> For the complete documentation index, see [llms.txt](https://help.smallbuilder.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smallbuilder.com/smallbuilder-line-items/builder/builder-setup-steps/relate-objects/line-item-object/set-object-and-parent-reference-field.md).

# Set Object and Parent Reference Field

### Configuration Based on Parent Object

The builder provides automatic configuration support specifically for standard Opportunity, Quote, and Order objects. If the parent object is one of these, you can choose between the following two configuration methods:

<figure><img src="/files/noGEvIW17ZszUJZWZ094" alt=""><figcaption></figcaption></figure>

<table data-header-hidden><thead><tr><th width="100"></th><th></th></tr></thead><tbody><tr><td><strong>1</strong></td><td><a href="#standard-automatic-configuration"><strong>Standard: Automatic Configuration</strong></a><br>This option automatically sets up the required configurations for the Line Item and Lookup objects based on the parent object. It allows you to set up the editor quickly and easily.</td></tr><tr><td><strong>2</strong></td><td><a href="#manual-configuration-customize-your-line-items"><strong>Manual Configuration: Customize Your Line Items</strong></a><br>To configure the editor using custom objects, choose the Manual Configuration option. This allows you to define the parent, line item, and lookup objects manually, giving you flexibility to design the editor.</td></tr></tbody></table>

### Standard: Automatic Configuration

This option is available exclusively for standard objects such as Opportunity, Quote, or Order. It enables automatic setup of required configurations for the Line Item and Lookup objects, allowing for rapid configuration without manual effort.

<figure><img src="/files/WksGyaSAclp7xDc8Hmf7" alt=""><figcaption></figcaption></figure>

#### Example: Automatic Configuration for Opportunity

When you apply standard settings for the **Opportunity** parent object, the following are configured automatically:

* **Line Item Object**
  * Configured as **OpportunityLineItem**
  * Essential fields such as Unit Price, Quantity, and Total Price are automatically added.
* **Lookup Object**
  * Configured as **PricebookEntry**
  * Fields required for Lookup (e.g., Product Name, Unit Price) and filter conditions (e.g.m Pricebook2Id) are automatically set.

| Parent Object   | Line Item Object    | Lookup Object  |
| --------------- | ------------------- | -------------- |
| **Opportunity** | OpportunityLineItem | PricebookEntry |
| **Quote**       | QuoteLineItem       | PricebookEntry |
| **Order**       | OrderItem           | PricebookEntry |

### Manual Configuration: Customize Your Line Items

If your parent object is a custom object or you prefer custom setup, choose Manual Configuration.

<figure><img src="/files/7jR1dbZz80XcdN9d8dB7" alt=""><figcaption></figcaption></figure>

Manual Configuration options include:

<figure><img src="/files/31pPajtb5zIFKQrJYfkw" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="100"></th><th width="204"></th><th></th></tr></thead><tbody><tr><td><strong>1</strong></td><td><strong>Object</strong></td><td>Select a child object of the parent to act as the Line Item object.</td></tr><tr><td><strong>2</strong></td><td><strong>Parent Reference Field</strong></td><td>Specify the field in the Line Item object that references the parent object. This field automatically assigns the parent when a Line Item is saved.</td></tr></tbody></table>