Control Line Item Deletion

Control the deletion of saved line items based on their status by specifying a Boolean field that determines whether deletion is allowed. If the specified field value is true, the delete button will be disabled for the corresponding line item.

Example: Restrict Deletion of Approved Opportunity Products

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

  • Parent: Opportunity

  • Line Item: OpportunityLineItem

  • Lookup: PricebookEntry

For Opportunity Products linked to an Opportunity, deletion should be restricted when the product is in an approved state. To configure this, the Approved__c field is used to control deletion.

Builder Setup

Set the Approved__c field as the deletion control field in the builder. Enter the API name of the field into the Deletion Control Field setting.

Result

When the Approved__c field value is true, the delete button is hidden, preventing deletion of the corresponding line item.

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