Quote Item Grid Setup

Prerequisites

Fields

Basics

Page layouts control the fields that display on the Quote Item grid, as follows:

Layout Result Note

Master Layout

Controls the fields that display on the Item Grid when you are viewing All items.

The fields on this layout must also display on record type layouts before they will display data.

Equipment Layout

Controls the fields that display on the Item Grid when you select the Equipment filter.

The fields on these layouts must also display on the Master layout before they will display data.

Labor Layout

Controls the fields that display on the Item Grid when you select the Labor filter.

Service Layout

Controls the fields that display on the Item Grid when you select the Service filter.

Supplies Layout

Controls the fields that display on the Item Grid when you select the Supply filter.

To sort quote items by sequence number, include the Sequence Number field on FieldFX Mobile page layouts for the Quote Item object.

Page layouts for the Quote Item object also control other features. Refer to the Layouts article for details.

Selecting the Fields to Display

  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 Quote Item

  5. Configure the Quote Item Layout:

    1. Under Page Layouts, click Edit next to Quote Item Layout

    2. Change the fields

      Don’t add the following:

      • Text Area (Long) fields

      • Text Area (Rich) fields

      • Text Area (Encrypted) fields

      To sort quote items by sequence number, include the Sequence Number field on FieldFX Mobile page layouts for the Quote Item object.

    3. Click Save

  6. Add every new field you added to the Quote Item Layout to the relevant quote item record type layout:

    1. Under Page Layouts, click Edit next to the layout

    2. Drag the field(s) onto the layout

    3. Click Save

    4. Repeat steps a to c for other record types as needed

  7. Remove every field you removed from the Quote Item Layout from the relevant quote item record type layout:

    1. Under Page Layouts, click Edit next to the layout

    2. Click the Remove button next to the field

    3. Click Save

    4. Repeat steps a to c for other page layouts as needed

FX Header

Basics

The expandable and collapsible FX Header displays at the top of the Quote Item grid.

The header defaults to collapsed when first accessed.
Screenshot of Quote Items in the mobile application with arrow pointing to the Header label

Configuring the FX Header in the Quote Item Grid

  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 Quote

  5. Click Edit next to the applicable page layout

  6. Drag Section below Standard Buttons on the Quote Detail

    Screenshot showing where to drag the Section in the page layout

    The Section Properties window displays.

  7. In Section Name, enter "FX Header"

    The Section Name must be entered precisely as shown to meet script requirements. Section Name is case-sensitive.

  8. In Layout, select 2-Column

  9. Click OK

  10. Drag fields into the FX Header section

  11. Click Save

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