FX Schedule & Dispatch Minimum Permissions

This page describes the minimum permissions required to use the FX Schedule & Dispatch module.

FieldFX Back Office

Grant the following permissions to office-based users:

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Object Settings

Set the Object Settings for:

Tab Settings

Object Default Off/Available Default On/Visible

Audit Log

Green checkmark

Attachment Ext

Green checkmark

Catalog Item

Green checkmark

Checklist

Green checkmark

Classification

Green checkmark

Crew Planning

Green checkmark

eForm Config

Green checkmark

Equipment

Green checkmark

Equipment Planning

Green checkmark

FX Form

Green checkmark

Job

Green checkmark

Price Book

Green checkmark

Price Book Item

Green checkmark

Qualification

Green checkmark

Qualification Requirement

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Report Template

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Schedule & Dispatch

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Status

Green checkmark

Status Workflow

Green checkmark

Sync Configuration

Green checkmark

Ticket

Green checkmark

Well

Green checkmark

Record Type Assignments

Object Assigned Record Types

Account

Applicable
record
types

Catalog Item

Checklist

Contact

Equipment

FX Form

Job

Price Book

Price Book Item

Quote

Quote

Quote Item

Applicable record types

Status

Job & Ticket

Ticket

Applicable
record
types

Ticket Item

Object Permissions

Object Read Create Edit Delete View All Modify All

Account

Green checkmark

Green checkmark

Green checkmark

Attachment Ext

Green checkmark

Green checkmark

Green checkmark

Audit Log

Green checkmark

Green checkmark

CatalogItemPriceBooks

Green checkmark

Catalog Item

Green checkmark

Green checkmark

Green checkmark

Checklist

Green checkmark

Green checkmark

Green checkmark

Checklist Step

Green checkmark

Green checkmark

Green checkmark

Classification

Green checkmark

Green checkmark

Green checkmark

Contact

Green checkmark

Green checkmark

Green checkmark

Contact Qualification

Green checkmark

Green checkmark

Green checkmark

Crew Planning

Green checkmark

Green checkmark

Green checkmark

DataStore

Green checkmark

Green checkmark

Green checkmark

eForm Config

Green checkmark

Green checkmark

Green checkmark

Equipment

Green checkmark

Green checkmark

Green checkmark

Equipment Planning

Green checkmark

Green checkmark

Green checkmark

Equipment Qualification

Green checkmark

Green checkmark

Green checkmark

FX Form

Green checkmark

Green checkmark

Green checkmark

Job

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Job Contact

Green checkmark

Green checkmark

Green checkmark

Price Book

Green checkmark

Green checkmark

Green checkmark

Price Book Assignment

Green checkmark

Green checkmark

Green checkmark

Price Book Item

Green checkmark

Green checkmark

Green checkmark

Push Topic

Green checkmark

Qualification

Green checkmark

Green checkmark

Green checkmark

Qualification Requirement

Green checkmark

Green checkmark

Green checkmark

Quote

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Quote Item

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Report Template

Green checkmark

Green checkmark

Green checkmark

Status

Green checkmark

Green checkmark

Green checkmark

Status History

Green checkmark

Green checkmark

Green checkmark

Status Workflow

Green checkmark

Green checkmark

Green checkmark

Sync Assignment

Green checkmark

Green checkmark

Green checkmark

Sync Configuration

Green checkmark

Green checkmark

Green checkmark

Ticket

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Checklist Step

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Item

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Log

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Well

Green checkmark

Green checkmark

Green checkmark

Object

Read

Create

Edit

Delete

View All

Modify All

Field Permissions

Object Read Edit

Account

Green checkmark

Green checkmark

Attachment Ext

Green checkmark

Green checkmark

Audit Log

Green checkmark

Green checkmark

CatalogItemPriceBooks

Green checkmark

Catalog Item

Green checkmark

Green checkmark

Checklist

Green checkmark

Green checkmark

Checklist Step

Green checkmark

Green checkmark

Classification

Green checkmark

Green checkmark

Contact

Green checkmark

Green checkmark

Contact Qualification

Green checkmark

Green checkmark

Crew Planning

Green checkmark

Green checkmark

Data Store

Green checkmark

eForm Config

Green checkmark

Green checkmark

Equipment

Green checkmark

Green checkmark

Equipment Planning

Green checkmark

Green checkmark

Equipment Qualification

Green checkmark

Green checkmark

FX Form

Green checkmark

Green checkmark

Job

Grant permissions for the FX5__Quote2__c field
but don’t grant any permissions for the FX5__Quote__c field.

Green checkmark

Green checkmark

Job Contact

Green checkmark

Green checkmark

Price Book

Green checkmark

Green checkmark

Price Book Assignment

Green checkmark

Green checkmark

Price Book Item

Green checkmark

Green checkmark

Qualification

Green checkmark

Green checkmark

Qualification Requirement

Green checkmark

Green checkmark

Quote

Green checkmark

Green checkmark

Quote Item

Green checkmark

Green checkmark

Report Template

Green checkmark

Green checkmark

Status

Green checkmark

Green checkmark

Status History

Green checkmark

Status Workflow

Green checkmark

Green checkmark

Sync Assignment

Green checkmark

Green checkmark

Sync Configuration

Green checkmark

Green checkmark

Ticket

Green checkmark

Green checkmark

Ticket Checklist Step

Green checkmark

Green checkmark

Ticket Item

Green checkmark

Green checkmark

Ticket Log

Green checkmark

Green checkmark

Well

Green checkmark

Green checkmark

Object

Read

Edit

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

Green checkmark

View Setup and Configuration

Green checkmark

FieldFX Mobile

Grant the following permissions to field-based users:

Assigned Apps

Enabled Apps

FX5.Field Ticketing

Object Settings

Record Type Assignments

Object Assigned Record Types

Account

Applicable
record
types

Catalog Item

Checklist

Contact

Equipment

FX Form

Job

Price Book

Price Book Item

Quote

Quote

Quote Item

Applicable record types

Status

Job & Ticket

Ticket

Applicable
record
types

Ticket Item

Object

Assigned Record Types

Object Permissions

Object Read Create Edit Delete View All Modify All

Account

Green checkmark

Attachment Ext

Green checkmark

Audit Log

Green checkmark

Green checkmark

Green checkmark

CatalogItemPriceBooks

Green checkmark

Catalog Item

Green checkmark

Checklist

Green checkmark

Checklist Step

Green checkmark

Classification

Green checkmark

Contact

Green checkmark

Contact Qualification

Green checkmark

Crew Planning

Green checkmark

eForm Config

Green checkmark

Equipment

Green checkmark

Equipment Planning

Green checkmark

Equipment Qualification

Green checkmark

FX Form

Grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected.

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Job

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Job Contact

Green checkmark

Price Book

Green checkmark

Price Book Assignment

Green checkmark

Price Book Item

Green checkmark

Qualification

Green checkmark

Qualification Requirement

Green checkmark

Quote

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Quote Item

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Report Template

Green checkmark

Status

Green checkmark

Status History

Green checkmark

Green checkmark

Green checkmark

Status Workflow

Green checkmark

Sync Assignment

Green checkmark

Sync Configuration

Green checkmark

Ticket

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Checklist Step

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Item

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Ticket Log

Green checkmark

Green checkmark

Green checkmark

Green checkmark

Well

Green checkmark

Object

Read

Create

Edit

Delete

View All

Modify All

Field Permissions

Object Read Edit

Account

Green checkmark

Attachment Ext

Green checkmark

Audit Log

Green checkmark

Green checkmark

CatalogItemPriceBooks

Green checkmark

Catalog Item

Green checkmark

Checklist

Green checkmark

Checklist Step

Green checkmark

Classification

Green checkmark

Contact

Green checkmark

Contact Qualification

Green checkmark

Crew Planning

Green checkmark

eForm Config

Green checkmark

Equipment

Green checkmark

Equipment Planning

Green checkmark

Equipment Qualification

Green checkmark

FX Form

Green checkmark

Green checkmark

Job

Grant permissions for the FX5__Quote2__c field but don’t grant any permissions for the FX5__Quote__c field.

Green checkmark

Green checkmark

Job Contact

Green checkmark

Price Book

Green checkmark

Price Book Assignment

Green checkmark

Price Book Item

Green checkmark

Qualification

Green checkmark

Qualification Requirement

Quote

Green checkmark

Green checkmark

Quote Item

Green checkmark

Green checkmark

Report Template

Green checkmark

Status

Green checkmark

Status History

Green checkmark

Status Workflow

Green checkmark

Sync Assignment

Green checkmark

Sync Configuration

Green checkmark

Ticket

Green checkmark

Green checkmark

Ticket Checklist Step

Green checkmark

Green checkmark

Ticket Item

Green checkmark

Green checkmark

Ticket Log

Green checkmark

Green checkmark

User

Users must have Read and Edit permission
to the EULA Version and Mobile Version fields.

Green checkmark

Green checkmark

Well

Green checkmark

Object

Read

Edit

Apex Class Access

Enabled Apex Classes

All FX5 Apex classes

Visualforce Page Access

Enabled Visualforce Pages

All FX5 Visualforce pages

System Permissions

Permission Enabled

API Enabled

Green checkmark

View Setup and Configuration

Green checkmark