FXL Bundle Maker

The FXL Bundle Maker enables dynamic parenting within the FXL Data Grid for Tickets, Quotes, Invoices, and Price Books. You can use the FXL Bundle Maker with the FXL Data Grid to create a bundle of child items and associate them with a parent item. After selecting the items on the grid to bundle as children of another item, select the parent.

The parent can be either

  1. An item that already exists on the grid

  2. A new item to add to the grid

The FXL Bundle Maker responds to the selections you make at each step of using it.

  • The FXL Bundle Maker becomes active with the options specifically available for the items you initially select.

  • Only items with dynamic parenting enabled can be selected as the parent.

To use the FieldFX Lightning package starting with version 1.225, you must use the FieldFX Managed Package version 1.529 or higher.

To find the version numbers you have installed, see Check Version Number for FieldFX Managed Package and FieldFX Lightning Managed Package.

Add Items to an Existing Bundle

  1. Select the item(s) you want to add to the bundle in the FXL Data Grid.

  2. Click Add to Bundle in the FXL Bundle Maker.

  3. To add the item(s), search for and select a bundle.

  4. Click Select.

    Adding items to a bundle

Create a Bundle of Items

  1. Select the items in the FXL Data Grid to be included in the bundle as child items.

  2. Click Create New Bundle in the FXL Bundle Maker.

  3. Search for and select a parent item for the bundle.

    Specify a parent item for the bundle

  4. Click Select

    Confirm the selected parent item

  5. Confirm the items in the bundle are listed and marked together in the FXL Data Grid.

    Example of bundled items displayed in the Grid

Drag and Drop Items in the Bundle

You can physically drag and drop items in a bundle so you can:

  • Drag an item onto a child item to set it as a child item’s sibling (same level)

  • Drag a child item to whitespace to remove it from the bundle

You can also drag and drop items for Quote and Invoice items.

Before you can drag and drop items, ensure that the Enable Drag and Drop Bundlemaker is enabled.

First Time Enable Drag and Drop

The setting only needs to be enabled one time.

  1. In Back Office, click Setup gear icon.

  2. In the Lightning App Builder, click on the Items table.

  3. In Page > FXL Data Grid v2, scroll down to Enable Drag and Drop BundleMaker.

  4. Click Save.

Use Drag and Drop to Arrange Items in a Bundle

Icons appear in the Data Grid for you to move individual items.

FXL Data Grid Icon Key

  • Blue square - Use this icon to move a child item back to the root (Dark Blue square).

  • Red Square - Click and hold on to drag an item

  • Green Square - Click to open the item in a new browser window

Remove Items from a Bundle

  1. Select the item(s) you want to remove from the bundle in the FXL Data Grid.

  2. Click Remove from Bundle in the FXL Bundle Maker.

  3. Click Remove.

    Example of removing an item from a bundle

Back to Additional FXL Data Grid Features