Line Item Object
Last updated
Last updated
The line item object is responsible for selecting reference data, adding additional details, and saving the information. This object must be a child of the parent object. When the parent object is selected in the builder, associated child objects can be searched and selected. This step also provides settings for filters, sorting, auto-numbering, and more.
1
Set Object and Parent Reference Field
Select the object to be used as the line item and specify the field that connects this object to the parent object.
For standard objects, use the auto-configuration option to simplify the setup process.
2
Set Filters and Sorting for Saved Line Items
If you want to display saved line items that match specific criteria when the Line Item Editor runs, configure filters and sorting.
This ensures only relevant data is displayed and controls the order of retrieved records.
3
To manage the deletion of line items based on specific conditions, designate a field that stores the result of the condition (true or false).
This field will determine whether a line item can be deleted.
4
Configure automatic numbering for line items upon saving.
This is particularly useful when managing product options, helping to differentiate and organize each line item.