Block Lookup Selector

If you want to skip the lookup selector and directly transition to the Line Item Editor, activate the Block Lookup Selector feature. Additionally, you can block the lookup selector based on specific conditions.

To set blocking conditions, use a specific field from the parent object as the control field. This field must be of the Boolean type, and if the value is true, the lookup selector will be blocked.

Example: Blocking Product Addtion for Renewed Opportunities

This example demonstrates the configuration of a Line Item Editor for Opportunity Products:

• Parent: Opportunity

• Line Item: OpportunityLineItem

• Lookup: PricebookEntry

In the Line Item Editor, product addition (line item addition) is blocked for renewed opportunities. In this example, the IsRenewal__c field in the Opportunity object is used to define the blocking condition.

When the IsRenewal__c field is set to true, the button to transition to the lookup selector screen will not be displayed in the editor.