Job Type Setup

Introduction

Job types classify jobs.

Prerequisites

To add job types, you need the following permissions:

How Job Types Work

When you add job types, you can cross reference job types to:

Best Practices

When adding a job type to a picklist, always enter its record type name and not its label.

Add a Job Type

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Configure the following objects (in order):

Add the Job Type

  1. From the Custom Object list, click Job.

  2. Under Record Types, click New.

  3. Complete the following:

    Field Action

    Existing Record Type

    Select "Master".

    Record Type Label

    1. Enter the job type.

    2. Select Active.

    3. Click Next.

    Apply one layout to all profiles

    Select a page layout to use for the job type.

  4. Click Save

  5. Continue with Configure the Status object.

Back to Adding a Job Type

Configure the Status object

  1. From the Custom Objects menu, click Status.

  2. Under Custom Fields & Relationships, click SObject Record Type.

    1. Complete the following sections:

      Field Action

      In Values

      1. Click New.

      2. Enter the job type name.

      3. Select Job.

      4. Click Save.

      5. Click Back to Status at the top of the page.

  3. Under Custom Fields & Relationships, click SObject.

    1. Complete the following sections:

      Field Action

      Under Field Dependencies

      1. Click Edit next to SObject Record Type.

      2. Hold down Ctrl and select the job type in the Job__c column.

      3. Click Include Values.

  4. Click Save.

  5. Continue with Configure the Status Workflow object.

Back to Adding a Job Type

Configure the Status Workflow object

  1. In the Custom Objects list, click Status Workflow.

  2. Under Custom Fields & Relationships, click SObject Record Type

    1. Click Edit and complete the following:

      Field Action

      In Values

      1. Click New.

      2. Enter the job type name.

      3. Click Save.

      4. Click Back to Status Workflow at the top of the page.

  3. Under Custom Fields & Relationships, click SObject.

    1. Complete the following:

      Field Action

      Under Field Dependencies,

      1. Click Edit next to SObject Record Type.

      2. Hold down Ctrl and select the job type in the Job__c column.

      3. Click Include Values.

      4. Click Save.

  4. Continue with Configure the eForm Config object.

Back to Adding a Job Type

Configure the eForm Config object

If the eForm Config object is not in the list, it is most likely at the bottom of the list.
Click Ctrl+F and enter eForm. Click the down arrow to jump to the first result.

  1. Click eForm Config.

  2. Under Custom Fields & Relationships, click Key SObject Record Type.

    1. Complete the following:

      Field Action

      Under Values

      1. Click New.

      2. Enter the job type name.

      3. Click Save.

      4. Click Back to eForm Config at the top of the page.

  3. Under Custom Fields & Relationships, click Key SObject.

    1. Complete the following:

      Field Action

      Under Field Dependencies

      1. Click Edit next to Key SObject Record Type.

      2. Hold down Ctrl and select the job type in the FX5__Job__c column.

      3. Click Include Values.

      4. Click Save.

  4. Continue with Configure the Checklist object.

Back to Adding a Job Type

Configure the Checklist object

  1. Click Checklist.

  2. Under Custom Fields & Relationships, click Job Type.

    1. Complete the following:

      Field Action

      Under Values

      1. click New.

      2. Enter the job type name.

      3. Click Save.

      4. Click Back to Checklist at the top of the page.

      Under Record Types

      Click Field Ticket.

      Under Picklists Available for Editing

      1. Click Edit next to Job Type.

      2. Move the job type to Selected Values.

      3. Click Save.

  3. Continue with Configure the Report Template object.

Back to Adding a Job Type

Configure the Report Template object

  1. Click Report Template.

  2. Under Custom Fields & Relationships, click Job Type.

    1. Complete the following:

      Field Action

      Under Values

      1. Click New

      2. Enter the job type name

      3. Click Save

  3. Continue with Configure the Sync Configuration object.

Back to Adding a Job Type

Configure the Sync Configuration object

  1. Click Sync Configuration

  2. Under Custom Fields & Relationships, click Job Type.

    1. Complete the following:

      Field Action

      Under Values

      1. Click New.

      2. Enter the job type name.

      3. Click Save.

  3. Continue with Grant Permission to Use the Job Type.

Back to Adding a Job Type

Grant Permission to Use the Job Type

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click Jobs.

  5. Click Edit.

  6. Under Record Type Assignments, select the job type.

  7. Click Save.

  8. Repeat these steps for other permission sets as needed.

  9. Finish up with Add Job Workflow for the Job Type.

Add Job Workflow for the Job Type

Add a job workflow for the job type.

Back to Adding a Job Type

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