Custom Metadata Types
This page lists all the custom metadata types that can be configured. Depending on the FieldFX modules installed in your org, some of them may not be available.
To access Custom Metadata Types in your org:
-
Open Setup.
-
In the Quick Find search box, type
custom metadata. -
Select Custom Metadata Types under Custom Code.
|
Some Custom Metatype Types, indicated by (Managed) are part of an upgradeable package installed from the AppExchange. For managed Custom Metadata Types, the following items are editable:
To simplify the upgrade process, all other attributes are locked. |
Formula Editor
| Some settings have in Default Value section of the setting, a Show Formula Editor link. If you click this link, the link changes to Hide Formula Editor and the box expands so you can enter the formula. See Salesforce Documentation: Elements of a Formula for more information on constructing a valid formula. |
Use formula syntax:
Enclose text and picklist value API names in double quotes : ("the_text"), include numbers without quotes : (25), show percentages as decimals: (0.10), and express date calculations in the standard format: (Today() + 7).
To reference a field from a Custom Metadata type record use: $CustomMetadata.Type__mdt.RecordAPIName.Field__c.
Add a New Custom Field
You can add a custom field to any of the custom metadata types in your org.
-
Choose the field type.
Specify the type of information that the custom field will contain and click Next.
You must select a data type to continue. Data Type Description None Selected
Select one of the types below.
Checkbox
Allows users to select a True (checked) or False (unchecked) value.
Currency
Allows users to enter a dollar or other currency amount and automatically formats the field as a currency amount. This can be useful if you export data to Excel or another spreadsheet.
Date
Allows users to enter a date or pick a date from a popup calendar.
Date/Time
Allows users to enter a date and time, or pick a date from a popup calendar. When users click a date in the pop-up, that date and the current time are entered into the Date/Time field.
Email
Allows users to enter an email address, which is validated to ensure proper format. If this field is specified for a contact or lead, users can choose the address when clicking Send an Email.
Custom email addresses cannot be used for mass emails. Number
Allows users to enter any number. Leading zeros are removed.
Percent
Allows users to enter a percentage number, for example, '10' and automatically adds the percent sign to the number.
Phone
Allows users to enter any phone number. Automatically formats it as a phone number.
Text
Allows users to enter any combination of letters and numbers.
Text Area
Allows users to enter up to 255 characters on separate lines.
URL
Allows users to enter any valid website address. When users click on the field, the URL will open in a separate browser window.
-
Enter the details:
Field Description Field Label
(Required)Blank
Enter a label to be used on displays, page layouts, reports, and list views. Default Value
Radio Buttons - Checked or Unchecked
Field Name
(Required)EnableAuto Sync
The Field Name is an internal reference and is used for integration purposes such as custom links, custom s-controls, and the API. Be careful when changing the Field Name as it may affect existing integrations. Description
Blank
Help Text
Blank
This text displays on detail and edit pages when users hover over 
next to this field.
-
Custom Information
Click either Save & New to create more custom fields, or Save if you are done.
A
Apex Batch Size (Managed)
| Field | Description | ||
|---|---|---|---|
Label |
Apex Batch Size |
||
Plural Label |
Apex Batch Sizes |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Apex_Batch_Size |
||
Description |
Blank |
||
|
|||
Visibility |
Radio Buttons
|
||
Description |
Blank |
||
Standard Fields
The Apex Batch Size Custom Metadata Type has these fields:
Created By
| This field can’t be edited. |
| Field | Entry |
|---|---|
Created By |
|
Field Label |
Created By |
Field Name |
Created By |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and _Salesforce Documentation: Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Entry | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Entry | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
| Field | Entry |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Namespace Prefix
(This field can’t be edited)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Namespace Prefix |
||
Field Name |
NamespacePrefix |
||
Data Type |
Text |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Field
Batch Size (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Batch Size |
||
Field Name |
Batch_Size |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Batch_Size__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Number |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
External ID |
Checkbox |
||
Default Value |
See Formula Editor. |
||
Number Options |
|||
Length |
3 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This Apex Batch Size is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Apex Batch Size Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
AppSetting (Managed)
| Field | Entry | ||
|---|---|---|---|
Label |
AppSetting |
||
Plural Label |
AppSettings |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
AppSetting |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Object Name |
AppSetting
|
||
Description |
Blank |
||
Visibility |
Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited)
| Field | Entry |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Entry | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Field Name |
DeveloperName
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Type |
Text(40) |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Entry | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Entry |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Namespace Prefix
| Field | Entry | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Entry | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
The AppSetting Custom Metadata Type has these fields:
Active (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Active__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Active - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Length |
3 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Value (Managed)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Value
|
||
Field Name |
Value
|
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Value__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Value - General Options |
|||
Required |
Checkbox - Checked |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable |
||
Default Value |
Blank See Formula Editor. |
||
Value - Text Options |
|||
Length |
3 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This AppSetting is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
D
Dispatch Console WorkOrder Status (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Dispatch Console WorkOrder Status |
||
Plural Label |
Dispatch Console WorkOrder Statuses |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Dispatch_Console_WorkOrder_Status |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Object Name |
Dispatch_Console_WorkOrder_Status
|
||
Description |
Blank |
||
Visibility |
Radio Buttons
|
||
Statuses
For managed Dispatch Console WorkOrder Statuses, the following items are editable:
-
Protected Component
-
Active
To simplify the upgrade process, all other attributes are locked.
| The Status Name is the unique name used by the API and managed packages. The name must begin with a letter and use only alphanumeric characters and underscores The name cannot end with an underscore or have two consecutive underscores. |
| Field | Label (Required) |
Status Name (Required) |
Namespace Prefix |
|---|---|---|---|
Approved |
Approved |
Approved .6.^+ |
FX5 |
Hold |
Hold |
Hold |
In Planning |
In Planning |
In_Planning |
In Progress |
In Progress |
In_Progress |
Ready to Schedule |
Ready to Schedule |
Ready_to_Schedule |
Add a New Status
You can add a new status:
-
Click New.
-
In the Label field, enter a new label.
-
In the Dispatch Console WorkOrder Status Name field, enter a status name.
The Status Name is the unique name used by the API and managed packages. The name must begin with a letter and use only alphanumeric characters and underscores The name cannot end with an underscore or have two consecutive underscores. -
If this new status is a Protected Component, click the checkbox.
If a developer releases protected custom metadata records in a managed package access to them is limited in specific ways. -
Either click Save to save the new status or Save & New to save the status and create a new one.
The new status appears in the list of already defined statuses.
Clone a Status
You can clone an existing status to a new status:
-
Inside the status you want to clone, click Clone.
-
Change the Label to the new label.
-
Change the Dispatch Console WorkOrder Status Name to the new name.
The Status Name is the unique name used by the API and managed packages. The name must begin with a letter and use only alphanumeric characters and underscores The name cannot end with an underscore or have two consecutive underscores. -
Either click Save to save the new status or Save & New to save the status and create a new one.
The new status appears in the list of already defined statuses.
Standard Fields
The Dispatch Console WorkOrder Status Custom Metadata Type has these fields:
Created By
| Field | Description |
|---|---|
Field Label |
Custom Metadata Record Name |
Field Name |
Created By |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Entry | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Entry | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Entry |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Namespace Prefix
| Field | Entry | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Entry | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Active__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
Page Layouts
This AppSetting is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
F
Fetcher (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Fetcher |
||
Plural Label |
Fetchers |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Dispatch_Console_WorkOrder_Status |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Object Name |
Dispatch_Console_WorkOrder_Status
|
||
Description |
Used to dynamically inject an Apex Class that extends FX5 Fetcher class |
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
The Fetcher Custom Metadata Type has these fields:
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
The Fetcher Custom Metadata Type has these fields:
Active
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Checkbox |
||
API Name |
FX5__Active__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Active - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Apex Class
| Field | Description | ||
|---|---|---|---|
Field Label |
Apex Class
|
||
Field Name |
Apex_Class
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Apex_Class__c |
||
Description |
Name of the Apex class aka public class CustomFetcher the value would be "CustomFetcher "
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
80 |
||
Type
| Field | Description | ||||
|---|---|---|---|---|---|
Field Label |
Type
|
||||
Field Name |
Type
|
||||
Namespace Prefix |
FX5 |
||||
Data Type |
Picklist |
||||
API Name |
FX5__Type__c |
||||
Description |
Where is this fetcher used in FX5 package
|
||||
Help Text |
Blank
|
||||
Data Owner |
Choose between User or Public Groups. Click |
||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||||
Data Type |
Checkbox |
||||
General Options |
|||||
Required |
Checkbox |
||||
Field Manageability |
Subscriber editable
|
||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Checked
|
||||
Picklist Values Used |
|||||
|
|||||
Validation Rules |
|||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||||
J
JSD Display Text (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
JSD Display Text |
||
Plural Label |
JSD Display Text |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
JSD_Display_Text |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Active
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Checkbox |
||
API Name |
FX5__Active__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Display Field
| Field | Description | ||
|---|---|---|---|
Field Label |
Display Field
|
||
Field Name |
Display_Field
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Display_Field__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Display Field - General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Display Field - Text Options |
|||
Length |
255 |
||
sObject
| Field | Description | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
sObject
|
|||||||||||||||
Field Name |
sObject
|
|||||||||||||||
Namespace Prefix |
FX5 |
|||||||||||||||
Data Type |
Picklist |
|||||||||||||||
API Name |
FX5__SObject__c |
|||||||||||||||
Description |
Blank
|
|||||||||||||||
Help Text |
Blank
|
|||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||||||
Data Type |
Checkbox |
|||||||||||||||
General Options |
||||||||||||||||
Required |
Checkbox |
|||||||||||||||
Unique |
Checkbox Radio Buttons
|
|||||||||||||||
Field Manageability |
Subscriber editable
|
|||||||||||||||
Default Value |
Radio Buttons - Checked / Unchecked |
|||||||||||||||
Restrict picklist to the values defined in the value set |
Checkbox - Checked |
|||||||||||||||
Validation Rules |
||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||||||
Picklist Values |
||||||||||||||||
|
||||||||||||||||
Values |
||||||||||||||||
|
||||||||||||||||
Page Layouts
This AppSetting is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
M
Mobile Field Action (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Mobile Field Action |
||
Plural Label |
Mobile Field Actions |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Mobile_FieldAction |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description |
|---|---|
Field Label |
Last Modified By |
Field Name |
LastModifiedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Description (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Description
|
||
Field Name |
Description
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Description__c |
||
Description |
The description of the field update. This information is useful to track the reasoning for initially configuring the field update.
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Description - General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Text Options |
|||
Length |
255 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Field (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Field
|
||
Field Name |
Field
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Field__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Field - General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor. |
||
Text Options |
|||
Length |
60 |
||
Formula (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Formula
|
||
Field Name |
Formula
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Long Text Area |
||
API Name |
FX5__Formula__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Formula - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Long Text Area Options |
|||
3 |
|||
Length |
4,096
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Name (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Name |
||
Data Type |
Text |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Name__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
128 |
||
Page Layouts
This Mobile Field Action Custom Metatype Type is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Mobile Field Rule Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
Mobile Field Rule (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Mobile Field Rule |
||
Plural Label |
Mobile Field Rules |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Notification_Configs |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Actions (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Actions
|
||
Field Name |
Actions
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Actions__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Description - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
See Formula Editor. |
||
Text Options |
|||
3 |
|||
Length |
4,096
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Description (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Formula
|
||
Field Name |
Formula
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Long Text Area |
||
API Name |
FX5__Formula__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Formula - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Long Text Area Options |
|||
3 |
|||
Length |
4,096
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Formula (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Name (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Name |
||
Data Type |
Text |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Name__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
128 |
||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Readonly (Managed)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Readonly
|
||
Field Name |
Readonly
|
||
Data Type |
Checkbox |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Readonly__c |
||
Description |
True if rule is a copy of SFDC entry.
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
sObject (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
sObject
|
||
Field Name |
SoObject
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__SObject__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Sync (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Sync
|
||
Field Name |
Sync
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Checkbox |
||
API Name |
FX5__Sync__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Back to Mobile Field Rule - xref:CMdIndex[Back to Custom Metadata Types Index
Trigger Type (Managed)
| Field | Description | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Trigger Type
|
|||||||||||
Field Name |
TriggerType
|
|||||||||||
Namespace Prefix |
FX5 |
|||||||||||
Data Type |
Picklist |
|||||||||||
API Name |
FX5__TriggerType__c |
|||||||||||
Description |
Derived from WorkflowRule. Under what conditions the trigger fires. Valid values are: onInitialize, onCreateOnly, onCreateOrTriggeringUpdate
|
|||||||||||
Help Text |
Blank
|
|||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||
Data Type |
Checkbox |
|||||||||||
General Options |
||||||||||||
Required |
Checkbox |
|||||||||||
Field Manageability |
Subscriber editable
|
|||||||||||
Default Value |
Blank See Formula Editor |
|||||||||||
Restrict picklist to the values defined in the value set |
Checkbox - Checked
|
|||||||||||
Validation Rules |
||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||
Picklist Values |
||||||||||||
|
||||||||||||
SObject - Values |
||||||||||||
|
||||||||||||
Page Layouts
This Mobile Field Rule is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Mobile Field Rule Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
N
Notification Config (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Notification Config |
||
Plural Label |
Notification Configs |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Notification_Configs |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protect Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
| For more information on managing fields for a specific object, see Salesforce Documentation: Manage Fields for a Specific Object. |
Active (Managed)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
IsActive
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Field Manageability |
Subscriber editable |
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Condition (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Condition
|
||
Field Name |
Condition
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Long Text Area |
||
API Name |
FX5__Condition__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Long Text Area Options |
|||
3 |
|||
Length |
32,768
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Deleted (Managed)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Deleted
|
||
Field Name |
IsDeleted
|
||
Data Type |
Checkbox |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__IsDeleted__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Email Template (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Email Template
|
||
Field Name |
EmailTemplate
|
||
Data Type |
Text Area |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__EmailTemplate__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox |
||
Field Manageability |
Upgradable |
||
Default Value |
Blank See Formula Editor. |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
File Name matching Criteria (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
File Name matching Criteria
|
||
Field Name |
File_Name_matching_Criteria
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Long Text Area |
||
API Name |
+ FX5File_Name_matching_Criteriac+ |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Long Text Area Options |
|||
3 |
|||
Length |
32,768
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Org Wide Email Address (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Org Wide Email Address
|
||
Field Name |
OrgWideAddress
|
||
Data Type |
Text Area |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__OrgWideAddress__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description - General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox |
||
Field Manageability |
Upgradable |
||
Default Value |
Blank See Formula Editor. |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Send To (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Send To
|
||
Field Name |
Send_To
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Long Text Area |
||
API Name |
FX5__Formula__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Formula - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Long Text Area Options |
|||
3 |
|||
Length |
32,768
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Sobject Type (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Metadata Relationship |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Sobject_Type__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description - General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox |
||
Field Manageability |
Upgradable |
||
Metadata Relationship Options |
|||
Domain |
Entity Definition |
||
Child Relationship Name |
Notification_Configs |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This Notification Config Custom Metadata Type is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Notification Config Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
P
Pay Period (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Pay Period |
||
Plural Label |
Pay Periods |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Mobile_FieldAction |
||
Namespace Prefix |
FXT2 |
||
API Name |
|
||
Description |
A description of Pay Periods used to create Timesheets
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Effective Date (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Effective Date
|
||
Field Name |
Effective_Date
|
||
Namespace Prefix |
FXT2 |
||
Data Type |
Date |
||
API Name |
FXT2__Effective_Date__c |
||
Description |
The date on which this Pay Period becomes effective
|
||
Help Text |
The date on which this Pay Period becomes effective
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Expiration Date (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Expiration Date
|
||
Field Name |
Expiration__Date
|
||
Namespace Prefix |
FXT2 |
||
Data Type |
Date |
||
API Name |
FXT2__Expiration_Date__c |
||
Description |
The date on which this Pay Period can no longer be used for new Timesheets
|
||
Help Text |
The date on which this Pay Period can no longer be used for new Timesheets
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Pay Period Type (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Pay Period Type
|
||
Field Name |
Pay_Period_Type
|
||
Namespace Prefix |
FXT2 |
||
Data Type |
Picklist |
||
API Name |
FX5__Pay_Period_Type__c |
||
Description |
The frequency of the Pay Period
|
||
Help Text |
The frequency of the Pay Period
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Required |
Checkbox - Checked |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Restrict picklist to the values defined in the value set |
Checkbox - Checked
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Week Start Day (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Week Start Type
|
||
Field Name |
Week_Start_Type
|
||
Namespace Prefix |
FXT2 |
||
Data Type |
Picklist |
||
API Name |
FX5__Week_Start_Day__c |
||
Description |
The day on which the typical week would start
|
||
Help Text |
The day on which the typical week would start
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox - Unchecked |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Restrict picklist to the values defined in the value set |
Checkbox - Unchecked
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This Pay Period Custom Metadata Type is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Pay Period Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
S
Sync Lookup Setting (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
Sync Lookup Setting |
||
Plural Label |
Sync Lookup Settings |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Sync_Lookup_Settings |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Active (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Active__c |
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Lookup Type (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Lookup Type
|
||
Field Name |
Lookup_Type
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Lookup_Type__c |
||
Description |
SObject Type to be Managed
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
255 |
||
Number of Batches
| Field | Description | ||
|---|---|---|---|
Field Label |
Number of Batches |
||
Field Name |
NumBatches |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__NumBatches__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Number |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
External ID |
Checkbox |
||
Default Value |
See Formula Editor. |
||
Number Options |
|||
Length |
2 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Timespan Days
| Field | Description | ||
|---|---|---|---|
Field Label |
Timespan Days |
||
Field Name |
Timespan_Days |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Timespan_Days__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Number |
||
General Options |
|||
Required |
Checkbox - Checked |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
External ID |
Checkbox |
||
Default Value |
See Formula Editor. |
||
Number Options |
|||
Length |
18 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This Sync Lookup Setting is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Notification Config Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
T
TDTM Trigger (Managed)
| Field | Entry | ||
|---|---|---|---|
Singular Label |
TDTM Trigger
|
||
Plural Label |
TDTMTriggers
|
||
Starts with |
Checkbox |
||
|
|||
Object Name |
TDTMTrigger |
||
Namespace Prefix |
FX5 |
||
API Name |
|
||
Description |
Blank
|
||
Visibility |
Visibility for custom metadata types can be set only in a developer, sandbox, or scratch org. The visibility setting affects objects released in managed packages. Protected custom metadata types aren’t accessible by a subscriber’s org, but public custom metadata types are. Radio Buttons
|
||
Standard Fields
Created By
(This field can’t be edited.)
| Field | Description |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Blacklist (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Blacklist
|
||
Field Name |
Blacklist
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__Blacklist__c |
||
Description |
Skip trigger for user/group/profile
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
255 |
||
Operation (Managed)
| Field | Description | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Operation
|
|||||||||||||||
Field Name |
Operation
|
|||||||||||||||
Namespace Prefix |
FX5 |
|||||||||||||||
Data Type |
Picklist |
|||||||||||||||
API Name |
FX5__Operation__c |
|||||||||||||||
Description |
System.TriggerOperation enum values associated with trigger events.
|
|||||||||||||||
Help Text |
Blank
|
|||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||||||
Data Type |
Checkbox |
|||||||||||||||
General Options |
||||||||||||||||
Required |
Checkbox - Checked |
|||||||||||||||
Field Manageability |
Subscriber editable
|
|||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value set
|
|||||||||||||||
Picklist Values Used |
||||||||||||||||
|
||||||||||||||||
Validation Rules |
||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||||||
Values |
||||||||||||||||
|
||||||||||||||||
Sequence Number (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Sequence Number |
||
Field Name |
Sequence_Number |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Sequence_Number__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Number |
||
General Options |
|||
Required |
Checkbox |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
External ID |
Checkbox |
||
Default Value |
See Formula Editor. |
||
Number Options |
|||
Length |
16 |
||
Decimal Places |
2 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
sObject Type (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
sObject Type
|
||
Field Name |
SoObjectType
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Text |
||
API Name |
FX5__sObjectType__c |
||
Description |
The subject sobject type
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Required |
Checkbox - Checked |
||
Unique |
Checkbox Radio Buttons
|
||
Field Manageability |
Subscriber editable
|
||
Default Value |
Blank See Formula Editor |
||
Text Options |
|||
Length |
255 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Trigger Archive (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Trigger Active
|
||
Field Name |
Active
|
||
Data Type |
Checkbox |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Active__c |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Active - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Length |
3 |
||
Decimal Places |
0 |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Whitelist (Managed)
| Field | Entry | ||
|---|---|---|---|
Field Label |
Whitelist |
||
Field Name |
DeveloperName |
||
Data Type |
Text |
||
API Name |
FX5__Whitelist__c |
||
Description |
Always run trigger for user/group/profile
|
||
Help Text |
Blank
|
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
General Options |
|||
Required |
Checkbox - Unchecked |
||
Unique |
Checkbox Radio Buttons Either Treat "ABC" and "abc" as duplicate values (case insensitive) or Treat "ABC" and "abc" as different values (case sensitive) |
||
External ID |
Checkbox |
||
Default Value |
Blank See Formula Editor. |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Page Layouts
This Apex Batch Size is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: TDTM Trigger Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
V
Valid Status Transition (Managed)
| Field | Description | ||
|---|---|---|---|
Label |
Valid Status Transition |
||
Plural Label |
Valid Status Transition |
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Valid_Status_Transition__c |
||
Starts with |
Checkbox |
||
|
|||
Object Name |
Valid_Status_Transition |
||
Description |
Contains a list of Statuses that represents valid From/To changes by Object & RecordType. Used in Flows. |
||
|
|||
Visibility |
Radio Buttons
|
||
Description |
Blank |
||
Standard Fields
Created By
| This field can’t be edited. |
| Field | Entry |
|---|---|
Created By |
|
Field Label |
Created By |
Field Name |
Created By |
Data Type |
Lookup(User) |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Description | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Data Type |
Text(40) |
||
Field Name |
DeveloperName |
||
Data Owner |
Choose either User or Public Groups Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
||
Field Name |
MasterLabel
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
||
Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
||
Field Name |
Namespace Prefix
|
||
Data Type |
Text |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Active (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Active
|
||
Field Name |
Active
|
||
Namespace Prefix |
FX5 |
||
API Name |
FX5__Active__c |
||
Data Type |
Checkbox |
||
Description |
Denotes if the Status Transition is available for selection in the flow.
|
||
Help Text |
Denotes if the Status Transition is available for selection in the flow.
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
General Options |
|||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Next Status (Managed)
| Field | Description | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Next Status
|
||||||||||||||||||||||
Field Name |
Next_Status
|
||||||||||||||||||||||
Namespace Prefix |
FX5 |
||||||||||||||||||||||
Data Type |
Picklist |
||||||||||||||||||||||
API Name |
FX5__Next_Status__c |
||||||||||||||||||||||
Description |
The Status the record is being updated to.
|
||||||||||||||||||||||
Help Text |
The Status the record is being updated to.
|
||||||||||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
||||||||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||||||||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||||||||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||||||||||||||||||||||
General Options |
|||||||||||||||||||||||
Required |
Checkbox - Checked |
||||||||||||||||||||||
Field Manageability |
Upgradable
|
||||||||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Checked
|
||||||||||||||||||||||
Picklist Values Used |
|||||||||||||||||||||||
|
|||||||||||||||||||||||
Validation Rules |
|||||||||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||||||||||||||||||||||
Values |
|||||||||||||||||||||||
|
|||||||||||||||||||||||
Prior Status (Managed)
| Field | Description | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Prior Status
|
|||||||||||||||||||||
Field Name |
Prior_Status
|
|||||||||||||||||||||
Namespace Prefix |
FX5 |
|||||||||||||||||||||
Data Type |
Picklist |
|||||||||||||||||||||
API Name |
FX5__Prior_Status__c |
|||||||||||||||||||||
Description |
Status Prior to Update
|
|||||||||||||||||||||
Help Text |
Status Prior to Update
|
|||||||||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||||||||||||
General Options |
||||||||||||||||||||||
Required |
Checkbox - Checked |
|||||||||||||||||||||
Field Manageability |
Upgradable
|
|||||||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Checked
|
|||||||||||||||||||||
Picklist Values Used |
||||||||||||||||||||||
|
||||||||||||||||||||||
Validation Rules |
||||||||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||||||||||||
Values |
||||||||||||||||||||||
|
||||||||||||||||||||||
RecordType (Managed)
| Field | Description | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
RecordType
|
|||||||||||||||||||
Field Name |
RecordType
|
|||||||||||||||||||
Namespace Prefix |
FX5 |
|||||||||||||||||||
Data Type |
Picklist |
|||||||||||||||||||
API Name |
FX5__RecordType__c |
|||||||||||||||||||
Description |
Blank
|
|||||||||||||||||||
Help Text |
Blank
|
|||||||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||||||||||
General Options |
||||||||||||||||||||
Required |
Checkbox - Checked |
|||||||||||||||||||
Field Manageability |
Subscriber editable
|
|||||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Unchecked
|
|||||||||||||||||||
Picklist Values Used |
||||||||||||||||||||
|
||||||||||||||||||||
Validation Rules |
||||||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||||||||||
Values |
||||||||||||||||||||
|
||||||||||||||||||||
sObject (Managed)
| Field | Description | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
sObject
|
|||||||||||||||||
Field Name |
sObject
|
|||||||||||||||||
Namespace Prefix |
FX5 |
|||||||||||||||||
Data Type |
Picklist |
|||||||||||||||||
API Name |
FX5__sObject__c |
|||||||||||||||||
Description |
sObject Reference
|
|||||||||||||||||
Help Text |
sObject Reference
|
|||||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
|||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
|||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
|||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
|||||||||||||||||
General Options |
||||||||||||||||||
Required |
Checkbox - Checked |
|||||||||||||||||
Field Manageability |
Subscriber editable
|
|||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Checked
|
|||||||||||||||||
Picklist Values Used |
||||||||||||||||||
|
||||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
||||||||||||||||||
Values |
||||||||||||||||||
|
||||||||||||||||||
Page Layouts
This Valid Status Transition is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: Valid Status Transition Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |
W
WO Assignment Time Type (Managed)
| Field | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Label |
Time Type |
||||||||||||||||
Plural Label |
Time_Type |
||||||||||||||||
Data Type |
FX5 |
||||||||||||||||
Namespace Prefix |
FX5 |
||||||||||||||||
API Name |
FX5__Time_Type__c |
||||||||||||||||
Description |
The Time Types MUST exist in the the Global Picklist; Time Types.
|
||||||||||||||||
Help Text |
The Time Types MUST exist in the the Global Picklist; Time Types.
|
||||||||||||||||
|
|||||||||||||||||
Data Owner |
Choose either User or Public Groups Click |
||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA. |
||||||||||||||||
General Options |
|||||||||||||||||
Required |
Checkbox - Unchecked |
||||||||||||||||
Field Manageability |
Subscriber editable
|
||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value set
|
||||||||||||||||
Picklist Values Used |
|||||||||||||||||
|
|||||||||||||||||
Validation Rules |
|||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||||||||||||||||
Values |
|||||||||||||||||
|
|||||||||||||||||
Standard Fields
Created By
(This field can’t be edited)
| Field | Entry |
|---|---|
Field Label |
Created By |
Field Name |
CreatedBy |
Data Type |
Lookup(User) |
Description |
Blank |
Data Owner |
Blank |
Field Usage |
Blank |
Data Sensitivity Level |
Blank |
Compliance Categorization |
Blank |
Validation Rules |
|
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|
Custom Metadata Record Name
| Field | Entry | ||
|---|---|---|---|
Field Label |
Custom Metadata Record Name |
||
Field Name |
DeveloperName
|
||
Data Type |
Text(40) |
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank |
||
Help Text |
Blank
|
||
Data Type |
Text(40) |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Label
| Field | Description | ||
|---|---|---|---|
Field Label |
Label
|
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Field Name |
MasterLabel
|
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Data Type |
Text(40) |
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Data Owner |
Choose between User or Public Groups. Click |
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Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Description |
Blank
|
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Help Text |
Blank
|
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
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Last Modified By
(This field can’t be edited)
| Field | Description | ||
|---|---|---|---|
Field Label |
Last Modified By |
||
Field Name |
LastModifiedBy |
||
Data Type |
Lookup(User) |
||
Description |
Blank
|
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Data Owner |
Blank |
||
Field Usage |
Blank |
||
Data Sensitivity Level |
Blank |
||
Compliance Categorization |
Blank |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
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Namespace Prefix
| Field | Description | ||
|---|---|---|---|
Field Label |
Namespace Prefix
|
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Field Name |
Namespace Prefix
|
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Data Type |
Text |
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Description |
Blank |
||
Help Text |
Blank
|
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Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Protected Component
| Field | Description | ||
|---|---|---|---|
Field Label |
Protected Component
|
||
Field Name |
IsProtected
|
||
Data Type |
Checkbox |
||
Description |
Blank
|
||
Help Text |
Blank
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Custom Fields
Assignment Status (Managed)
| Field | Description | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Assignment Status
|
||||||||||||||
Field Name |
Assignment_Status
|
||||||||||||||
Namespace Prefix |
FX5 |
||||||||||||||
Data Type |
Picklist |
||||||||||||||
API Name |
FX5__Assignment_Status__c |
||||||||||||||
Description |
The Assignment Status MUST exist as a Picklist value on the WO Assignment Object
|
||||||||||||||
Help Text |
The Assignment Status MUST exist as a Picklist value on the WO Assignment Object
|
||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||||||||||||||
General Options |
|||||||||||||||
Required |
Checkbox - Unchecked |
||||||||||||||
Field Manageability |
Subscriber editable
|
||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Checked
|
||||||||||||||
Picklist Values Used |
|||||||||||||||
|
|||||||||||||||
Validation Rules |
|||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||||||||||||||
Values |
|||||||||||||||
|
|||||||||||||||
Create Time Entry (Managed)
| Field | Description | ||
|---|---|---|---|
Field Label |
Create Time Entry
|
||
Field Name |
Create_Time_Entry
|
||
Namespace Prefix |
FX5 |
||
Data Type |
Checkbox |
||
API Name |
FX5__Create_Time_Entry__c |
||
Description |
Select True for a Time Entry Record to be automatically created for this WO Assignment Status Transition (the Time Entry record is created when the WO Assignment Status is changed FROM this Status to another Status)
|
||
Help Text |
Select True for a Time Entry Record to be automatically created for this WO Assignment Status Transition (the Time Entry record is created when the WO Assignment Status is changed FROM this Status to another Status)
|
||
Data Owner |
Choose between User or Public Groups. Click |
||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||
Data Type |
Checkbox |
||
Active - General Options |
|||
Field Manageability |
Subscriber editable
|
||
Default Value |
Radio Buttons - Checked / Unchecked |
||
Validation Rules |
|||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||
Time Type (Managed)
| Field | Description | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Field Label |
Time Type
|
||||||||||||||||
Field Name |
Time_Type
|
||||||||||||||||
Namespace Prefix |
FX5 |
||||||||||||||||
Data Type |
Picklist |
||||||||||||||||
API Name |
FX5__Time_Type__c |
||||||||||||||||
Description |
The Time Types MUST exist in the the Global Picklist; Time Types.
|
||||||||||||||||
Help Text |
The Time Types MUST exist in the the Global Picklist; Time Types.
|
||||||||||||||||
Data Owner |
Choose between User or Public Groups. Click |
||||||||||||||||
Field Usage |
Choose between -None, Active, DeprecateCandidate, or Hidden. |
||||||||||||||||
Data Sensitivity Level |
Choose between -None, Public, Internal, Confidential, Restricted, or MissionCritical. |
||||||||||||||||
Compliance Categorization |
Choose from PII, HIPAA, GDPR, PCI, COPPA, and CCPA |
||||||||||||||||
General Options |
|||||||||||||||||
Required |
Checkbox - Unchecked |
||||||||||||||||
Field Manageability |
Subscriber editable
|
||||||||||||||||
Default Value |
Blank See Formula Editor Restrict picklist to the valves defined in the value sett Checkbox - Unchecked
|
||||||||||||||||
Picklist Values Used |
|||||||||||||||||
|
|||||||||||||||||
Validation Rules |
|||||||||||||||||
None Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information. |
|||||||||||||||||
Values |
|||||||||||||||||
|
|||||||||||||||||
Page Layouts
This WO Assignment Time Type is part of an upgradeable package installed from the AppExchange.
For managed Page Layout, the following items are editable:
-
Show Assignment Option
-
Default Assignment Option
-
Show Email Option
-
Default Email Option
-
Show Submit & Add Attachment Button
To simplify the upgrade process, all other attributes are locked.
For information on page layouts, see Page Layouts in Back Office.
You can add a new page layout or manage the assignments. You can either Edit or Del a listed page layout
Assigned Page Layout: WO Assignment Time Type Layout
| For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts. |