Sequence Numbers

Introduction

Sequence numbers control the order of items in lists.

Items with sequence numbers display in ascending numerical order, from lowest to highest.

These items use sequence numbers:

Catalog Items

You must define sequence numbers for catalog items.

Sequence numbers control the order of catalog items in the following locations:

  • FieldFX Back Office → Price Books tab → Price Book Builder → Catalog Item picker

Checklist Steps

You must define sequence numbers for checklist steps.

Sequence numbers control the order of checklist steps in the following locations:

  • FieldFX Mobile → Ticket page → Checklist tab

FX Form Configurations

You aren’t required to define sequence numbers for FX Form configurations.

When you define sequence numbers for FX Form configurations, FX Forms sort by sequence number of their FX Form configuration in the following locations:

  • FieldFX Mobile → Job page → Forms tab → Add Form page → Sidebar

  • FieldFX Mobile → Ticket page → Forms tab → Add Form page → Sidebar

When you don’t define sequence numbers, FX Forms sort in alphabetical order by name.

Invoice Items

Invoice items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, invoice items sort by sequence number in the following locations:

  • FieldFX Back Office → Tickets tab → Invoice Item Builder → Item grid

The Invoice Item Builder has been deprecated.
Configure FX Item Picker Lightning Component Options for adding Invoice Items to a ticket in Back Office.
When you don’t define sequence numbers Invoice items, use a sequence number based on when you added them to the invoice.

Price Book Items

You aren’t required to define sequence numbers for price book items, but it’s a very good idea to do so.

When you define sequence numbers for price book items and select Honor Sequence Number for a price book, price book items sort by sequence number in the following locations:

  • FieldFX Back Office → Price Books tab → Price Book Builder → Item grid

The Price Book Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Price Book Items to a ticket in Back Office.
When you don’t define sequence numbers, price book items sort in chronological order by the date/time you added them.

Quote Items

Quote items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, quote items sort by sequence number in the following locations:

When you don’t define sequence numbers Quote items use a sequence number based on when you added them to the quote.

Report Templates

You aren’t required to define sequence numbers for report templates.

When you define sequence numbers for report templates, FX Reports sort by the sequence number of their report template in the following locations:

  • FieldFX Back Office → Jobs tab → Report buttons

  • FieldFX Back Office → Tickets tab → Report buttons

  • FieldFX Mobile → Job page → Reports tab → Add Form page → Sidebar

  • FieldFX Mobile → Ticket page → Reports tab → Add Form page → Sidebar

When you don’t define sequence numbers, FX Reports sort in alphabetical order by name.

Status Workflows

You aren’t required to define sequence numbers for status workflows.

When you define sequence numbers for status workflows, statuses sort by the sequence number of their status workflow in the following locations:

  • FieldFX Back Office → Jobs tab → Status buttons

  • FieldFX Back Office → Tickets tab → Status buttons

  • FieldFX Mobile → Quote page → Quote Status indicator

  • FieldFX Mobile → Job page → Job Status indicator

  • FieldFX Mobile → Ticket page → Ticket Status indicator

When you don’t define sequence numbers, statuses sort in alphabetical order by name.

Ticket Items

Ticket items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, ticket items sort by sequence number in the following locations:

To sort ticket items by sequence number, include the Sequence Number field on every Ticket Item page layout.
When you don’t define sequence numbers Ticket items use a sequence number based on when you added them to the ticket.

Work Order Tasks

You must define sequence numbers for work order tasks.

Sequence numbers control the order of work order tasks in the following locations:

  • FieldFX Back Office → Work Orders tab → Work Order Tasks related list