FX Mobile Ticket Item Grid

Introduction

Use the Ticket Item grid to manage ticket items in FieldFX Mobile.

Prerequisites

To use the Ticket Item grid, you need to:

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

Record Type Filters

Use the Record Type filters to filter the Ticket Item grid by record type.

Record Type filters in FieldFX Mobile

FX Header

When the FX Header is configured, the fields selected to display on it are identified on the Ticket Details of a ticket.

Example of the FX Header

The expandable and collapsible FX Header displays at the top of the Ticket Item grid of a ticket.

The FX Header displays the same preselected fields across all Record Type filters.

To collapse the FX Header when it is expanded, click the Header tab.

Example of an expanded FX Header in FieldFX Mobile

You can customize the FX header in FX Mobile to show specific information about the Ticket.

Items List

The Items list displays the items on the ticket and includes:

FieldFX Mobile Ticket Item grid example

Required Items

A red triangle displays next to required items.

Example 1. The 20 ton flatbed sandblast truck shown in this screenshot is required.
Cutout of a required ticket item in FieldFX Mobile

An item is required if the linked price book item has Required Item selected or the item is required by a rule.

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.
Example of a parent item with children in FieldFX Mobile

Sorting Items

The Items list changes based on the Record Type filter you select.

The default sort order is by sequence number.

Use the Sort control to change the sort order:

Sequence Number button from FieldFX Mobile

Select a field on the control to sort items based on entries in that field.

Select the arrow on the control to toggle between ascending/descending order.

Locked Fields

Ticket Item Fields can be controlled by a locking field, either default or custom locking fields.

If the locking field is True, then the locked field cannot be edited.

FX Mobile Action Buttons

Use the action buttons in the FX Mobile interface to add, edit, and delete ticket items:

Button Description

Blue add button

Select to add items

FieldFX Mobile’s edit toggle with edit mode disabled

Select to make grid fields editable

FieldFX Mobile’s edit toggle with edit mode enabled

Select to make grid fields read-only

FieldFX Mobile’s gear icon for editing or modifying selected items

Select to edit, copy, add child items, apply stage pricing, or delete the selected item(s)

Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.

Step-by-Step Guides

Open a ticket in FieldFX Mobile and select Items on the sidebar.

You can:

Add Ticket Items

FX Mobile Add Ticket Items Callout
Callout Description

1

Search for a specific ticket item.

2

Set the sort order of the ticket items. The column names are different depending on the ticket item category selected.

Select the name to set a different sort column to sort the shown ticket items.

Set Column Sort

Select Descending order or Ascending order to order the Add Ticket Items grid.

3

Select the record type filters for ticket items. The categories shown along the side changes depending on the category selected.

4

Select to show the type of ticket items.

5

List of available ticket items that can be added to the ticket.

6

This opens the barcode scanner. It only works if the device has a barcode scanner or camera connected or built into the device.

See Barcode Scanning for more information.

7

When you have selected the ticket item, this icon turns green. Select to finish adding the ticket items.

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

    If no items exist on the ticket, No Ticket Items appears on the screen.

  4. Select Add a new item icon.

    The Ticket Item Wizard displays.

  5. Select from the category to see the list of ticket items matching that category.

    The category names might not be the same depending on the ticket items that available to the ticket in the back office.

    The filters along the top display the available ticket items.

  6. Select Gray Check in the ticket item row to select the ticket item to add.

    The selected ticket item row now has a Selected Ticket Item.

    The Gray Check Circle changes to Add Selection confirmation.

  7. To finish adding the ticket item(s), select Add Selection confirmation.

Add Child Ticket Items

For more information, see Parent & Child Items.
Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select a dynamic parent item.

    Enable Dynamic Parenting must be selected in the linked Price Book.
  5. Select Update gear button.

  6. Select Add Child Items.

  7. Select child items.

  8. Select Green add button.

  9. At the confirmation to add details before saving each ticket item, select YES (to add the details) or NO (to continue adding them).

    The ticket grid appears showing the ticket items as a child item underneath the parent item.

    Child Item displayed in the Ticket Grid
    • You can also enter details before saving.

The child items display below the parent item.

Items with a parent and children

Copy Ticket Items

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item or items to copy from the grid.

  5. Select Update icon.

    If there is a number in the corner of the icon, it is the number of selected items to copy.

  6. From the menu that appears, select Copy Action.

    The number of items you selected is shown below the actions.

    The new copied items appear on the grid already selected. You can edit them if needed.

Filter Ticket Items

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select a Record Type filter.

    Record type bar in FieldFX Mobile

Sort Ticket Items

Click to expand, click again to collapse

You can sort ticket items in FX Mobile.

Most item type lists have a standard sort that cannot be changed, such as the Sequence Number or Item ID. Items sort in ascending order.
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the Sort control.

    Sequence Number button from FieldFX Mobile

  5. Select the field by which to sort the items.

    Select the arrow on the control to toggle between ascending/descending order.

Edit Data on the Ticket Item Grid

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Edit toggle in off position.

    Edit mode is now enabled.

    Edit toggle in selected position

  5. Select the field to edit.

    IMPORTANT: Keep these in mind:

  6. Enter new information.

  7. Select Edit toggle in selected position.

    Edit mode is now disabled.

    Edit toggle in off position

Edit A Ticket Item

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Make edits to the ticket item.

    You can’t edit the discount for items that have Locked Discount (in the Price Book Constraints > How It Works section) selected and the price of items that have Locked Price/Markup (in the Price Book Constraints > How It Works section) selected.
  6. Select Blue save check button.

Edit Multiple Ticket Items

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update gear icon.

    If there is a number in the corner of the icon, it is the number of selected items to delete.

  6. Select Bulk Edit option.

  7. Select the field to edit.

    IMPORTANT You can’t edit the discount for items that have Locked Discount (in the Price Book Constraints > How It Works section) selected. You can’t edit the price of items that have Locked Price/Markup (in the Price Book Constraints > How It Works section) selected.

  8. Enter new information.

  9. Select Blue save check button.

Apply Stage Pricing to Ticket Items

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select items.

  5. Select Update gear button.

    If you have selected multiple items, a number appears in the upper corner of the icon.

  6. Select Stage Price option.

  7. In Total Stage Pricing, enter the price to charge for the items.

  8. Select Green check save button.

    NOTE: The total price for the items is now the specified stage price. The discount percentage of each item also updates. To remove stage pricing, delete the items and then re-add them.

Charge The Standby Price for a Ticket Item

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Select On Standby.

  6. In Standby Price, you can optionally set the standby price to charge.

    You can’t change the price for items that have Locked Price/Markup selected.
  7. Select Blue check save button.

Delete Ticket Items

Click to expand, click again to collapse
  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items to delete.

    IMPORTANT:
    You can’t delete a ticket item if:

Child items get deleted automatically when you delete their parent item.

  1. Select Update icon.

    If there is a number in the corner of the icon, it is the number of selected items to delete.

  2. Select Delete.

  3. Select DELETE.

Use Bulk Edit for Lookup Fields in FieldFX Mobile

With the new release (v4.0.1.4870), you can now use Bulk Edit for Lookup Fields when filtering Ticket Items only.

  1. In FX Mobile, open a ticket that has ticket items.

  2. Tap Ticket Item Selection to select the item.

    1. To select all the ticket items, tap Ticket Item Selection in the header of the list.

    2. The selected items appear with a Selected Items in a circled item numbers.

  3. Tap Selected Items to open the menu selection.

  4. Tap the Bulk Edit option.
    A message can appear in the Bulk Editing X Items(s) window if you have selected items with different record types.

    X is the number of items.
  5. Tap the name of the Lookup Field filter that you created in Create Filtered Lookup for Ticket Items.

    The results of the filter appear.

    To use Bulk Edit for Jobs, a bulk edit lookup filter must exist for the job object first.