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.
FX Header
When the FX Header is configured, the fields selected to display on it are identified on the Ticket Details of a ticket.
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.
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.
Items List
The Items list displays the items on the ticket and includes:
Required Items
A red triangle displays next to required items.
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. |
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:
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 |
|---|---|
|
Select to add items |
|
Select to make grid fields editable |
|
Select to make grid fields read-only |
|
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.
Using the Walkthrough
To display the walkthrough, select the help question mark button on the sidebar.
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
Prerequisite
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items and select Update
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Select Copy.
Filtering Ticket Items
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select a Record Type filter.
Sorting Ticket Items
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the Sort control.
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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
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select Grid Edit.
Edit mode is now enabled.
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Select the field to edit.
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You will be notified which fields cannot be edited (because they are locked).
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price for items that have Locked Price/Markup selected.
-
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Enter new information.
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Select Grid Edit.
Edit mode is now disabled.
Editing A Ticket Item
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the item.
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Make edits.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Select Save.
Editing Multiple Ticket Items
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items to edit.
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Select Update.
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Select Bulk Edit.
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Select the field to edit.
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You can’t edit the discount for items that have Locked Discount selected.
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You can’t edit the price of items that have Locked Price/Markup selected.
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Enter new information.
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Select Save.
Applying Stage Pricing to Ticket Items
Prerequisite
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select items.
You can’t apply stage pricing to items that have Locked Discount selected. -
Select Update.
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Select Stage Price.
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In Total Stage Pricing, enter the price to charge for the items.
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Select Save.
|
Charging The Standby Price for a Ticket Item
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the item.
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Select On Standby.
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(Optional) In Standby Price, set the standby price to charge.
You can’t change the price for items that have Locked Price/Markup selected. -
Select Save.
Deleting Ticket Items
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Select Tickets on the sidebar.
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Select the ticket.
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Select Items on the sidebar.
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Select the items to delete.
You can’t delete a ticket item if:
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The linked price book item is required by a rule.
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The linked price book item has Required Item selected.
Child items get deleted automatically when you delete their parent item.
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Select Update.
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Select Delete.
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Select DELETE.
Recommended Reading
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Ticket Item Grid Setup - Learn how to set up the Ticket Item Grid
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FX E-Ticketing Minimum Permissions - Learn the minimum permissions required to use the Ticket Item Grid.