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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • ๐Ÿ“ฆSmallBuilder Line Items
    • Release Notes
      • '25 Update
        • v 1.38
        • v 1.37
    • SmallBuilder Line Items Overview
    • Getting Started
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Builder
      • Getting Stared with the Builder
      • Default Setting
        • Responsive Screen Configuration for Devices
        • Adjusting Editor Screen Ratio
        • Modifying Editor Labels
        • Lookup Selector Settings
          • Search All on Load
          • Expand Filters by Default
          • Allow Select Duplicate Item
          • Caching to Improve Performance
          • Records Per Page
        • Line Item Editor Settings
          • Show Summary
          • Freeze First Column
      • Builder Setup Steps
        • Relate Objects
          • Parent Object
          • Line Item Object
            • Set Object and Parent Reference Field
            • Set Filters and Sorting for Saved Line Items
            • Control Line Item Deletion
            • Set Auto-Numbering
          • Lookup Object
            • Select Lookup Reference Field
            • Set Keyword Search
            • Block Lookup Selector
            • Set Filters and Sorting for Lookup Records
        • Setup Lookup Selector
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Column Width
          • Change Text Alignment
          • Add Virtual Columns for DataSource
        • Setup Line Item Editor
          • Add Columns
          • Reorder Columns
          • Change Column Labels
          • Set Default Value
          • Source Field: Assigning Default Values from Parent or Lookup Fields
          • Set Column Width
          • Change Text Alignment
          • Set Field Input to Read-Only
          • Set Field Input as Required
          • Display Totals
          • Hidden Setting for Line Item Editor Columns
          • Exclude Certain Fields from Saving
        • Preview
        • Activate
        • Create Button and Add to Page Layout
      • DataSource
        • Basic DataSource: Retrieve Related Object Data
        • Advanced: Retrieve Data Using Apex Classes
      • Cloning the Builder
      • Resetting a Builder
      • Insert Filters Using the Query Wizard
      • Inserting Custom Labels into Editor Labels
    • Product Option
      • Product Option Setup Steps
        • Activate Product Options
        • Configure Product Options
          • Default Setting
          • Line Item Setting
        • Configure Product Option Data
      • Display and Storage of Line Item Option Values
    • Use Cases
      • Utilizing the Editorโ€™s Aura Component
    • FAQ
  • ๐Ÿ“ฆSmallBuilder Lists
    • SmallBuilder Lists Introduction
    • Getting Started with SmallBuilder Lists
      • Assigning Licenses and Permissions
      • Organization Currency Setup
      • Connected App Setup
    • Getting Started with Builder
    • Builder Setup Steps
      • Default Setup
        • Title
        • Legend
        • Allow Export
        • Allow Import
        • Show Icon
      • Datatable Setup
        • QUERY
        • Multi Selectable
        • Show Summary
        • Add and Edit Columns
          • Column Editing by Type
        • Add Virtual Column
        • Add Row Action
      • Data Import Setup
      • Action Setup
        • Add Action
      • Filter Setup
        • Add and Configure Filters
          • Filter Editing by Type
      • Compact Configurator Setup
        • Add and Configure Columns
          • Editing by Column Type
      • Mobile Setup
      • DataSource Setup
        • Basic DataSource
          • Add and Configure Actions
        • Advanced DataSource
          • Writing an Apex Class
      • List Deployment and Management
        • Creating a List Configurator Manually
  • ๐Ÿ“ฆSmallBuilder Documents
    • SmallBuilder Documents Introduction
    • Quick start
    • Components
    • Data Merge
      • Data Merge - Text
      • Data Merge - Related List
    • Document Job
    • Basic usage examples
      • How to pin a logo image to the top of the page
      • How to leave a gap between the components
      • How to add separators between the components
    • Advanced usage examples
      • Creating an invoice template
      • Automatically email invoices with a trigger
    • FAQ
    • ๐ŸŒŸRelease Note
      • '24 Update
        • v. 1.50 ~
  • ๐Ÿ“ฆSmallBuilder Schedules
    • SmallBuilder Schedules Introduction
    • Quick start: creating a new Schedule configurator
    • Detailed setup guide
      • Basic settings (Side Panel)
      • Linked objects setup
      • Control Field setup
      • Schedule Object setup
      • Saving and activating
    • FAQ
  • โ“SmallBuilder Troubleshooting
    • SmallBuilder Troubleshooting Help
      • Add Button Warning (If the button is not added to the page)
      • Add Tab Warning (Tabs are created and added to the app, but not visible)
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  • Create Button and Assign to Page Layout
  • Button's Aura Component

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  1. SmallBuilder Line Items
  2. Builder
  3. Builder Setup Steps

Create Button and Add to Page Layout

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Last updated 4 months ago

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You can leverage the Add Button feature at the top of the builder to add the implemented Line-Item Configurator to the Parent object's page layout.

This button will appear on the Parent object's page in Salesforce so that users can launch the Line-Item Configurator that you have set up.

Create Button and Assign to Page Layout

1

Button Label

The label displayed on the editor button.

2

Page Layout

Select the page layout where the button will be added after creation.

Button's Aura Component

When the Line Item Editor button is created in the builder, an Aura Component like the one below is automatically generated. If you want to customize how the button invokes the editor, you can modify the Aura Component.

๐Ÿ“ฆ
Learn more about utilizing the editorโ€™s Aura Component >