Ticket Item Grid Setup

Prerequisites

To set up the Ticket Item grid, you need the following licenses:
- FieldFX Base Package
- FieldFX E-Ticketing
To set up the Ticket Item grid, you must:
- Set up the FX E-Ticketing module
To set up the Ticket Item grid, you need:
- FX E-Ticketing minimum permissions
- System permissions:
  - Customize Application
  - View Setup and Configuration

Fields

Page layouts control the fields that display on the Ticket 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.

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 ticket items by sequence number, include the Sequence Number field on FieldFX Mobile page layouts for the Ticket Item object.

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

Access FieldFX Back Office
Switch to Salesforce Classic
From Setup, enter "object" in the Quick Find box, then select Objects
Click Ticket Item
Configure the Ticket Item Layout:
1. Under Page Layouts, click Edit next to Ticket 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 ticket items by sequence number, include the Sequence Number field on FieldFX Mobile page layouts for the Ticket Item object.
3. Click Save
Add every new field you added to the Ticket Item Layout to the relevant ticket 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 page layouts as needed
Remove every field you removed from the Ticket Item Layout from the relevant ticket 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

The expandable and collapsible FX Header displays at the top of the Ticket Item grid, defaulting to collapsed when first accessed.

Figure 1. The FX Header as seen on a list of Ticket Items in FX Mobile

Access FieldFX Back Office
Switch to Salesforce Classic
From Setup, enter "object" in the Quick Find box, then select Objects
Click Ticket
Click Edit next to the applicable page layout
Drag Section below Standard Buttons on the Ticket Detail

Figure 2. Dragging a new Section into the Fields area of a Ticket Detail page layout

The Section Properties window displays.
In Section Name, enter FX Header

The Section Name must be entered precisely as shown to meet script requirements.

Section Name is case-sensitive.
In Layout, select 2-Column
Click OK
Drag fields into the FX Header section
Click Save