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  • SmallBuilder Help
  • Getting started with SmallBuilder
    • License and Permission Set Assignment
    • Organization Currency Setup
    • Connected App Configuration
  • πŸ“¦SmallBuilder 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 Editor’s Aura Component
    • FAQ
  • πŸ“¦SmallBuilder Lists
    • Release Note
      • '25 Update
        • v 2.5
    • 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
    • Migration
      • JSON Export
      • JSON Import
  • πŸ“¦SmallBuilder 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
    • 🌟Release Note
      • '24 Update
        • v. 1.50 ~
  • πŸ“¦SmallBuilder 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
  • ❓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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On this page
  • Configuration Based on Parent Object
  • Standard: Automatic Configuration
  • Manual Configuration: Customize Your Line Items

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  1. πŸ“¦SmallBuilder Line Items
  2. Builder
  3. Builder Setup Steps
  4. Relate Objects
  5. Line Item Object

Set Object and Parent Reference Field

PreviousLine Item ObjectNextSet Filters and Sorting for Saved Line Items

Last updated 4 months ago

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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:

1

Standard: Automatic Configuration 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.

2

Manual Configuration: Customize Your Line Items 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.

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.

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.

Manual Configuration: Customize Your Line Items

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

Manual Configuration options include:

1

Object

Select a child object of the parent to act as the Line Item object.

2

Parent Reference Field

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.

Parent Object
Line Item Object
Lookup Object

Opportunity

OpportunityLineItem

PricebookEntry

Quote

QuoteLineItem

PricebookEntry

Order

OrderItem

PricebookEntry