FieldFX Custom Settings

This page lists all the custom settings that can be configured. Depending on the FieldFX modules installed in your org, some of these custom settings may not be available.

If the custom setting is a list, click New to add a new set of data. For example, if your application had a setting for country codes, each set might include the country’s name and dialing code.

If the custom setting is a hierarchy, you can add data for the user, profile, or organization level. For example, you may want different values to display depending on whether a specific user is running the app, a specific profile, or just a general user.

To access the Custom Settings for your org:

  1. Open Setup.

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

  3. Select Custom Settings under Custom Code.

  4. At the table of Custom Settings,

    1. Click the Field Label for the custom setting to view its particulars.

    2. Click Edit next to the custom setting to edit its particulars.

Add a New Custom Field

You can add a custom field to any of the custom settings 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.

Click on the letter to jump to that section.
D | E | F | J | P | S | W

D

Dispatch Console Work Order RecordTypes

Create the fields for your custom setting. The data in these fields are cached with the application.
Field Entry

Label

Dispatch Console Work Order RecordTypes

API Name

FX5__Dispatch_Console_Work_Order_RecordTypes__c

Visibility

Public

Namespace Prefix

FX5

Object Name

Dispatch_Console_Work_Order_RecordTypes

Setting Type

List

Description

Contains the List of the Work Order RecordType Names and 15 character SFDC Id’s that are to be displayed in the Dispatch Console Task Grid.

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these fields:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Custom Fields

Active (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

Active

Namespace Prefix

FX5

API Name

FX5__Active__c

Description

Enables or Disables the Work Order RecordType to be selected in the Scheduling Console Task Grid

This text can’t be edited and is locked.

Help Text

Enables or Disables the Work Order RecordType to be selected in the Scheduling Console Task Grid

Visibility

Public

Data Type

Checkbox

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 button - Checked / Unchecked

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Record Type SFDC ID (Managed)
Field Description

Field Information

Field Label
(Required)

RecordType SFDC ID

Field Name
(Required)

RecordType_SFDC_ID

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__RecordType_SFDC_ID__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)

External ID

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

Default Value

blank

See Formula Editor.

Text Options

Length
(Required)

18

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UID (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

UID

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__UID__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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

50

Back to Dispatch Console Work Order RecordTypes | Back to Custom Settings Index

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E

EAM Licensing

Create the fields for your custom setting. The data in these fields are cached with the application.

Fields in the following table can’t be edited
Field Entry

Label

EAM Licensing

API Name

FXEAM__EAM_Licensing__c

Visibility

Public

Namespace Prefix

FXEAM

Object Name

EAM_Licensing

Setting Type

Hierarchy

Description

Blank

Back to Custom Settings Index

F

FX Settings

Create the fields for your custom setting. The data in these fields are cached with the application.
Field Entry

Label

FX Settings

API Name

FX5__FX_Settings__c

Visibility

Public

Namespace Prefix

FX5

Object Name

FX_Settings

Setting Type

Hierarchy

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these fields:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Click to go to other letters:
A | B | C | D | E | F | H | I | J | L | M | P | Q | S | T | U

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)

  • 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.

Custom Fields

A
AuditLogRetainingDays (Managed)

Description

The number of days after occurring that Audit Log entries get deleted automatically.

Recommended Setting

30
Field Description

Field Information

Field Label
Field Name
(Required)

AuditLogRetainingDays

Namespace Prefix

FX5

API Name

FX5__AuditLogRetainingDays__c

Data Type

Number

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)

External ID

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

Default Value

30

See Formula Editor.

Text Options

Length
(Required)

18

Decimal Places
(Required)

0

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AuditLogTypeForTruncation (Managed)

Description

The types of Audit Log entries that get deleted automatically.

Don’t automatically delete LoggedOutWithData or SyncUploadError entries.

Recommended Setting

SyncDownloadComplete
SyncUploadComplete
Field Description

Field Information

Field Label
Field Name
(Required)

AutoAddJobCreatorToCrew

Namespace Prefix

FX5

API Name

FX5__AuditLogRetainingDays__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

Visibility

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.

External ID

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

Default Value

SyncComplete SyncDownloadComplete

See Formula Editor.

Number Options

Length
(Required)

255

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AutoAddJobCreatorToCrew (Managed)

Description

This controls whether users who add jobs join the crew for those jobs automatically.

Only the org-wide default is honored for this setting.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

AutoAddJobCreatorToCrew

Namespace Prefix

FX5

API Name

FX5__AutoAddJobCreatorToCrew__c

Description

Blank

This text can’t be edited and is locked.

Help Text

if this flag is set to true, a Crew Planning entry is automatically created for a Job in the Job creator.

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

Visibility

Public

Data Type

Checkbox

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 button - Checked / Unchecked

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Auto Follow Job and Ticket (Managed)

Description

This controls whether files attached to jobs and tickets in FieldFX Back Office sync to FieldFX Mobile.

This Custom Field Definition is managed, meaning that you may only edit certain attributes.

Recommended Setting

Selected
Field Description

Field Information

Field Label
(Required)

Auto Follow Job and Ticket

Field Name

AutoFollowJobTicket

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__AutoFollowJobTicket__c

Description

Automatically follows the Job and its Tickets on Chatter if the user has an entry in Job subscription (SyncAssignment). When the user is removed from SyncAssignment, the job/ticket is no longer followed.

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

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B
Bypass FLS and CRUD (Managed)

Description

Bypasses Schedule & Dispatch field-level security so the user will be able to create, update, and delete the Job, Crew Planning, or Equipment Planning object or field without otherwise having proper permissions to do so.

Recommended Setting

Selected
Field Description

Field Information

Field Label
(Required)

Bypass FLS and CRUD

Field Name

BypassFLSandCRUD

Namespace Prefix

FX5

API Name

FX5__BypassFlsAndCRUD__c

Description

True to bypass FLS (Field Level Security) and CRUD check at sobject triggers

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

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C

For these CDN URL FX Settings, don’t change the URLs unless directed to do so by support.
CDN Advanced Report Resource URL (Managed)
To see this custom setting, you must be using version 1.159 or later of the FX5 Managed Package.

Description

URL of the JavaScript file that powers the Document Template Editor.

Recommended Setting

-
Field Description

Field Information

Field Label
(Required)

CDN Advanced Report Resource URL

Field Name
(Required)

CDN_Advanced_Report_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_Advanced_Report_Resource_URL__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)

External ID

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

Default Value

"prod/ptea/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Builder Resource URL (Managed)
To see this custom setting, you must be using version 1.159 or later of the FX5 Managed Package.

Description

URL of the JavaScript file that powers the Document Template Editor.

Recommended Setting

prod/pbb/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Builder Resource URL

Field Name

CDN_PBB_Resource_URL

Namespace Prefix

FX5

API Name

FX5__CDN_CMB_Resource_URL__c

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

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)

External ID

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

Default Value

"pbb/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN CMB Resource URL (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice
Since this Custom Field Definition is managed, you may only edit certain attributes.
Field Description

Field Information

Field Label
(Required)

CDN CMB Resource URL

Field Name

CDN_CMB_Resource_URL

Namespace Prefix

FX5

API Name

FX5__CDN_CMB_Resource_URL__c

Data Type

Text

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)

External ID

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

Default Value

"cmb/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN CustomEditor Resource URL (Managed)

Description

URL of the JavaScript file that powers the File Sync.

Recommended Setting

prod/fxfilesListview/LATEST
Field Description

Field Information

Field Label
(Required)

CDN CustomEditor Resource URL

Field Name

CDN_CUSTOMEDITOR_Resource_URL

Namespace Prefix

FX5

API Name

FX5__CDN_CUSTOMEDITOR_Resource_URL__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)

External ID

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

Default Value

"customeditor/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN FXFiles Sync Resource URL (Managed)

Description

URL of the JavaScript file that powers the File Sync.

Recommended Setting

prod/fxfilesListview/LATEST
Field Description

Field Information

Field Label
(Required)

CDN FXFiles Sync Resource URL

Field Name
(Required)

CDN_FXFiles_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_FXFiles_Resource_URL__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)

External ID

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

Default Value

"fxfilesListview/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Invoice Item Builder Resource URL (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

URL of the JavaScript file that powers the Item Builder.

Recommended Setting

iib/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Invoice Item Builder Resource URL

Field Name
(Required)

CDN_IIB_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_IIB_Resource_URL__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)

External ID

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

Default Value

"iib/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Job Whiteboard Resource URL (Managed)

Description

URL of the JavaScript file that powers the Schedule & Dispatch app.

Recommended Setting

prod/jsd/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Job Whiteboard Resource URL

Field Name

CDN_JWB_Resource_URL

Namespace Prefix

FX5

API Name

FX5__CDN_JWB_Resource_URL__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)

External ID

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

Default Value

"jwb/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN JSD Resource URL (Managed)

Description

URL of the JavaScript file that powers the Packet Viewer in the Audit Log.

Recommended Setting

prod/jsd/LATEST
Field Description

Field Information

Field Label
(Required)

CDN JSD Resource URL

Field Name
(Required)

CDN_JSD_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_JSD_Resource_URL__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)

External ID

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

Default Value

"jsd/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN PacketViewer Resource URL (Managed)

Description

URL of the JavaScript file that powers the Packet Viewer in the Audit Log.

Recommended Setting

prod/pv/LATEST
Field Description

Field Information

Field Label
(Required)

CDN PacketViewer Resource URL

Field Name
(Required)

CDN_PacketViewer_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_PacketViewer_Resource_URL__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)

External ID

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

Default Value

"pv/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN PDF Template Editor Resource URL (Managed)

Description

URL of the JavaScript file that powers the PDF Template Editor.

Recommended Setting

prod/pte/LATEST
Field Description

Field Information

Field Label
(Required)

CDN PDF Template Editor Resource URL

Field Name
(Required)

CDN_PTE_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_PTE_Resource_URL__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)

External ID

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

Default Value

"pte/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Quote Item Builder Resource URL (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

URL of the JavaScript file that powers the Quote Item Builder.

Recommended Setting

prod/qib/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Quote Item Builder Resource URLL

Field Name
(Required)

CDN_QIB_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_QIB_Resource_URL__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)

External ID

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

Default Value

"qib/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Report Viewer Resource URL (Managed)

Description

URL of the JavaScript file that powers the Report Viewer for FX Reports.

Recommended Setting

prod/rv/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Report Viewer Resource URL

Field Name
(Required)

CDN_RV_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_RV_Resource_URL__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)

External ID

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

Default Value

"rv/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Shifts Resource URL (Managed)

Description

URL of the JavaScript file that powers the Shift Scheduling screen in the Job tab for Schedule and Dispatch.

Recommended Setting

Shifts/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Shifts Resource URL

Field Name
(Required)

CDN_Shifts_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_Shifts_Resource_URL__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)

External ID

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

Default Value

"Shifts/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Ticket Item Builder Resource URL (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

URL of the JavaScript file that powers the Ticket Item Builder.

Recommended Setting

prod/tib/LATEST
Field Description

Field Information

Field Label
(Required)

CDN Ticket Item Builder Resource URL

Field Name
(Required)

CDN_TIB_Resource_URL

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__CDN_TIB_Resource_URL__

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)

External ID

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

Default Value

"tib/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CDN Trucking Dispatch URL (Managed)

FieldFX has deprecated the FX Trucking module as of December 2023. If you have further questions, contact your FieldFX Account Representative.

For more information, see December 2023 FieldFX Deprecated Features - FX Trucking
Field Description

Field Information

Field Label
(Required)

CDN Trucking Dispatch URL

Field Name
(Required)

CDN_Trucking_Dispatch_URL

Data Type

Text

Namespace Prefix

FXTSD

API Name

FXTSD__CDN_Trucking_Dispatch_URL__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)

External ID

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

Default Value

"prod/trucking/LATEST"

See Formula Editor.

Text Options

Length
(Required)

255

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CreditMemoBldr MaxFlyoutWidth (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice
Field Description

Field Information

Field Label
(Required)

CreditMemoBldr MaxFlyoutWidth

Field Name
(Required)

CreditMemoBldrMaxFlyoutWidth

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__CreditMemoBldrMaxFlyoutWidth__c

Description

This is the width for the Item picker on the CreditMemoBuilder page. It can be set at the Profile level, and overridden at the User level. It defaults to 80% of the browser’s window width. Minimum width of 500px is enforced.

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)

External ID

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

Default Value

Blank

See Formula Editor.

Number

Length
(Required)

18

Decimal Places

0

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CrewPlanningSkipAssignPriceBookItem (Managed)

Description

Disables the trigger that assigns a crew member’s Job Title from Catalog to new Crew Planning records.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

CrewPlanningSkipAssignPriceBookItem

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__CrewPlanningSkipAssignPriceBookItem__c

Description

If true, skip auto assigning Role_on_Job using Crew Member’s (Contact) 'Job Title from Catalog' (Catalog_Item__c) to find related Price Book Item from the Job’s Price Book.

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

Checked / Unchecked

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CustomEditorRenderPlaceHolder (Managed)

Description

When enabled, Custom Editor VisualForce pages list fields in the order as the Page Layout by enabling the rendering of blank spaces as place holders.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

CustomEditorRenderPlaceHolder

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__CustomEditorRenderPlaceHolder__c

Description

Set to true to render Blank Space and Place Holder thus all fields display in the same order as the page layout.

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

Checked / Unchecked

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D
DisableDetailPrompt (Managed)

Description

When enabled, Custom Editor VisualForce pages list fields in the order as the Page Layout by enabling the rendering of blank spaces as place holders.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

DisableDetailPrompt

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__DisableDetailPrompt__c

Description

Turn off the prompt to add details for items if there are no required fields on the item

This text can’t be edited and is locked.

Help Text

Turn off the prompt to add details for items if there are no required fields on the item

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

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DisableEquipmentTriggerForPMS (Managed)

Description

Not in Use

Recommended Setting

-
Field Description

Field Information

Field Label
Field Name
(Required)

DisableEquipmentTriggerForPMS

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__DisableEquipmentTriggerForPMS__c

Description

If checked, updating Equipment will skip PMS processing.

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

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Disable Mobile Quick Add (Managed)

Description

Enables system administrators to prevent field users from adding multiple copies of items with Quick Add when using a barcode scanner.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
(Required)

Disable Mobile Quick Add

Field Name
(Required)

Disable_Mobile_Quick_Add

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__Disable_Mobile_Quick_Add__c

Description

Checking this field will remove the Quick Add feature from Mobile.

This text can’t be edited and is locked.

Help Text

Checking this field will remove the Quick Add feature from Mobile. Quick Add is used when adding items to a Quote or Ticket and is meant to be used when the Field User will be adding many items to the Quote or Ticket at the same time.

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

For more information on AutoSync, see the Auto Sync topic.

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E
Enable AutoSync
Field Description

Field Information

Field Label
(Required)

EnableAutoSync

Field Name
(Required)

EnableAutoSync

Data Type

Checkbox

Namespace Prefix

FX5

API Name

EnableAutoSync__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

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EnableInventoryTracking (Managed)

Description

Activates the Inventory Tracking feature.

Recommended Setting

Selected
Field Description

Field Information

Field Label
Field Name
(Required)

EnableInventoryTracking

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__EnableInventoryTracking__c

Description

Set it to true to turn on Inventory Tracking. When it is set to false, the Inventory Tracking module won’t run even the Catalog Items have Track Inventory checked.

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

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Equipment exact match search field (Managed)

Description

Field on the Equipment object used to store equipment barcodes

Recommended Setting

FX5__Barcode__c
Field Description

Field Information

Field Label
(Required)

Equipment exact match search field

Field Name
(Required)

Equipment_Exact_SearchField

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Equipment_Exact_SearchField__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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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EquipmentPlanningSkipAssignPriceBookItem (Managed)

Description

Disables the trigger that assigns an equipment record’s designated Price Book Item to new equipment planning records.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

EquipmentPlanningSkipAssignPriceBookItem

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__EquipmentPlanningSkipAssignPriceBookItem__c

Description

If true, skip auto assigning Price Book Item using Equipment’s Catalog Item value to find related Price Book Item from the Job’s Price Book.

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

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EquipTriggerSkipServiceHistory (Managed)

Description

Enable to not create Service History records on Equipment.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

EquipTriggerSkipServiceHistory

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__EquipTriggerSkipServiceHistory__c

Description

If true, skip auto assigning Price Book Item using Equipment’s Catalog Item value to find related Price Book Item from the Job’s Price Book.

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

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F
Force Inline Help

Description
You must add this field manually when setting up the Inline Help feature.

Objects for which to display inline help in FieldFX Mobile.

Recommended Setting

FX5__Quote__c, FX5__Job__c, FX5__Ticket__c

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H
Hide Jobs in Mobile (Managed)

Description

When enabled, jobs do not display in the mobile application.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
(Required)

Hide Jobs in Mobile

Field Name
(Required)

Hide_Jobs_in_Mobile

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Hide_Jobs_in_Mobile__c

Description

If true, skip auto assigning Price Book Item using Equipment’s Catalog Item value to find related Price Book Item from the Job’s Price Book.

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

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I
InvItemBldr PBI MaxFlyoutWidth (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

Controls how far across the page the Item picker displays on the Invoice Item Builder.

Recommended Setting

500
Field Description

Field Information

Field Label
(Required)

InvItemBldr PBI MaxFlyoutWidth

Field Name
(Required)

InvoiceItemBldrPBIMaxFlyoutWidth

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__InvoiceItemBldrPBIMaxFlyoutWidth__c

Description

This is the width for the Item picker on the InvoiceItemBuilder page. It can be set at the Profile level, and overridden at the User level. It defaults to 80% of the browser’s window width. Minimum width of 500px is enforced.

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.

External ID

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

Default Value

Blank

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

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J
Job Whiteboard Role Record Types (Managed)
Field Description

Field Information

Field Label
(Required)

Job Whiteboard Role Record Types

Field Name
(Required)

Job_Whiteboard_Role_Record_Typesh

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__Job_Whiteboard_Role_Record_Types__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.

External ID

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

Default Value

"Labor"

See Formula Editor.

Text Options

Length
(Required)

255

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JSD Default Dashboard (Managed)

Description

Controls the dashboard that displays by default in Schedule & Dispatch.

Recommended Setting

Id of the default dashboard
Field Description

Field Information

Field Label
(Required)

JSD Default Dashboard

Field Name
(Required)

JSD_Default_Dashboard

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__JSD_Default_Dashboard__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.

External ID

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

Default Value

"Labor"

See Formula Editor.

Text Options

Length
(Required)

50

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L
Location

Description

Name of your Salesforce org.

Recommended Setting

-
M
MixPanelSecurityToken (Managed)

Description
Don’t change this URL unless directed to do so by support.

Recommended Setting

-
Field Description

Field Information

Field Label
Field Name
(Required)

MixPanelSecurityToken

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__MixPanelSecurityToken__c

Description

True to stop MixPanel tracking

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)

External ID

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

Default Value
This field contains a key that is specific to your org.

See Formula Editor.

Text Options

Length
(Required)

255

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MixPanelStopTracking (Managed)

Description
Don’t change this URL unless directed to do so by support. Contact FieldFX Support for information about this setting specific to your integration user.

Recommended Setting

-
Field Description

Field Information

Field Label
Field Name
(Required)

MixPanelStopTracking

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__MixPanelStopTracking__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

Checked / Unchecked

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O
OverrideBatchSize (Managed)

Description
Don’t change this setting unless directed to do so by support.

Number of records updated at the same time by the Override Engine.

Recommended Setting

40
Field Description

Field Information

Field Label
Field Name
(Required)

OverrideBatchSize

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__OverrideBatchSize__c

Description

Do NOT touch this if you are NOT administrator.

The number of Ticket Items could be processed in one batch and it must be less than 80 since SFDC only allows 100 soql queries per transaction.

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.

External ID

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

Default Value

40

See Formula Editor.

Text Options

Length
(Required)

18

Decimal Places
(Required)

0

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P
PacketViewer Instance URL Override (Managed)

Description
Don’t change this setting unless directed to do so by support.

Number of records updated at the same time by the Override Engine.

Recommended Setting

40
Field Description

Field Information

Field Label
(Required)

PacketViewer Instance URL Override

Field Name
(Required)

PacketViewer_Instance_URL_Override

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__PacketViewer_Instance_URL_Override__c

Description

Provides an override property to set the appropriate base/instance URL in the case the primary method isn’t sufficient. This should be set to the "domain name" of this page (e.g. https://<host-name>.cloudforce.com ). Setting this is usually only necessary if the sub-domain is "cloudforce.com" and the Packet Viewer is having issues re-running packets.

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.

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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PBItem Bldr CatalogItem Max FlyoutWidth (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

Field on the Price Book Item object used to store equipment barcodes.

Recommended Setting

500
Field Description

Field Information

Field Label
(Required)

PBItem Bldr CatalogItem Max FlyoutWidth

Field Name
(Required)

PBItemBldrCIMaxFlyoutWidth

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__PBItemBldrCIMaxFlyoutWidth__c

Description

This is the width for the CatalogItem picker on the ProcebookBuilder page. It can be set at the Profile level, and overridden at the User level. It defaults to 80% of the browser’s window width. Minimum width of 500px is enforced.

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.

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

18

Decimal Places
(Required)

0

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PriceBookItem exact match search field (Managed)

Description

Field on the Price Book Item object used to store equipment barcodes.

Recommended Setting

-
Field Description

Field Information

Field Label
(Required)

PriceBookItem exact match search field

Field Name
(Required)

Price_Book_Item_Exact_SearchField

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Price_Book_Item_Exact_SearchField__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.

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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Q
QuoteItemBldr PBI MaxFlyoutWidth (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

Defines the width for the Price Book Item Picker on Quotes.

Defaults to 80% of the browser window with a minimum width of 500px.

Recommended Setting

-
Field Description

Field Information

Field Label
(Required)

QuoteItemBldr PBI MaxFlyoutWidth

Field Name
(Required)

QuoteItemBldrPBIMaxFlyoutWidth

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__QuoteItemBldrPBIMaxFlyoutWidth__c

Description

This is the width for the PriceBookItem picker on the QuoteItemBuilder page. It can be set at the Profile level, and overridden at the User level. It defaults to 80% of the browser’s window width. Minimum width of 500px is enforced.

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.

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

18

Decimal Places
(Required)

0

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S
Shifts - Disable Equipment (Managed)
Field Description

Field Information

Field Label
(Required)

Shifts - Disable Equipment

Field Name
(Required)

Shifts_Disable_Equipment

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__Shifts_Disable_Equipment__c

Description

If true, removes equipment from the shift scheduling screen.

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 Values

Checked / Unchecked

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SkipCrewPlanningTriggerOnQualification (Managed)

Description

Disables the trigger that enforces qualification requirements for crew in Schedule & Dispatch.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
(Required)

PriceBookItem exact match search field

Field Name
(Required)

Price_Book_Item_Exact_SearchField

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__SkipCrewPlanningTriggerOnQualification__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 Values

Checked / Unchecked

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Skip Defaulting PriceBookItem Values (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

Not in use.

Recommended Setting

-
Field Description

Field Information

Field Label
(Required)

Skip Defaulting PriceBookItem Values

Field Name
(Required)

SkipDefaultingPriceBookItemFields

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__SkipDefaultingPriceBookItemFields__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

Checked / Unchecked

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SkipEquipPlanningTriggerOnQualification (Managed)

Description

Disables the trigger that enforces qualification requirements for equipment in Schedule & Dispatch.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

SkipDefaultingPriceBookItemFields

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__SkipEquipPlanningTriggerOnQualification__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

Checked / Unchecked

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SkipOverride (Managed)

Description

Define object(s) on which to Skip Override.

Excludable objects include:

  • FX5__Job__c

  • FX5__Ticket__c

  • FX5__Ticket_Item__c

  • FX5__Quote__c

  • ALL

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

SkipOverride

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__SkipOverride__c

Description

Skip Override on the listed sobjects, such as Job__c, Ticket__c, Ticket_Item__c, Quote__c, or ALL

This text can’t be edited and is locked.

Help Text

Skip Override on the listed sobjects, such as Job__c, Ticket__c, Ticket_Item__c, Quote__c, or ALL

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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SuspendRuleEngine (Managed)

Description

Suspends the FX CPQ rule engine for Back Office users only. The rule engine still runs for FX Mobile.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

SuspendRuleEngine

Data Type

Test

Namespace Prefix

FX5

API Name

FX5__SuspendRuleEngine__c

Description

Rule Engine suicide pill to bypass RuleEngine in the triggers

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

Checked / Unchecked

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Sync_ExcludedTypes (Managed)

Description

List of objects to ignore for syncing to mobile devices.

Recommended Setting

-
Field Description

Field Information

Field Label
Field Name
(Required)

Sync_ExcludedTypes

Data Type

Test

Namespace Prefix

FX5

API Name

FX5__Sync_ExcludedTypes__c

Description

List of objects that mobile will ignore and not sync

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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SyncEventKeptHistoryInDays (Managed)

Description

Number of days to retain deleted Sync Event records.

Recommended Setting

40
Field Description

Field Information

Field Label
Field Name
(Required)

SyncEventKeptHistoryInDays

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__SyncEventKeptHistoryInDays__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

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

'40'

See Formula Editor.

Number Options

Length
(Required)

3

Decimal Places
(Required)

0

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SyncMetadataCacheDurationMinutes (Managed)

Description

Controls how many minutes after a sync to wait before syncing metadata again.

Recommended Setting

1440
Field Description

Field Information

Field Label
Field Name
(Required)

SyncMetadataCacheDurationMinutes

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__SyncMetadataCacheDurationMinutes__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

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

'1440'

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

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Sync Packet Size (Managed)

Description

Defines the size of packets used for mobile sync.

Recommended Setting

10
Field Description

Field Information

Field Label
(Required)

Sync Packet Size

Field Name
(Required)

SyncPacketSize

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__SyncPacketSize__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

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

'60'

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

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Sync v4 Config (Managed)

Description

Enable configuration options for Sync V4.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
(Required)

Sync v4 Config

Field Name
(Required)

SyncV4Config

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FX5__SyncV4Config__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

Checked / Unchecked

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SyncVersion (Managed)

Description

Not in use.

Recommended Setting

-
Field Description

Field Information

Field Label
Field Name
(Required)

SyncVersion

Data Type

Number

Namespace Prefix

FX5

API Name

FX5__SyncVersion__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

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

'2'

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

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T
TicketItemWarehouseQty (Managed)

Description

Field on the Ticket Item object used to track the on hand quantity of warehouse items.

When you update the quantity in this field, this updates the on hand quantity of the linked warehouse item.

The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license.

Once FX EAM is installed, follow the steps in to add stock items.

Recommended Setting

Qty__c
Field Description

Field Information

Field Label
Field Name
(Required)

TicketItemWarehouseQty

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__TicketItemWarehouseQty__c

Description

The API name of quantity field for WarehouseItem inventory 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

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

'Qty__c'

See Formula Editor.

Text Options

Length
(Required)

255

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TktItemBldr PBI MaxFlyoutWidth (Managed)

FieldFX has deprecated these items, for the same functionality, use the listed alternative.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Invoice Item Builder

To add Price Book Items to a Ticket

Price Book Builder

To add catalog items for a Price Book

Quote Item Builder

To add Price Book Items for a Quote

Ticket Item Builder

To add Ticket Items to an Invoice

Description

Controls how far across the page the Item picker displays on the Quote Item Builder and Ticket Item Builder.

Recommended Setting

500
Field Description

Field Information

Field Label
Field Name
(Required)

TurnOffStatusHistoryTrigger

Namespace Prefix

FX5

API Name

FX5__TktItemBldrPBIMaxFlyoutWidth__c

Description

This is the width for the PriceBookItem picker on the TicketItemBuilder page. It can be set at the Profile level, and overridden at the User level. It defaults to 80% of the browser’s window width. Minimum width of 500px is enforced.

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

Blank

See Formula Editor.

Number Options

Length
(Required)

18

Decimal Places
(Required)

0

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TurnOffJobPropagator (Managed)

Description

Disables the trigger that updates the Job lookup on tickets, ticket items, ticket logs, and ticket checklist,window+"_blank" steps with the ID of the parent job.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

TurnOffJobPropagator

Namespace Prefix

FX5

API Name

FX5__TurnOffJobPropagator__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.

Visibility

Public

Data Type

Checkbox

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

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TurnOffStatusHistoryTrigger (Managed)

Description

Disables the trigger that prevents you from deleting status history records.

Recommended Setting

Deselected
Field Description

Field Information

Field Label
Field Name
(Required)

AutoAddJobCreatorToCrew

Namespace Prefix

FX5

API Name

FX5__TurnOffStatusHistoryTrigger__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 Type

Checkbox

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 button - Checked / Unchecked

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U
Use FileAPI (Managed)

Description

Enables using the Salesforce FileAPI instead of Chatter API for syncing file attachments with the mobile application.

Recommended Setting

Selected
Field Description

Field Information

Field Label
(Required)

Use FileAPI

Field Name
(Required)

Use_FileApi

Namespace Prefix

FX5

API Name

FX5__Use_FileApi__c

Description

Use Salesforce FileAPI instead of ChatterAPI for syncing file attachments in mobile.

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 Type

Checkbox

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 button - Checked / Unchecked

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UserTriggerKeepInactiveUserSyncConfigs (Managed)

Description

Disables the trigger that deletes a user’s sync configurations when you deactivate their user record.

Recommended Setting

Selected
Field Description

Field Information

Field Label
Field Name
(Required)

UserTriggerKeepInactiveUserSyncConfigs

Namespace Prefix

FX5

API Name

FX5__UserTriggerKeepInactiveUserSyncConfigs__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 Type

Checkbox

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 button - Checked / Unchecked

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UserTriggerSkipPackageLicenseCleanup (Managed)

Description

Disables the trigger that removes a user’s FieldFX license when you deactivate their user record.

Recommended Setting

DeSelected
Field Description

Field Information

Field Label
Field Name
(Required)

UserTriggerSkipPackageLicenseCleanup

Namespace Prefix

FX5

API Name

FX5__UserTriggerSkipPackageLicenseCleanup__c

Description

If true, skip package license clean up for inactive users. The packages include 'FX5', 'FXTKT', 'FXEAM', 'FXT2', 'FXJSD', 'FXMAP'.

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 Type

Checkbox

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 button - Checked / Unchecked

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FX Timecard Settings

If the custom setting is a list, click New to add a new set of data. For example, if your application had a setting for country codes, each set might include the country’s name and dialing code.

If the custom setting is a hierarchy, you can add data for the user, profile, or organization level. For example, you may want different values to display depending on whether a specific user is running the app, a specific profile, or just a general user.

Field Entry

Label

FX Timecard Settings

API Name

FXT2__FX_TimecardSettings__c

Visibility

Public

Namespace Prefix

FXT2

Object Name

FX_TimecardSettings

Setting Type

Hierarchy

Click Manage to edit the FX Timecard Settings

Field Entry

Location

A link to your org

TicketItemTriggerOverridden

Checkbox

Ticket Record Types for Timecard

Labor

TimecardTriggerOverridden

Checkbox

Create Timecard for Ticket Item

Checkbox - Checked

StopMixPanelTracking

Checkbox

Click the letter to jump to that section:
C | S | T

Back to Custom Settings section

Custom Fields

C
Create Timecard for Ticket Item (Managed)
Field Description

Field Information

Field Label
(Required)

Create Timecard for Ticket Item

Field Name
(Required)

UpsertTimecardForTicketItem

Data Type

Checkbox

Namespace Prefix

FX5

API Name

FXT2__UpsertTimecardForTicketItem__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

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S
StopMixPanelTracking (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

StopMixPanelTracking

Data Type

Checkbox

Namespace Prefix

FXT2

API Name

FXT2__StopMixPanelTracking__c

Description

Set to True to skip mixpanel tracking

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

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T
Ticket Item Record Types for Timecard (Managed)
Field Description

Field Information

Field Label
(Required)

Ticket Item Record Types for Timecard

Field Name
(Required)

Ticket_Item_Record_Types_for_Timecard

Namespace Prefix

FX5

API Name

FXT2__Ticket_Item_Record_Types_for_Timecard__c

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

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

Blank

See Formula Editor.

Text Options

Length
(Required)

255

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TicketItemTriggerOverridden (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

TicketItemTriggerOverridden

Namespace Prefix

FXT2

API Name

FXT2__TicketItemTriggerOverridden__c

Description
Help Text

A flag to bypass TicketItem trigger for Timecard in the managed 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 Type

Checkbox

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 button - Checked / Unchecked

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TimecardTriggerOverridden (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

TimecardTriggerOverridden

Namespace Prefix

FXT2

API Name

FXT2__TimecardTriggerOverridden__c

Description

A flag to bypass Timecard trigger in the managed 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 Type

Checkbox

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 button - Checked / Unchecked

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FXR_Settings

Field Description

Label

FXR_Settings

API Name

FXR__FXR_Settings__c

Visibility

Public

Namespace Prefix

FXR

Object Name

FXR_Settings

Setting Type

Hierarchy

Description

Blank

Click to go to that letter: C | J | P

Custom Fields

C
CDN Equipment X Sheet (Managed)
Field Description

Field Information

Field Label
(Required)

CDN Equipment X Sheet

Field Name
(Required)

CDN_Equipment_X_Sheet

Namespace Prefix

FX5

API Name

FXR__CDN_Equipment_X_Sheet__c

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

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)

External ID

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

Default Value

'rentalxsheet/LATEST'

See Formula Editor.

Text Options

Length
(Required)

255

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J

JSD License

Field Entry

Label

JSD License

API Name

FXJSD__JSDLicenses__c

Visibility

Public

Namespace Prefix

FXJSD

Object Name

JSDLicenses

Setting Type

Hierarchy

Back to Custom Settings section

P

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these fields:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

PM Schedule Batch Parameters

Field Entry

Label

PM Schedule Batch Parameters

API Name

FX5__PM_Schedule_Para__c

Visibility

Public

Namespace Prefix

FX5

Object Name

PM_Schedule_Para

Setting Type

Hierarchy

Description

The PM Schedule Batch Parameters contain the user definable parameters used in the batch PM Scheduling process.

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Custom Fields

Click to go to the other letters: I | M | R | U

I
Initial Meter Percent
Field Description

Field Information

Field Label
(Required)

Initial Meter Percent

Field Name
(Required)

Initial_Meter_Percent

Namespace Prefix

FX5

API Name

FX5__Initial_Meter_Percent__c

Data Type

Percent

Description

Initial Meter Percent is used to countdown and release the first work order on a meter based PM schedule

This text can’t be edited and is locked.

Help Text

Initial Meter Percent is used to countdown and release the first work order on a meter based PM schedule

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)

External ID

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

Default Value

Blank

See Formula Editor.

Percent Options

Length
(Required)

2

Decimal Places
(Required)

0

Back to PM Schedule Batch Parameters Index
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M
Meter Percent (Managed)
Field Description

Field Information

Field Label
(Required)

Meter Percent

Field Name
(Required)

Meter_Percent

Namespace Prefix

FX5

API Name

FX5__Meter_Percent__c

Data Type

Percent

Description

Meter Percent is a user defined parameter that specifies the minimum percentage value that the Meter Interval Percent Complete value must reach on a Meter Based PM Schedule before that PM Schedule is selected in the batch PM Schedule release process

This text can’t be edited and is locked.

Help Text

Meter Percent is a user defined parameter that specifies the minimum percentage value that the Meter Interval Percent Complete value must reach on a Meter Based PM Schedule before that PM Schedule is selected in the batch PM Schedule release process

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)

External ID

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

Default Value

90

See Formula Editor.

Percent Options

Length
(Required)

3

Decimal Places
(Required)

0

Back to the M Listing
Back to PM Schedule Batch Parameters Index
Back to Custom Settings section

R
Release Window Default (Managed)
Field Description

Field Information

Field Label
(Required)

Release Window Default

Field Name
(Required)

Release_Window_Default

Namespace Prefix

FX5

API Name

FX5__Release_Window_Default__c

Description

The Release Window Default is the default populated on the PM Schedule Release Window field.

This text can’t be edited and is locked.

Help Text

The Release Window Default is the default populated on the PM Schedule Release Window 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.

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)

3

Decimal Places
(Required)

0

Back to the R Listing
Back to PM Schedule Batch Parameters Index
Back to Custom Settings section

U
UID (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

UID

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__UID__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

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.

Text Options

Length
(Required)

50

Back to the R Listing
Back to PM Schedule Batch Parameters Index
Back to Custom Settings section

PMGroupSchedule Rev Tracking Parameters

If the custom setting is a list, click New to add a new set of data. For example, if your application had a setting for country codes, each set might include the country’s name and dialing code.

If the custom setting is a hierarchy, you can add data for the user, profile, or organization level. For example, you may want different values to display depending on whether a specific user is running the app, a specific profile, or just a general user.

Label PMGroupSchedule Rev Tracking Parameters

API Name

FX5__PMGroupSchedule_Rev_Tracking_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

PMGroupSchedule_Rev_Tracking_Parameters

Setting Type

Hierarchy

Description

Custom Setting for Revision tracking on PM Group Schedule Object. User can either enable or disable Revision tracking.

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Custom Fields

Enable Revision Tracking (Managed)
Field Description

Field Information

Field Label
(Required)

Enable Revision Tracking

Field Name
(Required)

Enable_Revision_Tracking

Namespace Prefix

FX5

API Name

FX5__Enable_Revision_Tracking__c

Description

User can either check or uncheck this checkbox to either enable or disable Revision field tracking on PM Group Schedule Object.

This text can’t be edited and is locked.

Help Text

Automatically create a Crew Planning entry for Job creator if this flag is set to true.

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

Data Type

Checkbox

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 button - Checked / Unchecked

Back to PMGroupScheduleRevTrackingParameters

PMGS Testing Parameters

Create the fields for your custom setting. The data in these fields are cached with the application.

Label PMGS Testing Parameters

API Name

FX5__PMGS_Testing_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

PMGS_Testing_Parameters

Setting Type

Hierarchy

Description

The PMGS Testing Parameters are used as a diagnostic aid to validate and verify PM Group Schedule Next Due Date calculations and is for the exclusive use of ServiceMax support.

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Custom Fields

PMGS Current Month Offset (Managed)
Field Description

Field Information

Field Label
(Required)

PMGS Current Month Offset

Field Name
(Required)

PMGS_Current_Month_Offset

Namespace Prefix

FX5

API Name

FX5__PMGS_Current_Month_Offset__c

Description

The PMGS Testing Parameters are used as a diagnostic aid to validate and verify PM Group Schedule Next Due Date calculations and is for the exclusive use of ServiceMax Support. The default value is Zero (0). Do NOT edit this value. Unexpected results will occur.

This text can’t be edited and is locked.

Help Text

The PMGS Testing Parameters are used as a diagnostic aid to validate and verify PM Group Schedule Next Due Date calculations and is for the exclusive use of AssetOptics Support. The default value is Zero (0). Do NOT edit this value.

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.

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

3

Decimal Places
(Required)

0

Back to PMGS Testing Parameters
Back to Custom Settings section

PMSchedule Revision Tracking Parameters

Field Entry

Label

PMSchedule Revision Tracking Parameters

API Name

FX5__PMSchedule_Revision_Tracking_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

PMSchedule_Revision_Tracking_Parameters

Setting Type

Hierarchy

Description

Custom Setting for Revision Tracking on PM Schedule. The user can either enable or disable the tracking.

Custom Fields

Enable Revision Tracking (Managed)

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.
Field Description

Field Information

Field Label
(Required)

Enable Revision Tracking

Field Name
(Required)

Enable_Revision_Tracking

Namespace Prefix

FX5

API Name

FX5__Enable_Revision_Tracking__c

Data Type

Checkbox

Description

Checkbox to enable or disable Revision Tracking on PM Schedule object.

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

Checked / Unchecked

Back to Custom Settings section

Purchase Order Parameters

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.
Field Entry

Label

Purchase Order Parameters

API Name

FX5__Purchase_Order_Para__c

Visibility

Public

Namespace Prefix

FX5

Object Name

Purchase_Order_Para

Setting Type

Hierarchy

Description

Purchase Order Parameters

Click to go to that letter: A | B | D | U

Custom Fields

A
AutoCreateWOMiscCostFromPOMiscCost (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

AutoCreateWOMiscCostFromPOMiscCost

Namespace Prefix

FX5

API Name

FX5__AutoCreateWOMiscCostFromPOMiscCost__c

Description
Help Text

Set this parameter to True to Automatically Create a Work Order Misc Cost record from a Purchase Order Misc Cost record when the Purchase Order Misc Cost Work Order is NOT blank and a related Work Order Misc Cost is NOT entered.

This text can’t be edited and is locked.

Help Text

Set this parameter to True to Automatically Create a Work Order Misc Cost record from a Purchase Order Misc Cost record when the Purchase Order Misc Cost Work Order is NOT blank and a related Work Order Misc Cost is NOT entered.

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

Data Type

Checkbox

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 button - Checked / Unchecked

Back to Purchase Order Parameters
Back to P Custom Settings

AutoGenBatch Size (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

Billing_City

Namespace Prefix

FX5

API Name

FX5__AutoGenBatchSize__c

Description

Determines the Maximum Number of Parts that can be selected in the Auto Purchase Order Generation Batch Schedule Process

This text can’t be edited and is locked.

Help Text

Determines the Maximum Number of Parts that can be selected in the Auto Purchase Order Generation Batch Schedule Process

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

Blank

See Formula Editor.

Text Options

Length
(Required)

5

Decimal Places
(Required)

0

Back to Purchase Order Parameters
Back to P Custom Settings

B
Billing City (Managed)
Field Description

Field Information

Field Label
(Required)

Billing City

Field Name
(Required)

Billing_City

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Billing_City__c

Description

Billing Company Used On Purchase Orders

This text can’t be edited and is locked.

Help Text

Billing Company Used On Purchase Orders

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

Data Type

Text

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

Back to Purchase Order Parameters
Back to P Custom Settings

Billing Company (Managed)
Field Description

Field Information

Field Label
(Required)

Billing Company

Field Name

Billing_Company

Namespace Prefix

FX5

API Name

FX5Billing_Companyc+

Data Type

Text

Description

Billing Company Used On Purchase Orders

This text can’t be edited and is locked.

Help Text

Billing Company Used On Purchase Orders

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

Back to Purchase Order Parameters
Back to P Custom Settings

Billing State Province (Managed)
Field Description

Field Information

Field Label
(Required)

Billing State Province

Field Name

Billing_State_Province

Namespace Prefix

FX5

API Name

FX5__Billing_State_Province__c

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

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

Back to Purchase Order Parameters
Back to P Custom Settings

Billing Street (Managed)
Field Description

Field Information

Field Label
(Required)

Billing Street

Field Name

Billing_Street

Namespace Prefix

FX5

API Name

FX5__Billing_Street__c

Data Type

Text Area

Description

Default Billing Street for Purchase Orders

This text can’t be edited and is locked.

Help Text

Default Billing Street for Purchase Orders

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.

Default Value

Blank

See Formula Editor.

Back to Purchase Order Parameters
Back to P Custom Settings

Billing ZIP Postal (Managed)
Field Description

Field Information

Field Label
(Required)

Billing ZIP Postal

Field Name
(Required)

Billing_ZIP_Postal

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Billing_ZIP_Postal__c

Description

Default Billing ZIP / Postal Code for Purchase Orders

This text can’t be edited and is locked.

Help Text

Default Billing ZIP / Postal Code for Purchase Orders

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)

External ID

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

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

255

Back to Purchase Order Parameters
Back to P Custom Settings

D
Disallow PO Part Over Receipts (Managed)
Field Description

Field Information

Field Label
(Required)

Disallow PO Part Over Receipts

Field Name
(Required)

Disallow_PO_Part_Over_Receipts

Namespace Prefix

FX5

API Name

FX5__Disallow_PO_Part_Over_Receipts__c

Description

The Disallow PO Part Over Receipts Parameter is used conjunction with PO Parts Over Receipts Validation Rule to Allow/Disallow Over Receipts (Receipt Qty > Order Qty)

This text can’t be edited and is locked.

Help Text

Automatically create a Crew Planning entry for Job creator if this flag is set to true.

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

Visibility

Public

Data Type

Checkbox

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 button - Checked or Unchecked

Back to Purchase Order Parameters
Back to P Custom Settings

U
UID (Managed)
Field Description

Field Information

Field Label
Field Name
(Required)

UID

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__UID__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 - Checked
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 - Checked
Set this field as the unique record identifier from an external system.

Default Value

Blank

See Formula Editor.

Text Options

Length
(Required)

50

Back to Purchase Order Parameters
Back to P Custom Settings

S == S

Serialized Inventory Parameters

Field Entry

Label

Serialized Inventory Parameters

API Name

FX5__Serialized_Inventory_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

Serialized_Inventory_Parameters

Setting Type

Hierarchy

Description

The PM Schedule Batch Parameters contain the user definable parameters used in the batch PM Scheduling process.

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Back to S Custom Settings

Custom Fields

Equipment Status At Issue (Managed)
Field Description

Field Information

Field Label
(Required)

Equipment Status At Issue

Field Name
(Required)

Equipment_Status_At_Issue

Namespace Prefix

FX5

API Name

FX5__Equipment_Status_At_Issue__c

Description

This field will store the status for the Equipment to be created while Issuing Parts When Serialization Control Point = At Issue

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

Text

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)

External ID

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

Default Value

"Pending Install"

See Formula Editor.

Text Options

Length
(Required)

50

Back to Serialized Inventory Parameters listing
Back to S Custom Settings

Equipment Status At Receipt (Managed)
Field Description

Field Information

Field Label
(Required)

Equipment Status At Receipt

Field Name
(Required)

Equipment_Status_At_Receipt

Namespace Prefix

FX5

API Name

FX5__Equipment_Status_At_Receipt__c

Description

This field will store the status for the Equipment to be created while Receiving Parts from a Purchase Order.

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

Text

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)

External ID

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

Default Value

"Stock Inventory"

See Formula Editor.

Text Options

Length
(Required)

50

Back to Serialized Inventory Parameters listing
Back to S Custom Settings

Equipment Status For Shrink (Managed)
Field Description

Field Information

Field Label
(Required)

Equipment Status At Shrink

Field Name
(Required)

Equipment_Status_At_Shrink

Namespace Prefix

FX5

API Name

FX5__Equipment_Status_For_Shrink__c

Description

This field will store the status of the Equipment when there will be a Shrink adjustment on a Part Transaction.

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

Text

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)

External ID

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

Default Value

"Idle"

See Formula Editor.

Text Options

Length
(Required)

50

Back to Serialized Inventory Parameters listing
Back to S Custom Settings

W

Work Assignment Parameters

Field Entry

Label

Work Assignment Parameters

API Name

FX5__Work_Assignment_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

Work_Assignment_Parameters

Setting Type

Hierarchy

Description

Contains Parameters for Work Assignments

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

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Custom Fields

Status on Task Start (Managed)
Field Description

Field Information

Field Label
(Required)

Status on Task Start

Field Name
(Required)

Status_on_Task_Start

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Status_on_Task_Start__c

Description

Work Assignment Status that will be set when a Work Assignment is created from the Start/Stop action on a Work Task. This value MUST match an active Work Assignment Status value.

This text can’t be edited and is locked.

Help Text

Work Assignment Status that will be set when a Work Assignment is created from the Start/Stop action on a Work Task. This value MUST match an active Work Assignment Status value.

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

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)

External ID

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

Default Value

"Started"

See Formula Editor.

Text Options

Length
(Required)

50

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Status on Task Stop (Managed)
Field Description

Field Information

Field Label
(Required)

Status on Task Stop

Field Name
(Required)

Status_on_Task_Stop

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Status_on_Task_Stop__c

Description

Work Assignment Status that will be set when a Work Assignment is STOPPED from the Start/Stop action on a Work Task. This value MUST match an active Work Assignment Status value and MUST NOT be a value that is a "Current Assignment" status.

This text can’t be edited and is locked.

Help Text

Work Assignment Status that will be set when a Work Assignment is STOPPED from the Start/Stop action on a Work Task. This value MUST match an active Work Assignment Status value and MUST NOT be a value that is a "Current Assignment" 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

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)

External ID

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

Default Value

"Stopped"

See Formula Editor.

Text Options

Length
(Required)

50

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Status on Update from Current (Managed)
Field Description

Field Information

Field Label
(Required)

Status on Update from Current

Field Name
(Required)

Status_on_Update_from_Current

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Status_on_Update_from_Current__c

Description

Contains the text string that the Work Assignment Status will be updated to equal if the Work Assignment is Current and another Work Assignment is set to Current.

This text can’t be edited and is locked.

Help Text

Contains the text string that the Work Assignment Status will be updated to equal if the Work Assignment is Current and another Work Assignment is set to Current.

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

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)

External ID

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

Default Value

"Completed"

See Formula Editor.

Text Options

Length
(Required)

50

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Status When Moved to Trash (Managed)
Field Description

Field Information

Field Label
(Required)

Status When Moved To Trash

Field Name
(Required)

Status_When_Moved_To_Trash

Data Type

Text

Namespace Prefix

FX5

API Name

FX5__Status_When_Moved_To_Trash__c

Description

Contains the text string that the Work Assignment Status will be updated to when it is dragged to Trash from the Dispatch Console.

This text can’t be edited and is locked.

Help Text

Contains the text string that the Work Assignment Status will be updated to when it is dragged to Trash from the Dispatch Console.

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

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)

External ID

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

Default Value

"Canceled"

See Formula Editor.

Text Options

Length
(Required)

50

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Work Order Parameters

Label Work Order Parameters

API Name

FX5__Work_Order_Parameters__c

Visibility

Public

Namespace Prefix

FX5

Object Name

Work_Order_Parameters

Setting Type

Hierarchy

Description

Work Order Install Parameters

Some Custom Field Definitions, indicated by (Managed) are part of an upgradeable package installed from the AppExchange.

For managed Custom Field Definitions, you can edit these items:

  • Detail Write Requires Master Read Sharing

  • Latitude and Longitude Display Notation

  • Ignore Field during Lead Convert

  • Data Translation

  • Sort Alphabetically

  • Help Text

  • Mask Type

  • Mask Character

  • Data Owner

  • Field Usage

  • Data Sensitivity Level

  • Compliance Categorization

To simplify the upgrade process, all other attributes are locked.

Click to go to the other letters: A | I | M | S | W

Custom Fields

A
AutoID Standard Tasks (Managed)
Field Description

Field Information

Field Label
(Required)

AutoID Standard Tasks

Field Name
(Required)

AutoID_Standard_Tasks

Namespace Prefix

FX5

API Name

FX5__AutoID_Standard_Tasks__c

Description

Check = Yes, Automatically Assign the Standard Task Number as the Standard Task ID

This text can’t be edited and is locked.

Help Text

Check = Yes, Automatically Assign the Standard Task Number as the Standard Task ID

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

Data Type

Checkbox

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 button - Checked / Unchecked

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I

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Initial Est Hrs (Managed)
Field Description

Field Information

Field Label
(Required)

Initial Est Hrs

Field Name
(Required)

Initial_Est_Hrs

Namespace Prefix

FX5

API Name

FX5__Initial_Est_Hrs__c

Description

This custom setting will override the Initial Est Hrs that is Defaulted on a Work Order

This text can’t be edited and is locked.

Help Text

This custom setting will override the Initial Est Hrs that is Defaulted on a Work Order

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

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

  • 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

0.00

See Formula Editor.

Number Options

Length
(Required)

5

Decimal Places
(Required)

2

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M
Maximum Schedule Duration
Field Description

Field Information

Field Label
(Required)

Maximum Schedule Duration

Field Name
(Required)

Maximum_Schedule_Duration

Namespace Prefix

FX5

API Name

FX5__Maximum_Schedule_Duration__c

Description

The Maximum Schedule Duration represents the greatest duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

This text can’t be edited and is locked.

Help Text

The Maximum Schedule Duration represents the greatest duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

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

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

  • 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

9

See Formula Editor.

Text Options

Length
(Required)

2

Decimal Places
(Required)

2

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Minimum Schedule Duration
Field Description

Field Information

Field Label
(Required)

Minimum Schedule Duration

Field Name
(Required)

Minimum_Schedule_Duration

Namespace Prefix

FX5

API Name

FX5__Minimum_Schedule_Duration__c

Description

The Minimum Schedule Duration represents the least duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

This text can’t be edited and is locked.

Help Text

The Minimum Schedule Duration represents the least duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

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

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

  • 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

0.25

See Formula Editor.

Text Options

Length
(Required)

2

Decimal Places
(Required)

2

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S
Schedule Duration Interval
Field Description

Field Information

Field Label
(Required)

Schedule Duration Interval

Field Name
(Required)

Schedule_Duration_Interval

Namespace Prefix

FX5

API Name

FX5__Schedule_Duration_Interval__c

Description

The Minimum Schedule Duration represents the least duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

This text can’t be edited and is locked.

Help Text

The Minimum Schedule Duration represents the least duration value (in Hours) when creating a WO Assignment record from a WO Task on the Dispatch Console.

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

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

  • 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

0.25

See Formula Editor.

Text Options

Length
(Required)

2

Decimal Places
(Required)

2

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W
WO Task Default Rate
Field Description

Field Information

Field Label
(Required)

Schedule Duration Interval

Field Name
(Required)

Schedule_Duration_Interval

Namespace Prefix

FX5

API Name

FX5__WO_Task_Default_Rate__c

Description

Work Order Task default labor used to calculate Planned Work Order Task Labor Amount when a Craft is NOT specified

This text can’t be edited and is locked.

Help Text

Work Order Task default labor used to calculate Planned Work Order Task Labor Amount when a Craft is NOT specified

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

Currency

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)

External ID

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

Default Value

0.00

See Formula Editor.

Text Options

Length
(Required)

12

Decimal Places
(Required)

2

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