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

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

A objects

Object Object API Name Type & Description Master
Object(s)

Account

Account

Standard

-

Activity

Activity

Standard

Asset

Asset

Standard

Asset Group

FX5__AssetGroup__c

Custom

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

Asset Stock Issue History

FX5__AssetStockIssueHistory__c

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.

Associated Location

AssociatedLocation

Standard

Attachment Ext

FX5__Attachment_Ext__c

Custom

-

Attribute

FX5__Attribut__c

Custom

Attributes in the Noun-Modifier MRO Inventory Attribute Tracking

Audit Log

FX5__Audit_Log__c

Custom

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

-

Authorization Form

AuthorizationForm

Standard

Authorization
Form Consent

AuthorizationFormConsent

Standard

Authorization
Form Data Use

AuthorizationFormDataUse

Standard

B objects

Object Object API Name Type & Description Master
Object(s)

Bill of Materials

FX5__BillOfMaterial__c

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.

BOM Item

FX5__BOMItem__c

Custom

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

Building

FX5__Building__c

Custom

The Building is the parent object in the Building, Floor, Space data model. Assets can be related to Spaces.

Business Brand

BusinessBrand

Standard

C objects

Object Object API Name Type & Description Master
Object(s)

Catalog Item

FX5__Catalog_Item__c

Custom

A master catalog item

-

CatalogItem
PriceBook

FX5__CatalogItemPriceBook__c

Custom

Track the Price Books where Catalog Item is used

  • Catalog Item

  • Price Book

Chart of
Accounts

FX5__CoA__c

Custom

-

Checklist

FX5__Checklist__c

Custom

Checklist Step

FX5__Checklist_Step__c

Custom

  • Checklist

Classification

FX5__Classification__c

Custom

-

Contact

Contact

Standard

  • Account

Contact Qualification

FX5__Contact_Qualification__c

Custom

  • Contact

  • Qualification

Craft

FX5__Craft__c

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.

Crew

FX5__Crew__c

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.

Crew
Member

FX5__Crew_Member__c

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.

Crew Planning

FX5__Crew_Planning__c

Custom

-

CustomFieldInfo

FX5__CustomFieldInfo__c

Custom

-

CustomObjectInfo

FX5__CustomObjectInfo__c

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)

Data Store

FX5__DataStore__c

Custom

Deep Copy

DeepCopyRequest__c

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.

See FXL Deep Copy for more information.

E objects

Object Object API Name Type & Description Master
Object(s)

eForm Config

FX5__eForm_Config__c

Custom

Equipment

FX5__Equipment__c

Custom

Equipment
Planning

FX5__Equipment_Planning__c

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.

Equipment
Qualification

FX5__Equipment_Qualification__c

Custom

Error Log

FX5__ErrorLog__c

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)

Field Action

FX5__Field_Action__c

Custom

Field Rule

FX5__Field_Rule__c

Custom

Floor

FX5__Floor__c

Custom

The Floor is the intermediate object in the Building, Floor, Space data model. Assets can be related to Spaces.

fxConfiguration

FX5__fxConfiguration__c

Custom

Stores a collection of configuration items

fxConfigurationItem

FX5__ConfigurationItem__c

Custom

FX Form

Custom

Child FX Form objects have a master object

G objects

Object Object API Name Type & Description Master
Object(s)

GL Detail

FX5__GLDetail__c

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.

GL Variable

FX5__GLVariable__c

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)

Inventory
Location

FX5__InventoryLocation__c

Custom

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

Inventory
Transaction

FX5__InventoryTransaction__c

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.

Invoice

FX5__Invoice__c

Custom

-

Invoice Item

FX5__Invoice_item__c

Custom

  • Invoice

Item Attribute

FX5__ItemAttribute__c

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)

Job

FX5__Job__c

Custom

Job Contact

FX5__Job_Contact__c

Custom

Job Resource

FX5__Job_Resource__c

Custom

L objects

Object Object API Name Type & Description Master
Object(s)

Location

FX5__Location__c

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)

Meter

FX5__Meter__c

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.

Meter Reading

FX5__MeterReading__c

Custom

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

Modifier

FX5__Modifier__c

Custom

Modifier Object in Noun-Modifier MRO Inventory Attribute Tracking

N objects

Object Object API Name Type & Description Master
Object(s)

Notification
History

FX5__NotificationHistory__c

Custom

O objects

Object Object API Name Type & Description Master
Object(s)

Override

FX5__Override__c

Custom

Override
Config

FX5__Override_Config__c

Custom

P objects

Object Object API Name Type & Description Master
Object(s)

Payment

FX5__Payment__c

Custom

Payment
Applied

FX5__Payment_Applied__c

Custom

Planned
Stock

FX5__PlannedStock__c

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.

PM Group
Detail

FX5__PMGroupDetail__c

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.

PM Route

FX5__PMRoute__c

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.

PM Schedule

FX5__PMSchedule__c

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.

PO Misc Cost

FX5__POMiscCost__c

Custom

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

PO Misc Cost
Receipt

FX5__POMiscCostReceipt__c

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.

PO Stock
Item

FX5__POStockItem__c

Custom

Purchase Order Lines for Stock Item Inventory

Preventative
Maintenance
Criterion
Depricated

FX5__Preventative_Maintenance_Criterion__c

Custom

Price Book

Standard

Don’t grant FieldFX users access to this object in permission sets.

-

Price Book

Custom

Grant FieldFX users access to this object in permission sets.

Price Book
Assignment

Custom

-

Price Book
Item

Custom

-

Price Book
Item Service
Type

Custom

  • Service Type

Purchase Order

FX5__PurchaseOrder__c

Custom

Purchase Order Header

Q objects

Object Object API Name Type & Description Master
Object(s)

Qualification

FX5__Qualification__c

Custom

-

Qualification
Requirement

FX5__Qualification_Requirement__c

Custom

  • Qualification

Quote

FX5__Quote__c

Custom

-

Quote Item

FX5__Quote_Item__c

Custom

-

R objects

Object Object API Name Type & Description Master
Object(s)

Report Template

FX5__Report_Template__c

Custom

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

Rotation

FX5__Rotation__c

Custom

Route Stop

FX5__RouteStop__c

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.

-

Rule

FX5__Price_Book_Rule__c

Custom

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

  • Price Book

Rule Action

Custom

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

  • Rule

S objects

Object Object API Name Type & Description Master
Object(s)

Service History

FX5__Service_History__c

Custom

  • Equipment

Service Region

FX5__ServiceRegion__c

Custom

The Service Region is referenced on the Equipment/Asset and the Work Order. It is used to organize work for assignment.

Service Type

FX5__Service_Type__c

Custom

Shift

FX5__Shift__c

Custom

Space

FX5__Space__c

Custom

The Space is the child object in the Building, Floor, Space data model. Assets can be related to Spaces.

Staged Data

FX5__Staged_Data__c

Custom

Standard
Work Task

FX5__StdWorkTask__c

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.

Standard
Work Task
Step

FX5__StdWorkTaskStep__c

Custom

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

Status

FX5__Status__c

Custom

Status History

FX5_Status_History__c

Custom

Status Workflow

FX5__Status_Workflow__c

Custom

Stock Item

FX5__StockItem__c

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.

Sync Assignment

FX5__Sync_Assignment__c

Custom

User’s Syncable Jobs

Sync Configuration

FX5__Sync_Configuration__c

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.

Sync Event

FX5__Sync_Event__c

Custom

T objects

Object Object API Name Type & Description Master
Object(s)

Task Labor

FX5__TaskLabor__c

Custom

The Task Labor object contains the Actual Labor Entries recorded against a Work Order Task

Ticket

FX5__Ticket__c

Custom

  • Job

Ticket
Checklist
Step

FX5__Ticket_Checklist_Step__c

Custom

Ticket Item

FX5__Ticket_Item__c

Custom

Ticket Log

FX5__Ticket_Log__c

Custom

Time Off

FX5__TimeOff__c

Custom

Timecard

FX5__Timecard__c

Custom

Timesheet

FX5__Timesheet2__c

Custom

The Timesheet Object represents a set of Timecard entries for a given Pay Period.

Transfer Order

FX5__TransOrder__c

Custom

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

Transfer Order
Line

FX5__TransferOrderLine__c

Custom

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

Transfer Order
Transaction

FX5__TransferOrderTransaction__c

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)

UNSPSC Class

FX5__UNSPSCClass__c

Custom

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

UNSPSC Commodity

FX5__UNSPSCCommodity__c

UNSPSC Family

FX5__UNSPSCFamily__c

UNSPSC Segment

FX5__UNSPSCSegment__c

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)

Warehouse

FX5__Warehouse__c

Custom

Warehouse Item
Deprecated

FX5__Warehouse_Item__c

Custom

Well

FX5__Well__c

Custom

WO Misc Cost

FX5__WOMiscCost__c

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).

WO Misc Cost Receipt

FX5__WOMiscCostReceipt__c

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.

Work Assignment

FX5_WorkAssignment__c

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.

Work Order

FX5__WorkOrder__c

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.

Work Order
Deprecated

FX5__Work_Order__c

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.

Work Order
Item Deprecated

FX5__Work_Order_Item__c

Custom

Work Order
Qualification
Deprecated

FX5__Work_Order_Qualification__c

Custom

Work Order
Task Deprecated

FX5__Work_Order_Task__c

Custom

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