Ticket Item Grid

Introduction

Use the Ticket Item grid to manage ticket items in FieldFX Mobile.

Prerequisites

To use the Ticket Item grid, you need to:

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

Getting There

Open a ticket in FieldFX Mobile and select Items on the sidebar.

Record Type Filters

Use the Record Type filters to filter the Ticket Item grid by record type.

Record Type filters in FieldFX Mobile

FX Header

When the FX Header is configured, the fields selected to display on it are identified on the Ticket Details of a ticket.

Example of the FX Header

The expandable and collapsible FX Header displays at the top of the Ticket Item grid of a ticket.

To expand the FX Header when it is collapsed, click the Header tab.

Header button in FieldFX Mobile’s Ticket page

The FX Header displays the same preselected fields across all Record Type filters.

To collapse the FX Header when it is expanded, click the Header tab.

Example of an expanded FX Header in FieldFX Mobile

Items List

The Items list displays the items on the ticket and includes:

FieldFX Mobile Ticket Item grid example

Required Items

A red triangle displays next to required items.

Example 1. The 20 ton flatbed sandblast truck shown in this screenshot is required.
Cutout of a required ticket item in FieldFX Mobile

An item is required if the linked price book item has Required Item selected or the item is required by a rule.

Required items get added automatically and can’t be deleted.

Parent & Child Items

The Items list groups parent and child items together, with child items indented under the parent.

Child items get added automatically when you add their parent item.
Example of a parent item with children in FieldFX Mobile

Sorting Items

The Items list changes based on the Record Type filter you select.

The default sort order is by sequence number.

Use the Sort control to change the sort order:

Sequence Number button from FieldFX Mobile

Select a field on the control to sort items based on entries in that field.

Select the arrow on the control to toggle between ascending/descending order.

Locked Fields

Ticket Item Fields can be controlled by a locking field, either default or custom locking fields.

If the locking field is True, then the locked field cannot be edited.

Action Buttons

Use the action buttons to add, edit, and delete ticket items:

Button Description

Blue add button

Select to add items

FieldFX Mobile’s edit toggle with edit mode disabled

Select to make grid fields editable

FieldFX Mobile’s edit toggle with edit mode enabled

Select to make grid fields read-only

FieldFX Mobile’s gear icon for editing or modifying selected items

Select to edit, copy, add child items, apply stage pricing, or delete the selected item(s)

Walkthrough

Basics

Use the walkthrough to view explanations of buttons and controls available on the current screen.

Example of help text in the FX Mobile Help Tour

Using the Walkthrough

To display the walkthrough, select the help question mark button on the sidebar.

Example of the ? button to tap on a mobile device to access the FX Mobile Help

To move through the explanations of each feature, select Prev or Next.

To close the walkthrough, select End tour.

Customizing Walkthrough Text

Administrators can customize the text that displays in the walkthrough messages to conform to your processes and language.

In addition to text, the walkthrough can display images, PDFs, and videos available from a static URL.

Each stop can display multiple slides.

For details on customizing the help text, see FX Mobile Tour Builder.

Step-by-Step Guides

You can:

Copying Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items and select Update

    Update button icon
  5. Select Copy.

Filtering Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select a Record Type filter.

    Record type bar in FieldFX Mobile

Sorting Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the Sort control.

    Sequence Number button from FieldFX Mobile
  5. Select the field by which to sort the items.

    Select the arrow on the control to toggle between ascending/descending order.

Editing Data on the Ticket Item Grid

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select Grid Edit.

    Edit toggle in off position

    Edit mode is now enabled.

    Edit toggle in selected position
  5. Select the field to edit.

    • You will be notified which fields cannot be edited (because they are locked).

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price for items that have Locked Price/Markup selected.

  6. Enter new information.

  7. Select Grid Edit.

    Edit toggle in selected position

    Edit mode is now disabled.

    Edit toggle in off position

Editing A Ticket Item

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Make edits.

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price of items that have Locked Price/Markup selected.

  6. Select Save.

    Blue save check button

Editing Multiple Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items to edit.

  5. Select Update.

    Update gear button
  6. Select Bulk Edit.

  7. Select the field to edit.

    • You can’t edit the discount for items that have Locked Discount selected.

    • You can’t edit the price of items that have Locked Price/Markup selected.

  8. Enter new information.

  9. Select Save.

    Green check save button

Applying Stage Pricing to Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select items.

    You can’t apply stage pricing to items that have Locked Discount selected.
  5. Select Update.

    Update gear button
  6. Select Stage Price.

    Blue price tag button
  7. In Total Stage Pricing, enter the price to charge for the items.

  8. Select Save.

    Green check save button
  • The total price for the items is now the specified stage price.

  • The discount percentage of each item also updates.

  • To remove stage pricing, delete the items and then re-add them.

Charging The Standby Price for a Ticket Item

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the item.

  5. Select On Standby.

  6. (Optional) In Standby Price, set the standby price to charge.

    You can’t change the price for items that have Locked Price/Markup selected.
  7. Select Save.

    Blue check save button

Deleting Ticket Items

  1. Select Tickets on the sidebar.

  2. Select the ticket.

  3. Select Items on the sidebar.

  4. Select the items to delete.

    You can’t delete a ticket item if:

    Child items get deleted automatically when you delete their parent item.

  5. Select Update.

    Blue gear update button
  6. Select Delete.

  7. Select DELETE.

Videos

Adding Ticket Items

Adding Child Ticket Items

Copying Ticket Items

Filtering & Sorting Ticket Items

Editing a Ticket Item

Editing Multiple Ticket Items

Editing Data on the Ticket Item Grid

Charging the Standby Price for Ticket Items

Deleting Ticket Items