Schedule & Dispatch Setup

Introduction

To setup Schedule and Dispatch in FieldFX, complete the following:

Prerequisites

To set up and use FX Schedule & Dispatch, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • FieldFX Base Package

  • FieldFX E-Ticketing

  • FieldFX Job Scheduling & Dispatch

  • FX Schedule & Dispatch minimum permissions

  • System permissions:

    • API Enabled

    • Author Apex

    • Customize Application

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

      • To manage dashboards, you need:

  • Modify All permission for the DataStore object

Back to Introduction

Custom Metadata

Configure JSD Display Text

If a user wants a different display field for a certain SObject (see the list below), you need to go to custom metadata and to the FX5__JSD_Display_Text__mdt. There you can manage the records and update the Display Field there.

SObjects where the display text can be customized

  • Contact

  • FX5__Equipment__c

  • FX5__Crew_Planning__c

  • FX5__Equipment_Planning__c

  • FX5__Job__c

  • FX5__Price_Book_Item__c

  • FX5__TimeOff__c

  1. Log into your org.

  2. To access Setup, click Gear icon.

  3. In the Quick Find, type custom metadata.

  4. Select Custom Metadata Types.

  5. Find JSD Display Text and click Manage Records.

  6. You can choose to change the Display Field field on these JSD Display Text Name:

    Label JSD Display Text Name

    Contact Display Field

    Contact_Display_Field

    Crew Planning Display Field

    Crew_Planning_Display_Field

    Equipment Display Field

    Equipment_Display_Field

    Equipment Planning Display Field

    Equipment_Planning_Display_Field

    Job Display Field

    Job_Display_Field

    Price Book Item Planning Display Field

    Price_Book_item_Planning_Display_Field

    Time Off Display Field

    Time_Off_Display_Field

    1. Click Edit on the label you want to customize.

    2. In Display Field, enter the text you want to appear.

    3. Click Save.

Dashboards

A dashboard is the collection of layouts you see when you access FX Schedule & Dispatch.

The default dashboard features a standard set of layouts.

You can change the default dashboard by:

  • Defining a custom dashboard and assign it to all users:
    when you assign a dashboard to all users, every user will see the dashboard when they:

    • Access FX Schedule & Dispatch for the first time

    • Select FX → Reset All Settings

  • Defining a custom dashboard and assign it to a user profile:
    when you assign a dashboard to a user profile, users assigned to the profile will see the dashboard when they:

    • Access FX Schedule & Dispatch for the first time

    • Select FX → Reset All Settings

To manage dashboards, you need Modify All permission for the DataStore object.

Assign a Dashboard to All Users

  1. Open Schedule & Dispatch.

  2. Customize the layouts and panels on the current dashboard as necessary.

  3. Complete one of the following:

    1. Open the Chrome menu and select More tools → Developer tools

    2. Right-click on the page and select Inspect

    3. Press Ctrl-Shift-J / Command-Option-J

  4. Select Application → Local Storage → <host address>.

    Screenshot showing the Chrome developer tools

  5. Locate the jsd-xxxxxxxxxxxxxxxxxx-remote key and copy its value.

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

  7. Click Manage next to FX Settings.

  8. Click Edit.

  9. In JSD Default Dashboard, paste the jsd-xxxxxxxxxxxxxxxxxx-remote key value you copied.

  10. Click Save.

    Every user will now see the dashboard when they either:

Assign a Dashboard to a User Profile

  1. Open FX Schedule & Dispatch.

  2. Customize the layouts and panels on the current dashboard as necessary.

  3. Select FX → Manage Dashboards.

  4. Select a user profile.

  5. Click Save.

    Every user will now see the dashboard when they either:

    You can also remove a dashboard assignment for a User Profile.

Remove a Dashboard Assignment for a User Profile

  1. Open FX Schedule & Dispatch.

  2. Customize the layouts and panels on the current dashboard as necessary.

  3. Select FX → Manage Dashboards.

  4. Select a user profile.

  5. Click Remove Profile Dashboard.

Layouts

A layout features a collection of panels you can use to schedule and dispatch items.

There are two default layouts:

  • Schedule: Use to schedule jobs

  • Dispatch: Use to dispatch crew and equipment to jobs

You can add custom layouts as necessary, configure a layout’s global settings, rename, or delete a layout.

When you add custom layouts, the configuration is unique to your user record.

If you add a layout and then open Schedule & Dispatch on another device, the new layout also displays on the second device.

If you set the column width in a list view for a job timeline and then log out of Salesforce, the next time you log back into Salesforce, those column widths remain set to what you set before.

Add a Layout

In FX Schedule & Dispatch,

  1. Select + → New Layout.

  2. Enter a name.

  3. Click Create.

Configure Global Settings

In FX Schedule & Dispatch,

  1. Open the layout.

  2. Click the layout name and select Preferences.

  3. Select display options for panels on the layout.

  4. Click Apply.

Rename a Layout

In FX Schedule & Dispatch,

  1. Open the layout.

  2. Click the layout name and select Rename.

  3. Enter a new name.

  4. Click Rename.

Delete a Layout

In FX Schedule & Dispatch,

  1. Open the layout.

  2. Click the layout name and select Delete.

Back to Introduction

Panels

Panels are a component of a layout you can use to schedule or dispatch items.

You can add or remove panels from layouts as necessary.

When you add or remove panels to a layout, the collection is unique to your user record.

For example, if you add a panel and then open the layout in Schedule & Dispatch on another device, the new layout also displays on the second device.

Add a Panel

In FX Schedule & Dispatch,

  1. Open a layout

  2. Click the layout name, select Add Panel, then select the panel to add

    You must set up the Map panel before you can add it to layouts. See below for instructions on setting up the Map Panel.

  3. Drag and drop the panel to the desired position

Remove a Panel

In FX Schedule & Dispatch,

  1. Open a layout

  2. Click in the top right corner of the panel and select Remove Panel

    If you remove default panels by mistake, select FX → Reset All Settings to redisplay them.

Back to Introduction

Real-Time Panel Updates

Panels don’t update automatically with the latest real-time data.

You can make panels display the latest real-time data by adding PushTopics.

PushTopics use the Force.com Streaming API to update the Job, Crew, and Equipment panels automatically after you make changes to records.

For example, you could set up a PushTopic to update job panels automatically after changes to the Projected Start Date for jobs.

You can find more information on the Salesforce help site:

Grant permission for the PushTopic Object

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click Push Topics.

  5. Click Edit.

  6. Under Object Permissions, select Read.

  7. Click Save.

  8. Repeat these steps for other permissions as needed.

Add a PushTopic to Update Job Panels

You can add a PushTopic to update Job Panels.

  1. Access FieldFX Back Office.

  2. Access Workbench and note the API Version.

  3. Select Data → Insert.

  4. Complete the following:

    1. In Object Type, select PushTopic.

    2. Select Single Record.

  5. Click Next.

  6. Complete the following:

    1. In ApiVersion, enter the API Version you noted in the Workbench.

    2. In Description, enter "Updates job panels after changes to jobs".

    3. In IsActive, enter True.

    4. In Name, enter JSD_Job_Updates

      You must start the name with JSD

    5. In NotifyForFields, enter Select.

      This entry determines when record field changes trigger updates to panels.

      Evaluating too many record field changes may cause you to exceed the Streaming API Limits for your org.

    6. Set the following to True:

      • NotifyForOperationCreate

      • NotifyForOperationDelete

      • NotifyForOperationUndelete

      • NotifyForOperationUpdate

    7. In Query, enter the following SOQL statement:

      SELECT Id, Name, FX5__Projected_Start_Date__c, FX5__Projected_End_Date__c FROM FX5__Job__c
      This SOQL statement determines the fields for which changes trigger updates to panels.

  7. Click Confirm Insert.

    A notification displays to indicate you added the PushTopic successfully.

  8. Close Workbench

  9. Access FieldFX Back Office

  10. Switch to Salesforce Classic

  11. Grant permission use the PushTopic:

    1. From Setup, enter permission in the Quick Find box, then select Permission Sets

    2. Open the FieldFX Schedule and Dispatch permission set.

    3. Under Apps, click Object Settings.

    4. Click Push Topics.

    5. Click Edit.

    6. Under Object Permissions, select Read.

    7. Click Save.

    8. Repeat these steps for other permission sets as needed.

Add a PushTopic to Update Crew Panels

  1. Access FieldFX Back Office.

  2. Access Workbench and note the API Version.

  3. Select Data → Insert.

  4. Complete the following:

    1. In Object Type, select PushTopic.

    2. Select Single Record.

  5. Click Next.

  6. Complete the following:

    Field Action

    ApiVersion

    Enter the API Version noted in the Workbench.

    Description

    Enter Updates contact panels after changes to crew planning records.

    IsActive

    Enter True.

    Name

    Enter JSD_Crew_Updates.

    You must start the name with JSD.

    NotifyForFields

    Enter Select.

    This entry determines when record field changes trigger updates to panels.

    Evaluating too many record field changes may cause you to exceed the Streaming API Limits for your org.

    NotifyForOperationCreate NotifyForOperationDelete NotifyForOperationUndelete NotifyForOperationUpdate

    Set the following to true

    Query

    Enter the following SOQL statement:

    SELECT Id, FX5__Crew_Member__c, FX5__Planned_Start_Date__c, FX5__Planned_End_Date__c, FX5__Role_on_Job__c FROM FX5__Crew_Planning__c
    This SOQL statement determines which field changes trigger updates to panels.

  7. Click Confirm Insert.

    A notification displays to indicate you added the PushTopic successfully.

  8. Close Workbench.

  9. Access FieldFX Back Office.

  10. Switch to Salesforce Classic.

  11. Grant permission use the PushTopic:

    1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

    2. Open the FieldFX Schedule and Dispatch permission set.

    3. Under Apps, click Object Settings.

    4. Click Push Topics.

    5. Click Edit.

    6. Under Object Permissions, select Read.

    7. Click Save.

    8. Repeat these steps for other permission sets as needed.

Add a PushTopic to Update Equipment Panels

  1. Access FieldFX Back Office.

  2. Access Workbench and note the API Version.

  3. Select Data → Insert.

  4. Complete the following:

    1. In Object Type, select PushTopic.

    2. Select Single Record.

  5. Click Next.

  6. Complete the following:

    Field Action

    ApiVersion

    Enter the API Version noted in the Workbench.

    Description

    Enter Updates equipment panels after changes to equipment planning records.

    IsActive

    Enter True.

    Name

    Enter JSD_Equipment_Updates.

    You must start the name with JSD.

    NotifyForFields

    Enter Select.

    This entry determines when record field changes trigger updates to panels.

    Evaluating too many record field changes may cause you to exceed the Streaming API Limits for your org.

    NotifyForOperationCreate NotifyForOperationDelete NotifyForOperationUndelete NotifyForOperationUpdate

    Set these to True:

    Query

    Enter the following SOQL statement:

    SELECT Id, FX5__Equipment2__c, FX5__Planned_Start__c, FX5__Planned_End__c, FX5__Price_Book_Item__c FROM FX5__Equipment_Planning__c
    This SOQL statement determines which fields trigger updates to panels.

  7. Click Confirm Insert.

    A notification displays to indicate you added the PushTopic successfully.

  8. Close Workbench.

  9. Access FieldFX Back Office.

  10. Switch to Salesforce Classic.

Back to Introduction

List Views

List views control the type of records that display on a panel.

You can use List Views for crew lists, list of equipment, list of jobs, and list of price books.

The list views for panels are the same list views you can select on tabs in FieldFX Back Office.

For example, the list views on the Job-list panel are the same list views you can select on the Jobs tab.

You must add at least one list view for each of the Contacts, Equipment, Jobs, and Price Book Items tabs.

When creating a lookup list view for an Office or Account, values including a "/" results in an error in the S&D panel. The issue was fixed so if you move to another list view, no error is produced.

Add a Crew List View

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Switch to FX Schedule & Dispatch.

  4. Open the Contacts tab.

  5. Click Create New View.

  6. Complete the following:

    1. Under Step 1, enter a name for the list view.

    2. Under Step 2, specify criteria to determine the crew that displays on the list view.

    3. Under Step 3, select the fields to display for crew shown on the list view.

    4. Under Step 4, select Visible to all users.

  7. Click Save.

Add an Equipment List View

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Switch to FX Schedule & Dispatch.

  4. Open the Equipment tab

  5. Click Create New View

  6. Complete the following:

    1. Under Step 1, enter a name for the list view

    2. Under Step 2, specify criteria to determine the equipment that displays on the list view

    3. Under Step 3, select the fields to display for equipment shown on the list view

    4. Under Step 4, select Visible to all users

  7. Click Save

Add a Job List View

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Switch to FX Schedule & Dispatch.

  4. Open the Job tab.

  5. Click Create New View.

  6. Complete the following:

    1. Under Step 1, enter a name for the list view.

    2. Under Step 2, specify criteria to determine the jobs that display on the list view.

    3. Under Step 3, select the fields to display for jobs shown on the list view.

    4. Under Step 4, select Visible to all users.

  7. Click Save.

Add a Price Book List View

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Price Book tab.

  4. Click Create New View.

  5. Complete the following:

    1. Under Step 1, enter a name for the list view.

    2. Under Step 2, specify criteria to determine the price book items that display on the list view.

    3. Under Step 3, select the fields to display for price book items shown on the list view.

    4. Under Step 4, select Visible to all users.

  6. Click Save.

Back to Introduction

Map Panel

The Map panel features a map widget that can show jobs, crew, or equipment by geolocation.

Set up the Map Panel

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Select Create > Objects.

  5. In Custom Objects, complete these tasks in order:

Add a Geolocation Field

To the Job Object

  1. In Custom Objects in Setup, click Job.

    This object is managed so you can only edit certain attributes.

  2. Under Custom Fields & Relationships, click New.

  3. Select Geolocation and then Next.

  4. In Field Label, enter Geolocation.

  5. In Decimal Places, enter 2.

  6. Click Next.

  7. Click Visible twice.

  8. Click Next.

  9. Select the page layouts on which to include the field.

  10. Click Save.

  11. Continue on with adding to the Contact Object.

To the Contact Object

  1. From Setup, enter contacts in the Quick Find box.

  2. Select Customize > Contacts > Fields.

  3. In Contact Fields, select Contact Custom Fields & Relationships and then click New.

  4. Select Geolocation and then click Next.

  5. In Field Label, enter Geolocation.

  6. In Decimal Places, enter 2.

  7. Click Next.

  8. Select the check boxes for the Field-Level Security for Profile options and then click Next.

  9. Select the page layouts on which to include the field and click Save.

  10. Continue on with adding to the Equipment Object.

To the Equipment Object

  1. In Custom Objects, click Equipment.

    This object is managed so you can only edit certain attributes.

  2. Under Custom Fields & Relationships, click New.

  3. Select Geolocation and then click Next.

  4. In Field Label, enter Geolocation.

  5. In Decimal Places, enter 2.

  6. Click Next.

  7. Select the check boxes for the Field-Level Security for Profile options and then click Next.

  8. Select the page layouts on which to include the field.

  9. Click Save.

  10. Grant field permissions for the Geolocation fields.

  11. Continue with Add a location-based list view for the Jobs Tab.

Add a location-based list view for the Jobs Tab

  1. From the main FieldFX window, open the Jobs tab.

    If not there, click the Home tab.

  2. Click Create New View.

  3. In View Name, enter Jobs with Geolocation.

  4. Under Step 2: Specify Filter Criteria → Filter By Additional Fields, select the following:

    • Field: Geolocation (Latitude)

    • Operator: greater or equal

    • Value: 0.00

      Screenshot of the entries to put under Step 2: Specify Filter Criteria

  5. Under Step 3: Select Fields to Display → Available Fields, select the following:

    • Name

    • Customer

    • Office

    • Geolocation (Latitude)

    • Geolocation (Longitude)

  6. Click Add.

  7. Under Step 4: Restrict Visibility, select Visible to all users.

  8. Click Save.

  9. Continue with Add a location-based list view for the Contacts tab

Add a location-based list view for the Contacts tab

  1. Open the Contacts tab.

  2. Click Create New View.

  3. In View Name, enter "Crew with Geolocation".

  4. Under Step 2: Specify Filter Criteria → Filter By Additional Fields, select the following:

    • Field: Geolocation (Latitude)

    • Operator: greater or equal

    • Value: 0.00

      Screenshot of the entries to put under Step 2: Specify Filter Criteria

  5. Under Step 3: Select Fields to Display → Available Fields, select the following:

    • Name

    • Account Name

    • Title

    • Office

    • Geolocation (Latitude)

    • Geolocation (Longitude)

  6. Click Add.

  7. Under Step 4: Restrict Visibility, select Visible to all users.

  8. Click Save.

  9. Continue with Add a location-based list view for the Equipment tab.

Add a location-based list view for the Equipment tab

  1. Open the Equipment tab.

  2. Click Create New View.

  3. In View Name, enter Equipment with Geolocation.

  4. Under Step 2: Specify Filter Criteria | Filter By Additional Fields, select the following:

    • Field: Geolocation (Latitude)

    • Operator: greater or equal

    • Value: 0.00

      Screenshot of the entries to put under Step 2: Specify Filter Criteria

  5. Under Step 3: Select Fields to Display → Available Fields, select the following:

    • Name

    • Unit Number

    • Geolocation (Latitude)

    • Geolocation (Longitude)

  6. Click Add.

  7. Under Step 4: Restrict Visibility, select Visible to all users.

  8. Click Save.

  9. Continue with Finish Map Panel Setup.

Finish Map Panel Setup

  1. Assign FieldFX Mapping licenses to users.

  2. Set geolocations for jobs, crew, and equipment.

Back to Introduction

Qualification Requirements

A qualification requirement restricts the resources you can dispatch to a job to those holding a specific qualification.

Refer to the Displaying Qualified Resources section of the Schedule and Dispatch overview to learn how this feature works.

You can add a qualification requirement to all jobs or specific jobs.

Complete these setup tasks:

Optional Qualification Requirements

You can make a qualification requirement optional.

This gives you the ability to dispatch resources to jobs if they don’t have the required qualification.

Deselect Required for a qualification requirement to make it optional.

Back to Qualification Requirements tasks

Set Up Qualification Requirements

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete these tasks in order:

Configure FX Settings

See FX Settings for more information.

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

  2. Click Manage next to FX Settings.

  3. Click Edit.

  4. Deselect AutoAddJobCreatorToCrew.

  5. Click Save.

  6. Continue with Configure Job page layouts.

Back to Qualification Requirements Setup Task List

Configure Job page layouts

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Job.

  3. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

  4. On the toolbar, click Related Lists.

  5. Drag Qualification Requirements onto the layout.

  6. Click the wrench icon.

  7. Add these to Selected Fields:

    • Qualification

    • Account

    • Category

  8. Click OK.

  9. Click Save.

  10. Repeat the above steps for other page layouts as needed.

  11. Continue with Configure the Qualification Requirement page layout.

Back to Qualification Requirements Setup Task List

Configure the Qualification Requirement page layout

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Qualification Requirement.

  3. Under Page Layouts, click Edit next to Qualification Requirement Layout.

  4. Add these fields to the layout.

    • Job

    • Account

    • Category

    • Required

  5. Click Save.

  6. Continue with Configure Qualification page layouts.

Back to Qualification Requirements Setup Task List

Configure Qualification page layouts

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Qualification.

  3. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

  4. Add the Category field to the layout.

  5. Click Save.

  6. Repeat the above steps for other page layouts as needed.

  7. Add qualifications.

  8. Continue with Configure existing qualifications.

Back to Qualification Requirements Setup Task List

Configure existing qualifications

  1. Open the Qualifications tab.

  2. Open a qualification.

  3. In Category, specify whether the qualification applies to crew or equipment.

  4. Click Save.

  5. Repeat the above steps for other qualifications as needed

  6. Add qualification requirements to all jobs.

  7. Add qualification requirements to. jobs for a customer.

  8. Add qualification requirements to a job.

Back to Qualification Requirements tasks
Back to Qualification Requirements Setup Task List

Add for all Jobs

You can add a qualification requirement to all jobs.

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Qualification Requirements tab.

  4. Click New.

  5. In Qualification, select a qualification to make required on all jobs.

    Prerequisite

    You must select a Category for this qualification to specify whether it applies to crew or equipment.

  6. (Optional) Deselect Required to give users the ability to remove the requirement from jobs.

    • To remove a qualification requirement from a job, select the job on a calendar or timeline panel and click X on the requirement filter that displays at the top of the page.

    • You can only remove a qualification requirement from a job if the requirement doesn’t have Required selected.

  7. Click Save.

  8. Continue with Add to Jobs for a Customer.

Back to Qualifications Requirements

Add to Jobs for a Customer

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Qualification Requirements tab.

  4. Click New.

  5. In Qualification, select a qualification to make required on the customer’s jobs.

    Prerequisite

    You must select a Category for this qualification to specify whether it applies to crew or equipment.

  6. In Account, select the customer for which to add the requirement.

  7. (Optional) Deselect Required to give users the ability to remove the requirement from jobs.

    • To remove a qualification requirement from a job, select the job on a calendar or timeline panel and click X on the requirement filter that displays at the top of the page.

    • You can only remove a qualification requirement from a job if the requirement doesn’t have Required selected.

  8. Click Save.

  9. Continue with Add to a Job.

Back to Qualifications Requirements

Add to a Job

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Jobs tab.

  4. Open the job.

  5. Move to the Qualification Requirements related list.

  6. Click New Qualification Requirement.

  7. In Qualification, select a qualification to make required on the job.

    Prerequisite

    You must select a Category for this qualification to specify whether it applies to crew or equipment.

  8. (Optional) Deselect Required to give users the ability to remove the requirement from jobs.

    • To remove a qualification requirement from a job, select the job on a calendar or timeline panel and click X on the requirement filter that displays at the top of the page.

    • You can only remove a qualification requirement from a job if the requirement doesn’t have Required selected.

  9. Click Save.

  10. Continue with Add a Custom Qualification Requirement.

Back to Qualifications Requirements

Add a Custom Qualification Requirement

If the same custom field exists on both the Job object and the Qualifications Requirement object, Schedule and Dispatch automatically enforces the requirement.

  1. Create a custom field on the Job object. Note the API name you use.

    For example, create a Boolean field with an API name of Haz_Mat__c.

  2. Add the new field to the Job object’s Page Layout(s).

  3. Create the same custom field on the Qualification Requirements object.

    Use the same API name used for the Job object.

  4. Add the new field to the Qualification Requirements object’s Page Layout(s).

  5. Add one or more Qualification Requirements using the field.

    For example, add a Qualification Requirement where the custom Haz Mat field is set to True.

  6. On a Job with the requirement, set the custom field to the value for the Qualification Requirement.

    For example, on the Job, set the Haz Mat field to True.

  7. Schedule and Dispatch automatically enforces the Qualification Requirement.

Back to Qualifications Requirements
Back to Introduction

Background Colors

You can set background colors for each record that displays on a panel.

Background colors can be set for:

Set Automatic Job Colors

Complete the following to set background colors for jobs automatically based on status.

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Configure the Job object:

    1. From Setup, enter object in the Quick Find box, then select Objects.

    2. Click Job.

    3. Under Custom Fields & Relationships, click New.

    4. Select Formula.

    5. Click Next.

    6. In Field Label, enter JSD Background Color.

    7. In Formula Return Type, select Text.

    8. Click Next.

    9. In JSD Background Color (Text) =, enter the following formula and replace the status names and hexadecimal values as necessary:

      CASE(FX5__Status__r.Name, 'Job Setup', '#00A3C1', 'In Progress', '#0061B5', 'Job Completed in Field', '#0012A5', 'Job Complete', '#6300A5', '#FFFFFF')
      Refer to the W3Schools HTML Color Picker article to get hexadecimal values for common colors.

    10. Click Next.

    11. Click Visible twice.

    12. Add the field to page layouts for FieldFX Back Office.

    13. Click Save.

  4. Update permissions:

    1. Grant FieldFX Back Office users Read and Edit permission for the JSD Background Color checkbox on the Job object.

Set Crew Member Background Color

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Contacts tab.

  4. Open the contact for the crew member.

  5. Click Edit.

  6. In JSD Background Color, enter a hexadecimal color value.

    Enter #FF0000 to set the background color as red.

    Refer to the W3Schools HTML Color Picker article to get hexadecimal values for common colors.

  7. Click Save.

  8. Clear your browser’s cache.

After completing the above steps, the crew member will now display with the specified background color in the following locations:

  • Contact - List panel

  • Contact - Table panel

  • Contact - Timeline panel

  • Map panel (Crew location marker)

Set Equipment Background Color

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Equipment tab.

  4. Open the equipment record.

  5. Click Edit.

  6. In JSD Background Color, enter a hexadecimal color value.

    Enter #FF0000 to set the background color as red.

    Refer to the W3Schools HTML Color Picker article to get hexadecimal values for common colors.

  7. Click Save

  8. Clear your browser’s cache

After completing the above steps, the equipment will now display with the specified background color in the following locations:

  • Equipment - List panel

  • Equipment - Table panel

  • Equipment - Timeline panel

  • Map panel (Equipment location marker)

Set Job Background Color

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Jobs tab.

  4. Open the job.

  5. Click Edit.

  6. In JSD Background Color, enter a hexadecimal color value

    Example 1. Set background color as red

    Enter #FF0000.

  7. Click Save

  8. Clear your browser’s cache

The job will now display with the specified background color in the following locations:

  • Job - List panel

  • Job - Table panel

  • Job - Calendar panel

  • Job - Timeline panel

  • Map panel (Job location marker)

Set Qualification Requirement Background Color

Keep in mind that to set the background color, you must use the JSD_Background_Color_QR__c API Name. The user can create a formula field using the API name to show the different requirements with a different background color depending on the field(s) the formula evaluates.

Use FX5__Qualification_Requirement__c to change the background color of the qualification requirement.

Set Crew Planning Record Background Color

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Jobs tab.

  4. Open the job.

  5. Under Crew Planning, click Edit next to the record.

  6. In JSD Background Color, enter a hexadecimal color value.

    Example 2. To Set the background color as red

    Enter #FF0000.

    Refer to the W3Schools HTML Color Picker article to get hexadecimal values for common colors.

  7. Click Save.

  8. Clear your browser’s cache.

The crew planning record will now display with the specified background color in the following locations:

  • Contact - Timeline panel

Set Equipment Planning Record Background Color

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the Jobs tab.

  4. Open the job.

  5. Under Equipment Planning, click Edit next to the record.

  6. In JSD Background Color, enter a hexadecimal color value.

    Enter #FF0000 to set the background color as red.

    Refer to the W3Schools HTML Color Picker article to get hexadecimal values for common colors.

  7. Click Save.

  8. Clear your browser’s cache.

The equipment planning record will now display with the specified background color in the following locations:

  • Equipment - Timeline panel

Back to Introduction

Record Detail Pop-Ups

Record detail pop-ups display information about the selected record.

You can configure the pop-ups for:

Configure Crew Pop-up Fields

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Click Crew Planning.

  5. Configure mini page layouts for Crew Planning page layouts:

    1. click Edit next to a page layout for FieldFX Back Office.

    2. Click Mini Page Layout in the top right corner of the toolbar.

    3. In Selected, add the fields you want to display on pop-ups for crew dispatched to jobs.

    4. Click Save twice.

    5. Repeat these steps for other page layouts as needed.

Configure Equipment Pop-up Fields

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Click Equipment Planning.

  5. Configure mini page layouts for Equipment Planning page layouts:

    1. click Edit next to a page layout for FieldFX Back Office.

    2. Click Mini Page Layout in the top right corner of the toolbar.

    3. In Selected, add the fields you want to display on pop-ups for equipment dispatched to jobs.

    4. Click Save twice.

    5. Repeat these steps for other page layouts as needed.

Configure Job Pop-up Fields

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter object in the Quick Find box, then select Objects.

  4. Click Job.

  5. Configure mini page layouts for Job page layouts:

    1. click Edit next to a page layout for FieldFX Back Office.

    2. Click Mini Page Layout in the top right corner of the toolbar.

    3. In Selected, add the fields you want to display on pop-ups for jobs.

    4. Click Save twice.

    5. Repeat these steps for other page layouts as needed.

Utilities

Revert to Default Configuration

  1. Open FX Schedule & Dispatch.

  2. Select FX → Reset All Settings.

  3. Click Add Sample Layouts.

Back to Introduction