FXL Copy Items Setup

Prerequisites

Basics

The FXL Copy Items Lightning Component is available to add for Data Grids on the following objects:

Use FXL Copy Items Lightning Component to add a new item on a Data Grid by copying an existing item from the grid.

Optionally, configure custom labels for the FXL Copy Items Lightning Component.

How it Works

When you add a new item using Item Copy Lightning Component:

  • The new item has a new ID number.

  • All quantities and prices copy to the ticket item.

Copying uses the following logic for parent and child items:

  • If a parent items is selected, all child items are copied.

  • If both a child item and the parent item are selected, all child items are copied.

  • If a child item is selected without also selecting the parent, the child item is copied under the same parent item.

Validation rules check copied items and display error messages if required.

Adding the FXL Copy Items Lightning Component to a Page

  1. Add a Data Grid for the items to a Record Page for the object.

  2. Add the FXL Copy Items component to the Record Page.

  3. Save the page and activate as needed.

Excluding Fields from Copying

Basics

You can exclude fields from copying to new records by adding them to the appropriate object’s Field Set with the correct set name:

  • FX_Invoice_Item_Copy_Exclusion

  • FX_Pricebook_Item_Copy_Exclusion

  • FX_Ticket_Item_Copy_Exclusion

  • FX_Quote_Item_Copy_Exclusion

When you add fields to a field set:

  • Unique values in those fields don’t copy to new records

  • Default values for those fields do copy to new records

Permanent Exclusions

FXL Copy Items never copies data from the following fields:

  • Id

  • External ID

  • SyncID

  • Tracking Number

  • Auto Number fields

  • Formula fields

Adding an Exclusion Field Set

  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 the object to add a field set to:

    • Price Book Items

    • Quote Items

    • Ticket Items

    • Invoice Items

  5. Add the field set:

    1. Under Field Sets, click New

    2. In Field Set Label, enter the name appropriate for the object as listed above

    3. In Where is this used, enter {object name} Item Copy feature

    4. Click Save

    5. Drag the fields you don’t want to copy into the In the Field Set list

    6. Click Save