Quote Item Wizard Back Office Setup

Even though the Quote Item Wizard is used in FX Mobile, it must be set up in FieldFX Back Office. The necessary fields, templates, and settings must be correctly configured to ensure correct functionality.

Prerequisites

To setup and use Quote Item Wizard, you need to:

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

Fields

The Price Book Item search results layout
controls the following on the Quote Item Wizard:

Step-by-Step Guides

Access Your Org’s Back Office

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

Enable the Quote Item Wizard

  1. In Setup, use the Quick Find search box and enter Quote Item Wizard.

  2. Open the Quote Item Wizard and enable it if not already enabled.

Select the Fields to Use

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

  2. Click Price Book Item

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

  4. Change the fields

    Don’t add the following:

    • Text Area (Long) fields

    • Text Area (Rich) fields

    • Text Area (Encrypted) fields

  5. Click Save

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