FX E-Ticketing Minimum Permissions
Here are the minimum permissions required to use the FX E-Ticketing module for Back Office or Mobile.
FieldFX Back Office
Grant the following permissions to office-based users:
Object Settings
To 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 |
||
Equipment Planning |
||
FX Form |
||
Job |
||
Price Book |
||
Price Book Item |
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Qualification |
||
Quote |
||
Report Template |
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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 |
To Record Type Assignments
Object | Assigned Record Types |
---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Checklist |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
FX Form |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
To Object Permissions
Object | Read | Create | Edit | Delete | View All | Modify All |
---|---|---|---|---|---|---|
Account |
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Attachment Ext |
||||||
Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
||||||
Checklist |
||||||
Checklist Step |
||||||
Classification |
||||||
Contact |
||||||
Contact Qualification |
||||||
Crew Planning |
||||||
eForm Config |
||||||
Equipment |
||||||
Equipment Planning |
||||||
Equipment Qualification |
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Job |
||||||
Job Contact |
||||||
Price Book |
||||||
Price Book Assignment |
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Price Book Item |
||||||
Qualification |
||||||
Quote |
||||||
Quote Item |
||||||
Report Template |
||||||
Status |
||||||
Status History |
||||||
Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
||||||
Ticket Checklist Step |
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Ticket Item |
||||||
Ticket Log |
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Warehouse |
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Well |
To Field Permissions
For each Object listed, grant the indicated permission(s) for every field on the object.
Object | Read | Edit | ||
---|---|---|---|---|
Account |
||||
Attachment Ext |
||||
Audit Log |
||||
CatalogItemPriceBooks |
||||
Catalog Item |
||||
Checklist |
||||
Checklist Step |
||||
Classification |
||||
Contact |
||||
Contact Qualification |
||||
Crew Planning |
||||
Equipment |
||||
Equipment Planning |
||||
Equipment Qualification |
||||
FX Form |
||||
Job
|
||||
Job Contact |
||||
Price Book |
||||
Price Book Assignment |
||||
Price Book Item |
||||
Qualification |
||||
Quote |
||||
Quote Item |
||||
Report Template |
||||
Status |
||||
Status History |
||||
Status Workflow |
||||
Sync Assignment |
||||
Sync Configuration |
||||
Ticket |
||||
Ticket Checklist Step |
||||
Ticket Item |
||||
Ticket Log |
||||
Warehouse |
||||
Well |
FieldFX Mobile
Grant the following permissions to field-based users:
Apex Class Access
Enabled Apex Classes | Note | ||
---|---|---|---|
All FX5 Apex classes |
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OmnibusRestService |
|
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PreSyncController |
The Admin will have to add these Apex classes to the user profile. |
For more information on managing Apex classes in Salesforce, see Salesforce Documentation: Manage Apex Classes.
To add Apex class access for FX Mobile, see Step 5 in Add a User Profile.
Object Settings
To Record Type Assignments
Object | Assigned Record Types |
---|---|
Account |
Applicable record types |
Catalog Item |
Applicable record types |
Checklist |
Applicable record types |
Contact |
Applicable record types |
Equipment |
Applicable record types |
FX Form |
Applicable record types |
Job |
Applicable record types |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
Applicable record types |
To Object Permissions
Object | Read | Create | Edit | Delete | View All | Modify All | |
---|---|---|---|---|---|---|---|
Account |
|||||||
Attachment Ext |
|||||||
Audit Log |
|||||||
CatalogItemPriceBooks |
|||||||
Catalog Item |
|||||||
Checklist |
|||||||
Checklist Step |
|||||||
Classification |
|||||||
Contact |
|||||||
Contact Qualification |
|||||||
Crew Planning |
|||||||
eForm Config |
|||||||
Equipment |
|||||||
Equipment Planning |
|||||||
Equipment Qualification |
|||||||
FX Form |
|||||||
|
|||||||
Object |
Read |
Create |
Edit |
Delete |
View All |
Modify All |
|
Job |
|||||||
Job Contact |
|||||||
Price Book |
|||||||
Price Book Assignment |
|||||||
Price Book Item |
|||||||
Qualification |
|||||||
Quote |
|||||||
Quote Item |
|||||||
Report Template |
|||||||
Status |
|||||||
Status History |
|||||||
Status Workflow |
|||||||
Sync Assignment |
|||||||
Sync Configuration |
|||||||
Sync Event |
|||||||
Ticket |
|||||||
Ticket Checklist Step |
|||||||
Ticket Item |
|||||||
Ticket Log |
|||||||
Well |
|||||||
Object |
Read |
Create |
Edit |
Delete |
View All |
Modify All |
To Field Permissions
For each Object listed, grant the indicated permission(s) for every field on the object.
Object | Read | Edit | ||
---|---|---|---|---|
Account |
||||
Attachment Ext |
||||
Audit Log |
||||
CatalogItemPriceBooks |
||||
Catalog Item |
||||
Checklist |
||||
Checklist Step |
||||
Classification |
||||
Contact |
||||
Contact Qualification |
||||
Crew Planning |
||||
eForm Config |
||||
Equipment |
||||
Equipment Planning |
||||
Equipment Qualification |
||||
FX Form |
||||
Job |
|
|||
Object |
Read |
Edit |
||
Job Contact |
||||
Price Book |
||||
Price Book Assignment |
||||
Price Book Item |
||||
Qualification |
||||
Quote |
|
|||
Quote Item |
||||
Report Template |
||||
Status |
||||
Status History |
||||
Status Workflow |
||||
Sync Assignment |
||||
Sync Configuration |
||||
Sync Event |
||||
Ticket |
|
|||
Ticket Checklist Step |
||||
Ticket Item |
||||
Ticket Log |
||||
User |
|
|||
Well |
||||
Object |
Read |
Edit |
Permission Sets
Permission Set |
FX Audit Log Read/Write |
For more information, see Permission Sets Help Topic and Managed Permission Sets.