Quote Item Record Type Setup

Prerequisites

To add quote item record types, you need the following permissions:

Introduction

Quote item record types classify quote items.

Quote items inherit their record types from linked catalog items.

How Quote Item Record Types Work

When you add quote item record types, you can filter quote items by record type in the following locations:

Default Quote Item Record Types

FieldFX features the following default quote item record types:

  • Equipment

  • Labor

  • Services

  • Supplies

Add a Quote Item Record Type

Configure the Quote Item object

  1. In Custom Objects, click Quote Item.

    To quickly find the object name, use ctrl+F then enter the name of the object (for example, ticket item). Click the down arrow to go to the next result.

    Down arrow in a Chrome Find Box

  2. Under Record Types, click New.

  3. In Existing Record Type, select "Master".

  4. In Record Type Label, enter the quote item record type and select Active.

  5. Click Next.

  6. In Apply one layout to all profiles, select a page layout to use for the record type and click Save.

  7. Continue with Configure the Ticket Item object.

Configure the Ticket Item object

  1. In Custom Objects, click Ticket Item.

  2. Under Record Types, click New.

  3. In Existing Record Type, select "Master".

  4. In Record Type Label, enter the quote item record type.

  5. Select Active.

  6. Click Next.

  7. In Apply one layout to all profiles, select a page layout to use for the record type and click Save.

  8. Continue with Configure the Catalog Item object.

Configure the Catalog Item object

  1. In Custom Objects, click Catalog Item.

  2. Under Custom Fields & Relationships, click Ticket Item Record Type.

  3. Under Picklist Options in Values, click New.

  4. Enter the quote item record type.

  5. Under Record Type Name, select Default and then click Save.

  6. Continue with Grant Permission for Quote Item Record Type Use.

Grant Permission for Quote Item Record Type Use

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click Quote Items and then click Edit.

  5. Under Record Type Assignments, select the quote item record type and click Save.

  6. At the top of the page, click the arrow next to Quote Items, select Ticket Items, and click Edit.

  7. Under Record Type Assignments, select the record type and click Save.

  8. Repeat these steps for any other permissions sets as needed.

  9. Continue with Select The Quote Item Record Type For Catalog Items.

Select The Quote Item Record Type For Catalog Items

For more information, see Catalog Item.

  1. Open a catalog item and click Edit.

  2. In Ticket Item Record Type, select the quote item record type and click Save.

  3. Repeat these steps for additional Catalog Items as needed.

  4. Continue with Deactivating a Quote Item Record Type.

Deactivating a Quote Item Record Type

Deactivate a quote item record type if you are going to stop using it. This gives you the flexibility to reactivate the record type in the future.

Deactivate the Quote Item Record Type

  1. In Custom Objects, click Quote Item.

    To quickly find the object name, use ctrl+F then enter the name of the object (for example, quote item). Click the down arrow to go to the next result.

    Down arrow in a Chrome Find Box

  2. Under Record Types, click Edit next to the record type.

  3. Deselect Active.

  4. Click Save.

  5. Continue with Deactivate the Ticket Item Record Type.

Deactivate the Ticket Item Record Type

  1. In Customer Objects, click Ticket Item.

  2. Under Record Types, click Edit next to the record type.

  3. Deselect Active.

  4. Click Save.

  5. Continue with Remove Quote Item Record Type from the Ticket Item Record Type Picklist.

Remove Quote Item Record Type from the Ticket Item Record Type Picklist

For more information, see picklist.

  1. In Customer Objects, click Catalog Item.

  2. Under Record Types, click Default.

  3. Under Picklists Available for Editing, click Edit next to Ticket Item Record Type.

  4. Remove the record type from Selected Values.

  5. Click Save.

  6. Continue with Remove Quote Item Record Type Use Permission.

Remove Quote Item Record Type Use Permission

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set.

  3. Under Apps, click Object Settings.

  4. Click Quote Items and click Edit.

  5. Under Record Type Assignments, deselect the record type and click Save.

  6. At the top of the page, click the arrow next to Quote Items, select Ticket Items, and click Edit.

  7. Under Record Type Assignments, select the record type and click Save.

  8. Repeat these steps for any additional Permission Sets.

  9. Continue with Select the Quote Item Record Type for a Catalog Item.

Select the Quote Item Record Type for a Catalog Item

For more information, see catalog items.

  1. Open the Catalog Items tab.

  2. Open a catalog item that uses the record type and click Edit.

  3. In Ticket Item Record Type, make a new selection and click Save.

  4. Repeat these steps for all other Catalog Items as needed.