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@compwright
Created May 8, 2020 18:38
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FieldEdge field configuration
[
{
"name": "quoteNumber",
"label": "Quote Number",
"type": "string",
"exampleValue": ""
},
{
"name": "quotedAmountSubtotal",
"label": "Quoted Amount Subtotal",
"type": "number",
"exampleValue": 0
},
{
"name": "relatedQuoteAccepted",
"label": "Related Quote Accepted",
"type": "boolean",
"exampleValue": false
},
{
"name": "workOrderNumber",
"label": "Work Order Number",
"type": "string",
"exampleValue": "1000"
},
{
"name": "earliestEquipmentInstallDate",
"label": "Earliest Equipment Install Date",
"type": "string",
"exampleValue": null
},
{
"name": "minutesTraveledAndWorked",
"label": "Minutes Traveled And Worked",
"type": "number",
"exampleValue": 0
},
{
"name": "partsCost",
"label": "Parts Cost",
"type": "number",
"exampleValue": 0
},
{
"name": "truck",
"label": "Truck",
"type": "string",
"exampleValue": "Kent T."
},
{
"name": "resolutionCode",
"label": "Resolution Code",
"type": "string",
"exampleValue": "WorkPerformed",
"autocompleteValues": [
"NoShow",
"DiagnosticOnly",
"WorkPerformed"
]
},
{
"name": "expenseCost",
"label": "Expense Cost",
"type": "number",
"exampleValue": 0
},
{
"name": "discountAmount",
"label": "Discount Amount",
"type": "number",
"exampleValue": 0
},
{
"name": "agreementSold",
"label": "Agreement Sold",
"type": "boolean",
"exampleValue": false
},
{
"name": "alreadyAgreementCustomer",
"label": "Already Agreement Customer",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.id",
"label": "Transaction ID",
"type": "string",
"exampleValue": "04e61fd5-514e-4cb5-af10-c1d9167fc3f5"
},
{
"name": "transaction.isPaid",
"label": "Transaction Is Paid",
"type": "boolean",
"exampleValue": true
},
{
"name": "transaction.balanceDue",
"label": "Transaction Balance Due",
"type": "number",
"exampleValue": 0
},
{
"name": "transaction.billToCustomer.id",
"label": "Transaction Bill To Customer ID",
"type": "string",
"exampleValue": "35e93a61-7404-4766-ade5-0fa7ea9b5cb6"
},
{
"name": "transaction.billToCustomer.displayName",
"label": "Transaction Bill To Customer Display Name",
"type": "string",
"exampleValue": "Wise, Sam - 1001",
"autocompleteValuesQuery": "customers:displayName"
},
{
"name": "transaction.billToCustomer.companyName",
"label": "Transaction Bill To Customer Company Name",
"type": "string",
"exampleValue": "",
"autocompleteValuesQuery": "customers:companyName"
},
{
"name": "transaction.billToCustomer.firstName",
"label": "Transaction Bill To Customer First Name",
"type": "string",
"exampleValue": "Sam",
"autocompleteValuesQuery": "customers:firstName"
},
{
"name": "transaction.billToCustomer.lastName",
"label": "Transaction Bill To Customer Last Name",
"type": "string",
"exampleValue": "Wise",
"autocompleteValuesQuery": "customers:lastName"
},
{
"name": "transaction.billToCustomer.primaryEmail",
"label": "Transaction Bill To Customer Primary Email",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.billToCustomer.primaryPhone",
"label": "Transaction Bill To Customer Primary Phone",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.billToCustomer.contactOnSms",
"label": "Transaction Bill To Customer Contact On SMS",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.billToCustomer.contactOnEmail",
"label": "Transaction Bill To Customer Contact On Email",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.billToCustomer.contactOnPhone",
"label": "Transaction Bill To Customer Contact On Phone",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.billToCustomer.active",
"label": "Transaction Bill To Customer Active",
"type": "boolean",
"exampleValue": true
},
{
"name": "transaction.billToCustomer.address1",
"label": "Transaction Bill To Customer Address1",
"type": "string",
"exampleValue": "1123 Charles Rd"
},
{
"name": "transaction.billToCustomer.address2",
"label": "Transaction Bill To Customer Address2",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.billToCustomer.city",
"label": "Transaction Bill To Customer City",
"type": "string",
"exampleValue": "Fort Myers"
},
{
"name": "transaction.billToCustomer.state",
"label": "Transaction Bill To Customer State",
"type": "string",
"exampleValue": "FL",
"autocompleteValues": [
"AL",
"AK",
"AS",
"AZ",
"AR",
"CA",
"CO",
"CT",
"DE",
"DC",
"FM",
"FL",
"GA",
"GU",
"HI",
"ID",
"IL",
"IN",
"IA",
"KS",
"KY",
"LA",
"ME",
"MH",
"MD",
"MA",
"MI",
"MN",
"MS",
"MO",
"MT",
"NE",
"NV",
"NH",
"NJ",
"NM",
"NY",
"NC",
"ND",
"MP",
"OH",
"OK",
"OR",
"PW",
"PA",
"PR",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VT",
"VI",
"VA",
"WA",
"WV",
"WI",
"WY"
]
},
{
"name": "transaction.billToCustomer.zip",
"label": "Transaction Bill To Customer Zip",
"type": "string",
"exampleValue": "33919"
},
{
"name": "transaction.billToCustomer.billFromOffice",
"label": "Transaction Bill To Customer Bill From Office",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.billToCustomer.billingAddress1",
"label": "Transaction Bill To Customer Billing Address1",
"type": "string",
"exampleValue": "1123 Charles Rd"
},
{
"name": "transaction.billToCustomer.billingAddress2",
"label": "Transaction Bill To Customer Billing Address2",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.billToCustomer.billingCity",
"label": "Transaction Bill To Customer Billing City",
"type": "string",
"exampleValue": "Fort Myers"
},
{
"name": "transaction.billToCustomer.billingState",
"label": "Transaction Bill To Customer Billing State",
"type": "string",
"exampleValue": "FL",
"autocompleteValues": [
"AL",
"AK",
"AS",
"AZ",
"AR",
"CA",
"CO",
"CT",
"DE",
"DC",
"FM",
"FL",
"GA",
"GU",
"HI",
"ID",
"IL",
"IN",
"IA",
"KS",
"KY",
"LA",
"ME",
"MH",
"MD",
"MA",
"MI",
"MN",
"MS",
"MO",
"MT",
"NE",
"NV",
"NH",
"NJ",
"NM",
"NY",
"NC",
"ND",
"MP",
"OH",
"OK",
"OR",
"PW",
"PA",
"PR",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VT",
"VI",
"VA",
"WA",
"WV",
"WI",
"WY"
]
},
{
"name": "transaction.billToCustomer.billingZip",
"label": "Transaction Bill To Customer Billing Zip",
"type": "string",
"exampleValue": "33919"
},
{
"name": "transaction.billToCustomer.hasServiceAgreement",
"label": "Transaction Bill To Customer Has Service Agreement",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.billToCustomer.agreement.id",
"label": "Transaction Bill To Customer Agreement ID",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.agreementNumber",
"label": "Transaction Bill To Customer Agreement Agreement Number",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.agreementPlanName",
"label": "Transaction Bill To Customer Agreement Agreement Plan Name",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.agreementPlanDescription",
"label": "Transaction Bill To Customer Agreement Agreement Plan Description",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.agreementPlanDiscountApplied",
"label": "Transaction Bill To Customer Agreement Agreement Plan Discount Applied",
"type": "number",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.billFromOffice",
"label": "Transaction Bill To Customer Agreement Bill From Office",
"type": "boolean",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.nextInvoiceDate",
"label": "Transaction Bill To Customer Agreement Next Invoice Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.nextServiceDate",
"label": "Transaction Bill To Customer Agreement Next Service Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.originalContractDate",
"label": "Transaction Bill To Customer Agreement Original Contract Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.agreement.renewalDate",
"label": "Transaction Bill To Customer Agreement Renewal Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.billToCustomer.parentCustomer.id",
"label": "Transaction Bill To Customer Parent Customer ID",
"type": "string",
"exampleValue": "67721ef1-9756-45cd-96e8-e7ecb85035f8"
},
{
"name": "transaction.billToCustomer.parentCustomer.displayName",
"label": "Transaction Bill To Customer Parent Customer Display Name",
"type": "string",
"exampleValue": "Wise, Sam"
},
{
"name": "transaction.billToCustomer.parentCustomer.city",
"label": "Transaction Bill To Customer Parent Customer City",
"type": "string",
"exampleValue": "Fort Myers"
},
{
"name": "transaction.billToCustomer.parentCustomer.state",
"label": "Transaction Bill To Customer Parent Customer State",
"type": "string",
"exampleValue": "FL",
"autocompleteValues": [
"AL",
"AK",
"AS",
"AZ",
"AR",
"CA",
"CO",
"CT",
"DE",
"DC",
"FM",
"FL",
"GA",
"GU",
"HI",
"ID",
"IL",
"IN",
"IA",
"KS",
"KY",
"LA",
"ME",
"MH",
"MD",
"MA",
"MI",
"MN",
"MS",
"MO",
"MT",
"NE",
"NV",
"NH",
"NJ",
"NM",
"NY",
"NC",
"ND",
"MP",
"OH",
"OK",
"OR",
"PW",
"PA",
"PR",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VT",
"VI",
"VA",
"WA",
"WV",
"WI",
"WY"
]
},
{
"name": "transaction.billToCustomer.parentCustomer.zip",
"label": "Transaction Bill To Customer Parent Customer Zip",
"type": "string",
"exampleValue": "33919"
},
{
"name": "transaction.customer.id",
"label": "Transaction Customer ID",
"type": "string",
"exampleValue": "67721ef1-9756-45cd-96e8-e7ecb85035f8"
},
{
"name": "transaction.customer.displayName",
"label": "Transaction Customer Display Name",
"type": "string",
"exampleValue": "Wise, Sam",
"autocompleteValuesQuery": "customers:displayName"
},
{
"name": "transaction.customer.companyName",
"label": "Transaction Customer Company Name",
"type": "string",
"exampleValue": "",
"autocompleteValuesQuery": "customers:companyName"
},
{
"name": "transaction.customer.firstName",
"label": "Transaction Customer First Name",
"type": "string",
"exampleValue": "Sam",
"autocompleteValuesQuery": "customers:firstName"
},
{
"name": "transaction.customer.lastName",
"label": "Transaction Customer Last Name",
"type": "string",
"exampleValue": "Wise",
"autocompleteValuesQuery": "customers:lastName"
},
{
"name": "transaction.customer.primaryEmail",
"label": "Transaction Customer Primary Email",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.customer.primaryPhone",
"label": "Transaction Customer Primary Phone",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.customer.contactOnSms",
"label": "Transaction Customer Contact On SMS",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.customer.contactOnEmail",
"label": "Transaction Customer Contact On Email",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.customer.contactOnPhone",
"label": "Transaction Customer Contact On Phone",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.customer.active",
"label": "Transaction Customer Active",
"type": "boolean",
"exampleValue": true
},
{
"name": "transaction.customer.address1",
"label": "Transaction Customer Address1",
"type": "string",
"exampleValue": "1123 Charles Rd"
},
{
"name": "transaction.customer.address2",
"label": "Transaction Customer Address2",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.customer.city",
"label": "Transaction Customer City",
"type": "string",
"exampleValue": "Fort Myers"
},
{
"name": "transaction.customer.state",
"label": "Transaction Customer State",
"type": "string",
"exampleValue": "FL",
"autocompleteValues": [
"AL",
"AK",
"AS",
"AZ",
"AR",
"CA",
"CO",
"CT",
"DE",
"DC",
"FM",
"FL",
"GA",
"GU",
"HI",
"ID",
"IL",
"IN",
"IA",
"KS",
"KY",
"LA",
"ME",
"MH",
"MD",
"MA",
"MI",
"MN",
"MS",
"MO",
"MT",
"NE",
"NV",
"NH",
"NJ",
"NM",
"NY",
"NC",
"ND",
"MP",
"OH",
"OK",
"OR",
"PW",
"PA",
"PR",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VT",
"VI",
"VA",
"WA",
"WV",
"WI",
"WY"
]
},
{
"name": "transaction.customer.zip",
"label": "Transaction Customer Zip",
"type": "string",
"exampleValue": "33919"
},
{
"name": "transaction.customer.billFromOffice",
"label": "Transaction Customer Bill From Office",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.customer.billingAddress1",
"label": "Transaction Customer Billing Address1",
"type": "string",
"exampleValue": "1123 Charles Rd"
},
{
"name": "transaction.customer.billingAddress2",
"label": "Transaction Customer Billing Address2",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.customer.billingCity",
"label": "Transaction Customer Billing City",
"type": "string",
"exampleValue": "Fort Myers"
},
{
"name": "transaction.customer.billingState",
"label": "Transaction Customer Billing State",
"type": "string",
"exampleValue": "FL"
},
{
"name": "transaction.customer.billingZip",
"label": "Transaction Customer Billing Zip",
"type": "string",
"exampleValue": "33919"
},
{
"name": "transaction.customer.hasServiceAgreement",
"label": "Transaction Customer Has Service Agreement",
"type": "boolean",
"exampleValue": false
},
{
"name": "transaction.customer.agreement.id",
"label": "Transaction Customer Agreement ID",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.agreementNumber",
"label": "Transaction Customer Agreement Agreement Number",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.agreementPlanName",
"label": "Transaction Customer Agreement Agreement Plan Name",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.agreementPlanDescription",
"label": "Transaction Customer Agreement Agreement Plan Description",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.agreementPlanDiscountApplied",
"label": "Transaction Customer Agreement Agreement Plan Discount Applied",
"type": "number",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.billFromOffice",
"label": "Transaction Customer Agreement Bill From Office",
"type": "boolean",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.nextInvoiceDate",
"label": "Transaction Customer Agreement Next Invoice Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.nextServiceDate",
"label": "Transaction Customer Agreement Next Service Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.originalContractDate",
"label": "Transaction Customer Agreement Original Contract Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.agreement.renewalDate",
"label": "Transaction Customer Agreement Renewal Date",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.parentCustomer.id",
"label": "Transaction Customer Parent Customer ID",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.parentCustomer.displayName",
"label": "Transaction Customer Parent Customer Display Name",
"type": "string",
"exampleValue": null,
"autocompleteValuesQuery": "customers:displayName"
},
{
"name": "transaction.customer.parentCustomer.city",
"label": "Transaction Customer Parent Customer City",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.customer.parentCustomer.state",
"label": "Transaction Customer Parent Customer State",
"type": "string",
"exampleValue": null,
"autocompleteValues": [
"AL",
"AK",
"AS",
"AZ",
"AR",
"CA",
"CO",
"CT",
"DE",
"DC",
"FM",
"FL",
"GA",
"GU",
"HI",
"ID",
"IL",
"IN",
"IA",
"KS",
"KY",
"LA",
"ME",
"MH",
"MD",
"MA",
"MI",
"MN",
"MS",
"MO",
"MT",
"NE",
"NV",
"NH",
"NJ",
"NM",
"NY",
"NC",
"ND",
"MP",
"OH",
"OK",
"OR",
"PW",
"PA",
"PR",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VT",
"VI",
"VA",
"WA",
"WV",
"WI",
"WY"
]
},
{
"name": "transaction.customer.parentCustomer.zip",
"label": "Transaction Customer Parent Customer Zip",
"type": "string",
"exampleValue": null
},
{
"name": "transaction.class",
"label": "Transaction Class",
"type": "string",
"exampleValue": "Subcontractor Costs"
},
{
"name": "transaction.dueDate",
"label": "Transaction Due Date",
"type": "string",
"exampleValue": "2020-05-23T12:00:00Z"
},
{
"name": "transaction.invoiceNumber",
"label": "Transaction Invoice Number",
"type": "string",
"exampleValue": "I1000"
},
{
"name": "transaction.leadSource",
"label": "Transaction Lead Source",
"type": "string",
"exampleValue": "Yellow Pages"
},
{
"name": "transaction.originatingQuoteNumber",
"label": "Transaction Originating Quote Number",
"type": "string",
"exampleValue": ""
},
{
"name": "transaction.paymentsApplied",
"label": "Transaction Payments Applied",
"type": "number",
"exampleValue": 50
},
{
"name": "transaction.pretaxSubtotal",
"label": "Transaction Pretax Subtotal",
"type": "number",
"exampleValue": 50
},
{
"name": "transaction.primaryTechName",
"label": "Transaction Primary Tech Name",
"type": "string",
"exampleValue": "Kent T."
},
{
"name": "transaction.salesPersonName",
"label": "Transaction Sales Person Name",
"type": "string",
"exampleValue": "John T."
},
{
"name": "transaction.terms",
"label": "Transaction Terms",
"type": "string",
"exampleValue": "Net 30",
"autocompleteValues": [
"1% 10 Net 30",
"2% 10 Net 30",
"Consignment",
"Due on receipt",
"Net 15",
"Net 30",
"Net 60"
]
},
{
"name": "transaction.transactionDate",
"label": "Transaction Transaction Date",
"type": "string",
"exampleValue": "2020-04-23T12:00:00Z"
},
{
"name": "transaction.transactionPostDate",
"label": "Transaction Transaction Post Date",
"type": "string",
"exampleValue": "2020-04-23T16:27:14.553Z"
},
{
"name": "transaction.lineItems[*].id",
"label": "Transaction Line ID",
"type": "string",
"exampleValue": "ea6f0f39-c693-4b3c-b790-67defdae680e"
},
{
"name": "transaction.lineItems[*].lineItemNumber",
"label": "Transaction Line Number",
"type": "number",
"exampleValue": 0
},
{
"name": "transaction.lineItems[*].itemId",
"label": "Transaction Line Item ID",
"type": "string",
"exampleValue": "ccc85ffd-15b7-4a09-bc0d-3c23bff02b09"
},
{
"name": "transaction.lineItems[*].itemName",
"label": "Transaction Line Item Name",
"type": "string",
"exampleValue": "Diagnostic Fee"
},
{
"name": "transaction.lineItems[*].itemDescription",
"label": "Transaction Line Item Description",
"type": "string",
"exampleValue": "Diagnostic Item"
},
{
"name": "transaction.lineItems[*].billable",
"label": "Transaction Line Is Billable",
"type": "boolean",
"exampleValue": true
},
{
"name": "transaction.lineItems[*].quantity",
"label": "Transaction Line Item Quantity",
"type": "number",
"exampleValue": 1
},
{
"name": "transaction.lineItems[*].cost",
"label": "Transaction Line Item Cost",
"type": "number",
"exampleValue": 0
},
{
"name": "transaction.lineItems[*].costType",
"label": "Transaction Line Item Cost Type",
"type": "string",
"exampleValue": "Material",
"autocompleteValues": [
"Material",
"Labor",
"Other",
"Subcontractor"
]
},
{
"name": "transaction.lineItems[*].price",
"label": "Transaction Line Item Price",
"type": "number",
"exampleValue": 50
},
{
"name": "transaction.lineItems[*].printable",
"label": "Transaction Line Item Printable",
"type": "boolean",
"exampleValue": true
}
]
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