Objects

This page lists objects used by FieldFX and grouped by FieldFX module. Not all the objects are for FX5 and some objects need additional licenses to use. Some objects are background objects that function as data containers and have no user interaction.

It is intended as a complete object reference for administrators, architects, and integrators.

You can configure the following for each object:

Configurable Item Info

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

Reorg of Objects by FieldFX Module

Object Settings

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.

Here are the master-detail relationships for key objects:

If an API name or custom field is written as: There is no space and the full name is:

FX5__Ticket_Item_Record_Type__c

FX5__Ticket_Item_Record_Type__c

A | B | C | D | E | F | G | I | J | L |M | N | P | Q | R | S | T | U | W

A

Object Object API Name Info

Account

(Standard Object)

Account

Asset Group

(Part of EAM)

FX5__AssetGroup__c

Asset Groups are used to categorize individual Equipment, Bills of Materials, Standard Work Order Tasks and Model Work Orders.

Asset Stock Issue History

(Part of EAM)

FX5__AssetStockIssueHistory__c

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.

Attachment Ext

FX5__Attachment_Ext__c

Attribute

FX5__Attribute__c

Attributes in the Noun-Modifier MRO Inventory Attribute Tracking

Audit Log

FX5__Audit_Log__c

Storage for sync (upload) errors and other similar data.

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B

Object Object API Name Info

Bill of Materials

(Part of EAM)

FX5__BillOfMaterial__c

A Bill of Material is a list of Catalog Item records accessible from a work order that serves as a list of repair parts.

BOM Item

(Part of EAM)

FX5__BOMItem__c

Defines the Catalog Item records for a unique Bill of Material.

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C

Object Object API Name Info

Catalog Item

(Part of the Base Package)

FX5__Catalog_Item__c

A master catalog item.

Custom Fields

Chart of Accounts

FX5__CoA__c

Classification

FX5__Classification__c

Contact Qualification

(Part of S&D)

FX5__Contact_Qualification__c

Master Object(s): Contact and Qualification

Credit Memo

FX5__Credit_Memo__c

This object is only available in the Invoicing package.

Custom Fields

Credit Memo Applied

FX5__Credit_Memo_Applied__c

Custom Fields

Credit Memo Item

FX5__Credit_Memo_Item__c

This object is only available in the Invoicing package.

Custom Fields

Crew

(Only Used for Scheduling)

FX5__Crew__c

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.

Crew Planning

FX5__Crew_Planning__c

CustomFieldInfo

FX5__CustomFieldInfo__c

CustomObjectInfo

FX5__CustomObjectInfo__c

The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

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D

Object Object API Name Info

Data Store

FX5__DataStore__c

Deep Copy

DeepCopyRequest__c

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.

See FXL Deep Copy for more information.

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E

Object Object API Name Info

eForm Config

FX5__eForm_Config__c

Equipment

(This is a foundational object)

FX5__Equipment__c

Custom Fields

Equipment Planning

(Part of S&D)

FX5__Equipment_Planning__c

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.

Equipment Qualification

(Part of S&D)

FX5__Equipment_Qualification__c

Error Log

FX5__ErrorLog__c

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.

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F

Object Object API Name Info

Field Action

(Part of Mobile Field Updates)

FX5__Field_Action__c

Field Rule

FX5__Field_Rule__c

Form (DataGuide)

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form__c

Metadata for the Advanced Forms in DataGuide.

See ServiceMax DG Form for more information.

Custom Fields

Form Criteria

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Criteria__c

Defines fields of an object to which keywords to be applied.

See ServiceMax DG Form Criteria for more information.

Custom Fields

Form Data

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Data__c

Contains the raw json result of a form, either completed or still in progress.

See ServiceMax DG Form Data for more information.

Custom Fields

Form Expression

(Only if ServiceMax DataGuide is installed)

DVMXDG__DG_Form_Expression__c

See ServiceMax DG Form Expression for more information.

Custom Fields

Form Lock

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Lock__c

Used to indicate that a form, where the Multiple Technicians checkbox is set to true, is claimed for edit by a user for a specific target record.

See ServiceMax DG Form Lock for more information.

Custom Fields

Form Report Template

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Report_Template__c

See ServiceMax DG Form Report Template for more information.

Custom Fields

Form Response

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Response__c

See ServiceMax DG Form Response for more information.

Custom Fields

Form Version

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Version__c

This is a child of the Form object and contains the actual form definition to be used with the metadata in the Form object.

See ServiceMax DG Form Version for more information.

Custom Fields

Form Version Tag

(Only if ServiceMax DataGuide is installed)

SVMXDG__DG_Form_Version_Tag__c

This object acts as a junction object between the Form Version Object and Tag Object.

See ServiceMax DG Form Version Tag for more information.

Custom Fields

fxConfiguration

FX5__fxConfiguration__c

Stores a collection of configuration items.

fxConfigurationItem

FX5__ConfigurationItem__c

G

Object Object API Name Info

GL Detail

FX5__GLDetail__c

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.

GL Variable

FX5__GLVariable__c

The GL Variables serve to support sub ledger account segment used as a company, cost center, asset, work order, etc.

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I

Object Object API Name Info

Inventory Location

FX5__InventoryLocation__c

The Inventory Location Contains the On Hand Qty for an Inventory Item Record.

Inventory Transaction

FX5__InventoryTransaction__c

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.

Custom Fields

Invoice

FX5__Invoice__c

This object is only available in the Invoicing package.

Invoice Item

FX5__Invoice_item__c

This object is only available in the Invoicing package.

Master object(s): Invoice

Item Attribute

FX5__ItemAttribute__c

Contains the Catalog Item Attributes for the Catalog Item based on the selected Noun-Modifier.

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J

Job | Job Audit | Job Log | Job Resource | Job Resource Daily Snapshot

Object Object API Name Info

Job

FX5__Job__c

Job Audit

Job_Audit_Form__c

Tracks safety compliance for each job.

Custom Fields

Job Contact

FX5__Job_Contact__c

Job Log

FX5__Job_Log__c

This custom object is for Job Log Records.

Custom Fields

Validation Rules

(See Validation Rules)

  • Job_Ticket_Correlation

Job Resource

FX5__JobResource__c

This object lists the records for job resources.

Custom Fields

Formula Options

  • On Site Quantity in reference to Job Resources custom field:

CASE( Text(FX5__Catalog_Item__r.FX5__ffx_Item_Type__c) ,
"bulk consumables", FX5__Qty_Delivered__c - FX5__Qty_Consumed__c - FX5__Qty_To_Be_Returned - FX5__Qty_Returned__c ,
"bulk asset", FX5__Qty_Delivered__c - FX5__Qty_To_Be_Returned -  FX5__Qty_Returned__c ,
"serialized asset", FX5__Qty_Delivered__c - FX5__Qty_To_Be_Returned - FX5__Qty_Returned__c,
"serialized consumable", FX5__Qty_Delivered__c - FX5__Qty_Consumed__c - FX5__Qty_To_Be_Returned -  FX5__Qty_Returned__c,
"service", FX5__Quantity__c - FX5__Qty_Consumed__c,
"labor", FX5__Quantity__c ,
0
)

Job Resource Daily Snapshot

Description: Daily snapshots of Job Resource status and quantities for historical tracking and trend analysis.

FX5__Job_Resource_Daily_Snapshot__c
Field State

Enable Reports
checkmark

Custom
checkmark

Singular Label

Job Resource Daily Snapshot

Plural Label

Job Resource Daily Snapshots

Deployment Status

Deployed

Custom Fields

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M

Object Object API Name Info

Meter

FX5__Meter__c

A Meter is used to track time (hourmeter), distance (odometer), cycles (cumulative cycle counter) or usage. Meters can be used to schedule preventive maintenance.

Meter Reading

FX5__MeterReading__c

Meter Readings are used to record time (hours), distance (odometer readings) or usage (cycle counts) for a Meter on a specific Date/Time.

Mobile Object Layout

FX5__ffxMobile_Object_Layout__c

Object Classification Checkboxes

  • Allow Sharing

  • Allow Bulk API Access

  • Allow Streaming API Access

Search Status Checkbox:

  • Allow Search

Custom Fields

Mobile Sync Log

FX5__Mobile_Sync_Log__c

The Mobile Sync Log object is used to track the logs of mobile syncs every time a mobile device syncs with Back Office.

Custom Fields

Modifier

FX5__Modifier__c

Modifier Object in Noun-Modifier MRO Inventory Attribute Tracking

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N

Object Object API Name Info

Notification History

FX5__Notification_History__c

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O

Object Object API Name Info

Override

FX5__Override__c

Override Config

FX5__Override_Config__c

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P

Payment | Payment Applied | Planned Stock | PM Group Detail | PM Route | PM Schedule | PO Misc Cost | PO Misc Cost Receipt | PO Stock Item | PM Criterion (Deprecated) | Price Book | Price Book Assignment | Price Book Item | Price Book Item Service Type | Purchase Order | Price Book Item Service Type

Object Object API Name Info

Payment

FX5__Payment__c

Payment Applied

FX5__Payment_Applied__c

Planned Stock

FX5__Planned_Stock__c

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.

PM Group Detail

FX5__PMGroupDetail__c

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.

PM Route

FX5__PMRoute__c

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.

PM Schedule

FX5__PMSchedule__c

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.

PO Misc Cost

FX5__POMiscCost__c

Purchase Order Miscellaneous Cost Line - Represents all lines that are not linked to Stock Item inventory

PO Misc Cost Receipt

FX5__POMiscCostReceipt__c

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.

PO Stock Item

FX5__POStockItem__c

Purchase Order Lines for Stock Item Inventory

Preventative Maintenance Criterion Deprecated

FX5__Preventative_Maintenance_Criterion__c

Custom

Price Book

FX5__Price_Book__c

Don’t grant FieldFX users write access to this object in permission sets, just read access.

Custom Fields

Price Book Assignment

FX5__Price_Book_Assignment__c

Price Book Item

FX5__Price_Book_Item__c

Custom Fields

Price Book Item Service Type

FX5__Price_Book_Item_Service_Type__c

Master Object(s): Service Type

Purchase Order

FX5__PurchaseOrder__c

Purchase Order Header

Back to P

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Q

Object Object API Name Info

Qualification

FX5__Qualification__c

Qualification Requirement

FX5__Qualification_Requirement__c

Master Object(s): Qualification

Quote

FX5__Quote__c

New Fields:
Projected End Date (FX5__eProjected_End_Date__c) and Projected Start Date (FX5__eProjected_Start_Date__c)

Quote Item

FX5__Quote_Item__c

You can use an optional CheckArchivedItemOnNew Lookup filter. See Lookup Filter Builder on how to build a lookup filter.

This lookup filter is optional but the filtering logic is enforced on the validation rule only when creating a new record on this object.

Custom Fields

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R

Object Object API Name Info

Report Template

FX5__Report_Template__c

This object describes a template for various reports, primarily for Mobile users.

Rotation

FX5__Rotation__c

Rule

FX5__Price_Book_Rule__c

This object contains the criteria used to apply actions in the CPQ module.

Master Object(s): Price Book

Rule Action

FX5__Price_Book_Rule_Action__c

These actions are triggered by the criteria on the Rule object for the CPQ module.

Master Object(s): Rule

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S

Object

Object API Name

Info

Service History

FX5__Service_History__c

Master Object(s): Equipment

Service Type

FX5__Service_Type__c

Staged Data

(Used in the FieldFX Mobile App)

FX5__Staged_Data__c

For more information, see Staged Data.

Standard Work Task

FX5__StdWork_Task__c

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.

Standard Work Task Step

FX5__StdWork_TaskStep__c

The Standard Work Task Steps are used as checklist items on a Work Task.

Status

FX5__Status__c

This object stores the master list of statuses for all entities using record types. Note that not all status attributes are applicable to all entity types

Custom Fields

Status History

FX5__Status_History__c

Status Workflow

FX5__Status_Workflow__c

Stock Item

FX5__StockItem__c

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.

Sync Assignment

FX5__Sync_Assignment__c

User’s Syncable Jobs.

Sync Configuration

FX5__Sync_Configuration__c

This controls which data the mobile client users will receive when they sync. Users will only get information related to the offices listed here.

Sync Event

FX5__Sync_Event__c

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T

Object Object API Name Info

Ticket

FX5__Ticket__c

Master Object(s): Job

Ticket Checklist Step

FX5__Ticket_Checklist_Step__c

Ticket Item

FX5__Ticket_Item__c

You can use an optional CheckArchivedItemOnNew Lookup filter. See Lookup Filter Builder on how to build a lookup filter.

This lookup filter is optional but the filtering logic is enforced on the validation rule only when creating a new record on this object

Custom Fields

Ticket Log

FX5__Ticket_Log__c

Time Off

FX5__TimeOff__c

Timecard

FX5__Timecard__c

Transfer Order

FX5__TransOrder__c

The Transfer Order is used to support inter-Warehouse sourcing for Stock Items.

Transfer Order Line

FX5__TransferOrderLine__c

The Transfer Order Line represents a single Stock Item on a Transfer Order.

Transfer Order Transaction

FX5__Transfer_OrderTransaction__c

The Transfer Order Transaction object represents the fulfillment or receipt of Stock Items on a Transfer Order Line.

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U

Object Object API Name Info

UNSPSC Class

FX5__UNSPSCClass__c

The UNSPSC is a four-level hierarchical classification system; Segment - Family - Class - Commodity used to categorize goods and services.

For more information, see UNSPSC Taxonomy.

UNSPSC Commodity

FX5__UNSPSCCommodity__c

UNSPSC Family

FX5__UNSPSCFamily__c

UNSPSC Segment

FX5__UNSPSCSegment__c

UOM

FX5_UOM__c

Custom Fields

User

User

Custom Fields

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W

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 Info

Warehouse

FX5__Warehouse__c

Well

FX5__Well__c

WO Misc Cost

FX5__WOMiscCost__c

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).

WO Misc Cost Receipt

FX5__WOMiscCost Receipt__c

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.

Work Assignment

FX5_WorkAssign ment__c

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.

Work Order

FX5__WorkOrder__c

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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Recommended Reading

FieldFX Documentation Salesforce Documentation