Objects
Objects are tables in the FieldFX database that store records. There are standard and custom objects. You can also configure the object settings and object relationships.
Standard Objects
Standard objects are Salesforce database tables. Examples of standard objects include Account and Contact.
Custom Objects
Custom objects are FieldFX or user-defined database tables. Examples of custom objects include Job and Ticket.
Best Practice
Don’t use same or similar names for FieldFX standard objects, fields, and API Names. Using the same or similar names could cause performance issues in Salesforce platform and FieldFX.
Object Settings
You can configure the following for each object:
Configurable Item | Description |
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Custom Fields & Relationships |
Fields in which you can enter data in records |
Lookup Filters |
Filters that control the records displayed in lookups |
Validation Rules |
Rules that prevent you from entering invalid data in records |
Page Layouts |
Layouts that control the fields on Detail and Edit pages |
Compact Layouts |
Layouts that control the key information displayed for records |
Search Layouts |
Layouts that control the fields in lookups and search features |
Buttons, Links, and Actions |
Options you can select to do something to a record |
Record Types |
Different types of records you can add |
Object Relationships
Here are the master-detail relationships for key objects:
A objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom Asset Groups are used to categorize individual Equipment, Bills of Materials, Standard Work Order Tasks and Model Work Orders. |
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Custom The Asset Stock Issue History object is a Junction object in Master-Detail relationship with both the Equipment and Stock Item objects. This object is populated via APEX and contains a record for each Stock Item issued to a unique Equipment. |
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Custom |
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Custom Attributes in the Noun-Modifier MRO Inventory Attribute Tracking |
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Custom Storage for sync (upload) errors and other similar data. |
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B objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom A Bill of Material is a list of Catalog Item records accessible from a work order that serves as a list of repair parts. |
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Custom Defines the Catalog Item records for a unique Bill of Material. |
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Custom The Building is the parent object in the Building, Floor, Space data model. Assets can be related to Spaces. |
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C objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom A master catalog item |
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Custom Track the Price Books where Catalog Item is used |
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Custom The Craft is used to identify types of Labor Resources that are available to a Work Order Work Task. Each Craft can have a specific planned Labor Rate. The Work Order backlog hours can be quantified by Craft for planning & scheduling purposes. |
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Custom The Crew object is used to organize Crew Members (Users) into a single group. The Crews are selected on the (Scheduling) Dispatch Console and the Crew Members will be populated as Resources on the Timeline. |
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Custom Crew Members are a list of Users that make up the Crew. The Crew Members are displayed in the Resource listing on the Dispatch Console Timeline. |
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Custom |
The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution. |
D objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom This object can be used for deep copying any custom sobjects, managed or unmanaged and to queue up the deep copy requests. The requests would be run sequentially by a single process and avoids locking on sobject entities, for example lock on CatalogItem at PriceBook cloning.
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E objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom This object tracks the actual equipment that is scheduled on the job. It will eventually be used to track non-job locations for equipment as well such as repair shops or inspection facilities. |
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Custom This Error Log object is used to log all the exceptions that are thrown from apex code inside the EAM managed package and to record errors encountered in managed flows. |
F objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Floor is the intermediate object in the Building, Floor, Space data model. Assets can be related to Spaces. |
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Custom Stores a collection of configuration items |
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Custom
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G objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The GL Detail is use to capture a single entry General Ledger Transaction which can subsequently be transferred to an accounting solution and posted as a journal entry. |
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Custom The GL Variables serve to support sub ledger account segment used as a company, cost center, asset, work order, etc. |
I objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Inventory Location Contains the On Hand Qty for an Inventory Item Record |
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Custom Stock Inventory Transactions. A user may enter a Gain/Shrink/Issue type transaction. Order and Receipt type transactions are entered programmatically thru APEX and should NOT be manually entered. |
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Custom Contains the Catalog Item Attributes for the Catalog Item based on the selected Noun-Modifier |
J objects
Object | Object API Name | Type & Description | Master Object(s) |
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L objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Location is used to specify the physical location where an Asset resides in a facility or a site. Locations can be organized in a Parent/Child hierarchical relationship. |
M objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom A Meter is used to track time (hourmeter), distance (odometer), cycles (cumulative cycle counter) or usage. Meters can be used to schedule preventive maintenance. |
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Custom Meter Readings are used to record time (hours), distance (odometer readings) or usage (cycle counts) for a Meter on a specific Date/Time. |
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Custom Modifier Object in Noun-Modifier MRO Inventory Attribute Tracking |
N objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom |
O objects
Object | Object API Name | Type & Description | Master Object(s) |
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P objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Planned Stock record is used to record the Planned Qty of a Stock Item for a Work Order. This record (Open Commit Qty) is used as demand input for parts commitments (reservations). Also used to record Planned Inventory Cost vs. Actual Inventory Cost. |
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Custom PM Group Detail specifies the PM schedule to run for any given Monthly Interval e.g, every month, quarter or annual etc. This object stores information as to when the PM Schedule on an Asset is due next, current Work Order etc. |
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Custom PM Routes are used to organize PM Route Stops which are comprised of an Equipment and a Standard Work Task. The PM Route contains calendar based scheduling logic to create and release Route & Route Stop Work Orders in a Parent/Child relationship. |
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Custom Preventive Maintenance Schedules are used to schedule & release Work Orders using a Model Work Order as a template and a predefined Calendar or Meter Interval. |
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Custom Purchase Order Miscellaneous Cost Line - Represents all lines that are not linked to Stock Item inventory |
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Custom PO Misc Cost Receipts are recorded to recognize the receipt of a Service / Non-stock Part. A PO Misc Cost Receipt will automatically record a Work Order (WO) Misc Cost Receipt if the PO Misc Cost record is linked to a WO Misc Cost record. |
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Custom Purchase Order Lines for Stock Item Inventory |
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Custom Purchase Order Header |
Q objects
Object | Object API Name | Type & Description | Master Object(s) |
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R objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom This object describes a template for various reports, primarily for Mobile users. |
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Custom PM Route Stops contain an Asset and a Standard Work Task. A Route Stop Work Order will be created for each Route Stop and will the child of the Route Work Order generated for the parent PM Route. |
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Custom This object contains the criteria used to apply actions in the CPQ module. |
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Custom These actions are triggered by the criteria on the Rule object for the CPQ module. |
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S objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Service Region is referenced on the Equipment/Asset and the Work Order. It is used to organize work for assignment. |
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Custom The Space is the child object in the Building, Floor, Space data model. Assets can be related to Spaces. |
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Custom Standard Work Tasks serve as a Library of predefined Work Tasks which may be selected and applied to a Work Order. The Work Task Description, Planned Hours and Instructions are copied. |
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Custom The Standard Work Task Steps are used as checklist items on a Work Task. |
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Custom The Stock Item object contains a lookup to the Catalog Item (catalog master) and the Warehouse (warehouse) and is where all of the inventory stocking policies for a specific Item in a specific Warehouse are managed; i.e. min stock qty, on hand qty, bin locations, preferred vendor, costs, etc. |
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Custom User’s Syncable Jobs |
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Custom This controls which data the mobile client users will receive when they sync. Users will only get information related to the offices listed here. |
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T objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The Task Labor object contains the Actual Labor Entries recorded against a Work Order Task |
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Custom The Timesheet Object represents a set of Timecard entries for a given Pay Period. |
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Custom The Transfer Order is used to support inter-Warehouse sourcing for Stock Items. |
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Custom The Transfer Order Line represents a single Stock Item on a Transfer Order. |
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Custom The Transfer Order Transaction object represents the fulfillment or receipt of Stock Items on a Transfer Order Line. |
U objects
Object | Object API Name | Type & Description | Master Object(s) |
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Custom The UNSPSC is a four-level hierarchical classification system; Segment - Family - Class - Commodity used to categorize goods and services. |
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UNSPSC Commodity |
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UNSPSC Family |
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UNSPSC Segment |
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W objects
The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license. Once FX EAM is installed, follow the steps in to add stock items. |
Object | Object API Name | Type & Description | Master Object(s) |
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Custom |
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Custom Work Order (WO) Miscellaneous Costs are used to record charges against a work order that are NOT labor derived from time entry (i.e. Task Labor records) or issued parts (Actual Costs on WO Parts). |
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Custom Work Order Misc Cost Receipts are recorded to recognize the receipt of an expense item/charge to a Work Order. This receipt record can be automatically recorded from a Purchase Order if the PO Misc Cost Line is linked to the WO Misc Cost. |
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Custom The Work Assignment object is used to represent which users are assigned which Work Tasks, and optionally when they are to scheduled to perform the work. |
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Custom The Work Order is the top level work document and is where costs are accumulated. A Model Work Order serves as a job template used in Preventive Maintenance Scheduling. |
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Custom The work order is a representation of planned and actual work done to satisfy a need related to equipment such as a preventative maintenance action, a corrective maintenance action or an inspection. |
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