Ticket Item Grid
Prerequisites
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To use the Ticket Item grid, you need the following licenses:
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To use the Ticket Item grid, you must:
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To use the Ticket Item grid, you need:
Basics
Use the Ticket Item grid to manage ticket items in FieldFX Mobile.
Getting There
Open a ticket in FieldFX Mobile and select Items on the sidebar.
Record Type Filters
Use the Record Type filters to filter the Ticket Item grid by record type.
FX Header
Basics
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When the FX Header is configured, the fields selected to display on it are identified on the Ticket Details of a ticket.
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The expandable and collapsible FX Header displays at the top of the Ticket Item grid of a ticket.
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To expand the FX Header when it is collapsed, click the Header tab.
The FX Header displays the same preselected fields across all Record Type filters.
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To collapse the FX Header when it is expanded, click the Header tab.
Items List
Required Items
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A red triangle displays next to required items.
Example 1. The 20 ton flatbed sandblast truck shown in this screenshot is required.
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An item is required if the linked price book item has Required Item selected or the item is required by a rule.
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Required items get added automatically and can’t be deleted.
Parent & Child Items
The Items list groups parent and child items together, with child items indented under the parent.
| Child items get added automatically when you add their parent item. |
Sorting Items
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The Items list changes based on the Record Type filter you select.
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The default sort order is by sequence number.
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Use the Sort control to change the sort order:
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Select a field on the control to sort items based on entries in that field.
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Select the arrow on the control to toggle between ascending/descending order.
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Action Buttons
Use the action buttons to add, edit, and delete ticket items:
| Button | Description |
|---|---|
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Select to add items |
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Select to make grid fields editable |
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Select to make grid fields read-only |
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Select to edit, copy, add child items, apply stage pricing, or delete the selected item(s) |
include::fxmobile:fxmobile:partial$walkthrough.adoc
Step-by-Step Guides
Copying Ticket Items
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items
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Select Update
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Select Copy
Filtering Ticket Items
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select a Record Type filter
Sorting Ticket Items
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the Sort control
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Select the field by which to sort the items
Select the arrow on the control to toggle between ascending/descending order.
Editing Data on the Ticket Item Grid
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select Grid Edit
Edit mode is now enabled.
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Select the field to edit.
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You will be notified which fields cannot be edited (because they are locked).
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
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Enter new information
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Select Grid Edit
Edit mode is now disabled.
Editing A Ticket Item
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the item
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Make edits
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Select Save
Editing Multiple Ticket Items
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items to edit
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Select Update
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Select Bulk Edit
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Select the field to edit.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Enter new information
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Select Save
Applying Stage Pricing to Ticket Items
Prerequisite
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select items
You can’t apply stage pricing to items that have Locked Discount selected. -
Select Update
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Select Stage Price
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In Total Stage Pricing, enter the price to charge for the items
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Select Save
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Charging The Standby Price for a Ticket Item
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the item
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Select On Standby
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(Optional) In Standby Price, set the standby price to charge
You can’t change the price for items that have Locked Price/Markup selected. -
Select Save
Deleting Ticket Items
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Select Tickets on the sidebar
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Select the ticket
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Select Items on the sidebar
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Select the items to delete
You can’t delete a ticket item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
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Select Update
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Select Delete
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Select DELETE
Recommended Reading
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Learn how to set up the Ticket Item Grid
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use the Ticket Item Grid.