FX E-Ticketing Minimum Permissions

FieldFX Back Office

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Return to Back Office Permissions

Object Settings

Tab Settings / Record Type Assignments

Tab Settings Record Type Assignments
Object Default Off/
Available		 Default On/
Visible

Audit Log

Yes

Attachment Ext

Yes

Catalog Item

Yes

Checklist

Yes

Classification

Yes

Crew Planning

Yes

eForm Config

Yes

Equipment

Yes

Equipment Planning

Yes

FX Form

Yes

Job

Yes

Price Book

Yes

Price Book Item

Yes

Qualification

Yes

Quote

Yes

Report Template

Yes

Status

Yes

Status Workflow

Yes

Sync Configuration

Yes

Ticket

Yes

Well

Yes
Object Assigned Record Types

Account

Applicable record types

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 record types

Ticket Item

Return to Back Office Permissions

Object Permissions / Field Permissions

For each Object listed, grant the indicated permission(s) for every field on the object.

Object Permissions Field Permissions
Object Read Create Edit Delete

Account

Yes

Yes

Yes

Attachment Ext

Yes

Yes

Yes

Audit Log

Yes

Yes

Yes

CatalogItemPriceBooks

Yes

Catalog Item

Yes

Yes

Yes

Checklist

Yes

Yes

Yes

Checklist Step

Yes

Yes

Yes

Classification

Yes

Yes

Yes

Contact

Yes

Yes

Yes

Contact Qualification

Yes

Yes

Yes

Crew Planning

Yes

Yes

Yes

eForm Config

Yes

Yes

Yes

Equipment

Yes

Yes

Yes

Equipment Planning

Yes

Yes

Yes

Equipment Qualification

Yes

Yes

Yes

Job

Yes

Yes

Yes

Yes

Job Contact

Yes

Yes

Yes

Price Book

Yes

Yes

Yes

Price Book Assignment

Yes

Yes

Yes

Price Book Item

Yes

Yes

Yes

Qualification

Yes

Yes

Yes

Quote

Yes

Yes

Yes

Yes

Quote Item

Yes

Yes

Yes

Yes

Report Template

Yes

Yes

Yes

Status

Yes

Yes

Yes

Status History

Yes

Yes

Yes

Status Workflow

Yes

Yes

Yes

Sync Assignment

Yes

Yes

Yes

Sync Configuration

Yes

Yes

Yes

Ticket

Yes

Yes

Yes

Yes

Ticket Checklist Step

Yes

Yes

Yes

Yes

Ticket Item

Yes

Yes

Yes

Yes

Ticket Log

Yes

Yes

Yes

Yes

Warehouse

Yes

Yes

Yes

Well

Yes

Yes

Yes

Account Attachment Ext Audit Log CatalogItemPriceBooks

Only grant the Read permission.

Catalog Item Checklist Checklist Step Classification Contact Contact Qualification Crew Planning Equipment Equipment Planning Equipment Qualification FX Form Job

Grant permissions for the FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.

Job Contact Price Book Price Book Price Book Assignment Price Book Item Qualification Quote Quote Item Report Template Status Status History

Only grant the Read permission.

Status Workflow Sync Assignment Sync Configuration Ticket Ticket Checklist Step Ticket Item Ticket Log Warehouse Well

Return to Back Office Permissions

Apex Class Access / Visualforce Page Access / System Permissions

Apex Class Access Visualforce Page Access System Permissions
Enabled Apex Classes

All FX5 Apex classes
Enabled Visualforce Pages

All FX5 Visualforce pages
Permission Enabled

API Enabled

Yes

View Setup and Configuration

Yes

Return to Back Office Permissions

FieldFX Mobile

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Back to Mobile List of Permissions

Record Type Assignments

Object Assigned Record Types

Account

Assigned Record Types

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 record types

Ticket Item

Back to Mobile List of Permissions

Object Settings / Field Permissions

Object Permissions Field Permissions
For FX Form, grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected.

For each Object listed, grant the Read permission for every field on the object except where noted in the table below.
Object Read Create Edit Delete View All

Account

Yes

Attachment Ext

Yes

Audit Log

Yes

Yes

Yes

CatalogItemPriceBooks

Yes

Catalog Item

Yes

Checklist

Yes

Checklist Step

Yes

Classification

Yes

Contact

Yes

Contact Qualification

Yes

Crew Planning

Yes

eForm Config

Yes

Equipment

Yes

Equipment Planning

Yes

Equipment Qualification

Yes

FX Form

Yes

Yes

Yes

Yes

Job

Yes

Yes

Yes

Job Contact

Yes

Price Book

Yes

Price Book Assignment

Yes

Price Book Item

Yes

Qualification

Yes

Quote

Yes

Yes

Yes

Quote Item

Yes

Yes

Yes

Yes

Report Template

Yes

Status

Yes

Status History

Yes

Yes

Yes

Status Workflow

Yes

Sync Assignment

Yes

Sync Configuration

Yes

Sync Event

Yes

Yes

Yes

Yes

Ticket

Yes

Yes

Yes

Yes

Ticket Checklist Step

Yes

Yes

Yes

Yes

Ticket Item

Yes

Yes

Yes

Yes

Ticket Log

Yes

Yes

Yes

Yes

Well

Yes

Account
Attachment Ext
Audit Log (also assign the Edit permission)
CatalogItemPriceBooks
Catalog Item
Checklist
Checklist Step
Classification
Contact
Contact Qualification
Crew Planning
eForm Config
Equipment
Equipment Planning
Equipment Qualification
FX Form (also assign the Edit permission)
Job (1)(also assign the Edit permission)
Job Contact
Price Book
Price Book Assignment
Price Book Item
Qualification
Quote (2) (also assign the Edit permission)
Quote Item (also assign the Edit permission)
Report Template
Status
Status History
Status Workflow
Sync Assignment
Sync Configuration
Sync Event (also assign the Edit permission)
Ticket (3)(also assign the Edit permission)
Ticket Checklist Step (also assign the Edit permission)
Ticket Item (also assign the Edit permission)
Ticket Log (also assign the Edit permission)
User (4) (also assign the Edit permission)
Well

For Job Field Permission:
Back to Job Permission

  • Users must have Read permission for the Projected Start Date field.

  • If you use the Quoting feature, users must have Read and Edit permission for the FX5__Quote2__c field, but don’t grant permissions for the FX5__Quote__c field.

For the Quote Field Permission:
Back to Quote Permission

  • Users must have Read permission for the Quote Id field.

For the Ticket Field Permission:
Back to Ticket Permission

Users must have Read permission for the Last Modified Date field.
Users must have Read and Edit permission to the EULA Version and Mobile Version fields. (Back to User Permission)

Back to Mobile List of Permissions

Apex Class / Permission Sets

Apex Class Access Permission Sets
Enabled Apex Classes

All FX5 Apex classes

OmnibusRestService

PreSyncController
Required to sync data in FX Mobile.
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.

Enabled Visualforce Pages

All FX5 Visualforce pages

Visualforce Page Access / System Permissions

Visualforce Page Access System Permissions

Permission Set

FX Audit Log Read/Write

For more information, see Permission Sets Help Topic and Managed Permission Sets.
Permission Enabled

API Enabled

Yes

View All Custom Settings

Yes

View Setup and Configuration

Yes

Back to Mobile List of Permissions

Step-by-Step Guides

Configure the Document Template Editor

To use the Document Template Editor within FieldFX, you need to specify the Custom Permissions, Apex Classes, Visualforce Pages.

If these already exist in the user profile and you still can’t access the Document Template Editor, contact your System Administrator.

  1. In your org, click Gear to access Setup.

  2. Custom Permissions for the profile:

    1. At Setup, enter permission in the Quick Find search box.

    2. Click Custom Permissions.

    3. Click New.

    4. At the New Custom Permission screen, add FX5.Admin Tool - Document Template Editor if not already added.

      Label

      Admin Tool - Document Template Editor

      Name

      AdminTool_DocumentTemplateEditor

      Description

      Configure Document Template Editor features

    5. Click Save to finish and return to the list of custom permissions.

  3. For Apex Classes for the profile:

    1. At Setup, enter Apex in the Quick Find search box.

    2. Click Profiles.

    3. Find the profile you want and open it.

    4. Under Apps, scroll down to Apex Class Access and open it.

    5. Find and add FX5.OmnibusRestService in the list.

      FX5.OmnibusRestService may not be on the first page depending on the profile. Use the page tools to navigate to other pages.

    6. Click Save to finish and return to the list of APEX classes.

  4. For Visualforce Page access for the profile:

    1. At Setup, enter profile in the Quick Find search box.

    2. Click Profiles.

    3. Find the profile you want and open it.

    4. Under Apps, scroll down to Visualforce Page Access and open it.

    5. Find and add FX5.PDFTemplateEditor.Advanced.

    6. Click Save to finish and return to the list of Visualforce pages.

FX Logs Custom Permission

To use FX Logs within FieldFX, you need to specify the custom permissions.

  1. In your org, click Gear to access Setup.

  2. At Setup, enter permission in the Quick Find search box.

  3. Click Custom Permissions.

    1. Find Admin Tool - FX Logs in the list.

    2. If not,

      1. Click New.

      2. At the New Custom Permission screen, add Admin Tool - FX Logs if not already added.

        Label

        Admin Tool - FX Logs

        Name

        AdminTool_FX_Logs

        Description

        View sync use and data

    3. Click Save to finish and return to the list of custom permissions.

  4. Add custom permission to profile.

    1. At Setup, enter Apex in the Quick Find search box.

    2. Click Profiles.

    3. Find the profile you want and open it.

    4. In the list of Custom Permissions, find FX5.Admin Tool - FX Logs.

    5. Click Edit and ensure that the FX5.Admin Tool - FX Logs custom permission is checked.

  5. Apex Classes for the profile.

    1. At Setup, enter Apex in the Quick Find search box.

    2. Click Profiles.

    3. Find the profile you want and open it.

    4. Under Apps, scroll down to Apex Class Access and open it.

    5. Find OmnibusRestService in the list.

      OmnibusRestService may not be on the first page depending on the profile. Use the page tools to navigate to other pages.

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