Ticket Item Grid Setup

Prerequisites

To set up the Ticket Item grid, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Fields

You can display fields on the Ticket Item grid for these page layouts:

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.

Select 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 Ticket Item.

  5. 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.

  6. 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.

  7. 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.

FX Header

The FX Header displays at the top of the Ticket Item grid. By default, it is collapsed when first accessed. You can either expand or collapse it.

Screenshot of the FX Header for ticket items in FX Mobile
Figure 1. The FX Header as seen on a list of Ticket Items in FX Mobile

Configure the FX Header in the Ticket 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 Ticket.

  5. Click Edit next to the applicable page layout.

  6. Drag Section below Standard Buttons on the Ticket Detail.

    Screenshot of where to add a new Section on a Ticket Detail page layout
    Figure 2. Dragging a new Section into the Fields area of a Ticket Detail 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.