Ticket Item Wizard
Prerequisites
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To use the Ticket Item Wizard, you need the following licenses:
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To use the Ticket Item Wizard, you must:
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To use the Ticket Item Wizard, you need:
Basics
Use the Ticket Item Wizard to add ticket items in FieldFX Mobile.
Getting There
Open a ticket in FieldFX Mobile, select Items on the sidebar, and select Add.
Item Type Filters
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Use the Item Type filters to filter records by type.
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Here are the default filters:
Filter Description Quote [1]
Quote items from the quote used to create the job
Price Book
Price book items in the job’s price book
People
Contacts linked to labor catalog items in the job’s price book
Equipment
Equipment linked to equipment catalog items in the job’s price book
Scheduled Crew
Crew dispatched to the job
Scheduled Equipment
Equipment dispatched to the job
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Filter tabs display if there is a result to show to the user. If the filter list is empty or the user does not have permission to the result list, the tab does not display.
Record Type Filters
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Use the Record Type filters to filter items by record type.
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The Record Type filters change based on the Item Type filter you select.
Items List
Basics
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The Items list displays the items you can add to the ticket.
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The Items list changes based on the Item Type and Record Type filters you select.
Sorting Items
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Most item type lists have a standard sort that cannot be changed, such as the Sequence Number or Item ID
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Items sort in ascending order
Price Book Item Type
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Change sort to any displayed column
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Use the Sort control button on the top right to change the column used for sorting:
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Select the field label to display a list and select a different column to use for sorting.
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Select the arrow on the control to toggle between ascending and descending order.
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Searching for Items
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Use the Search field to do a keyword search for specific items.
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When you do a keyword search and only one item displays in the results, select the Quick Add button to add the item to the ticket.
System administrators can disable the Quick Add button using an FX Setting.
Step-by-Step Guides
Adding 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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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select Add
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Select an item type
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Select a record type
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Select items
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Select Add
Child items get added automatically when you add their parent item. -
(Optional) Enter details before saving
Adding Ticket Items from a Hierarchical Price Book
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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The Ticket Item Wizard adds price book items to the ticket automatically if they have Required Item selected.
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The Rule Engine adds price book items to the ticket automatically if required by a rule.
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Select Add
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Perform a keyword search to locate the items and select Show More from Extended Price Book
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Select items
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Select Add
Child items get added automatically when you add their parent item.
Adding Child 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 a dynamic parent item
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Select Update
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Select Add Child Items
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Select child items
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Select Add
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(Optional) Enter details before saving
The child items display below the parent item.
Recommended Reading
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Learn how to set up the Ticket Item Wizard
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FX E-Ticketing Minimum Permissions
Learn the minimum permissions required to use the Ticket Item Wizard