SetQuantity Service Transition - Manually Set Service Quantity – FBO One Helpdesk

The Set Quantity action allows you to enter or update the quantity for a service. This is a simple, focused transition that shows the quantity field along with internal and external remarks. It's commonly used for services where the quantity needs to be manually entered or adjusted.

This transition screen is added within a Service Workflow.

This service transition is used for simple workflows for services that require a quantity set; such as Coffee, Ice cubes, and Hot water.

When to Use

When manually entering a quantity for a service

When adjusting an existing service quantity

When adding a new service and setting its initial quantity

When the quantity needs to be recorded with remarks explaining the value

Transition properties

Name	SetQuantity
Workflow type	Service
Linked to	Product
Purpose	Set the quantity of a service.
Impacts	Service
Email out	NO
Product settings	NO
Configuration string	YES
Email message settings	NO
Report settings	NO

SetQuantity transition screen

Product settings

There are no product settings for this transition.

Configuration string settings

The following ‘Configuration string' settings can be set on the transition in Service workflows.

All settings must be separated by a semi-colon ';'. If not specified the default settings apply.

Configuration string	Type	Default	Description	Example
Quantity	Integer	Blank	Sets the quantity for the service to a default amount that cannot be changed. Note: Quantity can be changed via ‘Edit service’	Quantity=2;
Description	String	Blank	Adds a description text below the quantity field, this can be used as user instruction.	Description=Coffee is charged in whole liters only.;
ShowServiceInternalRemarks	Boolean	True	Indicates if the Internal Remarks field is shown in the transition (default is to show).
ShowServiceExternalRemarks	Boolean	True	Indicates if the External Remarks field is shown in the transition (default is to show).
OnCancelSetQuantityToZero	Boolean	True	Indicates if the service quantity should be set to 0 by default (checkbox ticked) when canceling a service. Possible values: True = 'Force quantity ‘*’ to 0' checkbox is automatically checked. False = 'Force quantity ‘’ to 0' checkbox is not checked by default. Hide* = 'Force quantity ‘***’ to 0' checkbox is hidden. Quantity must be manually changed to 0 if required.	OnCancelSetQuantityToZero=False;
OnCancelAddExternalRemark	String	Cancelled	Adds an external remark when the service is canceled.	OnCancelAddExternalRemark=Cancelled with thanks;

What Happens When You Submit

In Edit Mode:

The quantity is updated on the service

If internal remarks were entered, they're saved

If external remarks were entered, they're saved

The service moves to the next workflow state

An audit log entry is created

In Add Mode:

A new orderline is created with the entered quantity

Remarks are saved to the new service

The service is added with the transition's next workflow state

The order is recalculated

An audit log entry is created

Important Notes

Default Remarks Visibility

Unlike most service transitions where remarks are hidden by default, SetQuantity shows BOTH internal and external remarks by default. This is because quantity changes often need documentation.

Single Service in Edit Mode

When editing existing services, only one service can be selected. However, when using as a start transition (add mode), it works without any selected services.

Quantity Section Always Shown

The quantity section is always displayed because ShowQuantitySection is overridden to return true. The ShowQuantity config setting cannot hide it.

Fixed Quantity Option

When Quantity=X is set in the config string, the quantity field becomes read-only and displays the fixed value. This is useful for services that always have a standard quantity.

Tips

Use the Description setting to provide guidance on what quantity to enter

The fixed Quantity setting is useful for standardized services

Internal remarks are helpful for documenting why a quantity was set to a particular value

External remarks appear on customer documents, so use them for customer-facing notes

Related to

Search

Welcome to our Support Portal

SetQuantity Service Transition - Manually Set Service Quantity