Classification Setup


Classifications categorize similar catalog items together.


To add classifications, you need the following permissions:

  • Minimum permissions for the FieldFX modules you are using

  • System permissions:

    • Manage Sharing

    • View Setup and Configuration

How Classifications Work

When you assign classifications to catalog items, you can filter items by classification for:

Adding a Classification

  1. Access FieldFX Back Office.

  2. Open the Classifications tab.

  3. Click New.

  4. In Classification Name, enter a name for the classification.

  5. Click Save.

  6. Configure sharing settings to grant access to the classification.

  7. If you use quotes, set up classification filters.