Ticket Item Copy Setup
Prerequisites
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To set up the Ticket Item Copy feature, you need the following licenses:
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To set up the Ticket Item Copy feature, you must:
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To set up the Ticket Item Copy feature, you need:
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System permissions:
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Customize Application
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View Setup and Configuration
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Basics
The Ticket Item Copy feature is available in the following locations:
Use Ticket Item Copy to add a new ticket item by copying an existing ticket item.
How it Works
When you add a new ticket item using Ticket Item Copy:
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The ticket item has a new ID number.
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All quantities and prices copy to the ticket item.
Excluding Fields from Copying
Basics
You can exclude fields from copying to new records by adding them to an FX_Ticket_Item_Copy_Exclusion field set.
When you add fields to an FX_Ticket_Item_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
Ticket Item 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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SyncID field
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Tracking Number field
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Auto Number fields
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Formula fields
Adding 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 Ticket Item
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Add the FX_Ticket_Item_Copy_Exclusion field set:
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Under Field Sets, click New
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In Field Set Label, enter
FX_Ticket_Item_Copy_Exclusion -
In Where is this used, enter
Ticket Item Copy feature -
Click Save
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Drag the fields you don’t want to copy into the In the Field Set list
Drag date fields into the In the Field Set list. -
Click Save
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