Ticket Item Wizard Setup
Prerequisites
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To set up the Ticket Item Wizard, you need the following licenses:
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To set up the Ticket Item Wizard, you must:
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To set up the Ticket Item Wizard, 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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Fields
Basics
Search results layouts control the following on the Ticket Item Wizard:
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Fields that display for available items.
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Fields analyzed during keyword searches.
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Fields available for selection in the Sort control.
Selecting the Fields to Use
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From Setup, enter "contact" in the Quick Find box, then select Search Layouts under Contact
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Click Edit next to Search Results
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Change the fields
Don’t add the following:
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Text Area (Long) fields
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Text Area (Rich) fields
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Text Area (Encrypted) fields
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From Setup, enter "object" in the Quick Find box, then select Objects
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Complete one of the following:
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Click Crew Planning to configure the fields to use for crew dispatched to a jobs.
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Click Equipment to configure the fields to use for equipment linked to equipment catalog items in a job’s price book.
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Click Equipment Planning to configure the fields to use for equipment dispatched to a job.
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Click Price Book Item to configure the fields to use for price book items in a job’s price book.
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Click Quote Item to configure the fields to use for price book items on a quote used to create a job.
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Under Search Layouts, click Edit next to Search Results
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Change the fields.
Don’t add the following:
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Text Area (Long) fields
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Text Area (Rich) fields
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Text Area (Encrypted) fields
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Click Save
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Repeat steps 6 to 10 for other objects as needed
Field Sets
Basics
When you use the Ticket Item Wizard to add multiple ticket items, you can select to enter details for those items.
To save time adding items of the same record type, add field sets for each record type on the Ticket Item object.
Field sets group related fields together and make the Ticket Item Wizard copy data from the first ticket item to subsequent items.
If you usually enter the same start and end date for all labor ticket items, add the Date Start and Date End fields to a field set for the Labor record type. This means that once you enter the start and end date for the first labor item, these values copy to the other labor items.
Adding a 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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Under Field Sets, click New
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In Field Set Label, enter
FX_XXX_Mobile_BulkEditwhereXXXis the name of a ticket item record typeExample 2. Adding a field set for the Labor record typeEnter
FX_Labor_Mobile_BulkEditto add a field set for the Labor record type. -
In Where is this used, enter
Ticket Item Wizard -
Click Save
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Drag fields into the In the Field Set list
Example 3. Including date fields in a field set for a Labor record typeAdd the Date Start and Date End fields to a field set for the Labor record type.
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Click Save