FX Settings

The FX Settings are global settings that control how select FieldFX features work.

Prerequisites

To configure FX Settings, you need the following permissions:

  • System permissions:

    • Customize Application

    • View Setup and Configuration

Hierarchical Settings

You can configure FX Settings at three levels:

Level Description Rank

Org

Settings that apply org-wide

1

User Profile

Settings that apply to a user profile

2

User

Settings that apply to a user

3

FX Settings uses this ranking in a hierarchy to check the applicable settings.

The hierarchy logic checks the settings applicable to a user and applies the lowest level of settings.

If a user has applicable org-level and user-level settings, the user-level settings apply.

How FX Settings Work

Package Settings

See FX Settings for more information on the custom settings that are provided as part of the managed package.

Additional Optional Settings

The following fields can be added to Custom Settings if needed.

Click the letter to jump to that section:
P S

FX Setting Description Recommended Setting

- P -
Back to Top

pageSettings_IIB

See Note

Gives you the ability to hide components on the Invoice Item Builder. Use in combination with the optional settings listed below.

-

pageSettings_PBB

See Note

Gives you the ability to hide components on the Price Book Builder. Use in combination with the optional settings listed below.

–

pageSettings_QIB

See Note

Gives you the ability to hide components on the Quote Item Builder. Use in combination with the optional settings listed below.

–

pageSettings_TIB

See Note

Gives you the ability to hide components on the Ticket Item Builder. Use in combination with the optional settings listed below.

–

- S -
Back to Top
To protect API Limits, changing these default settings is not recommended.

SyncInterval_Config_Minutes__c

Overrides the defaulted 24-hour interval for background sync of configuration data.

24 hrs

SyncInterval_Files_Minutes__c

Overrides the defaulted 120-minute interval for background sync of File API data.

120 minutes

SyncInterval_Fxforms_Minutes__c

Overrides the defaulted 60-minute interval for background sync of FX Form downloads.

60 minutes

SyncInterval_Jobs_Minutes__c

Overrides the defaulted 60-minute interval for background sync of jobs.

60 minutes

SyncInterval_Lookups_Minutes__c

Overrides the defaulted 120-minute interval for background sync of lookup downloads.

120 minutes

SyncInterval_Pricebooks_Minutes__c

Overrides the defaulted 120-minute interval for background sync of Price Book downloads.

120 minutes

SyncInterval_Quotes_Minutes__c

Overrides the defaulted 60-minute interval for background sync of changes to Quotes.

60 minutes

SyncInterval_Tickets_Minutes__c

Overrides the defaulted 60-minute interval for background sync of ticket downloads.

60 minutes

Back to Additional Optional Settings

Optional Settings for pageSettings_xxx

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

Add the pageSettings_xxx FX Setting from the table above to FXSettings Custom Settings, then enter any combination of the options in the following table to hide various elements of the page.

Enter each option that should not display. Separate multiple options with commas.

Example 1. Hiding Item Search, Picker, Delete, and Copy

HideItemSearch, HidePicker, HideDelete, HideCopy

Setting Description

HideItemSearch

Hide the search bar on top of the main grid.

HideBarCodeReader

Hide the barcode search/add control

HidePicker

Hide the Item Picker

HideSelectChildren

Hide the Select Children column on the grid

HideHeader

Hide the main header

HideDelete

Hide the Delete button

HideCopy

Hide the Copy button

HideBulkEdit

Hide the Bulk Edit button

HideStagePricing

Hide the Stage Pricing button

HideSortByMostRecent

Hide the link to sort by most recent

Step-By Step Guides

For FX Settings, you can access, configure settings for the org, create for a user profile, update the user profile settings, create settings for a user, or update settings for a user.

Access FX Settings

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter custom setting in the Quick Find box, then select Custom Settings.

  4. In the table of Custom Settings, click Manage next to FX Settings.

    These are FX Settings that can be changed:

    FX Settings

  5. You can complete these tasks:

    For the Org For a User Profile For a User

Configure FX Settings for the Org

  1. Click Edit above the Default Organization Level Value section.

  2. Configure settings.

  3. Click Save.

Create FX Settings for a User Profile

  1. Click New.

  2. In Location, select Profile and then select the user profile.

  3. Configure settings.

  4. Click Save.

Update FX Settings for a User Profile

  1. Click Edit next to the user profile.

  2. Make changes.

  3. Click Save.

Create FX Settings for a User

  1. Click New.

  2. In Location, select "User" and then select the user.

  3. Configure settings.

  4. Click Save.

Update FX Settings for a User

  1. Click Edit next to the user.

  2. Make changes.

  3. Click Save.