Set Filters and Sorting for Saved Line Items

Configure filters and sorting to display specific saved line items that meet certain conditions when the Line Item Editor is executed. These settings help you display only the desired data and control the order in which it is retrieved.

Set Filters

When the editor is executed, you can filter the saved line item data to display only the records that match specific conditions. Filters follow the same logic as the WHERE clause in SOQL.

For instance, if you want to use the editor to manage Opportunity Products divided into regular and subscription-based products, you can apply filters to each editor. For an editor handling subscription-based Opportunity Products, you can filter records where the custom field Type__c equals ‘Subscription’ by writing the filter as follows:

Type__c = 'Subscription'

You can also use the Query Wizard to generate the filter automatically, without manually writing it.

Set Sorting

You can sort saved line item data in the desired order when the editor is executed. Sorting follows the same logic as the ORDER BY clause in SOQL.

For example, to sort line items by their creation date in descending order, use the following setting:

CreatedDate DESC