qualification |
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FX Form |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Push Topic |
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Qualification |
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Qualification Requirement |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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Object |
Read |
Create |
Edit |
Delete |
View All |
Modify All |
Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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Contact Qualification |
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Crew Planning |
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Data Store |
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eForm Config |
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Equipment |
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Equipment Planning |
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Equipment Qualification |
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FX Form |
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Job Grant permissions for the |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Qualification |
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Qualification Requirement |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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Object |
Read |
Edit |
FieldFX Mobile
Grant the following permissions to field-based users:
Object Settings
Record Type Assignments
| Object | Assigned Record Types |
|---|---|
Account |
Applicable |
Catalog Item |
|
Checklist |
|
Contact |
|
Equipment |
|
FX Form |
|
Job |
|
Price Book |
|
Price Book Item |
|
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable |
Ticket Item |
|
Object |
Assigned Record Types |
Object Permissions
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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Contact Qualification |
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Crew Planning |
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eForm Config |
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Equipment |
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Equipment Planning |
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Equipment Qualification |
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FX Form Grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected. |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Qualification |
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Qualification Requirement |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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Object |
Read |
Create |
Edit |
Delete |
View All |
Modify All |
Field Permissions
| Object | Read | Edit |
|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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Contact Qualification |
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Crew Planning |
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eForm Config |
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Equipment |
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Equipment Planning |
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Equipment Qualification |
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FX Form |
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Job Grant permissions for the |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Qualification |
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Qualification Requirement |
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Quote |
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Quote Item |
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Report Template |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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User Users must have Read and Edit permission |
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Well |
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Object |
Read |
Edit |