Quote Copy Setup
Prerequisites
To set up the Quote Copy feature, you need to:
Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
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Basics
The Quote Copy feature is available on the Quote Search page in FieldFX Mobile.
How Quote Copy Works
When you add a new quote using Quote Copy:
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The quote has a new tracking number.
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The quote is in the status that has Initial Status Mobile selected.
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All quote items copy to the quote.
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The following items don’t copy to the quote:
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The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page.
Follow the steps in Set Up Attachments Using the Files API.
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Set Fields to Exclude from Copying
You can exclude fields from copying to new records by adding them to an FX_Quote_Copy_Exclusion field set.
When you add fields to an FX_Quote_Copy_Exclusion field set:
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Unique values in those fields don’t copy to new records
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Default values for those fields do copy to new records
Permanent Exclusions
Quote Copy never copies data from the following fields:
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Id field
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External ID field
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Status field
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SyncID field
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Tracking Number field
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Auto Number fields
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Formula fields
Add an Exclusion Field Set
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From Setup, enter "object" in the Quick Find box, then select Objects
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Click Quote.
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Add the FX_Quote_Copy_Exclusion field set:
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Under Field Sets, click New.
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In Field Set Label, enter "FX_Quote_Copy_Exclusion".
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In Where is this used, enter "Quote Copy feature on the Quote Search page in FieldFX Mobile".
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Click Save.
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Drag the fields you don’t want to copy into the In the Field Set list.
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Click Save.
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