Sequence Numbers

Introduction

Sequence numbers control the order of items in lists, sorting them in ascending numerical order from lowest to highest. This page explains how sequence numbers work for different item types across FieldFX and where they are used.

These items use sequence numbers:

Catalog Items

You must define sequence numbers for catalog items.

Sequence numbers control the order of catalog items in the following locations:

  • FieldFX Back Office → Price Books tab → Price Book Builder → Catalog Item picker

Checklist Steps

You must define sequence numbers for checklist steps.

Sequence numbers control the order of checklist steps in the following locations:

  • FieldFX Mobile → Ticket page → Checklist tab

eForms

You aren’t required to define sequence numbers for eForms. When you define sequence numbers for eForms, the forms sort by sequence number in the following locations:

  • FieldFX Mobile App → Job page → Forms tab → Add Form page → Sidebar

  • FieldFX Mobile App → Ticket page → Forms tab → Add Form page → Sidebar

When you don’t define sequence numbers, eForms sort in alphabetical order by name.

FX Forms and FX Form Configurations apply only to the legacy FX Mobile application.

In legacy FX Mobile, when you define sequence numbers for FX Form configurations, FX Forms sort by the sequence number of their FX Form configuration on the Job and Ticket Forms tabs. When you don’t define sequence numbers, FX Forms sort alphabetically by name.

Invoice Items

Invoice items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, invoice items sort by sequence number in the following locations:

  • FieldFX Back Office → Tickets tab → Invoice Item Builder → Item grid

The Invoice Item Builder has been deprecated.
Configure FX Item Picker Lightning Component Options for adding Invoice Items to a ticket in Back Office.

When you don’t define sequence numbers Invoice items, use a sequence number based on when you added them to the invoice.

Invoice Items also use a sequence number field (FX5__Sequence_Number__c) to control the display order of line items on Invoices and in Invoice-related grids.

See the following table on how Invoice Item sequence numbers are assigned depends on your Price Book configuration:

Table 1. When Honor Sequence Number is…​
Enabled Not enabled and
AddTktItemsByPBSeqNum__c is false

If the Honor Sequence Number option is selected on the Price Book, Invoice Items follow the sequence defined on the source records (for example, the Price Book Item or Ticket Item, depending on your org’s configuration).

In this mode, the order of Invoice Items typically matches the sequence defined in your catalog / price book configuration.

If all of the following are true:

  • The Price Book’s Honor Sequence Number option is not selected, and

  • The custom setting / flag PriceBook.AddTktItemsByPBSeqNum__c is set to false then Invoice Items no longer inherit sequence numbers from Ticket Items or Price Book Items. Instead, the system assigns Invoice Item sequence numbers strictly in the order that items are added to the Invoice:

    1. The first item added to the Invoice receives sequence number 1.

    2. The second item receives sequence number 2.

    3. The third item receives sequence number 3, and so on.

This behavior applies whether the Invoice item is created from a Ticket Item or added directly from the Price Book.

If users remove and re-add Invoice Items, the sequence numbers are recalculated based on the new creation order. This can cause Invoice Items to appear in a different order than the original Ticket or Price Book, by design.

If Invoice Items appear “out of order” compared to the Price Book, review:

  • The Honor Sequence Number setting on the Price Book.

  • The PriceBook.AddTktItemsByPBSeqNum__c setting in your environment.

Your configuration determines whether Invoice Items follow catalog sequence or the order in which users add items to the Invoice.

Price Book Items

You aren’t required to define sequence numbers for price book items, but it’s a very good idea to do so.

When you define sequence numbers for price book items and select Honor Sequence Number for a price book, price book items sort by sequence number in the following locations:

  • FieldFX Back Office → Price Books tab → Price Book Builder → Item grid

The Price Book Builder has been deprecated. Configure FX Item Picker Lightning Component Options for adding Price Book Items to a ticket in Back Office.

When you don’t define sequence numbers, price book items sort in chronological order by the date/time you added them.

Quote Items

Quote items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, quote items sort by sequence number in the following locations:

Report Templates

You aren’t required to define sequence numbers for report templates.

When you define sequence numbers for report templates, FX Reports sort by the sequence number of their report template in the following locations:

  • FieldFX Back Office → Jobs tab → Report buttons

  • FieldFX Back Office → Tickets tab → Report buttons

  • FieldFX Mobile → Job page → Reports tab → Add Form page → Sidebar

  • FieldFX Mobile → Ticket page → Reports tab → Add Form page → Sidebar

When you don’t define sequence numbers, FX Reports sort in alphabetical order by name.

== Status Workflows

You aren’t required to define sequence numbers for status workflows.

When you define sequence numbers for status workflows, statuses sort by the sequence number of their status workflow in the following locations:

  • FieldFX Back Office → Jobs tab → Status buttons

  • FieldFX Back Office → Tickets tab → Status buttons

  • FieldFX Mobile → Quote page → Quote Status indicator

  • FieldFX Mobile → Job page → Job Status indicator

  • FieldFX Mobile → Ticket page → Ticket Status indicator

When you don’t define sequence numbers, statuses sort in alphabetical order by name.

Ticket Items

Ticket items inherit their sequence numbers from linked price book items.

When you define sequence numbers for price book items and select Honor Sequence Number for the price book, ticket items sort by sequence number in the following locations:

To sort ticket items by sequence number, include the Sequence Number field on every Ticket Item page layout.

When you don’t define sequence numbers Ticket items use a sequence number based on when you added them to the ticket.

Work Order Tasks

You must define sequence numbers for work order tasks.

Sequence numbers control the order of work order tasks in the following locations:

  • FieldFX Back Office → Work Orders tab → Work Order Tasks related list