Job Resources Setup

Before you can add job resources from Back Office and from either a Quote, Price Book, the Job Resource Tab and the Job Resource object must be visible to users in Back Office and FieldFX Mobile App.

Once the object is visible, it must be added to the Job Page. Job Resource records can be edited and deleted. You can also create a delivery ticket from a job resource and change the job resource status.

Job Resource Object Availability

The Job Resource object needs to be visible to all users in Back Office and in FieldFX Mobile App who are using Job Resources.

Add 'New' Status to the Job Resource Object

Before you can add job resources to a ticket, they need to have a new status option called 'New'.

  1. In the setup for your org, use the Quick Find search and type object man.

  2. Select Object Manager.

  3. Use the Search and enter job res.

  4. Select Job Resource.

    See Job Resource Object for more information.

  5. Click Forms & Relationships.

  6. Use the Quick Find search box and type stat.

  7. Select Status.

  8. Scroll down to the Values section.

  9. Click New.

  10. Enter New and click Save.

    The list of values should contain the new status.

  11. Click Edit for the 'New' status.

  12. Select the Make this value the default for the master picklist checkbox.

  13. Click Save.

    In the list of values, the New value has the Default checkbox selected.

Add and Configure a Job Resource Tab and Data Grid

To use Job Resources, a Data Grid must be added to the Job record page. The Job Resources are pulled from the Quote Item and Price Book Item pickers, which should already be added to the Job record page.

Add the Job Resource Tab

  1. Open the Job page in your org.

  2. Click the Gear icon and select Edit Page.

  3. In the Lightning App Builder, decide where the Job Resource Grid goes on the Job Page.

  4. If desired, a new tab can be added for Job Resources.

    This tab could be added to the main tab where you see the job details.

  5. Drag the FXL Data Grid v2 component in the Components list over the desired location.

    Make sure Salesforce Object, Object Fields, and Unique name for data grid fields are defined.

  6. Modify the settings for the grid for Job Resources:

    Field Data Grid
    v2 Setting    		 Job Resource
    Grid Setting

    Salesforce Object

    Blank

    FX5__JobResource__c

    Object Fields

    Blank

    Name, FX5__Description__c, FX5__On_Site_Quantity__c,
    FX5__Resource_Type__c, FX5__Quantity__c, FX5__Price__c,
    FX5__UOM__c, FX5__Equipment__c, FX5__Labor_Resource__c,
    FX5__Qty_Shipped__c, FX5__On_Site_Quantity__c,
    FX5__Qty_Consumed__c, FX5__Qty_Returned__c, FX5__Status__c+

    Action Button settings (JSON string)

    Blank

    [ {"label":"Generate Delivery Ticket", "iconCategory":"utility", "iconName":"fulfillment_order", "action":"generateDeliveryTicket","variant":
    "outline-brand", "callable": "createDeliveryTicket"} ]

    Related Object Lookup

    Blank

    FX5__Job__c

    Unique Id

    Blank

    jobresources

    Number of sticky columns

    0

    1

    Initial Sort Column

    Name

    Name

    Initial Sort Direction

    ASC

    ASC

    Display link to view record
    checkbox

    Selected

    Selected

    Expand Children by default
    checkbox

    Selected

    Selected

    Remember selected items after refresh
    checkbox

    Selected

    Selected

    Bypass Page Level Permissions
    checkbox

    Blank

    Selected

    Resource Url (Unused)

    LATEST

    Resource Server (Unused)

    https://cdn.fieldfx.com

    Blank

    Deprecated

    Resource Filename

    Blank

Configure Quote Items and Price Book Items Item Pickers

Once you have added a tab for Job Resources, you need to add and configure item pickers so you can add items from quotes and price book items.

On the Job Record Page, you should add an item picker for Quote Items and Price Book Items, along with a button to add the Job Resource.

  1. While still on the Job Record page, highlight the Add Items From tab.

  2. Add two tabs: Quote and Price Book.

  3. Highlight the tab and add the FX Item Picker lightning component.

  4. Configure the tab’s FX Item Picker as follows:

    Field Quote Items Price Book

    Picker Object

    FX5__Quote_Item__c

    FX5__Price_Book_Item__c

    Picker Lookup Field

    FX5__Quote_Item__c

    FX5__Price_Book__c

    Picker Lookup Value

    FX5__Quote2__c

    FX5__Price_Book__c

    Picker Filter

    (FX5__Quote__c=$source.FX5__Quote2__c)

    FX5__IsArchived__c = False

    Action Button Label

    Add Job Resource

    Add Job Resource

    Target Object

    FX5__JobResource__c

    Target Object Parent Lookup Field

    FX5__Job__c

    Target Object Item Field

    FX5__Quote_Item__c

    FX5__Price_Book_Item__c

    Show the '# of Items' Column?
    checkbox

    This field allows the number of items to be entered. The quantity of that item is added as separate line items for serialized assets or sets the quantity to the number for consumables.

    Selected

    Field For '# of Items' Column

    n/a

    n/a

  5. Continue with Save and Activate.

Save and Activate

  1. Click Save.

  2. Click Activation.

  3. At the Activation: <Job page name>, click Close.

  4. Click ← to return to the Job page.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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