Read-Only Records
Introduction
When records reach a read-only status they become read-only. You can identify and configure read-only statuses in FieldFX Back Office. You can select to make records read-only in FieldFX Back Office, FieldFX Mobile, and/or FieldFX Mobile App Overview.
Restrictions
Read-Only Quotes
Quotes are read-only for these modules:
| In Module… | You Can’t… | Using… | ||
|---|---|---|---|---|
FieldFX Back Office |
Add or Edit quote items |
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FieldFX Mobile |
Add or Edit quote items |
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Edit quote details |
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Doesn’t run on read-only quotes |
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Read-Only Jobs
Jobs are read-only under for these modules:
| In Module… | You Can’t… | Using… | ||
|---|---|---|---|---|
FieldFX Back Office |
Add or edit ticket items |
See the below note. |
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FieldFX Mobile |
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Doesn’t run on read-only jobs. |
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The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page. Follow the steps in Set Up Attachments Using the Files API. |
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FieldFX has deprecated these items, for the same functionality, use the listed alternative.
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Read-Only Tickets
Tickets are read-only in these modules:
| In Module… | You Can’t… | Using… | ||
|---|---|---|---|---|
FieldFX Back Office |
Add or edit ticket items |
See note below. |
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FieldFX Mobile |
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Doesn’t run on read-only tickets. |
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|
The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page. Follow the steps in Set Up Attachments Using the Files API. |
|
FieldFX has deprecated these items, for the same functionality, use the listed alternative.
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