Quote Item Builder Setup

This feature has been deprecated and is no longer supported. You should switch to the Lightning Experience and use the tools FieldFX has there instead.

Prerequisites

To setup and use the Quote Item Builder, you need to:

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

Setting Up the Quote Item 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 Quote Details fields.

  12. Configure the Item grid.

  13. Configure the Item picker.

Quote Details

The Quote Details section displays basic quote information.

Screenshot of the Quote Details section

Selecting 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 Quote.

  5. Under Compact Layouts, click New.

  6. Complete the following:

    1. In Label, enter Quote 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. Under Record Type Overrides, select Quote.

    3. In Compact Layout to Use, select "Quote Details".

    4. Click Save.

Item Grid

For the Item Grid, set up Fields, the FX Header, and Validation Rules.

Fields

The Item grid displays the quote items on a quote.

Screenshot of the Quote Item List configuration grid

Page layouts control the fields and header that display on the Item grid, as follows:

Layout Result Note

Master Layout

Controls the fields that display on the Item Grid when you are viewing All items.

The fields on this layout must also display on record type layouts before they will display data.

Equipment Layout

Controls the fields that display on the Item Grid when you select the Equipment filter.

The fields on these layouts must also display on the Master layout before they any display data.

Labor Layout

Controls the fields that display on the Item Grid when you select the Labor filter.

Service Layout

Controls the fields that display on the Item Grid when you select the Service filter.

Supplies Layout

Controls the fields that display on the Item Grid when you select the Supply filter.

Selecting 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 Quote Item.

  5. Under Page Layouts, click Edit next to Quote Item Layout.

  6. Change the fields.

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

  7. Click Save.

  8. Continue with Configuring a Field to Display Read-Only.

Configuring a Field to Display Read-Only

  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 Quote Item.

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

  6. Click Set Field-Level Security.

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

  8. 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.

FX Header

The expandable and collapsible FX Header displays at the top of the Item grid for quotes, defaulting to collapsed when first accessed.

Screenshot of Quote Items in the mobile application with arrow pointing to the Header label

Adding the FX Header to the Quote Item Grid

  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 Quote.

  5. Click Edit next to the applicable page layout.

  6. Drag Section below Standard Buttons on the Quote Detail.

    Screenshot showing where to drag and place the Section in FieldFX Back Office

    The Section Properties window displays.

  7. In Section Name, enter FX Header.

    The Section Name must be entered precisely as shown to meet script requirements.

    Section Name is case-sensitive.

  8. In Layout, select 2-Column.

  9. Click OK.

  10. Drag fields into the FX Header section.

  11. Click Save.

Validation Rules

You can add validation rules to prevent users from updating specific fields when editing quote items.

You can add validation rules to these fields:

Add Rule for the Description Field

Complete the following to add a validation rule that prevents users from updating the Description field for quote items.

  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 Quote Item.

  5. Under Validation Rules, click New.

  6. In Rule Name, enter Locked Description.

  7. Under Error Condition Formula, enter the following formula:

    AND(FX5__PBI_Locked_Description__c, ISCHANGED(FX5__Description__c))

  8. In Error Message, enter the following:

    You cannot change the description because it is locked.

  9. In Error Location, complete one of the following:

    • Select Top of Page to display validation error messages at the top of the page.
      Or

    • Select Field and "Description" to display validation error messages inline next to the Description field.

  10. Click Save.

Add Rule for the Discount Percent Field

Complete the following to add a validation rule that prevents users from updating the Discount Percent field for quote items.

  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 Quote Item.

  5. Under Validation Rules, click New.

  6. In Rule Name, enter Locked Discount.

  7. Under Error Condition Formula, enter the following formula:

    AND(FX5__PBI_Locked_Discount__c, ISCHANGED(FX5__Discount_Percent__c))

  8. In Error Message, enter the following:

    You cannot change the discount percentage because it is locked.

  9. In Error Location, complete one of the following:

    • Select Top of Page to display validation error messages at the top of the page.
      Or

    • Select Field and "Discount Percent" to display validation error messages inline next to the Discount Percent field.

  10. Click Save.

Add Rule for the Price Field

Complete the following to add a validation rule that prevents users from updating the Price field for quote items.

  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 Quote Item.

  5. Under Validation Rules, click New.

  6. In Rule Name, enter Locked Price.

  7. Under Error Condition Formula, enter the following formula:

    AND(FX5__PBI_Locked_Price_Markup__c, ISCHANGED(FX5__Price__c))

  8. In Error Message, enter the following:

    You cannot change the price because it is locked.

  9. In Error Location, complete one of the following:

    • Select Top of Page to display validation error messages at the top of the page.
      Or

    • Select Field and "Price" to display validation error messages inline next to the Price field.

  10. Click Save.

Item Picker

Search Results

Search results display at the bottom of the Item picker.

Screenshot of an example of the Quote Item Builder’s search results

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

Select Search Result Fields

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

  6. Complete the following:

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

    2. Click Add.

    3. In Selected Fields, select the fields to remove.

    4. Click Remove.

    5. In Selected Fields, change the order.

    6. Select Override the search result column customizations for all users.

    7. Click Save.

Picker Width

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

Setting 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.

  5. Click Edit.

  6. In TktItemBldr PBI MaxFlyoutWidth, specify the picker’s width when it flies across the page.

    Use a width between 500-1000.

  7. Click Save.

Custom Lookups

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

  • Limiting the records that display available in lookups

  • Defining the fields that display in lookups

  • Defining the fields analyzed for keyword searches in lookups

Examples

Examples of Contact Lookup and Equipment Lookup are presented below.

Contact Lookup

This is 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

This is 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

Scenario

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

When using this scenario, complete the following steps in order:

Add CSF_Settings to the Static Resources

See static resource for more information.

  1. Open a text editor

  2. Enter the following to name the static resource:

    window.csf_settings = {}

  3. Enter the identifying code for the [Quote Item Builder and Item grid:

    window.csf_settings = {
  qib: {
    maingrid: {}}}

  4. Enter the API name of the lookup:

    window.csf_settings = {
  qib: {
    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 = {
  qib: {
    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 = {
  qib: {
    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 = {
  qib: {
    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 = {
  qib: {
    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 = {
  qib: {
    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.

  11. Continue with Upload the CSF_Settings file to FieldFX Back Office.

Upload the CSF_Settings file to FieldFX Back Office

See FieldFX Back Office for more information.

  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.

  9. Continue with test the contact.

Test the Contact

See lookup for more information.

  1. Open the Quote Item Builder.

  2. Open the Contact lookup.

  3. Verify that the lookup works as configured.

Classification Filters

Classification filters give you the ability to sort items by classification on the Item grid and Item picker.

Setting Up Classification Filters

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete these sections in order:

Add a Catalog Classification field to the Quote Item object

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Quote Item.

  3. Under Custom Fields & Relationships, click New.

  4. Select Lookup Relationship and click Next.

  5. In Related To, select "Classification" and click Next.

  6. In Field Label, select "Catalog Classification" and click Next.

  7. Click Visible twice and then click Next.

  8. Select the page layouts on which to include the field and click Next.

  9. Click Save.

Grant Field Permissions

Grant users Read and Edit permission for the Catalog Classification field on the Quote Item object

Run a Script for the Catalog Classification field

  1. Access Workbench.

  2. Select Utilities → Apex Execute.

  3. Enter the following script:

    System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null));

  4. Click Execute.

Barcode Scanning Feature

The Barcode Scanning feature gives you the ability to scan barcodes on items to add them to quotes.

This feature is ideal when you need to add large numbers of parts and/or supplies to quotes.

You can set up the feature and scan an item.

Setting Up the Barcode Scanning Feature

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Complete the following in order:

Add a Barcode field to the Price Book Item object

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Price Book Item.

  3. Under Custom Fields & Relationships, click New.

  4. Select Text and click Next.

  5. In Field Label, enter Barcode.

  6. In Length, enter 255 and click Next.

  7. Click Visible twice and click Next.

  8. Select the page layouts on which to include the field.

  9. Click Save.

  10. Continue with Update page layouts for the Equipment object.

Update page layouts for the Equipment object

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Equipment.

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

  4. Add the Barcode field to the layout.

  5. Click Save.

  6. Repeat these steps for other page layouts as needed.

  7. Continue with Configure FX Settings.

Configure FX Settings

For more information, see FX Settings.

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

  2. Click Manage next to FX Settings.

  3. Click Edit.

  4. In Equipment exact match search field, enter FX5__Barcode__c.

  5. In PriceBookItem exact match search field, enter Barcode__c.

  6. Click Save.

  7. Continue with Grant field permissions.

Grant field permissions

Grant users the following permissions:

Permission Field Object

Read
Edit

Barcode

Equipment

Read
Edit

Barcode

Price Book Item

Continue with Run a script for the Barcode field.

Run a script for the Barcode field

  1. Access Workbench.

  2. Select Utilities → Apex Execute.

  3. Enter the following script:

    System.debug(FX5.FXWorkerLauncher.DoWork('FX5.CustomFieldInfoHandler', null));

  4. Click Execute.

  5. Continue with Add Barcodes to Equipment.

Add Barcodes to Equipment

For more information on Equipment, see equipment.

  1. Open the Equipment tab.

  2. Open the Equipment item.

  3. Click Edit.

  4. Click in the Barcode field.

  5. Scan the barcode on the equipment.

  6. Repeat these steps for other Equipment items as needed.

  7. Continue with Add Barcodes to Price Book Items.

Add Barcodes to Price Book Items

See price book items for more information.

  1. Open the Price Book Items tab.

  2. Open the price book item.

  3. Click Edit.

  4. Click in the Barcode field.

  5. Scan the barcode on the item.

  6. Repeat these steps for other Price Book Items as needed.

  7. Continue with Scanning an Item.

Scanning an Item

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Open the quote.

  4. Click Quote Item Builder.

  5. Click in the Barcode field.

    Screenshot of the FieldFX Back Office showing the Price Book Item Barcode field

  6. Scan the barcode on the item.

    The item now displays in the Item grid.

    You can also add an item manually by typing the barcode and clicking Add.

Quote Item Builder Button

The Quote Item Builder button displays at the top of a quote in FieldFX Back Office.

Screenshot showing the Quote Item Builder button in FieldFX Back Office

Changing the Name of the Quote Item 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 "Quote".

  8. Double-click the Button or Link Label Override column next to Quote Item Builder.

  9. Enter a new button name.

  10. Click Save.

Hiding Quote Item Builder Components

To make things easier for users, you can hide unused components on the Quote Item Builder.

Hiding Components on the Quote Item Builder

Add the pageSettings_QIB FX Setting

For more information, see FX Setting.

  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 FX Settings

  5. Under Custom Fields, click New

  6. Select the Text data type and click Next.

  7. In Field Label, enter pageSettings_QIB.

  8. In Length, enter 255.

  9. Click Next and then Save

Select the Components to Hide

  1. Click Manage at the top of the page

  2. Click Edit

  3. In pageSettings_QIB, enter the names of the components to hide (use commas to separate the values):

    To Hide…​ Enter…​

    Barcode field

    "HideBarCodeReader"

    Bulk Update button

    HideBulkEdit

    Copy Selected button

    HideCopy

    Delete Selected button

    HideDelete

    Quote Details section

    HideHeader

    Keyword Search field above the Item grid

    HideItemSearch

    Item picker

    HidePicker

    Add Child Items button for dynamic parent items

    HideSelectChildren

    Sort by Most Recent option above the Item grid

    HideSortByMostRecent

    Apply Stage Pricing button

    HideStagePricing

  4. Click Save.

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