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:
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.
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.
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.
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