Price Book Builder Setup (Deprecated)

FieldFX’s Price Book Builder functionality has been deprecated.

Deprecated item Alternative
Configure the FX Item Picker Lightning Component

Price Book Builder

To add catalog items for a Price Book

Prerequisites

To set up the Price Book Builder, you need to:

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

Set Up the Price Book Builder

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter static in the Quick Find box, then select Static Resources.

  4. Complete one of the following:

  5. Download the en_US file.

  6. Extract the file and save it to your local computer.

  7. Move back to FieldFX Back Office.

  8. Click New.

  9. Complete the following:

    1. In Name, enter en_US.

    2. In Cache Control, select "Public".

    3. Click Choose File.

    4. Select the en_US file you downloaded.

  10. Click Save.

  11. Configure the Price Book Details fields.

  12. Configure the Item grid.

  13. Configure the Catalog Item picker.

Price Book Details

The Price Book Details section displays basic price book information.

Screenshot of the price Book Details section

Select the Fields to Display

  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 Price Book.

  5. Under Compact Layouts, click New.

  6. Complete the following:

    1. In Label, enter Price Book Details.

    2. In Available Fields, select the fields to include.

    3. Click Add.

    4. In Selected Fields, change the order.

    5. Click Save.

  7. Click Compact Layout Assignment.

  8. Complete the following:

    1. Click Edit Assignment.

    2. In Primary Compact Layout, select "Price Book Details".

    3. Click Save.

Item Grid

For the item grid, you can configure fields and custom lookups.

Fields

The Item grid displays the price book items in a price book.

Screenshot of the Configure Your Price Book section

For the item grid, you can select which fields to display and configure a field to display as Read-Only.

Access the Price Book Item

  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 Price Book Item.

  5. Continue with Select the Fields to Display section, then move onto to [Configuring a Field to Display Read-Only].

Select the Fields to Display

  1. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

  2. Change the fields.

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

  3. Click Save

  4. If needed for other page layouts, repeat the above steps.

Configure a Field to Display Read-Only

  1. Under Custom Fields & Relationships, click the field name.

  2. Click Set Field-Level Security.

  3. Select Read-Only next to the user profiles on which to impose the read-only restriction.

  4. Click Save.

Fields use a combination of page layout and field-level security settings and the most restrictive field setting always applies.

For example, if you make a field required in the page layout security settings and read-only in the field-level security settings, the field displays read-only for the user profiles specified in the field-level security settings

Custom Lookups

The Custom Lookups feature improves how lookups work on the Item grid.

You can:

  • Limit the records that display available in lookups

  • Define the fields that display in lookups

  • Define the fields analyzed for keyword searches in lookups

Examples

You can use Custom Lookups in contacts and equipment.

Contact Lookup

Here’s an example of how you can configure a Contact lookup.

Setting Value Impact

QueryFilter

(LastName=NULL OR LastName LIKE 'S%')

Only contacts with a blank last name or a last name starting with the letter "S" display available for selection.

QueryFields

FirstName, LastName, FX5__Office__r.Name

The listed fields display for contacts in search results.

KeywordSearchFields

LastName

Keyword searches analyze the last name of contacts.

OrderBy

LastName

Contacts sort in alphabetical order by last name.
Equipment Lookup

Here’s an example of how you can configure an Equipment lookup.

Setting Value Impact

QueryFilter

(FX5__Office__r.Name LIKE 'H%')

Only equipment linked to offices starting with the letter "H" displays available for selection.

QueryFields

Name, FX5__Description__c, FX5__Office__r.Name

The listed fields display for equipment in search results.

KeywordSearchFields

Name, FX5__Description__c

Keyword searches analyze the name and description of equipment.

OrderBy

Name

Equipment sorts in alphabetical order by name.

Configure Custom Lookups

As an example, we will show you how to configure a Contact lookup.

  1. Add a CSF_Settings static resource:

    1. Open a text editor

    2. Enter the following to name the static resource:

      window.csf_settings = {
}

    3. Enter the identifying code for the Price Book Builder and Item grid:

      window.csf_settings = {
  pbb: {
    maingrid: {

    }}}}

    4. Enter the API name of the lookup:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
        }}}}}

    5. Enter a SOQL query to restrict the records that display available for selection in the lookup:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
        }}}}}

      Refer to the SOQL reference documentation for more information on how to write SOQL queries.

    6. Enter the fields to display for records in search results:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
        }}}}}

      In this example, the First Name, Last Name, and Office fields display for records.

    7. Enter the fields to analyze in keyword searches:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",
        }}}}}}

      In this example, keyword searches analyze values in the Last Name field.

    8. Enter the field by which to sort records:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",
          "OrderBy": "LastName"
        }}}}}

      In this example, records sort in alphabetical order by last name.

    9. Add braces { } to end the lookup configuration:

      window.csf_settings = {
  pbb: {
    maingrid: {
      "Contact__c": {
        "Contact__c": {
          "QueryFilter": "(LastName=NULL OR LastName LIKE 'S%')",
          "QueryFields": "FirstName, LastName, FX5__Office__r.Name",
          "KeywordSearchFields": "LastName",
          "OrderBy": "LastName"
        }
      }
    }
  }
}

      Every left brace { should have a matching right brace }.

    10. Save the file with "CSF_Settings" as the file name.

  2. Upload the CSF_Settings file to FieldFX Back Office:

    1. Access FieldFX Back Office.

    2. Switch to Salesforce Classic.

    3. From Setup, enter static in the Quick Find box, then select Static Resources.

    4. Click New.

    5. In Name, enter CSF_Settings.

    6. In Cache Control, select "Public".

    7. Click Choose File.

    8. Select the CSF_Settings file.

      When you upload a new CSF_Settings file, the lookup configurations in the new file replace any existing lookup configurations.

  3. Test the Contact lookup.

    1. Open the Price Book Builder.

    2. Open the Contact lookup.

    3. Verify that the lookup works as configured.

Catalog Item Picker

When using the Catalog Item Picker, you can configure search results and set the picker width.

Search Results

Search results display at the bottom of the Catalog Item picker.

Screenshot of pickable Catalog Item search results

You can add catalog items in the search results to a price book.

Select the Fields for Search Results

  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 Catalog Item.

  5. Under Search Layouts, click Edit next to Search Results.

  6. Complete the following:

    1. In Available Fields, select the fields to include and click Add.

    2. In Selected Fields, select the fields to remove and click Remove.

    3. In Selected Fields, change the order.

    4. Select Override the search result column customizations for all users and click Save.

Picker Width

You can set the width of the Catalog Item picker to control how far it displays across the page.

Set the Picker Width

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter custom setting in the Quick Find box, then select Custom Settings.

  4. Click Manage next to FX Settings and then click Edit.

  5. In PBItem Bldr CatalogItem Max FlyoutWidth, specify the picker’s width when it flies across the page and click Save.

    Use a width between 500-1000.

Price Book Builder Button

The Price Book Builder button displays at the top of a price book in FieldFX Back Office.

Screenshot of a Price Book Builder button

Change the Name of the Price Book Builder Button

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. From Setup, enter translation in the Quick Find box, then select Override.

  4. In Package, select "FieldFX Base Package".

  5. In Language, select "English".

  6. In Setup Component, select "Button and Link Label".

  7. In Object, select "Price Book".

  8. Double-click the Button or Link Label Override column next to Price Book Builder.

  9. Enter a new button name and click Save.

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