Builder Setup Steps
To implement the Line Item Editor, follow these steps:
The first step in the builder is to define the relationship between objects that will be used in the Line Item Editor. This relationship must follow a junction structure, and you need to configure the Parent, Line Item, and Lookup objects.
To register line items, first search for a lookup object (e.g., product), select the desired record from the search results, and set quantities or other attributes to create line items. The search configuration allows you to define the layout of search results for lookup objects.
Configure the properties of line item fields. Define attribute fields such as price, discount rate, and quantity based on the selected lookup records.
Review the configured line item fields using the preview function. This helps validate that the defined properties work as expected.
Once the setup is complete, activate the builder. Activation applies the editor settings and enables you to create a button for executing the editor.
After completing the setup, create a button and add it to the parent object’s page layout. Users can click this button to launch the editor.
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