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:

  1. Open Setup.

  2. In the Quick Find search box, type custom metadata.

  3. Select Custom Metadata Types under Custom Code.

Click to go to the letter:
A | D | F | J | M | N | P | S | T | V | W

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:

  • Sharing Model

  • Allow Reports

  • Allow Activities

  • Track Field History

  • Is Hierarchy Excluded

  • Allow Search

  • Allow Sharing

  • Allow Bulk API Access

  • Allow Streaming API Access

  • Allow in Chatter Groups

  • Visibility

  • Enable Change Data Capture

  • Help Settings

  • Deployment Status

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.

  1. 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.

  2. 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 the Info icon next to this field.

  3. Custom Information

    Click either Save & New to create more custom fields, or Save if you are done.

A

Apex Batch Size (Managed)

This custom metadata type defines and controls data batch size when processed during Apex operations like bulk updates and other data processing tasks. Admins can use this type to adjust batch sizes better suiting their organization’s specific processing needs and system capabilities to better optimize performance.

Standard Fields | Custom Field | Page Layouts

Field Description

Label
(Required)

Apex Batch Size

Plural Label
(Required)

Apex Batch Sizes

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Apex_Batch_Size

Description

Blank
The Object Name is used when referencing the object via the API.

Visibility

Radio Buttons

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

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
(This field can’t be edited.)

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.

Back to Apex Batch Size
Back to Custom Metadata Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Apex Batch Size - Back to Custom Metadata Index

Label
Field Entry

Field Label

Label

This can’t be edited.

Field Name

MasterLabel

This can’t be edited.

Data Type

Text(40)

Data Owner

Choose either User or Public Groups

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Apex Batch Size - Back to Custom Metadata Index

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

Back to Apex Batch Size - Back to Custom Metadata Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Apex Batch Size - Back to Custom Metadata Index

Custom Field

Batch Size (Managed)
Field Description

Field Label
(Required)

Batch Size

Field Name
(Required)

Batch_Size

Namespace Prefix

FX5

API Name

FX5__Batch_Size__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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
Set this field as the unique record identifier from an external system.

Default Value

20

See Formula Editor.

Number Options

Length
(Required)

3

Decimal Places
(Required)

0

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Apex Batch Size
Back to Custom Metadata Index

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.

Back to Apex Batch Size
Back to Custom Metadata Index

AppSetting (Managed)

This custom metadata type is used to store and manage configuration settings for FieldFX. Admins can customize FieldFX behavior and features without changing the code. As an admin, you can easily make adjustments to app functionality to conform with your business needs.

Standard Fields | Custom Fields | Page Layouts | Manage AppSettings

Field Entry

Label
(Required)

AppSetting

Plural Label
(Required)

AppSettings

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

AppSetting

Namespace Prefix

FX5

API Name

FX5__AppSetting_mdt

Object Name

AppSetting

The Object Name is used when referencing the object via the API.

Description

Blank

Visibility

Radio Buttons

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

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

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

- Back to AppSetting (Managed)

Custom Fields

The AppSetting Custom Metadata Type has these fields:

Active (Managed)
Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

API Name

FX5__Active__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Length
(Required)

3

Decimal Places
(Required)

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
(Required)

Value

This field is locked and can’t be edited.

Field Name
(Required)

Value

This field is locked and can’t be edited.

Namespace Prefix

FX5

API Name

FX5__Value__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

Default Value

Blank

See Formula Editor.

Value - Text Options

Length
(Required)

3

Decimal Places
(Required)

0

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

- Back to AppSetting (Managed)

Manage App Settings
AutoConverttoPDF
Field Entry

Label
(Required)

Automatically Convert to PDF

Namespace Prefix

FX5

AppSetting Name
(Required)

AutoConverttoPDF

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

Active
checkbox

unchecked

Value
(Required)

false

- Back to Manage App Settings - Back to AppSetting (Managed) -

ContactSyncJobCrew
Field Entry

Label
(Required)

ContactSyncJobCrew

Namespace Prefix

FX5

AppSetting Name
(Required)

ContactSyncJobCrew

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

Active
checkbox

checked

Value
(Required)

true

- Back to Manage App Settings - Back to AppSetting (Managed) -

ContactSyncJobOffice
Field Entry

Label
(Required)

ContactSyncJobOffice

Namespace Prefix

FX5

AppSetting Name
(Required)

ContactSyncJobOffice

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

Active
checkbox

checked

Value
(Required)

true

- Back to Manage App Settings - Back to AppSetting (Managed) -

Delete HTML Original
Field Entry

Label
(Required)

Delete HTML Original

Namespace Prefix

FX5

AppSetting Name
(Required)

DeleteHTMLOriginal

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

Active
checkbox

unchecked

Value
(Required)

false

- Back to Manage App Settings - Back to AppSetting (Managed) -

EAM Create Order Inventory Transactions
Field Entry

Label
(Required)

EAM Create Order Inventory Transactions

Namespace Prefix

FX5

AppSetting Name
(Required)

CreateOrderInventoryTrans

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

Active
checkbox

checked

Value
(Required)

true

- Back to Manage App Settings - Back to AppSetting (Managed) -

FailureNotificationEmail
Field Entry

Label
(Required)

FailureNotificationEmail

Namespace Prefix

FX5

AppSetting Name
(Required)

FailureNotificationEmail

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

Active
checkbox

checked

Value
(Required)

false

- Back to Manage App Settings - Back to AppSetting (Managed) -

PriceBookIndexBatchSize
Field Entry

Label
(Required)

PriceBookIndexBatchSize

Namespace Prefix

FX5

AppSetting Name
(Required)

PriceBookIndexBatchSize

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

Active
checkbox

checked

Value
(Required)

50

- Back to Manage App Settings - Back to AppSetting (Managed) -

PriceBookIndexDelayStart
Field Entry

Label
(Required)

PriceBookIndexDelayStart

Namespace Prefix

FX5

AppSetting Name
(Required)

PriceBookIndexDelayStart

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

Active
checkbox

checked

Value
(Required)

15

- Back to Manage App Settings - Back to AppSetting (Managed) -

ReportAsFiles
Field Entry

Label
(Required)

ReportAsFiles

Namespace Prefix

FX5

AppSetting Name
(Required)

ReportAsFiles

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

Active
checkbox

unchecked

Value
(Required)

true

- Back to Manage App Settings - Back to AppSetting (Managed) -

UseAttachments
Field Entry

Label
(Required)

Use Attachments not Files

Namespace Prefix

FX5

AppSetting Name
(Required)

UseAttachments

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

Active
checkbox

unchecked

Value
(Required)

false

- Back to Manage App Settings - - Back to AppSetting (Managed) -

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

Assigned Page Layout: AppSetting Layout

For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts.

- Back to AppSetting (Managed)

D

Statuses | Standard Fields | Custom Fields | Page Layout

Dispatch Console WorkOrder Status (Managed)

This custom metadata type defines and manages the various statuses for a work order within the FieldFX Dispatch Console. Admins can customize and control the progression and visibility of work orders.

Field Entry

Singular Label
(Required)

Dispatch Console WorkOrder Status

Plural Label
(Required)

Dispatch Console WorkOrder Statuses

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Dispatch_Console_WorkOrder_Status

Namespace Prefix

FX5

API Name

FX5__Dispatch_Console_WorkOrder_Status__mdt

Object Name

Dispatch_Console_WorkOrder_Status

The Object Name is used when referencing the object via the API.

Description

Blank

Visibility

Radio Buttons

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

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

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

Scheduled

Scheduled

Scheduled
Add a New Status

You can add a new status:

  1. Click New.

  2. In the Label field, enter a new label.

  3. 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.

  4. 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.

  5. 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.

Back to Display Console WorkOrder Statuses | Back to Custom Metadata Types Index

Clone a Status

You can clone an existing status to a new status:

  1. Inside the status you want to clone, click Clone.

  2. Change the Label to the new label.

  3. 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.

  4. 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.

Back to Display Console WorkOrder Statuses
Back to Custom Metadata Types Index

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By * Namespace Prefix | Protected Component

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.

Back to Dispatch Console WorkOrder Status Standard Fields
Back to Custom Metadata Type Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Dispatch Console WorkOrder Status Standard Fields
Back to Custom Metadata Type Index

Label
Field Entry

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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 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.

Back to Dispatch Console WorkOrder Status Standard Fields
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Namespace Prefix
Field Entry

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Dispatch Console WorkOrder Status Standard Fields
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Protected Component
Field Entry

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Dispatch Console WorkOrder Status Standard Fields
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Custom Fields

Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

API Name

FX5__Active__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

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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

Assigned Page Layout: Dispatch Console WorkOrder Status Layout

For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts.

Back to Display Console WorkOrder Statuses
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F

Fetcher (Managed)

With this custom metadata type, you, as an admin, can define the specific parameters and conditions when data can be fetched from a database or another source. This could include specifying the fields to retrieve, filtering data criteria, and the frequency of data updates.

Field Entry

Singular Label
(Required)

Fetcher

Plural Label
(Required)

Fetchers

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Dispatch_Console_WorkOrder_Status

Namespace Prefix

FX5

API Name

FX5__Fetcher__mdt

Object Name

Dispatch_Console_WorkOrder_Status

The Object Name is used when referencing the object via the API.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields | Custom Fields

Standard Fields

Created By | Custom Metadata Record Name | Label | Namespace Prefix | Protected Component

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.

Back to Fetcher Standard Fields
Back to Custom Metadata Type Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

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.

Back to Fetcher Standard Fields
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Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Fetcher Standard Fields
Back to Custom Metadata Type Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Fetcher Custom Metadata Type
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Custom Fields

The Fetcher Custom Metadata Type has these fields:

Active
Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Checkbox

API Name

FX5__Active__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

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 Fetcher Custom Fields
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Apex Class
Field Description

Field Label
(Required)

Apex Class

This field is locked and can’t be edited.

Field Name
(Required)

Apex_Class

This field is locked and can’t be edited.

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 "

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

80

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Type
Field Description

Field Label
(Required)

Type

This field is locked and can’t be edited.

Field Name
(Required)

Type

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__Type__c

Description

Where is this fetcher used in FX5 package

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

1 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.
Values
Field Value

Values

Scheduling

API Name

Scheduling

Default

Checked

Chart Colors

Assigned dynamically

Back to Fetcher Custom Metadata Type
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J

JSD Display Text (Managed)

This custom metadata type is for FieldFX’s Job Scheduling and Dispatch (JSD) and can help manage and customize the text displayed in JSD forms and interfaces. Admins can tailor the language and instructions to the users, making sure it aligns with the organizations scheduling and Dispatch processes.

Standard Fields | Custom Fields | Page Layouts

Field Entry

Singular Label
(Required)

JSD Display Text

Plural Label
(Required)

JSD Display Text

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

JSD_Display_Text

Namespace Prefix

FX5

API Name

FX5__JSD_Display_Text__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Back to JSD Display Text Custom Metadata Type
Back to Custom Metadata Types Index

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.

Back to JSD Display Text Standard Fields
Back to Custom Metadata Type Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to JSD Display Text Standard Fields
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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to JSD Display Text Standard Fields
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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

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.

Back to JSD Display Text Standard Fields
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Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to JSD Display Text Standard Fields
Back to Custom Metadata Type Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to JSD Display Text Custom Metadata Type
Back to Custom Metadata Types Index

Custom Fields

Active
Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Checkbox

API Name

FX5__Active__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

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.

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Display Field
Field Description

Field Label
(Required)

Display Field

This field is locked and can’t be edited.

Field Name
(Required)

Display_Field

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__Display_Field__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Display Field - Text Options

Length
(Required)

255

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sObject
Field Description

Field Label
(Required)

sObject

This field is locked and can’t be edited.

Field Name
(Required)

sObject

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__SObject__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

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
Field Value

Active an inactive picklist values

7 (1,000 max)

Values
(These values can’t be edited)
Values
API Name		 Default
(Checkbox)		 Chart Colors

FX5__Job__c

Checked

Assigned
Dynamically

Contact

Unchecked

FX5__Equipment__c

FX5__Crew_Planning__c

FX5__Equipment_Planning__c

FX5__Price_Book_Item__c

FX5__TimeOff__c
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to JSD Display Text Custom Metadata Type
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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

Assigned Page Layout: JSD Display Text Layout

For more information on Page Layouts, see Page Layouts and _Salesforce Documentation: Page Layouts.

Back to JSD Display Text Custom Metadata Type
Back to Custom Metadata Types Index

M

Mobile Field Action (Managed)

This custom metadata type defines and manages specific actions performed on data fields within FieldFX Mobile. Admins can configure actions that can be triggered by user interactions on specific fields.

Standard Fields | Custom Fields | Page Layouts

Field Entry

Singular Label
(Required)

Mobile Field Action

Plural Label
(Required)

Mobile Field Actions

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Mobile_FieldAction

Namespace Prefix

FX5

API Name

FX5__Mobile_FieldAction__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protected Component

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.

Back to Mobile Field Action Standard Fields
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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

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

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Custom Fields

Description | Field | Formula | Name

Description (Managed)
Field Description

Field Label
(Required)

Description

This field is locked and can’t be edited.

Field Name
(Required)

Description

This field is locked and can’t be edited.

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.

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Radio Buttons - Checked / Unchecked

Text Options

Length
(Required)

255

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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Field (Managed)
Field Description

Field Label
(Required)

Field

This field is locked and can’t be edited.

Field Name
(Required)

Field

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__Field__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

60
Formula (Managed)
Field Description

Field Label
(Required)

Formula

This field is locked and can’t be edited.

Field Name
(Required)

Formula

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Long Text Area

API Name

FX5__Formula__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Long Text Area Options

3

Length

4,096
(Max 131,072)

You are currently using 4,096 out of 1,638,400 characters on this object. You have 1,634,304 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

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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Name (Managed)
Field Description

Field Label
Field Name
(Required)

Name

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Name__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

128

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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)

This custom metadata type defines and manages custom rules and logic which can be applied to the FieldFX Mobile application. Admins can use this to create specific rules to control how data is handled, validated, and show in the mobile interface.

Standard Fields | Custom Fields | Page Layouts

Field Entry

Singular Label
(Required)

Mobile Field Rule

Plural Label
(Required)

Mobile Field Rules

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Notification_Configs

Namespace Prefix

FX5

API Name

FX5__Mobile_FieldRule__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

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Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protected Component

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.

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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

This text can’t be edited and is locked.

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

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Custom Fields

Actions | Description | Formula | Name | Readonly | SObject | Sync | Trigger Type
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Actions (Managed)
Field Description

Field Label
(Required)

Actions

This field is locked and can’t be edited.

Field Name
(Required)

Actions

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__Actions__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

20

See Formula Editor.

Text Options

3

Length

4,096
(Max 131,072)

You are currently using 4,096 out of 1,638,400 characters on this object. You have 1,634,304 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

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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Description (Managed)
Field Description

Field Label
(Required)

Formula

This field is locked and can’t be edited.

Field Name
(Required)

Formula

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Long Text Area

API Name

FX5__Formula__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Long Text Area Options

3

Length

4,096
(Max 131,072)

You are currently using 4,096 out of 1,638,400 characters on this object. You have 1,634,304 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

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
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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Name (Managed)
Field Description

Field Label
Field Name
(Required)

Name

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Name__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

128

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Readonly (Managed)
Field Entry

Field Label

Readonly

You can’t edit this field.

Field Name

Readonly

You can’t edit this field.

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__Readonly__c

Description

True if rule is a copy of SFDC entry.

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

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.

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sObject (Managed)
Field Description

Field Label
(Required)

sObject

This field is locked and can’t be edited.

Field Name
(Required)

SoObject

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__SObject__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

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.

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Sync (Managed)
Field Description

Field Label
(Required)

Sync

This field is locked and can’t be edited.

Field Name
(Required)

Sync

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Checkbox

API Name

FX5__Sync__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

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.

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Trigger Type (Managed)
Field Description

Field Label
(Required)

Trigger Type

This field is locked and can’t be edited.

Field Name
(Required)

TriggerType

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__TriggerType__c

Description

This custom field is derived from WorkflowRule and determines under what conditions in the mobile field rule will trigger to fire.

Salesforce will retire Workflow Rules and their Process Builder. The current FieldFX Managed Package workflows and process builder should be migrated over the flows before that.

Workflow Rules

  • Inventory_Location_Name_RSLB

  • OnStatusWorkflowPropertyChanged

  • RuleCriteriaHasChange

  • SyncConfigurationChange

  • UniqueWarehouseCatalogItem

  • UpdateUniqueId

Process Builder

  • Show all versionsUpdate PO Status from PO Misc Cost Receipt

  • Update Transfer Order from Transfer Order Line

For more information, see

Admins can use this field to configure when Mobile Field Rules should be applied.

Valid values are:

  • onInitialize

  • onCreateOnly

  • onCreateOrTriggeringUpdate

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the values defined in the value set

Checkbox - Checked

Requires less than 1,000 active and inactive values.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Picklist Values
Field Value

Active an inactive picklist values

7 (1,000 max)

SObject - Values
(These values can’t be edited)
Values
API Name		 Default
Checkbox		 Chart Colors

onInitialize

Checked

Assigned
Dynamically

onCreateOnly

Unchecked

onCreateOrTriggerUpdate
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

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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.

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N

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Notification Config (Managed)

This custom metadata type defines and manages notification configurations within FieldFX. It specifies how, when, and who gets the notifications. Admins can use this to customize the notification settings for their organization’s business needs.

Field Entry

Singular Label
(Required)

Notification Config

Plural Label
(Required)

Notification Configs

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Notification_Configs

Namespace Prefix

FX5

API Name

FX5__Notification_Config__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields | Custom Fields | Page Layouts
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Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protect Component

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.

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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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

This text can’t be edited and is locked.

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

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Protect Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Custom Fields

For more information on managing fields for a specific object, see Salesforce Documentation: Manage Fields for a Specific Object.

Active | Condition | Deleted | Email Template | File Name Matching Criteria | Org Wide Email Address | Send To | SObject Type

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Active (Managed)
Field Entry

Field Label

Active

You can’t edit this field.

Field Name

IsActive

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

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Condition (Managed)
Field Description

Field Label
(Required)

Condition

This field is locked and can’t be edited.

Field Name
(Required)

Condition

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Long Text Area

API Name

FX5__Condition__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Long Text Area Options

3

Length

32,768
(Max 131,072)

You are currently using 98,304 out of 1,638,400 characters on this object. You have 1,540,096 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

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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Deleted (Managed)
Field Entry

Field Label

Deleted

You can’t edit this field.

Field Name

IsDeleted

You can’t edit this field.

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__IsDeleted__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Notification Config Custom Metadata Type | Back to Custom Metadata Types Index

Email Template (Managed)
Field Description

Field Label

Email Template

You can’t edit this field.

Field Name

EmailTemplate

You can’t edit this field.

Data Type

Text Area

Namespace Prefix

FX5

API Name

FX5__EmailTemplate__c

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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.

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File Name matching Criteria (Managed)
Field Description

Field Label
(Required)

File Name matching Criteria

This field is locked and can’t be edited.

Field Name
(Required)

File_Name_matching_Criteria

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Long Text Area

API Name

+ FX5File_Name_matching_Criteriac+

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Long Text Area Options

3

Length

32,768
(Max 131,072)

You are currently using 98,304 out of 1,638,400 characters on this object. You have 1,540,096 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Notification Config Custom Metadata Type | Back to Custom Metadata Types Index

Org Wide Email Address (Managed)
Field Description

Field Label

Org Wide Email Address

You can’t edit this field.

Field Name

OrgWideAddress

You can’t edit this field.

Data Type

Text Area

Namespace Prefix

FX5

API Name

FX5__OrgWideAddress__c

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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.

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Send To (Managed)
Field Description

Field Label
(Required)

Send To

This field is locked and can’t be edited.

Field Name
(Required)

Send_To

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Long Text Area

API Name

FX5__Formula__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Long Text Area Options

3

Length

32,768
(Max 131,072)

You are currently using 98,304 out of 1,638,400 characters on this object. You have 1,540,096 additional characters to allocate to this field. These numbers might be different depending on the length shown above.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Notification Config Custom Metadata Type | Back to Custom Metadata Types Index

Sobject Type (Managed)
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Metadata Relationship

Namespace Prefix

FX5

API Name

FX5__Sobject_Type__c

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Field Manageability

Upgradable

Metadata Relationship Options

Domain

Entity Definition

Child Relationship Name
(Required)

Notification_Configs

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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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.
Field Description

Page Layout Name

Name of the Page Layout assigned to this Custom Metadata Type.

Installed Package

The name of the FieldFX package that this page layout is installed in.

Created By

The user who created the page layout assignment.

Modified By

The user who last modified the page layout assignment.

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P

Pay Period (Managed)

This custom metadata type defines and manages employees’s time intervals for pay periods in an organization. Admins can customize pay period settings aligning with the payroll schedule of an organization.

Field Entry

Singular Label
(Required)

Pay Period

Plural Label
(Required)

Pay Periods
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Starts with
vowel sound

Checkbox

Object Name
(Required)

Mobile_FieldAction

Namespace Prefix

FXT2

API Name

FXT2__Pay_Period__mdt

The Object Name is used when referencing the object via the API.

Description

A description of Pay Periods used to create Timesheets

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields | Custom Fields | Page Layouts

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Last Modified By | Namespace Prefix | Protected Component

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.

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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

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

This text can’t be edited and is locked.

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.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

Custom Fields

Effective Date | Expiration Date | Pay Period Type | Week Start Day

Effective Date (Managed)
Field Description

Field Label
(Required)

Effective Date

This field is locked and can’t be edited.

Field Name
(Required)

Effective_Date

This field is locked and can’t be edited.

Namespace Prefix

FXT2

Data Type

Date

API Name

FXT2__Effective_Date__c

Description

The date on which this Pay Period becomes effective

This text can’t be edited and is locked.

Help Text

The date on which this Pay Period becomes effective

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

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Expiration Date (Managed)
Field Description

Field Label
(Required)

Expiration Date

This field is locked and can’t be edited.

Field Name
(Required)

Expiration__Date

This field is locked and can’t be edited.

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

This text can’t be edited and is locked.

Help Text

The date on which this Pay Period can no longer be used for new Timesheets

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

Pay Period Type (Managed)
Field Description

Field Label
(Required)

Pay Period Type

This field is locked and can’t be edited.

Field Name
(Required)

Pay_Period_Type

This field is locked and can’t be edited.

Namespace Prefix

FXT2

Data Type

Picklist

API Name

FX5__Pay_Period_Type__c

Description

The frequency of the Pay Period

This text can’t be edited and is locked.

Help Text

The frequency of the Pay Period

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the values defined in the value set

Checkbox - Checked

Requires less than 1,000 active and inactive values.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

Week Start Day (Managed)
Field Description

Field Label
(Required)

Week Start Type

This field is locked and can’t be edited.

Field Name
(Required)

Week_Start_Type

This field is locked and can’t be edited.

Namespace Prefix

FXT2

Data Type

Picklist

API Name

FX5__Week_Start_Day__c

Description

The day on which the typical week would start

This text can’t be edited and is locked.

Help Text

The day on which the typical week would start

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the values defined in the value set

Checkbox - Unchecked

Requires less than 1,000 active and inactive values.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

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.

Back to Pay Period Custom Metadata Type | Back to Custom Metadata Types Index

S

Sync Lookup Setting (Managed)

This custom metadata type defines and manages synchronization behavior for lookup fields between FieldFX Mobile and the central database. Admins can use this to control which lookup data is synced and the frequency. This ensures there is up-to-date and relevant information in FieldFX Mobile.

Field Entry

Singular Label
(Required)

Sync Lookup Setting

Plural Label
(Required)

Sync Lookup Settings

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Sync_Lookup_Settings

Namespace Prefix

FX5

API Name

FX5__Sync_Lookup_Settings__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields | Custom Fields | Page Layouts

Back to Custom Metadata Types Index

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protected Component

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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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

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

This text can’t be edited and is locked.

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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Custom Fields

Active (Managed)
Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

API Name

FX5__Active__c

Data Type

Checkbox

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Lookup Type (Managed)
Field Description

Field Label
(Required)

Lookup Type

This field is locked and can’t be edited.

Field Name
(Required)

Lookup_Type

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__Lookup_Type__c

Description

SObject Type to be Managed

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

255

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Number of Batches
Field Description

Field Label
(Required)

Number of Batches

Field Name
(Required)

NumBatches

Namespace Prefix

FX5

API Name

FX5__NumBatches__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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
Set this field as the unique record identifier from an external system.

Default Value

1

See Formula Editor.

Number Options

Length
(Required)

2

Decimal Places
(Required)

0

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

Timespan Days
Field Description

Field Label
(Required)

Timespan Days

Field Name
(Required)

Timespan_Days

Namespace Prefix

FX5

API Name

FX5__Timespan_Days__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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
Set this field as the unique record identifier from an external system.

Default Value

30

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

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.

Back to Sync Lookup Setting Custom Metadata Type Setting | Back to Custom Metadata Types Index

T

TDTM Trigger (Managed)

Use this custom metadata type to configure and managed object trigger handlers within FieldFX. This controls the trigger order of execution and the automated process logic. Admins can use this to customize and prioritize the triggers for consistent application of business logic across different operations.

Field Entry

Singular Label
(Required)

TDTM Trigger

This field can’t be edited.

Plural Label
(Required)

TDTMTriggers

This field can’t be edited.

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

TDTMTrigger

Namespace Prefix

FX5

API Name

FX5__TDTMTrigger__mdt

The Object Name is used when referencing the object via the API.

Description

Blank

This text is locked and can’t be edited.

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

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Standard Fields | Custom Fields | Page Layouts
Back to TDTM Trigger | Back to Custom Metadata Types Index

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protected Component
Back to TDTM Trigger | Back to Custom Metadata Types Index

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.

Back to TDTM Trigger | Back to Custom Metadata Types Index

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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to TDTM Trigger | Back to Custom Metadata Types Index

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

This text can’t be edited and is locked.

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.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Custom Fields

Blacklist | Operation | Sequence Number | sObject Type | Trigger Archive | Whitelist

Blacklist (Managed)
Field Description

Field Label
(Required)

Blacklist

This field is locked and can’t be edited.

Field Name
(Required)

Blacklist

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__Blacklist__c

Description

Skip trigger for user/group/profile

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

255

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Operation (Managed)
Field Description

Field Label
(Required)

Operation

This field is locked and can’t be edited.

Field Name
(Required)

Operation

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__Operation__c

Description

System.TriggerOperation enum values associated with trigger events.

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value set
Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

7 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values
API Name		 Default
Checkbox		 Chart Colors

BEFORE_INSERT

Checked

Assigned
Dynamically

BEFORE_UPDATE

Unchecked

BEFORE_DELETE

AFTER_INSERT

AFTER_UPDATE

AFTER_DELETE

AFTER_UNDELETE
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Sequence Number (Managed)
Field Description

Field Label
(Required)

Sequence Number

Field Name
(Required)

Sequence_Number

Namespace Prefix

FX5

API Name

FX5__Sequence_Number__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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
Set this field as the unique record identifier from an external system.

Default Value

10

See Formula Editor.

Number Options

Length
(Required)

16

Decimal Places
(Required)

2

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to TDTM Trigger | Back to Custom Metadata Types Index

sObject Type (Managed)
Field Description

Field Label
(Required)

sObject Type

This field is locked and can’t be edited.

Field Name
(Required)

SoObjectType

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Text

API Name

FX5__sObjectType__c

Description

The subject sobject type

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

Radio Buttons

  • Treat "ABC" and "abc" as duplicate values (case insensitive)

  • Treat "ABC" and "abc" as different values (case sensitive)

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Text Options

Length
(Required)

255

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to TDTM Trigger | Back to Custom Metadata Types Index

Trigger Archive (Managed)
Field Description

Field Label

Trigger Active

You can’t edit this field.

Field Name

Active

You can’t edit this field.

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__Active__c

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

Length
(Required)

3

Decimal Places
(Required)

0

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to TDTM Trigger | Back to Custom Metadata Types Index

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose either User or Public Groups

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record.

Unique

Checkbox
Doesn’t allow duplicate values.

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
Set this field as the unique record identifier from an external system.

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.

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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.

Back to TDTM Trigger | Back to Custom Metadata Types Index

V

Valid Status Transition (Managed)

This custom metadata type defines and manages the allowed status changes for records within FieldFX. This ensures transitions follow the correct workflow or business rules. Admins can use this to control and enforce the logical progression of statuses so invalid or out-of-sequence status changes are prevented.

Field Description

Label
(Required)

Valid Status Transition

Plural Label
(Required)

Valid Status Transition

Namespace Prefix

FX5

API Name

FX5__Valid_Status_Transition__c

Starts with
vowel sound

Checkbox
The singular and plural labels are used in tabs, page layouts, and reports. Be careful when changing the name or label as it may affect existing integrations and merge templates.

Object Name
(Required)

Valid_Status_Transition

Description

Contains a list of Statuses that represents valid From/To changes by Object & RecordType. Used in Flows.
The Object Name is used when referencing the object via the API.

Visibility

Radio Buttons

  • All Apex code and APIs can use the type, and it’s visible in Setup.

  • Only Apex code in the same namespace can see the type. The name of the type and the record are visible if they’re referenced in a formula.

  • Only Apex code in the same managed package can see the type. The name of the type and the record are visible if they’re referenced in a formula.

Description

Blank

Standard Fields | Custom Fields | Page Layouts
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Standard Fields

Created By
This field can’t be edited.
Field Entry

Created By
(This field can’t be edited.)

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.

Back to Valid Status Transitions Custom Metadata Type
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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 Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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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Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to Valid Status Transitions Custom Metadata Type
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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

This text can’t be edited and is locked.

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.

Back to Valid Status Transitions Custom Metadata Type
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Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Valid Status Transitions Custom Metadata Type
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Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Valid Status Transitions Custom Metadata Type | Back to Custom Metadata Types Index

Custom Fields

Active | Next Status | Prior Status | Record Type | sObject

Active (Managed)
Field Description

Field Label
(Required)

Active

This field is locked and can’t be edited.

Field Name
(Required)

Active

This field is locked and can’t be edited.

Namespace Prefix

FX5

API Name

FX5__Active__c

Data Type

Checkbox

Description

Denotes if the Status Transition is available for selection in the flow.

This text can’t be edited and is locked.

Help Text

Denotes if the Status Transition is available for selection in the flow.

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to Valid Status Transitions Custom Metadata Type | Back to Custom Metadata Types Index

Next Status (Managed)
Field Description

Field Label
(Required)

Next Status

This field is locked and can’t be edited.

Field Name
(Required)

Next_Status

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__Next_Status__c

Description

The Status the record is being updated to.

This text can’t be edited and is locked.

Help Text

The Status the record is being updated to.

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Upgradable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

14 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

Approved

Unchecked

Assigned Dynamically

Canceled

Completed

Hold

In Planning

In Progress

Ready to Release

Ready to Schedule

Rejected

Released

Request

Checked

Scheduled

Unchecked

Waiting Approval
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to Valid Status Transitions Custom Metadata Type | Back to Custom Metadata Types Index

Prior Status (Managed)
Field Description

Field Label
(Required)

Prior Status

This field is locked and can’t be edited.

Field Name
(Required)

Prior_Status

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__Prior_Status__c

Description

Status Prior to Update

This text can’t be edited and is locked.

Help Text

Status Prior to Update

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Upgradable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

14 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

Approved

Unchecked

Assigned Dynamically

Canceled

Completed

Hold

In Planning

In Progress

Ready to Release

Ready to Schedule

Rejected

Checked

Released

Scheduled

Unchecked

Waiting Approval
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to Valid Status Transitions Custom Metadata Type
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RecordType (Managed)
Field Description

Field Label
(Required)

RecordType

This field is locked and can’t be edited.

Field Name
(Required)

RecordType

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__RecordType__c

Description

Blank

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Unchecked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

141 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

Requisition

Checked

Assigned Dynamically

Order

Unchecked

Completed

Transfer_In

Transfer_Out

In Progress

Work_Request

Corrective

Preventive

Released

Model_Work_Order
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

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sObject (Managed)
Field Description

Field Label
(Required)

sObject

This field is locked and can’t be edited.

Field Name
(Required)

sObject

This field is locked and can’t be edited.

Namespace Prefix

FX5

Data Type

Picklist

API Name

FX5__sObject__c

Description

sObject Reference

This text can’t be edited and is locked.

Help Text

sObject Reference

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

141 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

PurchaseOrder__c

Unchecked

Assigned Dynamically

TransferOrder__c

WorkOrder__c

sm1a__PurchaseOrder__c

sm1a__TransferOrder__c

sm1a__WorkOrder__c

FX5__PurchaseOrder__c

FX5__TransferOrder__c

FX5__WorkOrder__c

_PurchaseOrder__c
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to Valid Status Transitions Custom Fields | Back to Custom Metadata Types Index

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.

Back to Valid Status Transitions Custom Metadata Type
Back to Custom Metadata Types Index

W

WO Assignment Time Type (Managed)

This custom metadata type defines and categorizes the time allocations types that are associated with work order assignments. This include regular hours, overtime, or travel time. Admins can use this to customize and manage the way time is tracked and reported for different aspects of work orders.

Field Description

Label
(Required)

Time Type

Plural Label
(Required)

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.

This text is locked and can’t be edited.

Help Text

The Time Types MUST exist in the the Global Picklist; Time Types.

This text displays on detail and edit pages when users hover over the Info icon next to this field.
The Object Name is used when referencing the object via the API.

Data Owner

Choose either User or Public Groups

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value set
Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

7 (1,000 max)

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values
API Name		 Default
Checkbox		 Chart Colors

Admin

Unchecked

Assigned
Dynamically

Lunch

Travel

Work

Checked

Work Prep

Unchecked

Training

Meeting
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Standard Fields | Custom Fields | Page Layouts
Back to WO Assignment Time Type | Back to Custom Metadata Types Index

Standard Fields

Created By | Custom Metadata Record Name | Label | Last Modified By | Namespace Prefix | Protected Component

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.

Back to WO Assignment Time Type - Back to Custom Metadata Types Index

Custom Metadata Record Name
Field Entry

Field Label

Custom Metadata Record Name

Field Name

DeveloperName

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text displays on detail and edit pages when users hover over the Info icon next to this field.

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.

Back to WO Assignment Time Type - Back to Custom Metadata Types Index

Label
Field Description

Field Label

Label

You can’t edit this field.

Field Name

MasterLabel

You can’t edit this field.

Data Type

Text(40)

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This text can’t be edited and is locked.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Validation Rules

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Back to WO Assignment Time Type
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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

This text can’t be edited and is locked.

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.

Back to WO Assignment Time Type - Back to Custom Metadata Types Index

Namespace Prefix
Field Description

Field Label

Namespace Prefix

You can’t edit this field.

Field Name

Namespace Prefix

You can’t edit this field.

Data Type

Text

Description

Blank

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to WO Assignment Time Type - Back to Custom Metadata Types Index

Protected Component
Field Description

Field Label

Protected Component

You can’t edit this field.

Field Name

IsProtected

You can’t edit this field.

Data Type

Checkbox

Description

Blank

This field is locked and can’t be edited.

Help Text

Blank

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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.

Back to WO Assignment Time Type
Back to Custom Metadata Types Index

Custom Fields

Assignment Status | Create Time Entry | Time Type

Assignment Status (Managed)
Field Description

Field Label
(Required)

Assignment Status

This field is locked and can’t be edited.

Field Name
(Required)

Assignment_Status

This field is locked and can’t be edited.

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

This text can’t be edited and is locked.

Help Text

The Assignment Status MUST exist as a Picklist value on the WO Assignment Object

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Checked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

6 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

Approved

Checked

Assigned Dynamically

Lunch

Unchecked

Travel

Working

Work Prep

Started
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

Back to WO Assignment Time Type - Back to Custom Metadata Types Index

Create Time Entry (Managed)
Field Description

Field Label
(Required)

Create Time Entry

This field is locked and can’t be edited.

Field Name
(Required)

Create_Time_Entry

This field is locked and can’t be edited.

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)

This text can’t be edited and is locked.

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)

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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

This field can’t be edited.

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 WO Assignment Time Type
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Time Type (Managed)
Field Description

Field Label
(Required)

Time Type

This field is locked and can’t be edited.

Field Name
(Required)

Time_Type

This field is locked and can’t be edited.

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.

This text can’t be edited and is locked.

Help Text

The Time Types MUST exist in the the Global Picklist; Time Types.

This text displays on detail and edit pages when users hover over the Info icon next to this field.

Data Owner

Choose between User or Public Groups.

Click Lookup icon to open a Lookup window to search either for a specific user or public group.

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
Always require a value in this field in order to save a record

Field Manageability

Subscriber editable

This field can’t be edited.

Default Value

Blank

See Formula Editor

Restrict picklist to the valves defined in the value sett Checkbox - Unchecked

Requires less than 1,000 active and inactive values.

Picklist Values Used
Field Entry

Active and inactive picklist values

7 (1,000 max)

None

Click New to create a validation rule. See Validation Rule Setup and Managing Validation Rules for more information.

Values
(These values can’t be edited)
Values and
API Name		 Default
(Checkbox)		 Chart Colors

Approved

Unchecked

Assigned Dynamically

Lunch

Travel

Work

Checked

Work Prep

Unchecked

Training

Meeting
For more information, see Salesforce Documentation: Add or Edit Picklist Values.

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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.

Back to WO Assignment Time Type |Back to Custom Metadata Types Index