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 |
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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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Quote |
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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 |
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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 |
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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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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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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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Warehouse |
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Well |
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To Field Permissions
For each Object listed, grant the indicated permission(s) for every field on the object.
| 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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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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Qualification |
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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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Warehouse |
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Well |
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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 |
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| 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 |
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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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Object |
Read |
Create |
Edit |
Delete |
View All |
Modify All |
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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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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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Sync Event |
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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 |
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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 |
|
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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 |
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Object |
Read |
Edit |
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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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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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Sync Event |
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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 |
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Well |
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Object |
Read |
Edit |
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Permission Sets
Permission Set |
FX Audit Log Read/Write |
For more information, see Permission Sets Help Topic and Managed Permission Sets.